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
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
599+ 2.59% |
$87.4K - $94.1K
|
23.8K
$3.85M
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
595+ 7.76% |
$86.8K - $93.5K
|
8.26K
$1.34M
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
590+ 8.51% |
$86.1K - $92.7K
|
7.53K
$1.22M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
589+ 4.7% |
$85.9K - $92.5K
|
13.1K
$2.13M
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
588+ 3.04% |
$85.8K - $92.4K
|
19.9K
$3.23M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
585+ 4.01% |
$85.3K - $91.9K
|
15.2K
$2.46M
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
585+ 7.13% |
$85.3K - $91.9K
|
8.79K
$1.43M
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
575+ 24.86% |
$83.9K - $90.3K
|
2.89K
$468K
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
574+ 4.37% |
$83.7K - $90.2K
|
13.7K
$2.22M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
573+ 12.37% |
$83.6K - $90K
|
5.21K
$844K
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
572+ 10.24% |
$83.4K - $89.9K
|
6.16K
$998K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
568+ 15.4% |
$82.8K - $89.2K
|
4.26K
$690K
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
564+ 20.72% |
$82.3K - $88.6K
|
3.29K
$533K
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
560+ 1.24% |
$81.7K - $88K
|
45.8K
$7.42M
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
557+ 9.43% |
$81.2K - $87.5K
|
6.47K
$1.05M
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
554+ 1.99% |
$80.8K - $87K
|
28.4K
$4.6M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
554+ 4.53% |
$80.8K - $87K
|
12.8K
$2.07M
|
|
Nov 06, 2023
Q3 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
554+ 1.4% |
$80.8K - $87K
|
40.1K
$6.51M
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
554+ 3.69% |
$80.8K - $87K
|
15.6K
$2.53M
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
553+ 2.14% |
$80.7K - $86.9K
|
26.3K
$4.27M
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
547+ 4.57% |
$79.8K - $85.9K
|
12.5K
$2.03M
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
544+ 12.7% |
$79.3K - $85.5K
|
4.83K
$783K
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
542+ 0.93% |
$79.1K - $85.1K
|
58.8K
$9.53M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
539+ 0.97% |
$78.6K - $84.7K
|
56.1K
$9.1M
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
BUY
|
- |
535+ 5.1% |
$78K - $84K
|
11K
$1.79M
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
535+ 4.3% |
$78K - $84K
|
13K
$2.1M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
529New |
$77.2K - $83.1K
|
529
$85.8K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
528+ 92.63% |
$77K - $82.9K
|
1.1K
$178K
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
526+ 14.99% |
$76.7K - $82.6K
|
4.03K
$654K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
519+ 24.99% |
$75.7K - $81.5K
|
2.6K
$421K
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
514+ 6.49% |
$75K - $80.7K
|
8.43K
$1.37M
|
|
Oct 18, 2023
Q3 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
512+ 1.26% |
$74.7K - $80.4K
|
41.1K
$6.67M
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
512+ 1.27% |
$74.7K - $80.4K
|
40.7K
$6.6M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
511+ 0.43% |
$74.5K - $80.3K
|
119K
$19.4M
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
510+ 37.23% |
$74.4K - $80.1K
|
1.88K
$305K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
507+ 4.11% |
$74K - $79.6K
|
12.8K
$2.08M
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
BUY
|
- |
506+ 27.32% |
$73.8K - $79.5K
|
2.36K
$382K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
505+ 0.75% |
$73.7K - $79.3K
|
67.8K
$11M
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
505+ 30.15% |
$73.7K - $79.3K
|
2.18K
$353K
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
502+ 2.2% |
$73.2K - $78.9K
|
23.3K
$3.78M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
500+ 7.15% |
$72.9K - $78.5K
|
7.5K
$1.21M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
499+ 5.35% |
$72.8K - $78.4K
|
9.83K
$1.59M
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
499+ 7.93% |
$72.8K - $78.4K
|
6.79K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
498+ 9.81% |
$72.6K - $78.2K
|
5.57K
$904K
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
496+ 5.87% |
$72.3K - $77.9K
|
8.95K
$1.45M
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
494+ 1.03% |
$72.1K - $77.6K
|
48.5K
$7.86M
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
494+ 1.03% |
$72.1K - $77.6K
|
48.5K
$7.86M
|
|
Oct 20, 2023
Q3 2023
|
Wendell David Associates Inc
|
BUY
|
- |
491+ 0.53% |
$71.6K - $77.1K
|
93.8K
$15.2M
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
491+ 4.43% |
$71.6K - $77.1K
|
11.6K
$1.88M
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
489+ 2.18% |
$71.3K - $76.8K
|
22.9K
$3.72M
|