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 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
95+ 3.57% |
$13.6K - $14.6K
|
2.76K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
95+ 0.08% |
$13.6K - $14.6K
|
112K
$19M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
93+ 1.35% |
$13.3K - $14.3K
|
6.97K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
93+ 0.43% |
$13.3K - $14.3K
|
21.5K
$3.64M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
92+ 0.17% |
$13.2K - $14.1K
|
52.9K
$8.97M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
92+ 0.85% |
$13.2K - $14.1K
|
10.9K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
90+ 0.84% |
$12.9K - $13.8K
|
10.8K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
90+ 1.52% |
$12.9K - $13.8K
|
6K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
90+ 12.8% |
$12.9K - $13.8K
|
793
$134K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
90+ 12.8% |
$12.9K - $13.8K
|
793
$134K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
89+ 0.3% |
$12.7K - $13.7K
|
29.3K
$4.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
88+ 0.39% |
$12.6K - $13.5K
|
22.8K
$3.87M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
87New |
$12.4K - $13.4K
|
87
$14.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
87+ 2.21% |
$12.4K - $13.4K
|
4.02K
$681K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
87+ 0.44% |
$12.4K - $13.4K
|
20K
$3.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
86+ 2.04% |
$12.3K - $13.2K
|
4.3K
$728K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
85+ 1.72% |
$12.2K - $13K
|
5.02K
$851K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
84+ 1.12% |
$12K - $12.9K
|
7.6K
$1.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
84+ 4.42% |
$12K - $12.9K
|
1.99K
$336K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
83+ 1.37% |
$11.9K - $12.7K
|
6.12K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
83+ 0.3% |
$11.9K - $12.7K
|
27.7K
$4.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
82+ 0.6% |
$11.7K - $12.6K
|
13.8K
$2.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
80+ 1.7% |
$11.4K - $12.3K
|
4.79K
$812K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
79New |
$11.3K - $12.1K
|
79
$13.4K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
79+ 3.49% |
$11.3K - $12.1K
|
2.34K
$397K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
79+ 0.15% |
$11.3K - $12.1K
|
54.2K
$9.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
79+ 0.04% |
$11.3K - $12.1K
|
200K
$33.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Wulff, Hansen & Co.
|
BUY
|
- |
79+ 0.35% |
$11.3K - $12.1K
|
22.7K
$3.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
78+ 1.78% |
$11.2K - $12K
|
4.46K
$755K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
77+ 3.83% |
$11K - $11.8K
|
2.09K
$354K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
77+ 6.63% |
$11K - $11.8K
|
1.24K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
77+ 0.56% |
$11K - $11.8K
|
13.8K
$2.34M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
76+ 9.92% |
$10.9K - $11.7K
|
842
$143K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
76+ 0.15% |
$10.9K - $11.7K
|
51.8K
$8.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
75+ 1.92% |
$10.7K - $11.5K
|
3.97K
$673K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
73+ 1.13% |
$10.4K - $11.2K
|
6.52K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
73+ 2.79% |
$10.4K - $11.2K
|
2.69K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
73+ 0.36% |
$10.4K - $11.2K
|
20.6K
$3.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
72+ 27.27% |
$10.3K - $11.1K
|
336
$56.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
71+ 0.8% |
$10.2K - $10.9K
|
8.97K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
71+ 1.66% |
$10.2K - $10.9K
|
4.36K
$738K
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
70+ 0.85% |
$10K - $10.7K
|
8.33K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
70+ 0.16% |
$10K - $10.7K
|
43.1K
$7.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
68+ 3.14% |
$9.72K - $10.4K
|
2.24K
$379K
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
68+ 0.33% |
$9.72K - $10.4K
|
20.7K
$3.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
68+ 4.91% |
$9.72K - $10.4K
|
1.45K
$246K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
68+ 4.91% |
$9.72K - $10.4K
|
1.45K
$246K
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
67+ 1.16% |
$9.58K - $10.3K
|
5.84K
$989K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
67+ 1.38% |
$9.58K - $10.3K
|
4.93K
$836K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
67+ 0.91% |
$9.58K - $10.3K
|
7.42K
$1.26M
|