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 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
331+ 1.39% |
$47.3K - $50.8K
|
24.1K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
330+ 1.33% |
$47.2K - $50.7K
|
25.1K
$4.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
328+ 6.93% |
$46.9K - $50.4K
|
5.06K
$858K
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
328+ 6.46% |
$46.9K - $50.4K
|
5.41K
$916K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
326+ 0.57% |
$46.6K - $50K
|
57.9K
$9.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
326+ 6.83% |
$46.6K - $50K
|
5.1K
$864K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
325+ 9.11% |
$46.5K - $49.9K
|
3.89K
$659K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
323+ 1.43% |
$46.2K - $49.6K
|
22.9K
$3.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
319+ 0.4% |
$45.6K - $49K
|
80K
$13.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
319+ 3.86% |
$45.6K - $49K
|
8.58K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
314+ 16.92% |
$44.9K - $48.2K
|
2.17K
$368K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
309+ 0.37% |
$44.2K - $47.4K
|
84K
$14.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
307+ 5.42% |
$43.9K - $47.1K
|
5.97K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
307+ 16.59% |
$43.9K - $47.1K
|
2.16K
$365K
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
BUY
|
- |
306+ 13.73% |
$43.8K - $47K
|
2.54K
$430K
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
306+ 14.23% |
$43.8K - $47K
|
2.46K
$416K
|
|
|
Feb 15, 2024
Q4 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
306+ 10.57% |
$43.8K - $47K
|
3.2K
$542K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304+ 1.05% |
$43.5K - $46.7K
|
29.2K
$4.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
303+ 1.58% |
$43.3K - $46.5K
|
19.5K
$3.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
300+ 1.15% |
$42.9K - $46.1K
|
26.4K
$4.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
300+ 16.28% |
$42.9K - $46.1K
|
2.14K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
300+ 2.78% |
$42.9K - $46.1K
|
11.1K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
297+ 6.82% |
$42.5K - $45.6K
|
4.65K
$789K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
293+ 6.24% |
$41.9K - $45K
|
4.99K
$846K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
292+ 0.9% |
$41.8K - $44.8K
|
32.8K
$5.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
290+ 2.36% |
$41.5K - $44.5K
|
12.6K
$2.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
289+ 3.06% |
$41.3K - $44.4K
|
9.73K
$1.65M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
288+ 1.05% |
$41.2K - $44.2K
|
27.7K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
288+ 30.84% |
$41.2K - $44.2K
|
1.22K
$207K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
285+ 8.44% |
$40.8K - $43.8K
|
3.66K
$620K
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
285+ 16.24% |
$40.8K - $43.8K
|
2.04K
$346K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
283+ 0.96% |
$40.5K - $43.4K
|
29.7K
$5.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
283+ 0.35% |
$40.5K - $43.4K
|
80.7K
$13.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
281+ 206.62% |
$40.2K - $43.1K
|
417
$70.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
280+ 1.5% |
$40K - $43K
|
19K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
278New |
$39.8K - $42.7K
|
278
$47.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
277+ 0.75% |
$39.6K - $42.5K
|
37.4K
$6.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
275+ 13.76% |
$39.3K - $42.2K
|
2.27K
$385K
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
275+ 0.89% |
$39.3K - $42.2K
|
31.2K
$5.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
273+ 4.11% |
$39K - $41.9K
|
6.92K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
272+ 1.86% |
$38.9K - $41.8K
|
14.9K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
270+ 0.28% |
$38.6K - $41.5K
|
98.2K
$16.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
269+ 2.7% |
$38.5K - $41.3K
|
10.2K
$1.73M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
268+ 1.31% |
$38.3K - $41.1K
|
20.8K
$3.52M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
268+ 5.79% |
$38.3K - $41.1K
|
4.9K
$830K
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
267+ 14.51% |
$38.2K - $41K
|
2.11K
$357K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
265+ 1.11% |
$37.9K - $40.7K
|
24.2K
$4.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
261+ 636.59% |
$37.3K - $40.1K
|
302
$51.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
260+ 0.07% |
$37.2K - $39.9K
|
389K
$66M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
257+ 12.26% |
$36.8K - $39.5K
|
2.35K
$399K
|