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 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-4- 0.03% |
$583 - $628
|
15.8K
$2.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-4- 0.33% |
$583 - $628
|
1.21K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-4- 0.27% |
$583 - $628
|
1.48K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-4- 0.43% |
$583 - $628
|
934
$149K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4- 12.5% |
$583 - $628
|
28
$4.46K
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-5- 0.02% |
$729 - $785
|
20.1K
$3.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-5- 0.03% |
$729 - $785
|
16.2K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-5- 0.07% |
$729 - $785
|
7.56K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-5- 0.04% |
$729 - $785
|
12.1K
$1.92M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-6- 0.04% |
$875 - $943
|
16.6K
$2.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-6- 0.16% |
$875 - $943
|
3.81K
$607K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-6- 0.29% |
$875 - $943
|
2.09K
$332K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 0.07% |
$1.02K - $1.1K
|
10.5K
$1.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-7- 0.03% |
$1.02K - $1.1K
|
24.8K
$3.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-7- 0.18% |
$1.02K - $1.1K
|
3.94K
$628K
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-7- 0.28% |
$1.02K - $1.1K
|
2.48K
$395K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-7- 0.14% |
$1.02K - $1.1K
|
4.94K
$787K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-8- 0.3% |
$1.17K - $1.26K
|
2.67K
$425K
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-8- 0.38% |
$1.17K - $1.26K
|
2.12K
$338K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-8- 66.67% |
$1.17K - $1.26K
|
4
$637
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-9- 0.06% |
$1.31K - $1.41K
|
14.5K
$2.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-9- 0.09% |
$1.31K - $1.41K
|
9.58K
$1.53M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 0.11% |
$1.31K - $1.41K
|
7.86K
$1.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-9- 0.15% |
$1.31K - $1.41K
|
5.97K
$951K
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-10- 0.44% |
$1.46K - $1.57K
|
2.29K
$365K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-10- 0.14% |
$1.46K - $1.57K
|
7.01K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-10- 0.21% |
$1.46K - $1.57K
|
4.72K
$752K
|
|
|
Nov 09, 2023
Q3 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-10- 0.08% |
$1.46K - $1.57K
|
13.3K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-10- 0.12% |
$1.46K - $1.57K
|
8.05K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-10- 0.08% |
$1.46K - $1.57K
|
11.9K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-10- 0.05% |
$1.46K - $1.57K
|
20K
$3.18M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.1% |
$1.6K - $1.73K
|
11.1K
$1.77M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-11- 0.15% |
$1.6K - $1.73K
|
7.23K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-12- 0.23% |
$1.75K - $1.89K
|
5.23K
$834K
|
|
|
Nov 28, 2023
Q3 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-12- 0.59% |
$1.75K - $1.89K
|
2.02K
$322K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-13- 0.23% |
$1.9K - $2.04K
|
5.57K
$887K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-13- 0.39% |
$1.9K - $2.04K
|
3.29K
$525K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-13- 0.06% |
$1.9K - $2.04K
|
21.9K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.61% |
$1.9K - $2.04K
|
2.11K
$336K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14- 0.05% |
$2.04K - $2.2K
|
30.1K
$4.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-14- 0.49% |
$2.04K - $2.2K
|
2.82K
$449K
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
SELL
|
- |
-14- 0.39% |
$2.04K - $2.2K
|
3.58K
$571K
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-14- 0.99% |
$2.04K - $2.2K
|
1.4K
$223K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-14- 0.5% |
$2.04K - $2.2K
|
2.8K
$446K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-15- 0.17% |
$2.19K - $2.36K
|
9.06K
$1.44M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-15- 2.13% |
$2.19K - $2.36K
|
689
$110K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-15- 0.16% |
$2.19K - $2.36K
|
9.51K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-15- 0.77% |
$2.19K - $2.36K
|
1.94K
$309K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-15- 3.71% |
$2.19K - $2.36K
|
389
$62K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16- 0.06% |
$2.33K - $2.51K
|
28K
$4.46M
|