Purchases and Sales Made in Q3 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
339+ 2.28% |
$49.4K - $53.3K
|
15.2K
$2.43M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
339+ 5.4% |
$49.4K - $53.3K
|
6.61K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
338+ 12.85% |
$49.3K - $53.1K
|
2.97K
$475K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
333+ 6.43% |
$48.6K - $52.3K
|
5.51K
$881K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
331+ 37.19% |
$48.3K - $52K
|
1.22K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
BUY
|
- |
331+ 0.27% |
$48.3K - $52K
|
123K
$19.6M
|
|
|
Mar 12, 2025
Q3 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
330+ 2.86% |
$48.1K - $51.8K
|
11.9K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
327+ 5.2% |
$47.7K - $51.4K
|
6.61K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
326+ 0.56% |
$47.6K - $51.2K
|
58.7K
$9.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
325+ 4.77% |
$47.4K - $51.1K
|
7.14K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
325+ 10.99% |
$47.4K - $51.1K
|
3.28K
$525K
|
|
|
Oct 19, 2023
Q3 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
324+ 1.19% |
$47.3K - $50.9K
|
27.6K
$4.42M
|
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
324+ 2.91% |
$47.3K - $50.9K
|
11.5K
$1.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
322+ 3.41% |
$47K - $50.6K
|
9.77K
$1.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
317+ 3.48% |
$46.2K - $49.8K
|
9.42K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
316+ 7.84% |
$46.1K - $49.6K
|
4.35K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
315+ 15.23% |
$45.9K - $49.5K
|
2.38K
$381K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
BUY
|
- |
314+ 3.74% |
$45.8K - $49.3K
|
8.71K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
312+ 19.89% |
$45.5K - $49K
|
1.88K
$301K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
310+ 1.01% |
$45.2K - $48.7K
|
30.9K
$4.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
310+ 5.94% |
$45.2K - $48.7K
|
5.53K
$883K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
310+ 1.61% |
$45.2K - $48.7K
|
19.6K
$3.13M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
308+ 1.02% |
$44.9K - $48.4K
|
30.5K
$4.88M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
307+ 0.94% |
$44.8K - $48.2K
|
32.9K
$5.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
305+ 1.61% |
$44.5K - $47.9K
|
19.3K
$3.08M
|
|
|
Feb 11, 2025
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
305+ 1.61% |
$44.5K - $47.9K
|
19.3K
$3.08M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.21% |
$43.8K - $47.1K
|
146K
$23.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 2.16% |
$43.8K - $47.1K
|
14.2K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
292+ 4.22% |
$42.6K - $45.9K
|
7.22K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
291+ 0.53% |
$42.4K - $45.7K
|
54.9K
$8.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
291+ 6.16% |
$42.4K - $45.7K
|
5.02K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
291+ 1.0% |
$42.4K - $45.7K
|
29.4K
$4.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
290+ 0.45% |
$42.3K - $45.6K
|
64.3K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
290+ 3.83% |
$42.3K - $45.6K
|
7.86K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
290+ 0.03% |
$42.3K - $45.6K
|
1.16M
$185M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
289+ 3.15% |
$42.2K - $45.4K
|
9.47K
$1.51M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
288+ 0.26% |
$42K - $45.2K
|
111K
$17.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
286+ 0.82% |
$41.7K - $44.9K
|
35.3K
$5.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
286+ 6.38% |
$41.7K - $44.9K
|
4.77K
$763K
|
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
285+ 0.59% |
$41.6K - $44.8K
|
48.8K
$7.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
281+ 4.73% |
$41K - $44.1K
|
6.23K
$996K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
280+ 0.18% |
$40.8K - $44K
|
153K
$24.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
279+ 0.67% |
$40.7K - $43.8K
|
42.1K
$6.73M
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
279+ 2.97% |
$40.7K - $43.8K
|
9.66K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
278+ 5.77% |
$40.5K - $43.7K
|
5.1K
$815K
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
BUY
|
- |
277+ 1.64% |
$40.4K - $43.5K
|
17.1K
$2.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
BUY
|
- |
277+ 0.15% |
$40.4K - $43.5K
|
186K
$29.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
276+ 2.71% |
$40.3K - $43.4K
|
10.5K
$1.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
274+ 2.11% |
$40K - $43K
|
13.3K
$2.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
272+ 3.14% |
$39.7K - $42.7K
|
8.94K
$1.43M
|