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
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16.4K+ 12.28% |
$2.35M - $2.52M
|
150K
$24.5M
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16.3K+ 33.44% |
$2.32M - $2.5M
|
64.9K
$10.6M
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
BUY
|
- |
16.2K+ 13.63% |
$2.31M - $2.48M
|
135K
$21.9M
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
15.9K+ 43.04% |
$2.27M - $2.44M
|
52.8K
$8.61M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
15.9KNew |
$2.27M - $2.43M
|
15.9K
$2.58M
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
15.6K+ 15.69% |
$2.23M - $2.39M
|
115K
$18.7M
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
15.4K+ 0.98% |
$2.21M - $2.37M
|
1.59M
$260M
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
15.3K+ 392.9% |
$2.19M - $2.35M
|
19.2K
$3.13M
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
15.3K+ 1.52% |
$2.19M - $2.35M
|
1.02M
$166M
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.2K+ 1.94% |
$2.18M - $2.34M
|
801K
$131M
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.2K+ 81.11% |
$2.17M - $2.33M
|
33.9K
$5.53M
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
15K+ 1.11% |
$2.15M - $2.31M
|
1.37M
$224M
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
14.9KNew |
$2.13M - $2.28M
|
14.9K
$2.42M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.8K+ 1.1% |
$2.12M - $2.28M
|
1.36M
$222M
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
14.8KNew |
$2.12M - $2.27M
|
14.8K
$2.41M
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
14.6K+ 45.0% |
$2.09M - $2.25M
|
47.2K
$7.68M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 97.53% |
$2.09M - $2.25M
|
29.6K
$4.83M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.6KNew |
$2.09M - $2.25M
|
14.6K
$2.38M
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
14.6KNew |
$2.09M - $2.24M
|
14.6K
$2.38M
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
14.4KNew |
$2.06M - $2.21M
|
14.4K
$2.35M
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
14.3KNew |
$2.05M - $2.2M
|
14.3K
$2.34M
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
14.3K+ 1.66% |
$2.04M - $2.19M
|
872K
$142M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
14K+ 24.35% |
$2.01M - $2.15M
|
71.7K
$11.7M
|
|
Feb 14, 2024
Q4 2023
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
13.9K+ 18.03% |
$1.99M - $2.14M
|
91.1K
$14.8M
|
|
Feb 14, 2024
Q4 2023
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
13.9KNew |
$1.98M - $2.13M
|
13.9K
$2.26M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.7K+ 2.14% |
$1.96M - $2.11M
|
655K
$107M
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
13.7K+ 4.57% |
$1.96M - $2.1M
|
313K
$51.1M
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
13.5KNew |
$1.93M - $2.08M
|
13.5K
$2.2M
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
13.5KNew |
$1.93M - $2.07M
|
13.5K
$2.2M
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
13.4KNew |
$1.91M - $2.05M
|
13.4K
$2.18M
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
13.2K+ 0.5% |
$1.89M - $2.03M
|
2.67M
$434M
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
13.1K+ 19.24% |
$1.87M - $2M
|
80.9K
$13.2M
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
13KNew |
$1.87M - $2M
|
13K
$2.12M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13KNew |
$1.86M - $2M
|
13K
$2.12M
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
13K+ 4.51% |
$1.86M - $1.99M
|
301K
$49M
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
12.7K+ 4.7% |
$1.81M - $1.95M
|
282K
$46M
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.6K+ 12.86% |
$1.81M - $1.94M
|
111K
$18.1M
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
12.6K+ 12.58% |
$1.8M - $1.94M
|
113K
$18.4M
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
12.6KNew |
$1.8M - $1.93M
|
12.6K
$2.05M
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
12.5KNew |
$1.79M - $1.93M
|
12.5K
$2.04M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.3K+ 31.02% |
$1.76M - $1.89M
|
52.1K
$8.49M
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
12.3KNew |
$1.76M - $1.89M
|
12.3K
$2M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12K+ 0.72% |
$1.72M - $1.85M
|
1.7M
$276M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 18.88% |
$1.72M - $1.85M
|
75.7K
$12.3M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12K+ 11.62% |
$1.72M - $1.84M
|
115K
$18.8M
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.9K+ 108.76% |
$1.71M - $1.83M
|
22.9K
$3.73M
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$1.7M - $1.83M
|
11.9K
$1.94M
|
|
Feb 14, 2024
Q4 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
11.9K+ 0.64% |
$1.7M - $1.82M
|
1.86M
$303M
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
11.8KNew |
$1.69M - $1.82M
|
11.8K
$1.93M
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.8KNew |
$1.68M - $1.81M
|
11.8K
$1.92M
|