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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-112- 5.12% |
$16.3K - $17.6K
|
2.08K
$331K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-112- 5.15% |
$16.3K - $17.6K
|
2.06K
$328K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-114- 0.92% |
$16.6K - $17.9K
|
12.3K
$1.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-116- 0.31% |
$16.9K - $18.2K
|
36.9K
$5.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-117- 0.07% |
$17.1K - $18.4K
|
171K
$27.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-118- 2.35% |
$17.2K - $18.5K
|
4.9K
$781K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-118- 0.2% |
$17.2K - $18.5K
|
58.6K
$9.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-118- 13.21% |
$17.2K - $18.5K
|
775
$123K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-119- 0.6% |
$17.4K - $18.7K
|
19.7K
$3.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-119- 1.08% |
$17.4K - $18.7K
|
10.9K
$1.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-120- 0.94% |
$17.5K - $18.9K
|
12.7K
$2.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-120- 0.85% |
$17.5K - $18.9K
|
13.9K
$2.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-120- 12.77% |
$17.5K - $18.9K
|
820
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-120- 7.73% |
$17.5K - $18.9K
|
1.43K
$228K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-121- 0.39% |
$17.6K - $19K
|
30.7K
$4.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-121- 1.4% |
$17.6K - $19K
|
8.5K
$1.35M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-122- 1.55% |
$17.8K - $19.2K
|
7.76K
$1.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Marks Wealth, LLC
|
SELL
|
- |
-123- 1.94% |
$17.9K - $19.3K
|
6.22K
$991K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-123- 0.43% |
$17.9K - $19.3K
|
28.8K
$4.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-124- 1.85% |
$18.1K - $19.5K
|
6.56K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-125- 2.07% |
$18.2K - $19.6K
|
5.9K
$940K
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-125- 1.5% |
$18.2K - $19.6K
|
8.21K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-126- 0.17% |
$18.4K - $19.8K
|
73.8K
$11.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-127- 0.57% |
$18.5K - $20K
|
22K
$3.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-128- 3.56% |
$18.7K - $20.1K
|
3.46K
$552K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-130- 0.19% |
$19K - $20.4K
|
67.8K
$10.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-130- 7.44% |
$19K - $20.4K
|
1.62K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-133- 2.72% |
$19.4K - $20.9K
|
4.75K
$757K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-133- 1.65% |
$19.4K - $20.9K
|
7.92K
$1.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-133- 0.82% |
$19.4K - $20.9K
|
16K
$2.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-133- 7.14% |
$19.4K - $20.9K
|
1.73K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-133- 0.72% |
$19.4K - $20.9K
|
18.3K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-133- 0.55% |
$19.4K - $20.9K
|
24K
$3.82M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-134- 1.92% |
$19.5K - $21.1K
|
6.86K
$1.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-134- 2.97% |
$19.5K - $21.1K
|
4.38K
$697K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-134- 0.43% |
$19.5K - $21.1K
|
31.4K
$5M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-135- 1.37% |
$19.7K - $21.2K
|
9.69K
$1.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-136- 0.5% |
$19.8K - $21.4K
|
26.9K
$4.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-136- 0.39% |
$19.8K - $21.4K
|
35K
$5.57M
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-136- 0.61% |
$19.8K - $21.4K
|
22K
$3.51M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-136- 0.45% |
$19.8K - $21.4K
|
29.9K
$4.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-137- 2.32% |
$20K - $21.5K
|
5.77K
$919K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-138- 0.35% |
$20.1K - $21.7K
|
38.9K
$6.2M
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-138- 6.09% |
$20.1K - $21.7K
|
2.13K
$339K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-138- 7.86% |
$20.1K - $21.7K
|
1.62K
$258K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-139- 2.65% |
$20.3K - $21.8K
|
5.1K
$812K
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-139- 2.57% |
$20.3K - $21.8K
|
5.27K
$840K
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-140- 1.45% |
$20.4K - $22K
|
9.54K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-140- 1.0% |
$20.4K - $22K
|
13.9K
$2.22M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-141- 0.53% |
$20.6K - $22.1K
|
26.3K
$4.2M
|