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 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.76% |
$292 - $314
|
264
$42.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.33% |
$146 - $157
|
304
$48.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.0% |
$146 - $157
|
31.1K
$4.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$146 - $157
|
1.4K
$223K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.02% |
$146 - $157
|
4.96K
$791K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$146 - $157
|
9.3K
$1.48M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
1+ 0.01% |
$146 - $157
|
14.9K
$2.37M
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$146 - $157
|
2.35K
$374K
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1+ 0.03% |
$146 - $157
|
3.93K
$626K
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
1+ 0.06% |
$146 - $157
|
1.71K
$273K
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$146 - $157
|
3.71K
$591K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$146 - $157
|
5.73K
$912K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$146 - $157
|
3.01K
$480K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.04% |
$146 - $157
|
2.76K
$439K
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $157
|
5.84K
$931K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1+ 0.07% |
$146 - $157
|
1.41K
$225K
|
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.03% |
$146 - $157
|
3.83K
$611K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1+ 0.06% |
$146 - $157
|
1.77K
$282K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$146 - $157
|
1.81K
$289K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.49% |
$146 - $157
|
206
$32.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.26% |
$146 - $157
|
389
$62K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.26% |
$146 - $157
|
385
$61.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$146 - $157
|
5.12K
$816K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.03% |
$146 - $157
|
3.57K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.04% |
$146 - $157
|
2.64K
$421K
|
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.03% |
$146 - $157
|
3.18K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.02% |
$146 - $157
|
4.45K
$709K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.06% |
$146 - $157
|
1.77K
$282K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.05% |
$146 - $157
|
2.21K
$351K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1+ 0.05% |
$146 - $157
|
2.04K
$326K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$146 - $157
|
9.47K
$1.51M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1- 0.05% |
$146 - $157
|
2K
$318K
|
|
|
Oct 25, 2023
Q3 2023
|
Hendley & CO Inc
|
SELL
|
- |
-1- -0.0% |
$146 - $157
|
24.1K
$3.85M
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.16% |
$146 - $157
|
628
$100K
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1- -0.0% |
$146 - $157
|
23.5K
$3.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$146 - $157
|
4.94K
$786K
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1- 0.07% |
$146 - $157
|
1.39K
$221K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1- 0.3% |
$146 - $157
|
331
$52.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2- 0.06% |
$292 - $314
|
3.25K
$518K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2- 0.05% |
$292 - $314
|
4.09K
$651K
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$292 - $314
|
22.5K
$3.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2- 0.05% |
$292 - $314
|
4.34K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- -0.0% |
$292 - $314
|
54.8K
$8.74M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2- 0.14% |
$292 - $314
|
1.46K
$233K
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-2- 0.05% |
$292 - $314
|
3.91K
$624K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- -0.0% |
$292 - $314
|
54.8K
$8.74M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-3- 0.14% |
$438 - $471
|
2.17K
$346K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$438 - $471
|
26.2K
$4.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3- 0.06% |
$438 - $471
|
4.87K
$776K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-4- 0.09% |
$583 - $628
|
4.53K
$722K
|