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
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.59KNew |
$232K - $250K
|
1.59K
$258K
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.59K+ 51.16% |
$231K - $249K
|
4.69K
$760K
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.59K+ 63.87% |
$231K - $249K
|
4.07K
$660K
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.58K+ 5.13% |
$231K - $249K
|
32.4K
$5.26M
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.58K+ 2.75% |
$231K - $248K
|
59.2K
$9.59M
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.57KNew |
$229K - $246K
|
1.57K
$254K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.56K+ 126.35% |
$228K - $246K
|
2.8K
$454K
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
1.56K+ 0.76% |
$228K - $245K
|
208K
$33.8M
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
BUY
|
- |
1.55K+ 1.06% |
$226K - $243K
|
148K
$24M
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.55K+ 1.24% |
$225K - $243K
|
126K
$20.4M
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
BUY
|
- |
1.55K+ 2.54% |
$225K - $243K
|
62.5K
$10.1M
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.53K+ 10.6% |
$223K - $241K
|
16K
$2.59M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 2.58% |
$223K - $240K
|
60.9K
$9.86M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.53K+ 6.65% |
$222K - $240K
|
24.5K
$3.97M
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.51K+ 4.68% |
$220K - $237K
|
33.8K
$5.48M
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
1.51K+ 4.68% |
$220K - $237K
|
33.8K
$5.48M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.51KNew |
$220K - $237K
|
1.51K
$244K
|
|
Nov 09, 2023
Q3 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.5K+ 12.58% |
$219K - $236K
|
13.4K
$2.18M
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.49K+ 1.51% |
$217K - $234K
|
100K
$16.3M
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.49K+ 53.64% |
$217K - $234K
|
4.26K
$690K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.48KNew |
$216K - $232K
|
1.48K
$240K
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.47KNew |
$214K - $231K
|
1.47K
$238K
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
1.44K+ 6.68% |
$210K - $227K
|
23K
$3.74M
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.44K+ 37.88% |
$210K - $226K
|
5.24K
$849K
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.44K+ 3.4% |
$209K - $225K
|
43.7K
$7.08M
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.42K+ 29.23% |
$208K - $224K
|
6.3K
$1.02M
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.42KNew |
$207K - $223K
|
1.42K
$230K
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.42KNew |
$207K - $222K
|
1.42K
$230K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.41K+ 1.39% |
$205K - $221K
|
102K
$16.6M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.41K+ 3.99% |
$205K - $221K
|
36.7K
$5.95M
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.41K+ 2.56% |
$205K - $221K
|
56.3K
$9.13M
|
|
Oct 23, 2023
Q3 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.4K+ 0.68% |
$204K - $220K
|
208K
$33.8M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.4K+ 3.94% |
$204K - $220K
|
36.9K
$5.98M
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.4K+ 41.5% |
$204K - $220K
|
4.77K
$773K
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.4KNew |
$204K - $220K
|
1.4K
$227K
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 7.15% |
$203K - $219K
|
20.9K
$3.39M
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.39K+ 20.19% |
$203K - $219K
|
8.29K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.38K+ 4.87% |
$201K - $216K
|
29.7K
$4.81M
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.37K+ 2.36% |
$200K - $216K
|
59.7K
$9.67M
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.37KNew |
$200K - $216K
|
1.37K
$223K
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 1.95% |
$200K - $215K
|
71.8K
$11.6M
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.37K+ 23.99% |
$200K - $215K
|
7.09K
$1.15M
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.37K+ 12.86% |
$199K - $215K
|
12K
$1.94M
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.37K+ 1.44% |
$199K - $214K
|
96K
$15.6M
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 28.11% |
$196K - $211K
|
6.14K
$994K
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.35KNew |
$196K - $211K
|
1.35K
$218K
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.34K+ 2.55% |
$196K - $211K
|
54.1K
$8.77M
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.34K+ 17.15% |
$195K - $211K
|
9.15K
$1.48M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.33K+ 9.92% |
$194K - $209K
|
14.8K
$2.39M
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.32K+ 2.09% |
$193K - $208K
|
64.7K
$10.5M
|