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 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5.84KNew |
$835K - $896K
|
5.84K
$963K
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.78KNew |
$826K - $887K
|
5.78K
$953K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.75K+ 187.82% |
$822K - $883K
|
8.81K
$1.45M
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.73KNew |
$820K - $880K
|
5.73K
$946K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.73K+ 0.91% |
$819K - $879K
|
635K
$105M
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.71KNew |
$817K - $877K
|
5.71K
$942K
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.71K+ 24.73% |
$816K - $876K
|
28.8K
$4.75M
|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
BUY
|
- |
5.65K+ 0.65% |
$808K - $868K
|
879K
$145M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
5.65K+ 3.56% |
$808K - $868K
|
165K
$27.1M
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.6K+ 44.73% |
$801K - $860K
|
18.1K
$2.99M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.52K+ 22.95% |
$790K - $848K
|
29.6K
$4.88M
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.45K+ 55.55% |
$779K - $836K
|
15.3K
$2.52M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.44K+ 6.32% |
$778K - $836K
|
91.6K
$15.1M
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.43K+ 124.3% |
$777K - $834K
|
9.8K
$1.62M
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.36K+ 4.73% |
$767K - $823K
|
119K
$19.6M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.31K+ 29.53% |
$760K - $815K
|
23.3K
$3.84M
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.31K+ 47.97% |
$759K - $815K
|
16.4K
$2.7M
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.29K+ 5.1% |
$756K - $812K
|
109K
$18M
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
5.23KNew |
$747K - $802K
|
5.23K
$862K
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
5.2KNew |
$744K - $798K
|
5.2K
$858K
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
5.05KNew |
$722K - $775K
|
5.05K
$833K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.04KNew |
$721K - $774K
|
5.04K
$831K
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.02KNew |
$718K - $771K
|
5.02K
$828K
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
4.98KNew |
$712K - $764K
|
4.98K
$821K
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.96KNew |
$710K - $762K
|
4.96K
$819K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
4.93K+ 18.05% |
$705K - $757K
|
32.2K
$5.32M
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.93K+ 6.75% |
$705K - $756K
|
77.9K
$12.8M
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.91KNew |
$702K - $754K
|
4.91K
$810K
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.87KNew |
$696K - $747K
|
4.87K
$803K
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.86KNew |
$695K - $746K
|
4.86K
$801K
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.85K+ 1.18% |
$694K - $745K
|
416K
$68.7M
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.83KNew |
$691K - $742K
|
4.83K
$797K
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
4.78KNew |
$683K - $733K
|
4.78K
$787K
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.77K+ 299.75% |
$682K - $733K
|
6.36K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
4.77KNew |
$682K - $732K
|
4.77K
$787K
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.76KNew |
$681K - $731K
|
4.76K
$785K
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.74K+ 56.9% |
$677K - $727K
|
13.1K
$2.15M
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.65KNew |
$665K - $714K
|
4.65K
$767K
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.65K+ 1.92% |
$664K - $713K
|
246K
$40.6M
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.58KNew |
$655K - $703K
|
4.58K
$756K
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.57K+ 25.76% |
$653K - $701K
|
22.3K
$3.68M
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.55KNew |
$651K - $699K
|
4.55K
$751K
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
4.53K+ 4.8% |
$648K - $696K
|
98.9K
$16.3M
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.46KNew |
$637K - $684K
|
4.46K
$735K
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.44K+ 1.74% |
$635K - $681K
|
259K
$42.7M
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.42KNew |
$631K - $678K
|
4.42K
$728K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.4KNew |
$629K - $676K
|
4.4K
$726K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.37K+ 7.05% |
$624K - $670K
|
66.3K
$10.9M
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.36K+ 1.52% |
$623K - $669K
|
291K
$48.1M
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.29K+ 196.7% |
$613K - $658K
|
6.47K
$1.07M
|