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 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-48- 0.08% |
$6.86K - $7.37K
|
57.1K
$9.76M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-48- 1.2% |
$6.86K - $7.37K
|
3.95K
$675K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-49- 0.53% |
$7.01K - $7.52K
|
9.26K
$1.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-49- 1.42% |
$7.01K - $7.52K
|
3.41K
$583K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-49- 0.4% |
$7.01K - $7.52K
|
12.3K
$2.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-49- 0.62% |
$7.01K - $7.52K
|
7.9K
$1.35M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 1.6% |
$7.15K - $7.68K
|
3.07K
$525K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-50- 19.92% |
$7.15K - $7.68K
|
201
$34.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-50- 0.56% |
$7.15K - $7.68K
|
8.9K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-50- 78.13% |
$7.15K - $7.68K
|
14
$2.39K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-50- 1.11% |
$7.15K - $7.68K
|
4.44K
$759K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-50- 1.64% |
$7.15K - $7.68K
|
3K
$514K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-50- 2.28% |
$7.15K - $7.68K
|
2.14K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-50- 0.35% |
$7.15K - $7.68K
|
14.2K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-50- 0.32% |
$7.15K - $7.68K
|
15.7K
$2.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-50- 0.56% |
$7.15K - $7.68K
|
8.89K
$1.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-51- 0.7% |
$7.29K - $7.83K
|
7.21K
$1.23M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-52- 0.4% |
$7.44K - $7.98K
|
13K
$2.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-52- 1.8% |
$7.44K - $7.98K
|
2.84K
$485K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-52- 0.45% |
$7.44K - $7.98K
|
11.5K
$1.96M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-53- 3.3% |
$7.58K - $8.14K
|
1.55K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-53- 1.38% |
$7.58K - $8.14K
|
3.79K
$649K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-53- 0.31% |
$7.58K - $8.14K
|
17.3K
$2.96M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-55- 1.03% |
$7.87K - $8.44K
|
5.3K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-55- 1.85% |
$7.87K - $8.44K
|
2.93K
$500K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-56- 1.5% |
$8.01K - $8.6K
|
3.67K
$628K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-56- 0.53% |
$8.01K - $8.6K
|
10.5K
$1.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-57- 0.35% |
$8.15K - $8.75K
|
16.1K
$2.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-57- 0.22% |
$8.15K - $8.75K
|
26.3K
$4.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-58- 1.39% |
$8.29K - $8.9K
|
4.13K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-58- 0.5% |
$8.29K - $8.9K
|
11.4K
$1.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-59- 2.36% |
$8.44K - $9.06K
|
2.44K
$417K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-59- 0.61% |
$8.44K - $9.06K
|
9.69K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-59Closed |
$8.44K - $9.06K
|
0
$0
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-60- 1.84% |
$8.58K - $9.21K
|
3.21K
$548K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-61- 0.19% |
$8.72K - $9.36K
|
32.5K
$5.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-61- 0.37% |
$8.72K - $9.36K
|
16.3K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-61- 3.16% |
$8.72K - $9.36K
|
1.87K
$320K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-63- 3.98% |
$9.01K - $9.67K
|
1.52K
$260K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-64- 0.54% |
$9.15K - $9.83K
|
11.7K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-64- 3.02% |
$9.15K - $9.83K
|
2.06K
$352K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-65- 0.97% |
$9.3K - $9.98K
|
6.65K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-65- 4.44% |
$9.3K - $9.98K
|
1.4K
$239K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-66- 0.79% |
$9.44K - $10.1K
|
8.27K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-66- 1.4% |
$9.44K - $10.1K
|
4.66K
$797K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-66- 0.33% |
$9.44K - $10.1K
|
19.7K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-66- 0.54% |
$9.44K - $10.1K
|
12.2K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-66- 1.01% |
$9.44K - $10.1K
|
6.48K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-67- 0.1% |
$9.58K - $10.3K
|
67.5K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-67- 0.37% |
$9.58K - $10.3K
|
18K
$3.08M
|