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 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.32K- 3.7% |
$475K - $510K
|
86.5K
$14.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-3.35K- 12.39% |
$479K - $514K
|
23.7K
$4.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.4K- 1.31% |
$487K - $522K
|
256K
$43.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-3.41K- 31.88% |
$487K - $523K
|
7.29K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.42K- 12.11% |
$490K - $526K
|
24.9K
$4.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-3.43K- 50.56% |
$491K - $527K
|
3.36K
$574K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3.46K- 4.02% |
$495K - $531K
|
82.6K
$14.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-3.47K- 29.87% |
$497K - $533K
|
8.16K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.48K- 63.02% |
$498K - $535K
|
2.04K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Triodos Investment Management Bv
|
SELL
|
- |
-3.49K- 1.21% |
$498K - $535K
|
286K
$48.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.49K- 1.39% |
$499K - $535K
|
247K
$42.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-3.52K- 25.68% |
$503K - $540K
|
10.2K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.54K- 0.58% |
$507K - $544K
|
610K
$104M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.54K- 6.03% |
$507K - $544K
|
55.2K
$9.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-3.6K- 2.46% |
$515K - $553K
|
143K
$24.4M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.62K- 0.49% |
$517K - $555K
|
740K
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.66K- 12.54% |
$523K - $561K
|
25.5K
$4.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-3.66K- 0.62% |
$523K - $562K
|
583K
$99.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.67K- 3.81% |
$524K - $563K
|
92.5K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.69K- 10.11% |
$527K - $566K
|
32.8K
$5.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.69K- 15.81% |
$528K - $567K
|
19.7K
$3.36M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.7K- 3.92% |
$529K - $568K
|
90.7K
$15.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.73K- 5.53% |
$534K - $573K
|
63.8K
$10.9M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-3.74K- 2.78% |
$534K - $574K
|
131K
$22.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.74K- 0.53% |
$535K - $574K
|
700K
$120M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-3.75K- 57.34% |
$536K - $576K
|
2.79K
$477K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.75K- 3.66% |
$536K - $576K
|
98.6K
$16.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-3.77K- 21.58% |
$539K - $579K
|
13.7K
$2.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.78K- 2.55% |
$540K - $580K
|
145K
$24.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-3.78K- 32.51% |
$541K - $581K
|
7.85K
$1.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-3.78K- 12.2% |
$541K - $581K
|
27.2K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.81K- 3.37% |
$544K - $584K
|
109K
$18.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-3.93K- 16.72% |
$562K - $604K
|
19.6K
$3.35M
|
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-3.98K- 13.9% |
$569K - $611K
|
24.6K
$4.22M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-3.98K- 16.55% |
$569K - $611K
|
20.1K
$3.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
SELL
|
- |
-4K- 16.0% |
$572K - $614K
|
21K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4K- 0.49% |
$573K - $615K
|
806K
$138M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-4.04K- 25.65% |
$577K - $619K
|
11.7K
$2M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-4.04K- 2.08% |
$577K - $620K
|
190K
$32.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.05K- 0.61% |
$579K - $621K
|
663K
$113M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.07K- 31.11% |
$582K - $625K
|
9.02K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.07K- 25.28% |
$582K - $625K
|
12K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-4.1K- 0.8% |
$586K - $629K
|
509K
$87M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-4.16K- 3.54% |
$594K - $638K
|
113K
$19.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.16K- 5.26% |
$595K - $639K
|
74.9K
$12.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-4.21K- 51.28% |
$602K - $646K
|
4K
$684K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-4.28K- 12.74% |
$612K - $657K
|
29.3K
$5.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4.28K- 24.75% |
$612K - $657K
|
13K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-4.28K- 7.83% |
$612K - $658K
|
50.4K
$8.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-4.31K- 18.33% |
$616K - $662K
|
19.2K
$3.28M
|