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 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.3K- 23.09% |
$185K - $199K
|
4.31K
$731K
|
|
|
Jan 12, 2024
Q4 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-1.3K- 11.64% |
$185K - $199K
|
9.85K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.3K- 5.74% |
$186K - $200K
|
21.4K
$3.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.3K- 6.86% |
$186K - $200K
|
17.7K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 34.75% |
$187K - $201K
|
2.46K
$416K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.31K- 0.49% |
$187K - $201K
|
265K
$44.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-1.32K- 25.35% |
$188K - $202K
|
3.88K
$657K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.32K- 0.54% |
$188K - $202K
|
241K
$40.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.32K- 0.94% |
$189K - $203K
|
140K
$23.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.34K- 10.62% |
$191K - $205K
|
11.2K
$1.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.34K- 1.4% |
$191K - $205K
|
94.1K
$16M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.34K- 5.08% |
$191K - $206K
|
25K
$4.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.34K- 1.98% |
$192K - $206K
|
66.4K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.36K- 22.53% |
$195K - $209K
|
4.69K
$794K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.37K- 7.58% |
$195K - $210K
|
16.7K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.37K- 17.05% |
$196K - $211K
|
6.68K
$1.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-1.38K- 6.38% |
$197K - $211K
|
20.2K
$3.42M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.39K- 26.52% |
$199K - $213K
|
3.85K
$652K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.4K- 40.45% |
$199K - $214K
|
2.05K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.4K- 2.55% |
$200K - $214K
|
53.4K
$9.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-1.41K- 2.28% |
$201K - $216K
|
60.2K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.41K- 11.58% |
$201K - $216K
|
10.8K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.41K- 4.45% |
$202K - $216K
|
30.3K
$5.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.42K- 3.85% |
$203K - $218K
|
35.4K
$6M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.42KClosed |
$203K - $218K
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
SELL
|
- |
-1.42K- 3.24% |
$203K - $218K
|
42.4K
$7.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.43K- 0.55% |
$204K - $219K
|
257K
$43.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.43K- 8.86% |
$205K - $220K
|
14.7K
$2.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-1.43K- 3.85% |
$205K - $220K
|
35.8K
$6.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.43K- 3.29% |
$205K - $220K
|
42.1K
$7.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.44K- 3.46% |
$205K - $220K
|
40.1K
$6.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.44K- 1.83% |
$206K - $222K
|
77.6K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.45K- 0.93% |
$207K - $222K
|
154K
$26M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.45K- 33.89% |
$207K - $222K
|
2.83K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.47K- 2.81% |
$210K - $226K
|
50.9K
$8.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.48K- 0.23% |
$212K - $228K
|
647K
$110M
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.49K- 7.75% |
$213K - $228K
|
17.7K
$3M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.49K- 4.96% |
$213K - $229K
|
28.6K
$4.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.49K- 50.0% |
$213K - $229K
|
1.49K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.5K- 2.51% |
$214K - $230K
|
58.2K
$9.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.5K- 8.82% |
$214K - $230K
|
15.5K
$2.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.5K- 8.95% |
$215K - $230K
|
15.3K
$2.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.5K- 12.17% |
$215K - $230K
|
10.8K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.5K- 11.06% |
$215K - $230K
|
12.1K
$2.04M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.5K- 2.72% |
$215K - $230K
|
53.6K
$9.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.51K- 27.8% |
$216K - $232K
|
3.92K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.52K- 2.92% |
$217K - $233K
|
50.6K
$8.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-1.53K- 1.57% |
$219K - $235K
|
96K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.54K- 1.2% |
$220K - $236K
|
126K
$21.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.54K- 4.31% |
$220K - $237K
|
34.2K
$5.79M
|