Purchases and Sales Made in Q4 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2023. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.01K- 1.28% |
$144K - $155K
|
77.8K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 4.29% |
$144K - $155K
|
22.5K
$3.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.02K- 6.99% |
$146K - $157K
|
13.6K
$2.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.03K- 4.82% |
$147K - $158K
|
20.3K
$3.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.03K- 26.95% |
$147K - $158K
|
2.79K
$470K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.03K- 0.62% |
$147K - $158K
|
165K
$27.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-1.03K- 1.34% |
$148K - $159K
|
75.9K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-1.04K- 31.36% |
$148K - $159K
|
2.27K
$382K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-1.04K- 13.76% |
$149K - $160K
|
6.53K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-1.05K- 1.92% |
$149K - $160K
|
53.5K
$9.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.05K- 1.65% |
$150K - $161K
|
62.3K
$10.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-1.06K- 1.14% |
$152K - $163K
|
92.2K
$15.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.06K- 18.54% |
$152K - $163K
|
4.67K
$788K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.06K- 7.07% |
$152K - $163K
|
14K
$2.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.08K- 5.0% |
$154K - $165K
|
20.5K
$3.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.08K- 41.36% |
$154K - $166K
|
1.53K
$258K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.08K- 22.24% |
$155K - $166K
|
3.78K
$637K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.08K- 6.07% |
$155K - $166K
|
16.7K
$2.82M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.09K- 26.17% |
$155K - $167K
|
3.07K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.09K- 1.81% |
$156K - $167K
|
59.2K
$9.98M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.1K- 1.86% |
$157K - $168K
|
57.9K
$9.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.1K- 3.47% |
$157K - $168K
|
30.5K
$5.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-1.1K- 3.01% |
$157K - $169K
|
35.4K
$5.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.1K- 0.16% |
$157K - $169K
|
697K
$118M
|
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 10.45% |
$157K - $169K
|
9.43K
$1.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.12K- 11.08% |
$160K - $172K
|
8.97K
$1.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.12K- 1.63% |
$160K - $172K
|
67.7K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-1.12K- 3.52% |
$160K - $172K
|
30.7K
$5.18M
|
|
|
Jan 16, 2024
Q4 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.13K- 4.54% |
$161K - $173K
|
23.7K
$3.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.13K- 14.21% |
$161K - $173K
|
6.8K
$1.15M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.13K- 16.59% |
$161K - $173K
|
5.67K
$956K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1.13K- 1.61% |
$162K - $174K
|
69.1K
$11.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-1.13K- 1.5% |
$162K - $174K
|
74.2K
$12.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-1.14K- 3.09% |
$163K - $175K
|
35.7K
$6.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.14K- 14.81% |
$163K - $175K
|
6.57K
$1.11M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-1.15K- 1.13% |
$164K - $176K
|
100K
$16.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.15K- 9.39% |
$165K - $177K
|
11.1K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-1.16K- 3.99% |
$166K - $178K
|
27.9K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.17K- 1.69% |
$167K - $179K
|
67.9K
$11.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-1.17K- 2.51% |
$167K - $179K
|
45.4K
$7.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.17K- 8.43% |
$168K - $180K
|
12.7K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-1.18K- 1.51% |
$169K - $181K
|
76.9K
$13M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.19K- 66.89% |
$170K - $182K
|
588
$99.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-1.2K- 9.36% |
$172K - $184K
|
11.6K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-1.2K- 0.21% |
$172K - $184K
|
574K
$96.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.2K- 26.68% |
$172K - $184K
|
3.3K
$556K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.2K- 7.91% |
$172K - $185K
|
14K
$2.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.2K- 6.88% |
$172K - $185K
|
16.3K
$2.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.22K- 15.04% |
$175K - $188K
|
6.9K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.22K- 16.54% |
$175K - $188K
|
6.17K
$1.04M
|