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 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.83KNew |
$691K - $742K
|
4.83K
$826K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
4.78KNew |
$683K - $733K
|
4.78K
$817K
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
4.77K+ 299.75% |
$682K - $733K
|
6.36K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
4.77KNew |
$682K - $732K
|
4.77K
$816K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.76KNew |
$681K - $731K
|
4.76K
$814K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
4.74K+ 56.9% |
$677K - $727K
|
13.1K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.65KNew |
$665K - $714K
|
4.65K
$796K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.65K+ 1.92% |
$664K - $713K
|
246K
$42.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
4.58KNew |
$655K - $703K
|
4.58K
$784K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.57K+ 25.76% |
$653K - $701K
|
22.3K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.55KNew |
$651K - $699K
|
4.55K
$779K
|
|
|
Feb 08, 2024
Q4 2023
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
4.53K+ 4.8% |
$648K - $696K
|
98.9K
$16.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.46KNew |
$637K - $684K
|
4.46K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.44K+ 1.74% |
$635K - $681K
|
259K
$44.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.42KNew |
$631K - $678K
|
4.42K
$755K
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.4K+ 1.15% |
$630K - $676K
|
388K
$66.3M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.4KNew |
$629K - $676K
|
4.4K
$753K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.37K+ 7.05% |
$624K - $670K
|
66.3K
$11.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.36K+ 1.52% |
$623K - $669K
|
291K
$49.8M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.29K+ 196.7% |
$613K - $658K
|
6.47K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
BUY
|
- |
4.25K+ 5.98% |
$607K - $652K
|
75.3K
$12.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.24K+ 36.84% |
$606K - $650K
|
15.7K
$2.69M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.23K+ 15.14% |
$605K - $650K
|
32.2K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
4.22K+ 49.01% |
$604K - $648K
|
12.8K
$2.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
4.22K+ 2.23% |
$603K - $648K
|
193K
$33.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.18K+ 23.31% |
$597K - $641K
|
22.1K
$3.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.09K+ 3.42% |
$585K - $628K
|
124K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
4.08KNew |
$583K - $626K
|
4.08K
$697K
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
4.06KNew |
$581K - $624K
|
4.06K
$695K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
4.06KNew |
$580K - $623K
|
4.06K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.04KNew |
$577K - $620K
|
4.04K
$691K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
4.03K+ 23.05% |
$576K - $618K
|
21.5K
$3.68M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
4.03K+ 23.05% |
$576K - $618K
|
21.5K
$3.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
4.02KNew |
$574K - $616K
|
4.02K
$687K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.01K+ 3.77% |
$574K - $616K
|
110K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.99K+ 4.74% |
$570K - $612K
|
88.1K
$15.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.97K+ 3.8% |
$568K - $610K
|
108K
$18.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3.97KNew |
$568K - $609K
|
3.97K
$679K
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3.95KNew |
$565K - $607K
|
3.95K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.95KNew |
$565K - $606K
|
3.95K
$676K
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.94K+ 192.95% |
$564K - $605K
|
5.99K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.91K+ 62.87% |
$560K - $601K
|
10.1K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.91K+ 0.29% |
$559K - $600K
|
1.35M
$231M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.9K+ 40.07% |
$558K - $599K
|
13.6K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.9K+ 1.57% |
$557K - $598K
|
251K
$43M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.87K+ 12.59% |
$553K - $594K
|
34.6K
$5.91M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.87K+ 39.62% |
$553K - $594K
|
13.6K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
3.85K+ 2.16% |
$550K - $591K
|
182K
$31.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.84KNew |
$549K - $589K
|
3.84K
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
3.84K+ 7.16% |
$549K - $589K
|
57.4K
$9.82M
|