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 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
803+ 28.09% |
$117K - $126K
|
3.66K
$594K
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
799+ 15.63% |
$117K - $126K
|
5.91K
$958K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
798+ 3.42% |
$116K - $125K
|
24.1K
$3.91M
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
BUY
|
- |
797+ 17.49% |
$116K - $125K
|
5.35K
$868K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
789+ 1.97% |
$115K - $124K
|
40.9K
$6.63M
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
784+ 3.45% |
$114K - $123K
|
23.5K
$3.81M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
782+ 0.82% |
$114K - $123K
|
96.7K
$15.7M
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
779+ 6.52% |
$114K - $122K
|
12.7K
$2.06M
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
779+ 42.52% |
$114K - $122K
|
2.61K
$423K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
770+ 2.89% |
$112K - $121K
|
27.4K
$4.44M
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
769+ 0.74% |
$112K - $121K
|
105K
$17M
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
768+ 2.15% |
$112K - $121K
|
36.5K
$5.92M
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
762+ 1.74% |
$111K - $120K
|
44.6K
$7.23M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
757+ 15.34% |
$110K - $119K
|
5.69K
$923K
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
750+ 1.03% |
$109K - $118K
|
73.8K
$12M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
742+ 1.34% |
$108K - $117K
|
56.3K
$9.12M
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
742+ 8.19% |
$108K - $117K
|
9.8K
$1.59M
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
733+ 3.59% |
$107K - $115K
|
21.1K
$3.43M
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
733+ 51.51% |
$107K - $115K
|
2.16K
$349K
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
730+ 14.57% |
$106K - $115K
|
5.74K
$931K
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
729New |
$106K - $115K
|
729
$118K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
728+ 7.24% |
$106K - $114K
|
10.8K
$1.75M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
722+ 7.35% |
$105K - $113K
|
10.5K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
721+ 11.06% |
$105K - $113K
|
7.24K
$1.17M
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
718+ 1.71% |
$105K - $113K
|
42.7K
$6.92M
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
717+ 1.15% |
$105K - $113K
|
63K
$10.2M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
713+ 4.75% |
$104K - $112K
|
15.7K
$2.55M
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
692+ 3.83% |
$101K - $109K
|
18.7K
$3.04M
|
|
Nov 13, 2023
Q3 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
680+ 39.33% |
$99.2K - $107K
|
2.41K
$390K
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
677+ 3.42% |
$98.7K - $106K
|
20.4K
$3.31M
|
|
Oct 31, 2023
Q3 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
670+ 8.22% |
$97.7K - $105K
|
8.82K
$1.43M
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
667+ 0.58% |
$97.3K - $105K
|
117K
$18.9M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
654+ 3.84% |
$95.4K - $103K
|
17.7K
$2.86M
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
654+ 1.51% |
$95.4K - $103K
|
44K
$7.12M
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
650+ 12.7% |
$94.8K - $102K
|
5.77K
$935K
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
648+ 0.25% |
$94.5K - $102K
|
256K
$41.6M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
644+ 6.88% |
$93.9K - $101K
|
10K
$1.62M
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
644+ 6.88% |
$93.9K - $101K
|
10K
$1.62M
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
BUY
|
- |
642+ 7.03% |
$93.6K - $101K
|
9.78K
$1.58M
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
632+ 7.11% |
$92.2K - $99.3K
|
9.52K
$1.54M
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
624+ 1.31% |
$91K - $98K
|
48.1K
$7.8M
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
623+ 1.81% |
$90.9K - $97.9K
|
35K
$5.67M
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
621+ 2.42% |
$90.6K - $97.6K
|
26.3K
$4.27M
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
617+ 2.33% |
$90K - $96.9K
|
27.1K
$4.39M
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
615+ 2.14% |
$89.7K - $96.6K
|
29.4K
$4.76M
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
607+ 1.55% |
$88.5K - $95.4K
|
39.9K
$6.46M
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
606+ 5.57% |
$88.4K - $95.2K
|
11.5K
$1.86M
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
604+ 9.76% |
$88.1K - $94.9K
|
6.79K
$1.1M
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
604+ 11.39% |
$88.1K - $94.9K
|
5.91K
$957K
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
600+ 18.85% |
$87.5K - $94.3K
|
3.78K
$613K
|