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 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.04K+ 1.95% |
$151K - $163K
|
54.3K
$8.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.03K+ 4.11% |
$150K - $161K
|
26K
$4.22M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.03K+ 1.6% |
$150K - $161K
|
65.1K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.01K+ 53.06% |
$148K - $159K
|
2.92K
$474K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.01K+ 0.29% |
$147K - $159K
|
348K
$56.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1K+ 1.11% |
$146K - $157K
|
91.3K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
995+ 45.89% |
$145K - $156K
|
3.16K
$513K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
988+ 3.73% |
$144K - $155K
|
27.5K
$4.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
988+ 2.87% |
$144K - $155K
|
35.4K
$5.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
979+ 10.36% |
$143K - $154K
|
10.4K
$1.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
979+ 1.07% |
$143K - $154K
|
92.2K
$14.9M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
976+ 5.21% |
$142K - $153K
|
19.7K
$3.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
976+ 25.15% |
$142K - $153K
|
4.86K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
974+ 3.29% |
$142K - $153K
|
30.6K
$4.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
972+ 32.46% |
$142K - $153K
|
3.97K
$643K
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
971+ 6.3% |
$142K - $153K
|
16.4K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
966+ 1.39% |
$141K - $152K
|
70.2K
$11.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
964+ 2.74% |
$141K - $151K
|
36.1K
$5.86M
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
958+ 3.56% |
$140K - $150K
|
27.9K
$4.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
957+ 98.46% |
$140K - $150K
|
1.93K
$313K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
950+ 20.05% |
$139K - $149K
|
5.69K
$922K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
947+ 0.02% |
$138K - $149K
|
4.25M
$688M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
943+ 46.87% |
$138K - $148K
|
2.96K
$479K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
940+ 28.76% |
$137K - $148K
|
4.21K
$682K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
937+ 4.53% |
$137K - $147K
|
21.6K
$3.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
934+ 0.9% |
$136K - $147K
|
104K
$16.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
929+ 0.39% |
$136K - $146K
|
242K
$39.2M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
929+ 2.15% |
$136K - $146K
|
44.1K
$7.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
927+ 2.85% |
$135K - $146K
|
33.5K
$5.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
923New |
$135K - $145K
|
923
$150K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
921+ 4.82% |
$134K - $145K
|
20K
$3.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
918+ 2.16% |
$134K - $144K
|
43.5K
$7.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Fundsmith Investment Services Ltd.
Grande Riviere Noire, O4 |
BUY
|
- |
914+ 0.05% |
$133K - $144K
|
1.85M
$300M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
907+ 1.35% |
$132K - $142K
|
68.1K
$11M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
895+ 21.27% |
$131K - $141K
|
5.1K
$827K
|
|
|
Nov 03, 2023
Q3 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
886+ 2.8% |
$129K - $139K
|
32.5K
$5.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
886+ 58.99% |
$129K - $139K
|
2.39K
$387K
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
880+ 17.96% |
$128K - $138K
|
5.78K
$937K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
878+ 22.28% |
$128K - $138K
|
4.82K
$781K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
877+ 5.51% |
$128K - $138K
|
16.8K
$2.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
873+ 2.7% |
$127K - $137K
|
33.2K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
861+ 6.27% |
$126K - $135K
|
14.6K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
843+ 9.1% |
$123K - $132K
|
10.1K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
832+ 2.34% |
$121K - $131K
|
36.4K
$5.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
823+ 5.21% |
$120K - $129K
|
16.6K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
823New |
$120K - $129K
|
823
$133K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
817+ 16.76% |
$119K - $128K
|
5.69K
$923K
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
810+ 22.85% |
$118K - $127K
|
4.36K
$706K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
807+ 1.33% |
$118K - $127K
|
61.7K
$10M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
804+ 5.2% |
$117K - $126K
|
16.3K
$2.64M
|