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
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-16- 0.51% |
$2.33K - $2.51K
|
3.11K
$495K
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-17- 0.17% |
$2.48K - $2.67K
|
9.8K
$1.56M
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-17- 0.87% |
$2.48K - $2.67K
|
1.93K
$308K
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-17- 0.37% |
$2.48K - $2.67K
|
4.52K
$720K
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-18- 0.69% |
$2.63K - $2.83K
|
2.58K
$411K
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-18- 0.55% |
$2.63K - $2.83K
|
3.25K
$518K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-19- 0.15% |
$2.77K - $2.98K
|
13K
$2.07M
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-19- 0.06% |
$2.77K - $2.98K
|
29.7K
$4.74M
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-19- 0.27% |
$2.77K - $2.98K
|
6.96K
$1.11M
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-19- 0.14% |
$2.77K - $2.98K
|
13.2K
$2.11M
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-19- 0.37% |
$2.77K - $2.98K
|
5.15K
$820K
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-19- 0.11% |
$2.77K - $2.98K
|
17.2K
$2.74M
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-19- 0.71% |
$2.77K - $2.98K
|
2.65K
$422K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-19- 0.68% |
$2.77K - $2.98K
|
2.78K
$443K
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-19- 0.42% |
$2.77K - $2.98K
|
4.47K
$711K
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-20- 0.25% |
$2.92K - $3.14K
|
7.92K
$1.26M
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-20- 0.1% |
$2.92K - $3.14K
|
20.5K
$3.27M
|
|
Nov 09, 2023
Q3 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-20- 0.36% |
$2.92K - $3.14K
|
5.6K
$893K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-21- 2.47% |
$3.06K - $3.3K
|
828
$132K
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-21- 0.68% |
$3.06K - $3.3K
|
3.07K
$489K
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-22- 0.71% |
$3.21K - $3.46K
|
3.07K
$488K
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-22- 1.45% |
$3.21K - $3.46K
|
1.49K
$238K
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-22- 1.49% |
$3.21K - $3.46K
|
1.45K
$231K
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-22- 0.85% |
$3.21K - $3.46K
|
2.58K
$411K
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-23- 0.35% |
$3.35K - $3.61K
|
6.53K
$1.04M
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-23- 0.35% |
$3.35K - $3.61K
|
6.58K
$1.05M
|
|
Oct 17, 2023
Q3 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-24- 0.31% |
$3.5K - $3.77K
|
7.82K
$1.25M
|
|
Oct 25, 2023
Q3 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-24- 0.12% |
$3.5K - $3.77K
|
20.4K
$3.25M
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-24- 0.43% |
$3.5K - $3.77K
|
5.49K
$875K
|
|
Nov 14, 2023
Q3 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-24- 0.58% |
$3.5K - $3.77K
|
4.08K
$650K
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-25- 0.28% |
$3.65K - $3.93K
|
8.89K
$1.42M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 0.12% |
$3.65K - $3.93K
|
20.4K
$3.24M
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-25- 0.99% |
$3.65K - $3.93K
|
2.5K
$398K
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-25- 0.74% |
$3.65K - $3.93K
|
3.35K
$534K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-25- 0.6% |
$3.65K - $3.93K
|
4.15K
$661K
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-25- 0.54% |
$3.65K - $3.93K
|
4.6K
$732K
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-25- 1.54% |
$3.65K - $3.93K
|
1.6K
$255K
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-25- 0.11% |
$3.65K - $3.93K
|
22.5K
$3.58M
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-26- 0.34% |
$3.79K - $4.08K
|
7.58K
$1.21M
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-26- 5.64% |
$3.79K - $4.08K
|
435
$69.3K
|
|
Oct 18, 2023
Q3 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-26- 1.78% |
$3.79K - $4.08K
|
1.43K
$228K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-26- -0.0% |
$3.79K - $4.08K
|
3.05M
$486M
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-26- 1.05% |
$3.79K - $4.08K
|
2.46K
$391K
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-26- 0.88% |
$3.79K - $4.08K
|
2.92K
$465K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 3.3% |
$3.94K - $4.24K
|
792
$126K
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-27- 0.45% |
$3.94K - $4.24K
|
5.98K
$953K
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-27- 0.56% |
$3.94K - $4.24K
|
4.77K
$759K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-28- 9.59% |
$4.08K - $4.4K
|
264
$42.1K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-28- 0.46% |
$4.08K - $4.4K
|
6.12K
$975K
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-28- 0.29% |
$4.08K - $4.4K
|
9.55K
$1.52M
|