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 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-471- 12.39% |
$68.7K - $74K
|
3.33K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-473- 2.48% |
$69K - $74.3K
|
18.6K
$2.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-475- 2.78% |
$69.3K - $74.6K
|
16.6K
$2.65M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-475- 0.7% |
$69.3K - $74.6K
|
67.6K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-475- 2.53% |
$69.3K - $74.6K
|
18.3K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-480- 3.79% |
$70K - $75.4K
|
12.2K
$1.95M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-481- 17.52% |
$70.2K - $75.6K
|
2.27K
$362K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-484- 2.37% |
$70.6K - $76K
|
20K
$3.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-486- 0.39% |
$70.9K - $76.3K
|
123K
$19.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-493- 4.82% |
$71.9K - $77.4K
|
9.74K
$1.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-495- 0.92% |
$72.2K - $77.8K
|
53.2K
$8.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-498- 0.18% |
$72.6K - $78.2K
|
283K
$45.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-500- 1.52% |
$72.9K - $78.5K
|
32.3K
$5.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 0.5% |
$72.9K - $78.5K
|
99.5K
$15.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-500- 2.84% |
$72.9K - $78.5K
|
17.1K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-500- 9.74% |
$72.9K - $78.5K
|
4.64K
$741K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-500- 9.67% |
$72.9K - $78.5K
|
4.67K
$747K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-501- 0.75% |
$73.1K - $78.7K
|
66.1K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-502- 0.55% |
$73.2K - $78.9K
|
90.2K
$14.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-505- 14.08% |
$73.7K - $79.3K
|
3.08K
$493K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-508- 4.12% |
$74.1K - $79.8K
|
11.8K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-509- 11.97% |
$74.2K - $80K
|
3.74K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-509- 0.22% |
$74.2K - $80K
|
231K
$37M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-510- 5.01% |
$74.4K - $80.1K
|
9.66K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-518- 6.02% |
$75.6K - $81.4K
|
8.08K
$1.29M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-519- 1.43% |
$75.7K - $81.5K
|
35.8K
$5.72M
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-519- 1.84% |
$75.7K - $81.5K
|
27.7K
$4.42M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-520- 4.71% |
$75.8K - $81.7K
|
10.5K
$1.68M
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-521- 0.65% |
$76K - $81.8K
|
79.2K
$12.7M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-523- 1.0% |
$76.3K - $82.2K
|
51.9K
$8.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-523- 5.43% |
$76.3K - $82.2K
|
9.11K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-525- 2.01% |
$76.6K - $82.5K
|
25.6K
$4.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-527- 1.41% |
$76.9K - $82.8K
|
37K
$5.91M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-531- 1.24% |
$77.5K - $83.4K
|
42.3K
$6.76M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-535- 3.06% |
$78K - $84K
|
17K
$2.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-542- 1.07% |
$79.1K - $85.1K
|
50.3K
$8.04M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-543- 3.18% |
$79.2K - $85.3K
|
16.5K
$2.64M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-547- 1.01% |
$79.8K - $85.9K
|
53.3K
$8.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-553- 11.34% |
$80.7K - $86.9K
|
4.32K
$691K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-558- 14.52% |
$81.4K - $87.7K
|
3.29K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-559- 3.69% |
$81.5K - $87.8K
|
14.6K
$2.33M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-561- 2.26% |
$81.8K - $88.1K
|
24.2K
$3.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-562- 1.0% |
$82K - $88.3K
|
55.4K
$8.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-564- 3.1% |
$82.3K - $88.6K
|
17.6K
$2.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-565- 0.5% |
$82.4K - $88.8K
|
112K
$18M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-565- 5.82% |
$82.4K - $88.8K
|
9.14K
$1.46M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-568- 0.75% |
$82.8K - $89.2K
|
75.3K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-569- 17.08% |
$83K - $89.4K
|
2.76K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-569- 17.08% |
$83K - $89.4K
|
2.76K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-569- 5.2% |
$83K - $89.4K
|
10.4K
$1.66M
|