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 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-307- 3.55% |
$43.9K - $47.1K
|
8.34K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-307- 12.31% |
$43.9K - $47.1K
|
2.19K
$371K
|
|
|
Jan 09, 2024
Q4 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-308- 10.46% |
$44K - $47.3K
|
2.64K
$447K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-308- 8.92% |
$44K - $47.3K
|
3.14K
$533K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-310- 5.89% |
$44.3K - $47.6K
|
4.95K
$840K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-312- 6.97% |
$44.6K - $47.9K
|
4.17K
$706K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-312- 6.89% |
$44.6K - $47.9K
|
4.22K
$715K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-312- 1.68% |
$44.6K - $47.9K
|
18.3K
$3.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-312- 2.11% |
$44.6K - $47.9K
|
14.5K
$2.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-313- 1.63% |
$44.8K - $48.1K
|
18.9K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-316- 0.22% |
$45.2K - $48.5K
|
144K
$24.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-319- 2.14% |
$45.6K - $49K
|
14.6K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-323- 34.99% |
$46.2K - $49.6K
|
600
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-323- 17.73% |
$46.2K - $49.6K
|
1.5K
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-324- 3.23% |
$46.3K - $49.7K
|
9.7K
$1.64M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-325- 0.03% |
$46.5K - $49.9K
|
1.21M
$205M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-326- 3.73% |
$46.6K - $50K
|
8.4K
$1.43M
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-327- 2.97% |
$46.8K - $50.2K
|
10.7K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-328- 2.88% |
$46.9K - $50.4K
|
11.1K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-329- 5.36% |
$47K - $50.5K
|
5.81K
$985K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-330- 1.76% |
$47.2K - $50.7K
|
18.4K
$3.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-330- 2.72% |
$47.2K - $50.7K
|
11.8K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-331- 37.96% |
$47.3K - $50.8K
|
541
$91.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-333- 4.04% |
$47.6K - $51.1K
|
7.91K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-333- 3.92% |
$47.6K - $51.1K
|
8.16K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-334- 2.47% |
$47.8K - $51.3K
|
13.2K
$2.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-335- 17.02% |
$47.9K - $51.4K
|
1.63K
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-335- 1.49% |
$47.9K - $51.4K
|
22.2K
$3.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-337- 1.11% |
$48.2K - $51.7K
|
30.1K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-339- 0.29% |
$48.5K - $52K
|
117K
$19.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-343- 11.86% |
$49K - $52.7K
|
2.55K
$432K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-343- 0.15% |
$49K - $52.7K
|
231K
$39.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-344- 0.58% |
$49.2K - $52.8K
|
59.2K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-345- 1.92% |
$49.3K - $53K
|
17.6K
$2.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-349- 5.84% |
$49.9K - $53.6K
|
5.63K
$955K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-352- 95.91% |
$50.3K - $54K
|
15
$2.54K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-353- 0.97% |
$50.5K - $54.2K
|
36K
$6.11M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-353- 1.76% |
$50.5K - $54.2K
|
19.7K
$3.34M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-353- 2.19% |
$50.5K - $54.2K
|
15.8K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-358- 0.41% |
$51.2K - $55K
|
87.3K
$14.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-358- 5.54% |
$51.2K - $55K
|
6.11K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-361- 2.23% |
$51.6K - $55.4K
|
15.8K
$2.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-362- 3.07% |
$51.8K - $55.6K
|
11.4K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-365- 0.65% |
$52.2K - $56K
|
55.5K
$9.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-368- 4.92% |
$52.6K - $56.5K
|
7.12K
$1.21M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-368- 9.8% |
$52.6K - $56.5K
|
3.39K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-369- 2.02% |
$52.8K - $56.6K
|
17.9K
$3.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-371- 1.3% |
$53.1K - $57K
|
28.2K
$4.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-372- 15.2% |
$53.2K - $57.1K
|
2.08K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-375- 5.29% |
$53.6K - $57.6K
|
6.71K
$1.14M
|