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 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-310- 3.54% |
$45.2K - $48.7K
|
8.44K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-315- 0.22% |
$45.9K - $49.5K
|
145K
$23.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-315- 2.85% |
$45.9K - $49.5K
|
10.7K
$1.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-315- 8.35% |
$45.9K - $49.5K
|
3.46K
$553K
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-316- 10.61% |
$46.1K - $49.6K
|
2.66K
$426K
|
|
|
Nov 06, 2023
Q3 2023
|
Souders Financial Advisors
|
SELL
|
- |
-317- 0.27% |
$46.2K - $49.8K
|
119K
$19M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-319- 1.21% |
$46.5K - $50.1K
|
26K
$4.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-319- 1.53% |
$46.5K - $50.1K
|
20.6K
$3.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-320- 1.73% |
$46.7K - $50.3K
|
18.1K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-320- 5.29% |
$46.7K - $50.3K
|
5.73K
$915K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-321- 2.54% |
$46.8K - $50.4K
|
12.3K
$1.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-323- 3.35% |
$47.1K - $50.7K
|
9.33K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-326- 5.92% |
$47.6K - $51.2K
|
5.18K
$828K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-327- 7.73% |
$47.7K - $51.4K
|
3.9K
$624K
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-331- 1.74% |
$48.3K - $52K
|
18.7K
$2.99M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-331- 2.65% |
$48.3K - $52K
|
12.1K
$1.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-331- 2.41% |
$48.3K - $52K
|
13.4K
$2.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-334- 7.01% |
$48.7K - $52.5K
|
4.43K
$708K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-335- 12.53% |
$48.9K - $52.6K
|
2.34K
$374K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-339- 0.97% |
$49.4K - $53.3K
|
34.7K
$5.54M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
SELL
|
- |
-339- 17.63% |
$49.4K - $53.3K
|
1.58K
$253K
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-340- 1.48% |
$49.6K - $53.4K
|
22.6K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-340- 0.61% |
$49.6K - $53.4K
|
55.5K
$8.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-341- 0.5% |
$49.7K - $53.6K
|
68.2K
$10.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-344- 6.7% |
$50.2K - $54K
|
4.79K
$766K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-344- 0.21% |
$50.2K - $54K
|
163K
$26.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-346- 1.92% |
$50.5K - $54.4K
|
17.6K
$2.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-346- 0.57% |
$50.5K - $54.4K
|
60.4K
$9.66M
|
|
|
Apr 10, 2025
Q3 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-346- 1.48% |
$50.5K - $54.4K
|
23.1K
$3.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-348- 3.25% |
$50.8K - $54.7K
|
10.4K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Sonnipe LTD
Douglas, Y8 |
SELL
|
- |
-348- 4.4% |
$50.8K - $54.7K
|
7.56K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-349- 13.09% |
$50.9K - $54.8K
|
2.32K
$370K
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-350- 2.61% |
$51.1K - $55K
|
13.1K
$2.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-353- 3.66% |
$51.5K - $55.5K
|
9.29K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-354- 0.61% |
$51.6K - $55.6K
|
57.6K
$9.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-355- 3.35% |
$51.8K - $55.8K
|
10.2K
$1.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-359- 0.24% |
$52.4K - $56.4K
|
150K
$23.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-360- 15.02% |
$52.5K - $56.6K
|
2.04K
$326K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-362- 7.18% |
$52.8K - $56.9K
|
4.68K
$748K
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-365- 1.3% |
$53.2K - $57.3K
|
27.8K
$4.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-366- 2.2% |
$53.4K - $57.5K
|
16.3K
$2.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-368- 10.42% |
$53.7K - $57.8K
|
3.16K
$506K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-368- 1.57% |
$53.7K - $57.8K
|
23K
$3.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-370- 1.22% |
$54K - $58.1K
|
30.1K
$4.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-373- 0.14% |
$54.4K - $58.6K
|
260K
$41.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-377- 1.64% |
$55K - $59.2K
|
22.6K
$3.61M
|
|
|
Oct 20, 2023
Q3 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-378- 2.21% |
$55.1K - $59.4K
|
16.7K
$2.67M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-381- 0.72% |
$55.6K - $59.9K
|
52.8K
$8.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-385- 0.78% |
$56.2K - $60.5K
|
49.2K
$7.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-387- 3.01% |
$56.4K - $60.8K
|
12.5K
$2M
|