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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Page Arthur B
|
SELL
|
- |
-1.75K- 9.73% |
$251K - $269K
|
16.3K
$2.81M
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.75K- 36.46% |
$251K - $269K
|
3.06K
$529K
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.78K- 1.13% |
$254K - $273K
|
155K
$26.8M
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.78K- 4.56% |
$255K - $274K
|
37.3K
$6.46M
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-1.79K- 1.52% |
$256K - $275K
|
116K
$20M
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.81K- 6.1% |
$259K - $278K
|
27.9K
$4.83M
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.83KClosed |
$262K - $281K
|
0
$0
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.83K- 50.0% |
$262K - $281K
|
1.83K
$317K
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-1.84K- 3.2% |
$262K - $282K
|
55.5K
$9.62M
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1.84K- 3.26% |
$263K - $282K
|
54.5K
$9.43M
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.84K- 1.79% |
$264K - $283K
|
101K
$17.5M
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.85K- 34.81% |
$264K - $284K
|
3.46K
$599K
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-1.85K- 38.61% |
$264K - $284K
|
2.94K
$509K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.86K- 3.62% |
$266K - $285K
|
49.5K
$8.57M
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-1.87K- 3.58% |
$267K - $286K
|
50.3K
$8.71M
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.87K- 2.03% |
$267K - $287K
|
90.3K
$15.6M
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.87K- 28.46% |
$267K - $287K
|
4.7K
$814K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1.88K- 2.02% |
$268K - $288K
|
91.1K
$15.8M
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.89K- 4.71% |
$271K - $291K
|
38.3K
$6.63M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.91K- 9.65% |
$273K - $293K
|
17.9K
$3.09M
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.92K- 8.7% |
$274K - $294K
|
20.1K
$3.48M
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.92K- 6.19% |
$274K - $294K
|
29K
$5.03M
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.92K- 9.36% |
$275K - $295K
|
18.6K
$3.22M
|
|
Jan 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.94K- 4.56% |
$277K - $298K
|
40.6K
$7.02M
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-1.94K- 1.73% |
$278K - $298K
|
110K
$19.1M
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.95K- 45.64% |
$279K - $300K
|
2.33K
$403K
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.96K- 7.03% |
$280K - $301K
|
25.9K
$4.49M
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.97K- 6.68% |
$281K - $302K
|
27.5K
$4.76M
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.97K- 11.25% |
$282K - $303K
|
15.6K
$2.7M
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.99K- 2.64% |
$284K - $305K
|
73.3K
$12.7M
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-2K- 2.95% |
$285K - $306K
|
65.6K
$11.4M
|
|
Feb 09, 2024
Q4 2023
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-2K- 3.85% |
$286K - $307K
|
50K
$8.66M
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 46.26% |
$286K - $307K
|
2.32K
$402K
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.03K- 32.85% |
$291K - $312K
|
4.15K
$719K
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.06K- 8.09% |
$294K - $316K
|
23.4K
$4.05M
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.07K- 11.26% |
$297K - $318K
|
16.3K
$2.83M
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.08K- 11.45% |
$297K - $319K
|
16.1K
$2.78M
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.08K- 6.9% |
$297K - $319K
|
28.1K
$4.86M
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.08K- 5.74% |
$298K - $319K
|
34.2K
$5.92M
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.1K- 9.14% |
$301K - $323K
|
20.9K
$3.62M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.11K- 0.14% |
$302K - $324K
|
1.48M
$256M
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.11K- 0.69% |
$302K - $325K
|
305K
$52.8M
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.13K- 5.73% |
$304K - $326K
|
35K
$6.06M
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.13K- 5.98% |
$304K - $327K
|
33.5K
$5.8M
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.14K- 2.77% |
$306K - $329K
|
75K
$13M
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.15K- 5.83% |
$307K - $330K
|
34.7K
$6.01M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.15K- 5.16% |
$308K - $330K
|
39.5K
$6.85M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.16K- 1.15% |
$308K - $331K
|
186K
$32.2M
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.17K- 1.61% |
$310K - $333K
|
132K
$22.9M
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.18K- 2.25% |
$311K - $334K
|
94.5K
$16.4M
|