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
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
6+ 0.08% |
$875 - $943
|
7.79K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6+ 0.07% |
$875 - $943
|
8.2K
$1.31M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.19% |
$729 - $785
|
2.6K
$415K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5+ 0.15% |
$729 - $785
|
3.42K
$545K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
5+ 0.15% |
$729 - $785
|
3.33K
$531K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.03% |
$729 - $785
|
16.8K
$2.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.27% |
$729 - $785
|
1.83K
$291K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.07% |
$729 - $785
|
7.52K
$1.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
5+ 0.06% |
$729 - $785
|
8.05K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5+ 0.19% |
$729 - $785
|
2.69K
$428K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
5+ 0.11% |
$729 - $785
|
4.41K
$703K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.14% |
$729 - $785
|
3.65K
$581K
|
|
|
Oct 11, 2023
Q3 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
4+ 0.03% |
$583 - $628
|
12.2K
$1.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4+ 0.15% |
$583 - $628
|
2.68K
$427K
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.26% |
$583 - $628
|
1.53K
$243K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
4+ 0.19% |
$583 - $628
|
2.15K
$343K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.04% |
$583 - $628
|
9.53K
$1.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
4+ 0.07% |
$583 - $628
|
5.87K
$936K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4+ 0.07% |
$583 - $628
|
5.44K
$866K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.02% |
$583 - $628
|
18.1K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
4+ 0.26% |
$583 - $628
|
1.56K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4+ 0.06% |
$583 - $628
|
6.9K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$438 - $471
|
4.38K
$697K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.11% |
$438 - $471
|
2.75K
$438K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.07% |
$438 - $471
|
4.16K
$663K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3+ 0.03% |
$438 - $471
|
8.88K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3+ 0.04% |
$438 - $471
|
7.44K
$1.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3+ 0.1% |
$438 - $471
|
3.13K
$499K
|
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.37% |
$438 - $471
|
808
$129K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
3+ 0.03% |
$438 - $471
|
10.6K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
3+ 0.17% |
$438 - $471
|
1.75K
$278K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
3+ 0.07% |
$438 - $471
|
4.24K
$675K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.31% |
$438 - $471
|
983
$157K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.05% |
$292 - $314
|
3.64K
$580K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.47% |
$292 - $314
|
425
$67.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$292 - $314
|
2.77K
$441K
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2+ 0.05% |
$292 - $314
|
3.89K
$620K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.01% |
$292 - $314
|
30.3K
$4.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.1% |
$292 - $314
|
2.06K
$329K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.02% |
$292 - $314
|
8.94K
$1.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.01% |
$292 - $314
|
15.5K
$2.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.14% |
$292 - $314
|
1.4K
$224K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.13% |
$292 - $314
|
1.52K
$242K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.5% |
$292 - $314
|
400
$63.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.12% |
$292 - $314
|
1.6K
$256K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.0% |
$292 - $314
|
74.1K
$11.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2+ 0.12% |
$292 - $314
|
1.67K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.04% |
$292 - $314
|
5.21K
$829K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.05% |
$292 - $314
|
3.88K
$619K
|
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$292 - $314
|
22.6K
$3.6M
|