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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
227+ 582.05% |
$33.1K - $35.7K
|
266
$42.5K
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
227+ 310.96% |
$33.1K - $35.7K
|
300
$48K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
227+ 0.81% |
$33.1K - $35.7K
|
28.1K
$4.5M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
226+ 3.59% |
$33K - $35.5K
|
6.51K
$1.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
225+ 2.08% |
$32.8K - $35.3K
|
11K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
223+ 1.45% |
$32.5K - $35K
|
15.6K
$2.49M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
223+ 0.37% |
$32.5K - $35K
|
61.2K
$9.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
222+ 2.0% |
$32.4K - $34.9K
|
11.3K
$1.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
222+ 1.59% |
$32.4K - $34.9K
|
14.2K
$2.27M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
221+ 2.63% |
$32.2K - $34.7K
|
8.64K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
219+ 0.22% |
$31.9K - $34.4K
|
101K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
218+ 14.18% |
$31.8K - $34.2K
|
1.76K
$281K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
215+ 11.94% |
$31.4K - $33.8K
|
2.02K
$322K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
215+ 8.04% |
$31.4K - $33.8K
|
2.89K
$462K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
214+ 1.42% |
$31.2K - $33.6K
|
15.3K
$2.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
213+ 3.93% |
$31.1K - $33.5K
|
5.63K
$901K
|
|
|
Nov 14, 2023
Q3 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
212+ 2.96% |
$30.9K - $33.3K
|
7.39K
$1.18M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
211+ 1.09% |
$30.8K - $33.1K
|
19.6K
$3.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
211+ 19.39% |
$30.8K - $33.1K
|
1.3K
$208K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
211+ 3.22% |
$30.8K - $33.1K
|
6.77K
$1.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
207+ 4.1% |
$30.2K - $32.5K
|
5.25K
$840K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
204+ 5.65% |
$29.8K - $32K
|
3.82K
$610K
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
202+ 7.55% |
$29.5K - $31.7K
|
2.88K
$460K
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
200+ 10.11% |
$29.2K - $31.4K
|
2.18K
$348K
|
|
|
Nov 06, 2023
Q3 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
200+ 0.6% |
$29.2K - $31.4K
|
33.4K
$5.33M
|
|
|
Nov 14, 2023
Q3 2023
|
S&T Bank
Indiana, PA |
BUY
|
- |
200+ 13.6% |
$29.2K - $31.4K
|
1.67K
$267K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
199+ 2.73% |
$29K - $31.3K
|
7.48K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
197+ 2.0% |
$28.7K - $30.9K
|
10K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
197+ 0.76% |
$28.7K - $30.9K
|
26.1K
$4.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
196+ 5.81% |
$28.6K - $30.8K
|
3.57K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
196+ 14.94% |
$28.6K - $30.8K
|
1.51K
$241K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
195+ 7.84% |
$28.4K - $30.6K
|
2.68K
$429K
|
|
|
Oct 24, 2023
Q3 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
195+ 0.69% |
$28.4K - $30.6K
|
28.5K
$4.56M
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
BUY
|
- |
195+ 0.83% |
$28.4K - $30.6K
|
23.8K
$3.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
194+ 0.44% |
$28.3K - $30.5K
|
44.5K
$7.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
193+ 4.3% |
$28.2K - $30.3K
|
4.68K
$749K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
191+ 7.64% |
$27.9K - $30K
|
2.69K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
191+ 4.16% |
$27.9K - $30K
|
4.78K
$765K
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
191+ 5.7% |
$27.9K - $30K
|
3.54K
$567K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
190+ 0.53% |
$27.7K - $29.8K
|
36.3K
$5.8M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
189+ 4.46% |
$27.6K - $29.7K
|
4.43K
$708K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
189+ 0.37% |
$27.6K - $29.7K
|
51.1K
$8.17M
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
187+ 6.47% |
$27.3K - $29.4K
|
3.08K
$492K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
186+ 9.73% |
$27.1K - $29.2K
|
2.1K
$335K
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
186+ 9.16% |
$27.1K - $29.2K
|
2.22K
$354K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
185+ 3.52% |
$27K - $29.1K
|
5.43K
$869K
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
185+ 1.48% |
$27K - $29.1K
|
12.7K
$2.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
185+ 1.53% |
$27K - $29.1K
|
12.3K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
181+ 9.96% |
$26.4K - $28.4K
|
2K
$319K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
181+ 0.43% |
$26.4K - $28.4K
|
42.7K
$6.82M
|