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 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-825- 0.99% |
$120K - $130K
|
82.8K
$13.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-828- 0.72% |
$121K - $130K
|
115K
$18.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-830- 2.55% |
$121K - $130K
|
31.7K
$5.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-838- 4.43% |
$122K - $132K
|
18.1K
$2.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-839- 7.87% |
$122K - $132K
|
9.83K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-839- 8.84% |
$122K - $132K
|
8.65K
$1.38M
|
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-845- 24.23% |
$123K - $133K
|
2.64K
$422K
|
|
|
Nov 13, 2023
Q3 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-850- 1.24% |
$124K - $134K
|
67.8K
$10.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-851- 3.74% |
$124K - $134K
|
21.9K
$3.5M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-853- 1.02% |
$124K - $134K
|
83K
$13.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-855- 29.19% |
$125K - $134K
|
2.07K
$332K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-861- 7.9% |
$126K - $135K
|
10K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-861- 1.37% |
$126K - $135K
|
61.8K
$9.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-862- 3.5% |
$126K - $135K
|
23.8K
$3.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-863- 0.96% |
$126K - $136K
|
89.1K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-872- 30.53% |
$127K - $137K
|
1.98K
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-873- 0.27% |
$127K - $137K
|
327K
$52.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-875- 2.14% |
$128K - $137K
|
39.9K
$6.38M
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-876- 0.97% |
$128K - $138K
|
89.9K
$14.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-882- 2.2% |
$129K - $139K
|
39.2K
$6.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-882- 1.01% |
$129K - $139K
|
86.2K
$13.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-882- 4.39% |
$129K - $139K
|
19.2K
$3.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-886- 3.58% |
$129K - $139K
|
23.9K
$3.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-887- 3.32% |
$129K - $139K
|
25.8K
$4.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-892- 1.61% |
$130K - $140K
|
54.4K
$8.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-894- 2.72% |
$130K - $140K
|
31.9K
$5.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-900- 6.09% |
$131K - $141K
|
13.9K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-903- 0.76% |
$132K - $142K
|
118K
$18.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-925- 2.04% |
$135K - $145K
|
44.4K
$7.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-926- 15.03% |
$135K - $145K
|
5.24K
$837K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
SELL
|
- |
-934- 0.36% |
$136K - $147K
|
257K
$41.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-935- 4.64% |
$136K - $147K
|
19.2K
$3.07M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-936- 0.83% |
$137K - $147K
|
112K
$17.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-938- 1.78% |
$137K - $147K
|
51.7K
$8.26M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-943- 3.37% |
$138K - $148K
|
27K
$4.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-945- 1.11% |
$138K - $148K
|
84K
$13.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-949- 2.31% |
$138K - $149K
|
40.2K
$6.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-952- 1.13% |
$139K - $150K
|
83.7K
$13.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-952- 7.09% |
$139K - $150K
|
12.5K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-952- 0.83% |
$139K - $150K
|
113K
$18.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-962- 7.51% |
$140K - $151K
|
11.9K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-964- 1.65% |
$141K - $151K
|
57.5K
$9.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-965- 12.11% |
$141K - $152K
|
7K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-977- 14.32% |
$143K - $153K
|
5.85K
$934K
|
|
|
Nov 06, 2023
Q3 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-980- 5.99% |
$143K - $154K
|
15.4K
$2.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-988- 2.24% |
$144K - $155K
|
43.1K
$6.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-990- 2.99% |
$144K - $156K
|
32.1K
$5.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-992- 1.61% |
$145K - $156K
|
60.5K
$9.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-993- 11.93% |
$145K - $156K
|
7.33K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-994- 0.22% |
$145K - $156K
|
441K
$70.5M
|