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
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
7+ 0.39% |
$1K - $1.07K
|
1.82K
$308K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
7+ 0.04% |
$1K - $1.07K
|
19.6K
$3.33M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7+ 0.2% |
$1K - $1.07K
|
3.45K
$585K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6+ 0.18% |
$858 - $921
|
3.43K
$581K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6+ 0.09% |
$858 - $921
|
6.87K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.15% |
$858 - $921
|
4.03K
$683K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
6+ 0.07% |
$858 - $921
|
8.75K
$1.48M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
6New |
$858 - $921
|
6
$1.02K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
6+ 0.21% |
$858 - $921
|
2.9K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
6+ 0.28% |
$858 - $921
|
2.16K
$366K
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
6+ 0.05% |
$858 - $921
|
13.2K
$2.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6+ 0.28% |
$858 - $921
|
2.15K
$364K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 0.77% |
$858 - $921
|
781
$132K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
5+ 0.25% |
$715 - $768
|
2K
$339K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.6% |
$715 - $768
|
845
$143K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.27% |
$715 - $768
|
1.83K
$311K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.18% |
$715 - $768
|
2.78K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.32% |
$715 - $768
|
1.57K
$266K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
4+ 0.1% |
$572 - $614
|
3.92K
$663K
|
|
|
Jan 24, 2024
Q4 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4+ 0.1% |
$572 - $614
|
4.19K
$709K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4+ 0.04% |
$572 - $614
|
8.94K
$1.52M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
4+ 0.05% |
$572 - $614
|
7.59K
$1.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Savior LLC
|
BUY
|
- |
4+ 0.12% |
$572 - $614
|
3.33K
$565K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4+ 0.08% |
$572 - $614
|
4.86K
$823K
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
4+ 0.07% |
$572 - $614
|
5.88K
$996K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
4+ 0.09% |
$572 - $614
|
4.24K
$718K
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4+ 0.06% |
$572 - $614
|
6.9K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4+ 0.13% |
$572 - $614
|
3.11K
$528K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4+ 0.1% |
$572 - $614
|
4.12K
$699K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
4+ 0.02% |
$572 - $614
|
21.9K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
4+ 0.01% |
$572 - $614
|
33K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4+ 0.08% |
$572 - $614
|
5K
$847K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$572 - $614
|
4
$678
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3+ 0.04% |
$429 - $461
|
8.29K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.03% |
$429 - $461
|
10.1K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.21% |
$429 - $461
|
1.41K
$238K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3+ 0.18% |
$429 - $461
|
1.67K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3+ 0.04% |
$429 - $461
|
8.56K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.21% |
$429 - $461
|
1.42K
$241K
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.13% |
$286 - $307
|
1.55K
$263K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
2+ 0.06% |
$286 - $307
|
3.58K
$607K
|
|
|
Jan 17, 2024
Q4 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$286 - $307
|
2.02K
$343K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$286 - $307
|
5.84K
$989K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
2+ 0.13% |
$286 - $307
|
1.49K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
2+ 1.32% |
$286 - $307
|
154
$26.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$286 - $307
|
5.5K
$931K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
2+ 0.04% |
$286 - $307
|
4.46K
$755K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2+ 0.05% |
$286 - $307
|
4.09K
$693K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$286 - $307
|
2.07K
$350K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$286 - $307
|
5.85K
$990K
|