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 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
203+ 1.05% |
$29K - $31.2K
|
19.5K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
202+ 5.24% |
$28.9K - $31K
|
4.06K
$687K
|
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
200New |
$28.6K - $30.7K
|
200
$33.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
200+ 0.36% |
$28.6K - $30.7K
|
55.6K
$9.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
200+ 1.92% |
$28.6K - $30.7K
|
10.6K
$1.8M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
200+ 4.35% |
$28.6K - $30.7K
|
4.8K
$813K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
199+ 0.76% |
$28.5K - $30.6K
|
26.5K
$4.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
196+ 0.26% |
$28K - $30.1K
|
74.6K
$12.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
195New |
$27.9K - $29.9K
|
195
$33K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
195+ 0.88% |
$27.9K - $29.9K
|
22.5K
$3.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
195+ 8.79% |
$27.9K - $29.9K
|
2.41K
$409K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
195+ 2.69% |
$27.9K - $29.9K
|
7.43K
$1.26M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
195New |
$27.9K - $29.9K
|
195
$33K
|
|
|
Feb 13, 2024
Q4 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
194+ 5.32% |
$27.7K - $29.8K
|
3.84K
$650K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
193+ 0.85% |
$27.6K - $29.6K
|
22.9K
$3.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
192New |
$27.5K - $29.5K
|
192
$32.5K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
191+ 3.51% |
$27.3K - $29.3K
|
5.63K
$954K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
190+ 2.36% |
$27.2K - $29.2K
|
8.25K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
190+ 0.96% |
$27.2K - $29.2K
|
19.9K
$3.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
190+ 5.13% |
$27.2K - $29.2K
|
3.9K
$660K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
189+ 0.94% |
$27K - $29K
|
20.3K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
188+ 12.91% |
$26.9K - $28.9K
|
1.64K
$279K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
183+ 11.33% |
$26.2K - $28.1K
|
1.8K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
183+ 0.32% |
$26.2K - $28.1K
|
57.8K
$9.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
182+ 5.35% |
$26K - $27.9K
|
3.58K
$607K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
181+ 1.91% |
$25.9K - $27.8K
|
9.66K
$1.64M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
180+ 0.8% |
$25.7K - $27.6K
|
22.7K
$3.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
179+ 1.09% |
$25.6K - $27.5K
|
16.7K
$2.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
178+ 0.58% |
$25.5K - $27.3K
|
30.9K
$5.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
177New |
$25.3K - $27.2K
|
177
$30K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
176+ 2.06% |
$25.2K - $27K
|
8.71K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
176+ 4.0% |
$25.2K - $27K
|
4.58K
$775K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
176+ 4.04% |
$25.2K - $27K
|
4.53K
$768K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
175+ 3.31% |
$25K - $26.9K
|
5.46K
$924K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
175+ 2.83% |
$25K - $26.9K
|
6.35K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
175+ 1.83% |
$25K - $26.9K
|
9.72K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
175New |
$25K - $26.9K
|
175
$29.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
174+ 0.43% |
$24.9K - $26.7K
|
40.4K
$6.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
173+ 1.99% |
$24.7K - $26.6K
|
8.86K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
172+ 2.27% |
$24.6K - $26.4K
|
7.76K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
171+ 1.05% |
$24.5K - $26.3K
|
16.5K
$2.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
168+ 20.29% |
$24K - $25.8K
|
996
$169K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
168+ 3.59% |
$24K - $25.8K
|
4.85K
$822K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
166+ 3.12% |
$23.7K - $25.5K
|
5.49K
$930K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
166+ 1.58% |
$23.7K - $25.5K
|
10.7K
$1.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
165+ 0.62% |
$23.6K - $25.3K
|
26.9K
$4.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
163+ 3.45% |
$23.3K - $25K
|
4.89K
$829K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
162+ 7.77% |
$23.2K - $24.9K
|
2.25K
$381K
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
161+ 1.82% |
$23K - $24.7K
|
9.02K
$1.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
161+ 10.79% |
$23K - $24.7K
|
1.65K
$280K
|