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 17, 2024
Q4 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
1.87KNew |
$268K - $288K
|
1.87K
$318K
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.87K+ 1.31% |
$267K - $287K
|
145K
$24.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.86K+ 4.48% |
$266K - $286K
|
43.4K
$7.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.86KNew |
$266K - $285K
|
1.86K
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
1.86K+ 2.18% |
$265K - $285K
|
87K
$14.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.85K+ 1.02% |
$265K - $284K
|
183K
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.85KNew |
$265K - $284K
|
1.85K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.84K+ 98.66% |
$264K - $283K
|
3.71K
$629K
|
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
1.82KNew |
$260K - $279K
|
1.82K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
1.81K+ 6.89% |
$259K - $278K
|
28.2K
$4.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.81KNew |
$259K - $278K
|
1.81K
$307K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.81K+ 67.83% |
$259K - $278K
|
4.48K
$759K
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1.8KNew |
$258K - $276K
|
1.8K
$305K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.8KNew |
$257K - $276K
|
1.8K
$305K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
1.79K+ 0.38% |
$256K - $275K
|
469K
$79.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
1.79K+ 9.79% |
$256K - $275K
|
20.1K
$3.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
1.79K+ 17.05% |
$255K - $274K
|
12.3K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.78K+ 25.93% |
$254K - $273K
|
8.64K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.77K+ 0.69% |
$253K - $272K
|
258K
$43.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
1.77K+ 12.66% |
$253K - $272K
|
15.7K
$2.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.76K+ 11.44% |
$252K - $271K
|
17.2K
$2.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.75KNew |
$250K - $269K
|
1.75K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
1.73K+ 0.95% |
$247K - $266K
|
184K
$31.2M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.73K+ 37.25% |
$247K - $265K
|
6.36K
$1.08M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.72KNew |
$246K - $264K
|
1.72K
$292K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.72KNew |
$246K - $264K
|
1.72K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.71KNew |
$245K - $263K
|
1.71K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
1.71KNew |
$244K - $262K
|
1.71K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.7KNew |
$243K - $261K
|
1.7K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.69K+ 3.16% |
$242K - $259K
|
55.1K
$9.34M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.69K+ 8.9% |
$242K - $259K
|
20.7K
$3.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.68K+ 21.52% |
$241K - $259K
|
9.51K
$1.61M
|
|
|
May 07, 2024
Q4 2023
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.68KNew |
$240K - $258K
|
1.68K
$284K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.67K+ 3.3% |
$239K - $257K
|
52.3K
$8.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.66K+ 5.73% |
$238K - $255K
|
30.7K
$5.2M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.66KNew |
$238K - $255K
|
1.66K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.66K+ 3.96% |
$238K - $255K
|
43.6K
$7.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
1.66K+ 2.91% |
$237K - $255K
|
58.7K
$9.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.66KNew |
$237K - $254K
|
1.66K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.65K+ 1.29% |
$237K - $254K
|
130K
$22M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.65KNew |
$236K - $253K
|
1.65K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.65KNew |
$235K - $253K
|
1.65K
$279K
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 22.4% |
$235K - $252K
|
8.98K
$1.52M
|
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.64KNew |
$234K - $251K
|
1.64K
$278K
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
1.63K+ 3.4% |
$233K - $250K
|
49.4K
$8.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.62K+ 3.4% |
$231K - $248K
|
49.2K
$8.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.61K+ 4.46% |
$231K - $248K
|
37.8K
$6.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.61KNew |
$230K - $247K
|
1.61K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.61K+ 4.76% |
$230K - $247K
|
35.4K
$6M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.61K+ 4.76% |
$230K - $247K
|
35.4K
$6M
|