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 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.21K- 3.16% |
$177K - $190K
|
37.1K
$5.93M
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.21K- 20.82% |
$177K - $191K
|
4.62K
$738K
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 2.65% |
$179K - $193K
|
45.1K
$7.22M
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.23K- 16.83% |
$180K - $193K
|
6.09K
$973K
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.23K- 4.92% |
$180K - $193K
|
23.8K
$3.8M
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.24K- 6.19% |
$180K - $194K
|
18.7K
$3M
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.24K- 2.79% |
$181K - $195K
|
43.4K
$6.93M
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.25K- 3.23% |
$183K - $197K
|
37.5K
$6M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.25K- 1.45% |
$183K - $197K
|
84.9K
$13.6M
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-1.25K- 3.98% |
$183K - $197K
|
30.2K
$4.83M
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.26K- 2.4% |
$184K - $198K
|
51.3K
$8.21M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-1.26K- 44.11% |
$184K - $198K
|
1.6K
$256K
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.27K- 11.69% |
$185K - $200K
|
9.61K
$1.54M
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-1.27K- 1.36% |
$186K - $200K
|
92.5K
$14.8M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.28K- 8.45% |
$186K - $201K
|
13.8K
$2.21M
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.28K- 19.01% |
$187K - $201K
|
5.46K
$872K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.28K- 3.09% |
$187K - $201K
|
40.2K
$6.42M
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.28K- 0.88% |
$187K - $201K
|
144K
$23M
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.29K- 2.58% |
$188K - $202K
|
48.5K
$7.75M
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-1.29K- 0.83% |
$188K - $202K
|
154K
$24.6M
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.3K- 1.45% |
$189K - $203K
|
87.9K
$14M
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-1.31K- 1.82% |
$192K - $206K
|
70.9K
$11.3M
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.32K- 9.13% |
$192K - $207K
|
13.1K
$2.09M
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.32K- 2.94% |
$193K - $208K
|
43.7K
$6.99M
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 0.43% |
$193K - $208K
|
304K
$48.7M
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
SELL
|
- |
-1.32K- 8.52% |
$193K - $208K
|
14.2K
$2.27M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 3.92% |
$194K - $209K
|
32.5K
$5.2M
|
|
Apr 10, 2025
Q3 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-1.34KClosed |
$195K - $210K
|
0
$0
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.34K- 0.62% |
$196K - $211K
|
214K
$34.2M
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.34K- 2.51% |
$196K - $211K
|
52.1K
$8.33M
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.34K- 1.58% |
$196K - $211K
|
83.6K
$13.4M
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-1.35K- 1.64% |
$197K - $212K
|
80.9K
$12.9M
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.36K- 4.08% |
$199K - $214K
|
32K
$5.12M
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-1.37K- 7.76% |
$200K - $215K
|
16.3K
$2.6M
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.38K- 11.54% |
$201K - $217K
|
10.6K
$1.69M
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.4K- 1.01% |
$203K - $219K
|
136K
$21.8M
|
|
Oct 20, 2023
Q3 2023
|
Windward Capital Management CO
|
SELL
|
- |
-1.4K- 0.96% |
$204K - $219K
|
145K
$23.1M
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.4K- 1.99% |
$204K - $220K
|
69.1K
$11M
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.41K- 3.09% |
$205K - $221K
|
44.2K
$7.06M
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.44K- 1.02% |
$210K - $226K
|
140K
$22.3M
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-1.44K- 2.85% |
$210K - $226K
|
49.1K
$7.85M
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.46KClosed |
$214K - $230K
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.47K- 3.75% |
$214K - $231K
|
37.7K
$6.03M
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.47K- 29.48% |
$215K - $231K
|
3.52K
$562K
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.47K- 30.38% |
$215K - $231K
|
3.38K
$540K
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.49K- 2.41% |
$218K - $235K
|
60.4K
$9.65M
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-1.5K- 10.03% |
$219K - $236K
|
13.5K
$2.15M
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.5K- 11.39% |
$219K - $236K
|
11.7K
$1.87M
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.51K- 10.35% |
$220K - $237K
|
13.1K
$2.09M
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-1.51K- 1.6% |
$221K - $238K
|
93.2K
$14.9M
|