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 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.61KNew |
$230K - $247K
|
1.61K
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.6K+ 6.77% |
$229K - $246K
|
25.3K
$4.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
1.59KNew |
$228K - $244K
|
1.59K
$270K
|
|
|
Jan 19, 2024
Q4 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.59KNew |
$227K - $244K
|
1.59K
$269K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.58K+ 12.09% |
$226K - $242K
|
14.6K
$2.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.58K+ 7.71% |
$226K - $242K
|
22K
$3.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.58K+ 16.53% |
$225K - $242K
|
11.1K
$1.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 2.8% |
$225K - $242K
|
57.9K
$9.8M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.56KNew |
$223K - $240K
|
1.56K
$265K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.55KNew |
$222K - $238K
|
1.55K
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.54K+ 48.5% |
$220K - $236K
|
4.72K
$799K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.53K+ 11.08% |
$219K - $235K
|
15.3K
$2.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.53K+ 16.7% |
$219K - $235K
|
10.7K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.53K+ 4.69% |
$218K - $234K
|
34K
$5.76M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.52K+ 3.91% |
$217K - $233K
|
40.4K
$6.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
1.52K+ 4.22% |
$217K - $233K
|
37.5K
$6.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.51KNew |
$216K - $232K
|
1.51K
$256K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
1.51K+ 46.35% |
$215K - $231K
|
4.76K
$806K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.49K+ 9.29% |
$213K - $229K
|
17.5K
$2.97M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
1.49KNew |
$212K - $228K
|
1.49K
$252K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.48K+ 15.11% |
$212K - $228K
|
11.3K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.48K+ 0.97% |
$212K - $227K
|
154K
$26.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1.47K+ 41.81% |
$210K - $226K
|
4.99K
$845K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.46K+ 4.21% |
$209K - $225K
|
36.2K
$6.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.46K+ 0.91% |
$209K - $225K
|
163K
$27.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.46KNew |
$208K - $224K
|
1.46K
$247K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1.45K+ 5.44% |
$207K - $222K
|
28K
$4.75M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.44KNew |
$205K - $220K
|
1.44K
$243K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.43K+ 5.04% |
$204K - $220K
|
29.8K
$5.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.43K+ 6.6% |
$204K - $219K
|
23.1K
$3.91M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.42KNew |
$204K - $219K
|
1.42K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.42KNew |
$203K - $218K
|
1.42K
$241K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
1.42KNew |
$202K - $217K
|
1.42K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.4KNew |
$200K - $214K
|
1.4K
$237K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 9.58% |
$198K - $212K
|
15.8K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.38KNew |
$197K - $212K
|
1.38K
$234K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$197K - $211K
|
1.38K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.37KNew |
$196K - $211K
|
1.37K
$233K
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.37KNew |
$196K - $210K
|
1.37K
$232K
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.37KNew |
$195K - $210K
|
1.37K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.37KNew |
$195K - $210K
|
1.37K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.36K+ 2.1% |
$195K - $209K
|
66.1K
$11.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.36K+ 13.53% |
$195K - $209K
|
11.4K
$1.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.35K+ 2.29% |
$192K - $207K
|
60.1K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
1.34K+ 12.47% |
$191K - $206K
|
12.1K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
1.33K+ 67.75% |
$190K - $204K
|
3.29K
$558K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.32K+ 0.61% |
$188K - $202K
|
216K
$36.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.31K+ 17.79% |
$187K - $201K
|
8.67K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.3K+ 1.76% |
$185K - $199K
|
75.1K
$12.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
1.29K+ 7.86% |
$184K - $198K
|
17.7K
$2.99M
|