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 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.68K+ 5.29% |
$383K - $411K
|
53.2K
$8.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.67K+ 27.33% |
$382K - $410K
|
12.4K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.66K+ 3.85% |
$381K - $409K
|
71.7K
$12M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.66K+ 0.44% |
$380K - $408K
|
613K
$103M
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.65KNew |
$379K - $407K
|
2.65K
$444K
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.65KNew |
$378K - $406K
|
2.65K
$443K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
2.64K+ 3.21% |
$378K - $406K
|
85.1K
$14.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
2.64KNew |
$378K - $406K
|
2.64K
$443K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.62K+ 0.91% |
$375K - $403K
|
290K
$48.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.61K+ 7.81% |
$374K - $401K
|
36.1K
$6.04M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
2.61KNew |
$374K - $401K
|
2.61K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
2.6K+ 136.84% |
$372K - $399K
|
4.5K
$754K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.59K+ 66.53% |
$370K - $397K
|
6.48K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.58K+ 11.14% |
$369K - $396K
|
25.8K
$4.31M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.57KNew |
$367K - $394K
|
2.57K
$430K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
2.57KNew |
$367K - $394K
|
2.57K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2.55KNew |
$365K - $392K
|
2.55K
$428K
|
|
|
Feb 02, 2024
Q4 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.55K+ 5.73% |
$365K - $391K
|
47K
$7.88M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.55K+ 599.06% |
$364K - $391K
|
2.97K
$498K
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
2.54K+ 30.35% |
$364K - $390K
|
10.9K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
2.54KNew |
$363K - $390K
|
2.54K
$425K
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.54KNew |
$363K - $389K
|
2.54K
$425K
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
2.53KNew |
$362K - $388K
|
2.53K
$424K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.52K+ 3.31% |
$361K - $387K
|
78.8K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2.5KNew |
$358K - $384K
|
2.5K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.5K+ 0.62% |
$358K - $384K
|
408K
$68.4M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.5KNew |
$357K - $383K
|
2.5K
$418K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.48K+ 0.2% |
$354K - $380K
|
1.24M
$207M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
2.45KNew |
$350K - $376K
|
2.45K
$410K
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2.44KNew |
$349K - $374K
|
2.44K
$409K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.43K+ 12.69% |
$347K - $373K
|
21.6K
$3.61M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
2.42K+ 4.95% |
$345K - $371K
|
51.2K
$8.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
2.41K+ 5.16% |
$345K - $370K
|
49.2K
$8.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.41K+ 6.56% |
$345K - $370K
|
39.1K
$6.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
2.41K+ 2.03% |
$344K - $370K
|
121K
$20.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
2.39K+ 2.05% |
$342K - $368K
|
119K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.38K+ 0.08% |
$340K - $365K
|
2.98M
$499M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
2.37KNew |
$338K - $363K
|
2.37K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.35K+ 2.61% |
$336K - $361K
|
92.5K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.34K+ 12.71% |
$334K - $359K
|
20.7K
$3.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.32K+ 17.15% |
$332K - $357K
|
15.9K
$2.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.32K+ 23.51% |
$332K - $357K
|
12.2K
$2.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
2.32K+ 27.1% |
$331K - $356K
|
10.9K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
2.32K+ 167.1% |
$331K - $356K
|
3.7K
$620K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.31K+ 2.34% |
$330K - $354K
|
101K
$16.9M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.3K+ 0.63% |
$329K - $353K
|
369K
$61.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.3KNew |
$329K - $353K
|
2.3K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
2.29K+ 7.31% |
$328K - $352K
|
33.6K
$5.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.29K+ 19.07% |
$327K - $351K
|
14.3K
$2.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
2.29K+ 2.03% |
$327K - $351K
|
115K
$19.2M
|