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 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
8.43K+ 20.41% |
$1.21M - $1.29M
|
49.7K
$8.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.3K+ 11.43% |
$1.19M - $1.27M
|
81K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
8.3KNew |
$1.19M - $1.27M
|
8.3K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8.21KNew |
$1.17M - $1.26M
|
8.21K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
8.2K+ 5.48% |
$1.17M - $1.26M
|
158K
$26.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.18K+ 18.22% |
$1.17M - $1.26M
|
53.1K
$9.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
8.16KNew |
$1.17M - $1.25M
|
8.16K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
8.16KNew |
$1.17M - $1.25M
|
8.16K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.15K+ 1.99% |
$1.17M - $1.25M
|
418K
$71.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
8.15K+ 291.24% |
$1.17M - $1.25M
|
10.9K
$1.87M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
8.12KNew |
$1.16M - $1.25M
|
8.12K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.1K+ 5.27% |
$1.16M - $1.24M
|
162K
$27.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.09K+ 536.14% |
$1.16M - $1.24M
|
9.59K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
8.08K+ 36.58% |
$1.16M - $1.24M
|
30.2K
$5.14M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.01K+ 8.82% |
$1.15M - $1.23M
|
98.8K
$16.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
8K+ 7.94% |
$1.14M - $1.23M
|
109K
$18.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.97K+ 48.75% |
$1.14M - $1.22M
|
24.3K
$4.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.87K+ 24.58% |
$1.13M - $1.21M
|
39.9K
$6.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.86K+ 20.16% |
$1.12M - $1.21M
|
46.9K
$7.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
7.85K+ 3.93% |
$1.12M - $1.21M
|
208K
$35.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
7.85K+ 0.22% |
$1.12M - $1.21M
|
3.59M
$612M
|
|
|
Aug 20, 2024
Q4 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
7.71KNew |
$1.1M - $1.18M
|
7.71K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
7.71KNew |
$1.1M - $1.18M
|
7.71K
$1.31M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.53K+ 65.32% |
$1.08M - $1.16M
|
19.1K
$3.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
7.5KNew |
$1.07M - $1.15M
|
7.5K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.39KNew |
$1.06M - $1.13M
|
7.39K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.39K+ 16.92% |
$1.06M - $1.13M
|
51K
$8.7M
|
|
|
Feb 14, 2025
Q4 2023
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
7.39KNew |
$1.06M - $1.13M
|
7.39K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.35K+ 16.48% |
$1.05M - $1.13M
|
51.9K
$8.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.27KNew |
$1.04M - $1.12M
|
7.27K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
7.26K+ 4.13% |
$1.04M - $1.11M
|
183K
$31.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
7.18KNew |
$1.03M - $1.1M
|
7.18K
$1.22M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
7.16K+ 19.15% |
$1.02M - $1.1M
|
44.6K
$7.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
7.16K+ 59.87% |
$1.02M - $1.1M
|
19.1K
$3.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
7.15K+ 51.08% |
$1.02M - $1.1M
|
21.1K
$3.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.13K+ 68.37% |
$1.02M - $1.09M
|
17.6K
$2.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
7.13K+ 115.14% |
$1.02M - $1.09M
|
13.3K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.12K+ 23.38% |
$1.02M - $1.09M
|
37.6K
$6.4M
|
|
|
Aug 07, 2024
Q4 2023
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
7.08KNew |
$1.01M - $1.09M
|
7.08K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
7.06KNew |
$1.01M - $1.08M
|
7.06K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.89K+ 0.23% |
$986K - $1.06M
|
3.06M
$521M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
6.7KNew |
$958K - $1.03M
|
6.7K
$1.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
6.66KNew |
$952K - $1.02M
|
6.66K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
6.63KNew |
$948K - $1.02M
|
6.63K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
6.61KNew |
$945K - $1.01M
|
6.61K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.59K+ 4.87% |
$943K - $1.01M
|
142K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.57K+ 40.06% |
$940K - $1.01M
|
23K
$3.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
6.56KNew |
$938K - $1.01M
|
6.56K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
6.55K+ 12.32% |
$937K - $1.01M
|
59.7K
$10.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
6.53KNew |
$933K - $1M
|
6.53K
$1.11M
|