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 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
3.83K+ 1.32% |
$548K - $588K
|
295K
$49.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.82K+ 23.83% |
$547K - $587K
|
19.9K
$3.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.81K+ 2.22% |
$545K - $585K
|
176K
$29.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.79K+ 11.78% |
$541K - $581K
|
35.9K
$6.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.78K+ 8.72% |
$541K - $581K
|
47.1K
$7.9M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.73K+ 55.37% |
$533K - $572K
|
10.5K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.72KNew |
$532K - $571K
|
3.72K
$623K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
3.68K+ 1.8% |
$526K - $565K
|
208K
$34.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
3.68KNew |
$526K - $565K
|
3.68K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.68K+ 6.4% |
$526K - $564K
|
61.1K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.67KNew |
$524K - $563K
|
3.67K
$614K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.66K+ 7.01% |
$524K - $562K
|
55.9K
$9.36M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.66K+ 242.87% |
$523K - $562K
|
5.17K
$866K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.66K+ 70.32% |
$523K - $562K
|
8.86K
$1.48M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.65K+ 60.97% |
$521K - $560K
|
9.62K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.63KNew |
$519K - $557K
|
3.63K
$608K
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
3.62K+ 5.93% |
$518K - $556K
|
64.7K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.62KNew |
$518K - $556K
|
3.62K
$606K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.61KNew |
$516K - $554K
|
3.61K
$604K
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
3.58K+ 24.37% |
$512K - $550K
|
18.3K
$3.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.58K+ 60.56% |
$512K - $549K
|
9.49K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.58K+ 64.49% |
$511K - $549K
|
9.12K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.57K+ 2.45% |
$511K - $549K
|
149K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.55K+ 7.06% |
$507K - $545K
|
53.8K
$9.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.54K+ 108.88% |
$507K - $544K
|
6.8K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.52K+ 10.25% |
$504K - $541K
|
37.9K
$6.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.51K+ 40.87% |
$502K - $539K
|
12.1K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.51K+ 0.29% |
$502K - $539K
|
1.2M
$200M
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
3.51KNew |
$502K - $539K
|
3.51K
$588K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
3.5KNew |
$500K - $537K
|
3.5K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.48K+ 3.15% |
$498K - $535K
|
114K
$19.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.48KNew |
$497K - $534K
|
3.48K
$583K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.46K+ 0.24% |
$495K - $532K
|
1.48M
$247M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.46K+ 20.85% |
$494K - $531K
|
20K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
3.45K+ 11.49% |
$494K - $530K
|
33.5K
$5.61M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
3.45K+ 4.43% |
$493K - $529K
|
81.2K
$13.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.45K+ 12.61% |
$493K - $529K
|
30.8K
$5.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
3.44K+ 84.37% |
$492K - $528K
|
7.52K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
3.42KNew |
$489K - $525K
|
3.42K
$573K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
3.4K+ 31.41% |
$486K - $522K
|
14.2K
$2.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.39K+ 7.05% |
$485K - $521K
|
51.5K
$8.63M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.39KNew |
$485K - $521K
|
3.39K
$568K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.38K+ 1.76% |
$483K - $519K
|
195K
$32.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
3.36K+ 4.05% |
$481K - $516K
|
86.3K
$14.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
3.35K+ 1.06% |
$479K - $515K
|
320K
$53.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
3.31KNew |
$474K - $508K
|
3.31K
$555K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
3.27K+ 91.05% |
$468K - $503K
|
6.87K
$1.15M
|
|
|
Apr 17, 2024
Q4 2023
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
3.27KNew |
$468K - $502K
|
3.27K
$548K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.27KNew |
$468K - $502K
|
3.27K
$548K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
BUY
|
- |
3.26K+ 14.88% |
$466K - $501K
|
25.2K
$4.22M
|