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
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1.27KNew |
$182K - $195K
|
1.27K
$216K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.27K+ 4.08% |
$181K - $195K
|
32.4K
$5.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
1.26K+ 10.9% |
$180K - $193K
|
12.8K
$2.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.25K+ 9.79% |
$179K - $192K
|
14K
$2.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.25KNew |
$178K - $191K
|
1.25K
$211K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.25K+ 34.24% |
$178K - $191K
|
4.88K
$827K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 4.85% |
$177K - $191K
|
26.8K
$4.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.24K+ 7.74% |
$177K - $190K
|
17.2K
$2.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.24K+ 3.34% |
$177K - $190K
|
38.3K
$6.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.23K+ 29.08% |
$175K - $188K
|
5.44K
$922K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.22K+ 13.83% |
$174K - $187K
|
10K
$1.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
1.22K+ 12.06% |
$174K - $187K
|
11.3K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.22K+ 5.93% |
$174K - $187K
|
21.8K
$3.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.21K+ 19.17% |
$173K - $186K
|
7.52K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.21K+ 1.13% |
$173K - $185K
|
108K
$18.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.21K+ 7.19% |
$173K - $185K
|
18K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.21K+ 1.04% |
$173K - $185K
|
118K
$19.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.2K+ 0.64% |
$172K - $185K
|
189K
$32M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.2K+ 21.77% |
$172K - $184K
|
6.72K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.19K+ 28.26% |
$170K - $182K
|
5.39K
$913K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
1.18K+ 0.8% |
$169K - $181K
|
149K
$25.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.17K+ 4.32% |
$167K - $179K
|
28.1K
$4.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.15K+ 0.82% |
$164K - $176K
|
141K
$24M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.13K+ 6.3% |
$162K - $174K
|
19.1K
$3.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.13K+ 12.37% |
$161K - $173K
|
10.2K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.13K+ 9.49% |
$161K - $173K
|
13K
$2.2M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.12K+ 8.18% |
$161K - $173K
|
14.9K
$2.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
1.12K+ 0.46% |
$160K - $172K
|
243K
$41.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
1.12K+ 61.14% |
$160K - $171K
|
2.94K
$499K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.11K+ 0.97% |
$158K - $170K
|
116K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.1K+ 33.57% |
$158K - $169K
|
4.39K
$744K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.1K+ 5.1% |
$158K - $169K
|
22.7K
$3.85M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.1KNew |
$158K - $169K
|
1.1K
$187K
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
1.1K+ 40.55% |
$157K - $169K
|
3.81K
$645K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.1K+ 13.02% |
$157K - $169K
|
9.53K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.1K+ 45.03% |
$157K - $168K
|
3.53K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.09KNew |
$156K - $167K
|
1.09K
$185K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.09K+ 35.5% |
$156K - $167K
|
4.15K
$704K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.08K+ 8.95% |
$154K - $166K
|
13.1K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.07K+ 14.44% |
$154K - $165K
|
8.51K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1.07K+ 1.23% |
$153K - $164K
|
88.1K
$14.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
1.06K+ 12.33% |
$152K - $163K
|
9.69K
$1.64M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.05KNew |
$151K - $162K
|
1.05K
$178K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.05K+ 2.05% |
$150K - $161K
|
52.2K
$8.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.04K+ 0.45% |
$149K - $160K
|
233K
$39.5M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.03K+ 19.09% |
$148K - $158K
|
6.44K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Profit Investment Management, LLC
|
BUY
|
- |
1.03K+ 19.77% |
$147K - $158K
|
6.25K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.03K+ 23.54% |
$147K - $158K
|
5.39K
$913K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.02K+ 3.61% |
$146K - $157K
|
29.4K
$4.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1.02K+ 14.57% |
$146K - $157K
|
8.04K
$1.36M
|