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 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-112- 2.32% |
$16K - $17.2K
|
4.73K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-112- 1.97% |
$16K - $17.2K
|
5.58K
$946K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-113- 0.99% |
$16.2K - $17.3K
|
11.3K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-113- 1.38% |
$16.2K - $17.3K
|
8.1K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-113- 0.08% |
$16.2K - $17.3K
|
137K
$23.3M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-113- 0.58% |
$16.2K - $17.3K
|
19.4K
$3.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-114- 4.28% |
$16.3K - $17.5K
|
2.55K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-115- 1.07% |
$16.4K - $17.7K
|
10.7K
$1.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-116- 2.46% |
$16.6K - $17.8K
|
4.61K
$781K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-117- 1.05% |
$16.7K - $18K
|
11K
$1.87M
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
SELL
|
- |
-117- 1.38% |
$16.7K - $18K
|
8.35K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-117- 0.85% |
$16.7K - $18K
|
13.7K
$2.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-118- 2.9% |
$16.9K - $18.1K
|
3.96K
$671K
|
|
|
Feb 06, 2024
Q4 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-118- 2.77% |
$16.9K - $18.1K
|
4.14K
$701K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-119- 3.29% |
$17K - $18.3K
|
3.5K
$593K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-119- 0.89% |
$17K - $18.3K
|
13.3K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-119- 0.17% |
$17K - $18.3K
|
71K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-120- 2.94% |
$17.2K - $18.4K
|
3.96K
$672K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-120- 1.52% |
$17.2K - $18.4K
|
7.77K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-122- 5.6% |
$17.4K - $18.7K
|
2.06K
$349K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-123- 0.45% |
$17.6K - $18.9K
|
27K
$4.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-123- 0.58% |
$17.6K - $18.9K
|
20.9K
$3.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-124- 5.85% |
$17.7K - $19K
|
2K
$338K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-124- 0.61% |
$17.7K - $19K
|
20.3K
$3.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-125- 4.24% |
$17.9K - $19.2K
|
2.83K
$479K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-126- 0.62% |
$18K - $19.3K
|
20.2K
$3.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-126- 1.21% |
$18K - $19.3K
|
10.3K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-126- 1.67% |
$18K - $19.3K
|
7.43K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-127- 3.6% |
$18.2K - $19.5K
|
3.4K
$576K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-128- 1.42% |
$18.3K - $19.7K
|
8.88K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Lindenwold Advisors
|
SELL
|
- |
-128- 0.83% |
$18.3K - $19.7K
|
15.4K
$2.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-128- 0.5% |
$18.3K - $19.7K
|
25.7K
$4.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-129- 0.26% |
$18.4K - $19.8K
|
50.2K
$8.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-129- 3.52% |
$18.4K - $19.8K
|
3.54K
$600K
|
|
|
Feb 12, 2024
Q4 2023
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-129- 0.06% |
$18.4K - $19.8K
|
203K
$34.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-130- 1.65% |
$18.6K - $20K
|
7.73K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-130- 1.32% |
$18.6K - $20K
|
9.73K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-132- 6.57% |
$18.9K - $20.3K
|
1.88K
$318K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-133- 1.4% |
$19K - $20.4K
|
9.35K
$1.59M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-135- 1.7% |
$19.3K - $20.7K
|
7.79K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-135- 3.86% |
$19.3K - $20.7K
|
3.36K
$570K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-136- 2.64% |
$19.4K - $20.9K
|
5.02K
$852K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-137- 0.97% |
$19.6K - $21K
|
14K
$2.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-137- 1.66% |
$19.6K - $21K
|
8.11K
$1.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-139- 0.53% |
$19.9K - $21.3K
|
26.1K
$4.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-139- 1.6% |
$19.9K - $21.3K
|
8.52K
$1.45M
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-139- 5.56% |
$19.9K - $21.3K
|
2.36K
$400K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-140- 1.35% |
$20K - $21.5K
|
10.2K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-140- 0.71% |
$20K - $21.5K
|
19.5K
$3.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-140- 0.25% |
$20K - $21.5K
|
56.8K
$9.64M
|