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 19, 2024
Q4 2023
|
Advocate Group LLC
|
SELL
|
- |
-1.94K- 4.56% |
$277K - $298K
|
40.6K
$6.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-1.94K- 1.73% |
$278K - $298K
|
110K
$18.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.95K- 45.64% |
$279K - $300K
|
2.33K
$394K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-1.96K- 7.03% |
$280K - $301K
|
25.9K
$4.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.97K- 6.68% |
$281K - $302K
|
27.5K
$4.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.97K- 11.25% |
$282K - $303K
|
15.6K
$2.64M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.99K- 2.64% |
$284K - $305K
|
73.3K
$12.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-2K- 2.95% |
$285K - $306K
|
65.6K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-2K- 3.85% |
$286K - $307K
|
50K
$8.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 46.26% |
$286K - $307K
|
2.32K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-2.03K- 32.85% |
$291K - $312K
|
4.15K
$704K
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.06K- 8.09% |
$294K - $316K
|
23.4K
$3.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.07K- 11.26% |
$297K - $318K
|
16.3K
$2.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-2.08K- 11.45% |
$297K - $319K
|
16.1K
$2.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.08K- 6.9% |
$297K - $319K
|
28.1K
$4.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.08K- 5.74% |
$298K - $319K
|
34.2K
$5.79M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.1K- 9.14% |
$301K - $323K
|
20.9K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.11K- 0.14% |
$302K - $324K
|
1.48M
$250M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.11K- 0.69% |
$302K - $325K
|
305K
$51.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.13K- 5.73% |
$304K - $326K
|
35K
$5.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.13K- 5.98% |
$304K - $327K
|
33.5K
$5.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.14K- 2.77% |
$306K - $329K
|
75K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-2.15K- 5.83% |
$307K - $330K
|
34.7K
$5.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.15K- 5.16% |
$308K - $330K
|
39.5K
$6.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.16K- 1.15% |
$308K - $331K
|
186K
$31.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-2.17K- 1.61% |
$310K - $333K
|
132K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.18K- 2.25% |
$311K - $334K
|
94.5K
$16M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.18K- 2.34% |
$311K - $334K
|
91K
$15.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.18K- 2.74% |
$312K - $335K
|
77.4K
$13.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.21K- 35.75% |
$316K - $339K
|
3.97K
$673K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.23K- 56.67% |
$318K - $342K
|
1.7K
$289K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.24K- 2.53% |
$320K - $343K
|
86K
$14.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.24K- 5.14% |
$321K - $344K
|
41.4K
$7.01M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2.25K- 33.52% |
$322K - $345K
|
4.46K
$756K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.25K- 0.38% |
$322K - $346K
|
598K
$101M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2.29K- 31.14% |
$327K - $351K
|
5.05K
$856K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-2.31K- 22.76% |
$330K - $355K
|
7.85K
$1.33M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.31K- 6.43% |
$331K - $355K
|
33.6K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-2.33K- 40.49% |
$332K - $357K
|
3.42K
$579K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-2.33K- 4.74% |
$333K - $358K
|
46.9K
$7.94M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.33K- 1.83% |
$333K - $358K
|
125K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-2.33K- 7.23% |
$334K - $358K
|
29.9K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-2.35K- 2.09% |
$335K - $360K
|
110K
$18.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.35K- 47.72% |
$336K - $360K
|
2.57K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.38K- 1.4% |
$340K - $365K
|
167K
$28.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-2.38K- 18.26% |
$340K - $365K
|
10.6K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.38K- 17.58% |
$340K - $365K
|
11.2K
$1.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.39K- 15.26% |
$341K - $366K
|
13.2K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-2.4K- 27.47% |
$343K - $368K
|
6.33K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-2.4K- 2.3% |
$343K - $368K
|
102K
$17.3M
|