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 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
818New |
$117K - $126K
|
818
$139K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
816+ 91.79% |
$117K - $125K
|
1.71K
$289K
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
813+ 3.69% |
$116K - $125K
|
22.8K
$3.87M
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
802+ 15.72% |
$115K - $123K
|
5.91K
$1M
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
800+ 12.08% |
$114K - $123K
|
7.42K
$1.26M
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
781+ 5.36% |
$112K - $120K
|
15.4K
$2.6M
|
|
Jan 18, 2024
Q4 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
778+ 1.85% |
$111K - $119K
|
42.9K
$7.26M
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
775+ 0.39% |
$111K - $119K
|
197K
$33.4M
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
761+ 4.44% |
$109K - $117K
|
17.9K
$3.03M
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
759+ 1.35% |
$109K - $117K
|
56.9K
$9.64M
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
758+ 3.35% |
$108K - $116K
|
23.4K
$3.96M
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
752+ 5.61% |
$108K - $115K
|
14.2K
$2.4M
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
750+ 1.02% |
$107K - $115K
|
74.3K
$12.6M
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
743+ 10.61% |
$106K - $114K
|
7.75K
$1.31M
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
742+ 5.81% |
$106K - $114K
|
13.5K
$2.29M
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
736New |
$105K - $113K
|
736
$125K
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
734+ 5.94% |
$105K - $113K
|
13.1K
$2.22M
|
|
Feb 14, 2024
Q4 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
732+ 14.35% |
$105K - $112K
|
5.83K
$988K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
729+ 8.58% |
$104K - $112K
|
9.23K
$1.56M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
726+ 10.03% |
$104K - $111K
|
7.96K
$1.35M
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
725+ 0.21% |
$104K - $111K
|
354K
$59.9M
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
723+ 26.24% |
$103K - $111K
|
3.48K
$589K
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
722+ 3.95% |
$103K - $111K
|
19K
$3.22M
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
721+ 1.21% |
$103K - $111K
|
60.1K
$10.2M
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
718+ 5.9% |
$103K - $110K
|
12.9K
$2.19M
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
712+ 1.31% |
$102K - $109K
|
55.2K
$9.35M
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
710+ 2.69% |
$102K - $109K
|
27.1K
$4.59M
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
707+ 42.39% |
$101K - $109K
|
2.38K
$402K
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
693+ 31.75% |
$99.1K - $106K
|
2.88K
$487K
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
691+ 14.48% |
$98.8K - $106K
|
5.46K
$926K
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
690+ 2.87% |
$98.7K - $106K
|
24.8K
$4.2M
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
690+ 2.65% |
$98.7K - $106K
|
26.7K
$4.52M
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
688+ 5.36% |
$98.4K - $106K
|
13.5K
$2.29M
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
684+ 18.56% |
$97.8K - $105K
|
4.37K
$740K
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
683+ 15.36% |
$97.7K - $105K
|
5.13K
$869K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
681+ 6.6% |
$97.4K - $105K
|
11K
$1.86M
|
|
Jan 16, 2024
Q4 2023
|
Pachira Investments Inc.
|
BUY
|
- |
678+ 28.75% |
$97K - $104K
|
3.04K
$514K
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
672+ 1.21% |
$96.1K - $103K
|
56.1K
$9.51M
|
|
Feb 13, 2024
Q4 2023
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
669+ 3.23% |
$95.7K - $103K
|
21.4K
$3.63M
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
664+ 20.21% |
$95K - $102K
|
3.95K
$669K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
658+ 14.04% |
$94.1K - $101K
|
5.34K
$905K
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
658+ 0.07% |
$94.1K - $101K
|
887K
$150M
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
656+ 2.2% |
$93.8K - $101K
|
30.5K
$5.16M
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
651+ 1.04% |
$93.1K - $99.9K
|
63.5K
$10.8M
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
648New |
$92.7K - $99.5K
|
648
$110K
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
643+ 20.54% |
$91.9K - $98.7K
|
3.77K
$639K
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
633+ 3.64% |
$90.5K - $97.2K
|
18K
$3.06M
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
632+ 3.22% |
$90.4K - $97K
|
20.3K
$3.43M
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
632+ 2.58% |
$90.4K - $97K
|
25.1K
$4.25M
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
626+ 8.69% |
$89.5K - $96.1K
|
7.83K
$1.33M
|