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 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
BUY
|
- |
130+ 7.21% |
$19K - $20.4K
|
1.93K
$309K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
128+ 0.64% |
$18.7K - $20.1K
|
20.2K
$3.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
128+ 6.51% |
$18.7K - $20.1K
|
2.09K
$335K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
127+ 1.6% |
$18.5K - $20K
|
8.06K
$1.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
126+ 2.75% |
$18.4K - $19.8K
|
4.71K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
126+ 3.05% |
$18.4K - $19.8K
|
4.26K
$681K
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
126+ 6.19% |
$18.4K - $19.8K
|
2.16K
$345K
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
126+ 1.84% |
$18.4K - $19.8K
|
6.99K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
125+ 3.36% |
$18.2K - $19.6K
|
3.85K
$615K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
125+ 5.7% |
$18.2K - $19.6K
|
2.32K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
124+ 3.85% |
$18.1K - $19.5K
|
3.35K
$535K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
124+ 0.3% |
$18.1K - $19.5K
|
41K
$6.55M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
124+ 0.37% |
$18.1K - $19.5K
|
33.4K
$5.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
BUY
|
- |
123+ 0.64% |
$17.9K - $19.3K
|
19.5K
$3.12M
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
121+ 1.55% |
$17.6K - $19K
|
7.94K
$1.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
120+ 1.4% |
$17.5K - $18.9K
|
8.69K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
119+ 0.94% |
$17.4K - $18.7K
|
12.7K
$2.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
119+ 3.38% |
$17.4K - $18.7K
|
3.64K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
119+ 3.84% |
$17.4K - $18.7K
|
3.22K
$515K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
118+ 2.07% |
$17.2K - $18.5K
|
5.83K
$931K
|
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
BUY
|
- |
117+ 4.1% |
$17.1K - $18.4K
|
2.97K
$475K
|
|
|
Nov 06, 2023
Q3 2023
|
Ghe, LLC
|
BUY
|
- |
117+ 1.39% |
$17.1K - $18.4K
|
8.51K
$1.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
BUY
|
- |
117+ 0.59% |
$17.1K - $18.4K
|
19.9K
$3.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
117+ 0.51% |
$17.1K - $18.4K
|
22.9K
$3.66M
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
116+ 0.97% |
$16.9K - $18.2K
|
12K
$1.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
116+ 0.4% |
$16.9K - $18.2K
|
28.9K
$4.62M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
116+ 0.32% |
$16.9K - $18.2K
|
36.5K
$5.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
115+ 7.56% |
$16.8K - $18.1K
|
1.64K
$262K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
115+ 3.78% |
$16.8K - $18.1K
|
3.16K
$505K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
114+ 2.88% |
$16.6K - $17.9K
|
4.08K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
114+ 0.08% |
$16.6K - $17.9K
|
136K
$21.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
113+ 0.95% |
$16.5K - $17.8K
|
12K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
113+ 2.15% |
$16.5K - $17.8K
|
5.38K
$859K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
113+ 1.77% |
$16.5K - $17.8K
|
6.5K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
113+ 0.27% |
$16.5K - $17.8K
|
41.6K
$6.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
112+ 0.96% |
$16.3K - $17.6K
|
11.7K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
112+ 3.12% |
$16.3K - $17.6K
|
3.71K
$593K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
112+ 1.45% |
$16.3K - $17.6K
|
7.83K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
111+ 0.53% |
$16.2K - $17.4K
|
20.9K
$3.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
110+ 0.83% |
$16K - $17.3K
|
13.4K
$2.14M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
110+ 17.03% |
$16K - $17.3K
|
756
$121K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
109+ 7.76% |
$15.9K - $17.1K
|
1.51K
$242K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
108+ 0.21% |
$15.8K - $17K
|
50.6K
$8.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
108+ 2.02% |
$15.8K - $17K
|
5.46K
$873K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
108+ 3.22% |
$15.8K - $17K
|
3.46K
$554K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
108+ 5.97% |
$15.8K - $17K
|
1.92K
$307K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
106+ 0.27% |
$15.5K - $16.7K
|
39.2K
$6.27M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
106+ 6.52% |
$15.5K - $16.7K
|
1.73K
$277K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
105+ 1.29% |
$15.3K - $16.5K
|
8.25K
$1.32M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
105+ 4.9% |
$15.3K - $16.5K
|
2.25K
$359K
|