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 |
|---|---|---|---|---|---|---|---|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-688Closed |
$100K - $108K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-691- 18.3% |
$101K - $109K
|
3.08K
$493K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-692- 8.61% |
$101K - $109K
|
7.35K
$1.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
SELL
|
- |
-695- 5.22% |
$101K - $109K
|
12.6K
$2.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-699- 29.73% |
$102K - $110K
|
1.65K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-700- 28.85% |
$102K - $110K
|
1.73K
$276K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-702- 6.72% |
$102K - $110K
|
9.75K
$1.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-704- 12.28% |
$103K - $111K
|
5.03K
$804K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-704- 8.84% |
$103K - $111K
|
7.26K
$1.16M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-704- 12.28% |
$103K - $111K
|
5.03K
$804K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-706- 8.39% |
$103K - $111K
|
7.71K
$1.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-710- 6.4% |
$104K - $112K
|
10.4K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-710- 16.47% |
$104K - $112K
|
3.6K
$575K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-716- 7.74% |
$104K - $112K
|
8.53K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-716- 1.14% |
$104K - $112K
|
61.9K
$9.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-720- 3.1% |
$105K - $113K
|
22.5K
$3.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-722- 0.95% |
$105K - $113K
|
75.4K
$12.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-726- 28.12% |
$106K - $114K
|
1.86K
$297K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-727- 28.63% |
$106K - $114K
|
1.81K
$290K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-729- 18.02% |
$106K - $115K
|
3.32K
$530K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-730- 16.61% |
$106K - $115K
|
3.67K
$586K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-746- 15.45% |
$109K - $117K
|
4.08K
$653K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-748- 1.18% |
$109K - $118K
|
62.8K
$10M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-750- 16.7% |
$109K - $118K
|
3.74K
$598K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-751- 4.15% |
$110K - $118K
|
17.4K
$2.78M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-756- 10.31% |
$110K - $119K
|
6.58K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-759- 10.96% |
$111K - $119K
|
6.17K
$986K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-762- 1.54% |
$111K - $120K
|
48.6K
$7.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-762- 0.24% |
$111K - $120K
|
323K
$51.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-766- 29.05% |
$112K - $120K
|
1.87K
$299K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-778- 6.86% |
$113K - $122K
|
10.6K
$1.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-782- 1.72% |
$114K - $123K
|
44.7K
$7.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-785- 4.63% |
$115K - $123K
|
16.2K
$2.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-788- 3.7% |
$115K - $124K
|
20.5K
$3.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-789- 3.2% |
$115K - $124K
|
23.9K
$3.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-797- 1.0% |
$116K - $125K
|
79K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-800- 4.75% |
$117K - $126K
|
16K
$2.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-805- 6.52% |
$117K - $126K
|
11.5K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-806- 1.86% |
$118K - $127K
|
42.6K
$6.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-807- 6.15% |
$118K - $127K
|
12.3K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-808- 1.06% |
$118K - $127K
|
75.4K
$12M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-810- 2.17% |
$118K - $127K
|
36.5K
$5.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-810- 3.11% |
$118K - $127K
|
25.2K
$4.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-815- 3.71% |
$119K - $128K
|
21.2K
$3.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-816- 15.19% |
$119K - $128K
|
4.56K
$728K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-816- 2.15% |
$119K - $128K
|
37.1K
$5.94M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-821- 5.62% |
$120K - $129K
|
13.8K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-821- 0.37% |
$120K - $129K
|
220K
$35.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-822- 0.37% |
$120K - $129K
|
221K
$35.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-825- 21.85% |
$120K - $130K
|
2.95K
$472K
|