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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.92K+ 3.2% |
$280K - $302K
|
61.9K
$10M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
1.9K+ 2.67% |
$278K - $299K
|
73.2K
$11.9M
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.9K+ 5.19% |
$277K - $298K
|
38.5K
$6.24M
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
1.9K+ 3.55% |
$277K - $298K
|
55.3K
$8.96M
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.89K+ 1.16% |
$276K - $298K
|
165K
$26.7M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.88K+ 27.96% |
$274K - $295K
|
8.59K
$1.39M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.87K+ 3.71% |
$273K - $294K
|
52.2K
$8.46M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.87K+ 4.75% |
$272K - $293K
|
41.2K
$6.67M
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.86K+ 11.02% |
$272K - $293K
|
18.8K
$3.04M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.86K+ 8.57% |
$271K - $292K
|
23.6K
$3.82M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.86KNew |
$271K - $292K
|
1.86K
$302K
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.86K+ 9.39% |
$271K - $292K
|
21.6K
$3.51M
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.85K+ 1.2% |
$270K - $291K
|
156K
$25.3M
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.84KNew |
$268K - $289K
|
1.84K
$298K
|
|
Nov 02, 2023
Q3 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
1.83K+ 0.63% |
$268K - $288K
|
292K
$47.4M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.83KNew |
$268K - $288K
|
1.83K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
1.83KNew |
$268K - $288K
|
1.83K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.83K+ 5.41% |
$267K - $288K
|
35.7K
$5.79M
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.82K+ 4.54% |
$265K - $286K
|
41.9K
$6.8M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.81K+ 0.97% |
$265K - $285K
|
188K
$30.5M
|
|
Oct 25, 2023
Q3 2023
|
Keating Investment Counselors Inc
|
BUY
|
- |
1.8K+ 73.74% |
$263K - $283K
|
4.24K
$687K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.8K+ 0.45% |
$263K - $283K
|
406K
$65.8M
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.8K+ 59.18% |
$262K - $282K
|
4.83K
$783K
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.79K+ 6.75% |
$261K - $282K
|
28.3K
$4.59M
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.79K+ 36.86% |
$261K - $281K
|
6.63K
$1.07M
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 3.24% |
$259K - $279K
|
56.5K
$9.16M
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.77KNew |
$258K - $278K
|
1.77K
$287K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.76KNew |
$256K - $276K
|
1.76K
$285K
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
1.75K+ 91.64% |
$256K - $275K
|
3.67K
$594K
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 3.71% |
$254K - $274K
|
48.7K
$7.9M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.74KNew |
$253K - $273K
|
1.74K
$281K
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.73K+ 119.83% |
$253K - $272K
|
3.18K
$516K
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.73K+ 7.86% |
$252K - $272K
|
23.7K
$3.85M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1.73K+ 7.59% |
$252K - $271K
|
24.5K
$3.97M
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.73K+ 10.33% |
$252K - $271K
|
18.4K
$2.99M
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.72K+ 24.89% |
$250K - $270K
|
8.61K
$1.4M
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.71K+ 2.99% |
$250K - $269K
|
59K
$9.56M
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.71K+ 11.36% |
$249K - $269K
|
16.8K
$2.72M
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.7K+ 0.95% |
$248K - $267K
|
180K
$29.2M
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.69K+ 5.52% |
$246K - $265K
|
32.3K
$5.23M
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.68KNew |
$245K - $264K
|
1.68K
$272K
|
|
Nov 13, 2023
Q3 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
1.68K+ 0.03% |
$244K - $263K
|
5.17M
$839M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.65K+ 1.22% |
$241K - $260K
|
138K
$22.3M
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
1.64KNew |
$239K - $257K
|
1.64K
$266K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.63K+ 13.3% |
$238K - $256K
|
13.9K
$2.25M
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.63K+ 37.52% |
$238K - $256K
|
5.98K
$969K
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.63K+ 90.91% |
$238K - $256K
|
3.42K
$555K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.62KNew |
$236K - $254K
|
1.62K
$262K
|
|
Nov 14, 2023
Q3 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
1.6K+ 7.63% |
$234K - $252K
|
22.6K
$3.67M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.6KNew |
$233K - $251K
|
1.6K
$259K
|