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 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
2.28K+ 31.05% |
$326K - $350K
|
9.63K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.28K+ 59.14% |
$326K - $350K
|
6.14K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.28K+ 10.08% |
$326K - $350K
|
24.9K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.27K+ 3.39% |
$324K - $348K
|
69K
$11.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.27KNew |
$324K - $348K
|
2.27K
$387K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.25K+ 16.2% |
$322K - $345K
|
16.1K
$2.76M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.24KNew |
$320K - $343K
|
2.24K
$383K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
2.23K+ 11.69% |
$318K - $342K
|
21.3K
$3.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.2KNew |
$314K - $338K
|
2.2K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.2K+ 75.33% |
$314K - $337K
|
5.11K
$874K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
2.18K+ 1.87% |
$312K - $335K
|
119K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.18K+ 53.26% |
$312K - $335K
|
6.28K
$1.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2.18KNew |
$311K - $334K
|
2.18K
$372K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.16KNew |
$309K - $332K
|
2.16K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.16K+ 16.58% |
$308K - $331K
|
15.2K
$2.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.15K+ 28.8% |
$307K - $329K
|
9.59K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
2.14KNew |
$307K - $329K
|
2.14K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.14KNew |
$307K - $329K
|
2.14K
$367K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
2.13K+ 10.14% |
$304K - $327K
|
23.1K
$3.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.12K+ 4.0% |
$303K - $325K
|
55K
$9.41M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2.11K+ 116.43% |
$302K - $324K
|
3.93K
$671K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.08K+ 1.78% |
$297K - $319K
|
119K
$20.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
2.07KNew |
$295K - $317K
|
2.07K
$353K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.06K+ 2.41% |
$295K - $317K
|
87.5K
$15M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.06K+ 1.25% |
$294K - $316K
|
167K
$28.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.05K+ 7.87% |
$293K - $315K
|
28.1K
$4.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.05KNew |
$293K - $314K
|
2.05K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
2.04K+ 0.98% |
$292K - $313K
|
210K
$36M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
2.04KNew |
$291K - $313K
|
2.04K
$349K
|
|
|
Jan 22, 2024
Q4 2023
|
Coerente Capital Management
|
BUY
|
- |
2.02K+ 16.01% |
$289K - $310K
|
14.6K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.01KNew |
$288K - $309K
|
2.01K
$344K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.01K+ 45.83% |
$287K - $308K
|
6.38K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
2KNew |
$286K - $307K
|
2K
$342K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
2K+ 1.11% |
$286K - $307K
|
182K
$31.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.99K+ 1.29% |
$284K - $305K
|
156K
$26.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.98K+ 6.78% |
$283K - $304K
|
31.2K
$5.34M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.97K+ 66.39% |
$282K - $303K
|
4.94K
$845K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.97K+ 4.71% |
$281K - $302K
|
43.8K
$7.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.94KNew |
$278K - $298K
|
1.94K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.94K+ 0.65% |
$277K - $298K
|
300K
$51.3M
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.92KNew |
$274K - $294K
|
1.92K
$328K
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
1.92KNew |
$274K - $294K
|
1.92K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.91KNew |
$273K - $294K
|
1.91K
$327K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.9K+ 2.51% |
$272K - $292K
|
77.6K
$13.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.9K+ 35.31% |
$271K - $291K
|
7.27K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.88K+ 6.85% |
$269K - $289K
|
29.4K
$5.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.88K+ 13.1% |
$269K - $289K
|
16.3K
$2.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.88K+ 1.81% |
$269K - $289K
|
106K
$18.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.88K+ 5.93% |
$269K - $288K
|
33.6K
$5.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 9.4% |
$268K - $288K
|
21.8K
$3.73M
|