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 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.42K+ 12.57% |
$918K - $986K
|
57.5K
$9.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
6.41KNew |
$917K - $985K
|
6.41K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.39K+ 8.2% |
$914K - $981K
|
84.4K
$14.1M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
6.35KNew |
$908K - $975K
|
6.35K
$1.06M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
6.31K+ 12.72% |
$902K - $968K
|
55.9K
$9.36M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
6.28K+ 8.58% |
$898K - $964K
|
79.5K
$13.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
6.28K+ 4.22% |
$898K - $964K
|
155K
$26M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
6.28KNew |
$897K - $963K
|
6.28K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
6.25K+ 1.25% |
$894K - $960K
|
508K
$85.1M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
6.23KNew |
$891K - $957K
|
6.23K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.22KNew |
$890K - $956K
|
6.22K
$1.04M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
6.09K+ 57.16% |
$870K - $934K
|
16.7K
$2.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.07KNew |
$868K - $932K
|
6.07K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
6.05K+ 8.95% |
$864K - $928K
|
73.6K
$12.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
5.99KNew |
$857K - $920K
|
5.99K
$1M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5.98K+ 105.6% |
$855K - $917K
|
11.6K
$1.95M
|
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
5.93KNew |
$848K - $910K
|
5.93K
$993K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.92K+ 2.22% |
$846K - $908K
|
272K
$45.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
5.91KNew |
$845K - $907K
|
5.91K
$990K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5.84KNew |
$835K - $896K
|
5.84K
$978K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.78KNew |
$826K - $887K
|
5.78K
$968K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.75K+ 187.82% |
$822K - $883K
|
8.81K
$1.48M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
5.73KNew |
$820K - $880K
|
5.73K
$961K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.73K+ 0.91% |
$819K - $879K
|
635K
$106M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
5.71KNew |
$817K - $877K
|
5.71K
$957K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
5.71K+ 24.73% |
$816K - $876K
|
28.8K
$4.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Baillie Gifford & CO
|
BUY
|
- |
5.65K+ 0.65% |
$808K - $868K
|
879K
$147M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
5.65K+ 3.56% |
$808K - $868K
|
165K
$27.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.6K+ 44.73% |
$801K - $860K
|
18.1K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.52K+ 22.95% |
$790K - $848K
|
29.6K
$4.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.45K+ 55.55% |
$779K - $836K
|
15.3K
$2.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.44K+ 6.32% |
$778K - $836K
|
91.6K
$15.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.43K+ 124.3% |
$777K - $834K
|
9.8K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.36K+ 4.73% |
$767K - $823K
|
119K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.31K+ 29.53% |
$760K - $815K
|
23.3K
$3.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
5.31K+ 47.97% |
$759K - $815K
|
16.4K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.29K+ 5.1% |
$756K - $812K
|
109K
$18.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
5.23KNew |
$747K - $802K
|
5.23K
$876K
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
5.2KNew |
$744K - $798K
|
5.2K
$871K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
5.05KNew |
$722K - $775K
|
5.05K
$846K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.04KNew |
$721K - $774K
|
5.04K
$844K
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
5.02KNew |
$718K - $771K
|
5.02K
$841K
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
4.98KNew |
$712K - $764K
|
4.98K
$834K
|
|
|
Feb 09, 2024
Q4 2023
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
4.96KNew |
$710K - $762K
|
4.96K
$832K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
4.93K+ 18.05% |
$705K - $757K
|
32.2K
$5.4M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.93K+ 6.75% |
$705K - $756K
|
77.9K
$13M
|
|
|
Feb 22, 2024
Q4 2023
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4.91KNew |
$702K - $754K
|
4.91K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
4.87KNew |
$696K - $747K
|
4.87K
$815K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.86KNew |
$695K - $746K
|
4.86K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
4.85K+ 1.18% |
$694K - $745K
|
416K
$69.8M
|