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 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
488+ 8.83% |
$71.2K - $76.7K
|
6.01K
$975K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
483+ 3.32% |
$70.5K - $75.9K
|
15K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
480+ 0.43% |
$70K - $75.4K
|
112K
$18.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
479+ 2.66% |
$69.9K - $75.2K
|
18.5K
$3M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
478+ 27.38% |
$69.7K - $75.1K
|
2.22K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
478+ 4.7% |
$69.7K - $75.1K
|
10.7K
$1.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
476+ 3.56% |
$69.4K - $74.8K
|
13.8K
$2.24M
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
475+ 0.83% |
$69.3K - $74.6K
|
57.5K
$9.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
475+ 4.48% |
$69.3K - $74.6K
|
11.1K
$1.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
474+ 4.57% |
$69.1K - $74.5K
|
10.8K
$1.76M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
473+ 6.9% |
$69K - $74.3K
|
7.33K
$1.19M
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
470+ 2.37% |
$68.6K - $73.8K
|
20.3K
$3.29M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
465+ 0.64% |
$67.8K - $73K
|
73K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
463+ 5.08% |
$67.5K - $72.7K
|
9.58K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
458+ 6.59% |
$66.8K - $71.9K
|
7.41K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
458+ 30.93% |
$66.8K - $71.9K
|
1.94K
$314K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
457+ 0.88% |
$66.7K - $71.8K
|
52.3K
$8.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
457+ 0.8% |
$66.7K - $71.8K
|
57.4K
$9.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
457+ 1.96% |
$66.7K - $71.8K
|
23.8K
$3.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Navalign, LLC
|
BUY
|
- |
454+ 4.89% |
$66.2K - $71.3K
|
9.73K
$1.58M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
453+ 4.87% |
$66.1K - $71.2K
|
9.76K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
452+ 3.36% |
$65.9K - $71K
|
13.9K
$2.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
451+ 5.48% |
$65.8K - $70.8K
|
8.69K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
450+ 10.73% |
$65.6K - $70.7K
|
4.64K
$753K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
450+ 2.57% |
$65.6K - $70.7K
|
17.9K
$2.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
449+ 4.83% |
$65.5K - $70.5K
|
9.74K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
448+ 3.16% |
$65.3K - $70.4K
|
14.6K
$2.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
447+ 2.36% |
$65.2K - $70.2K
|
19.4K
$3.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
447+ 2.06% |
$65.2K - $70.2K
|
22.1K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
447+ 5.55% |
$65.2K - $70.2K
|
8.51K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
443+ 14.74% |
$64.6K - $69.6K
|
3.45K
$559K
|
|
|
Nov 14, 2023
Q3 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
443+ 0.6% |
$64.6K - $69.6K
|
74.1K
$12M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
BUY
|
- |
441+ 0.39% |
$64.3K - $69.3K
|
113K
$18.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Broderick Brian C
|
BUY
|
- |
438+ 0.51% |
$63.9K - $68.8K
|
86.8K
$14.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
437+ 1.04% |
$63.7K - $68.6K
|
42.4K
$6.87M
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
437+ 0.66% |
$63.7K - $68.6K
|
66.9K
$10.8M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
437+ 1.25% |
$63.7K - $68.6K
|
35.5K
$5.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
435+ 9.73% |
$63.4K - $68.3K
|
4.91K
$795K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
433+ 7.65% |
$63.2K - $68K
|
6.09K
$987K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
423+ 7.04% |
$61.7K - $66.4K
|
6.43K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
BUY
|
- |
420+ 4.89% |
$61.3K - $66K
|
9.01K
$1.46M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
420+ 0.31% |
$61.3K - $66K
|
135K
$21.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
417+ 3.31% |
$60.8K - $65.5K
|
13K
$2.11M
|
|
|
Oct 10, 2023
Q3 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
413+ 7.64% |
$60.2K - $64.9K
|
5.82K
$944K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
412+ 1.27% |
$60.1K - $64.7K
|
32.8K
$5.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
BUY
|
- |
408+ 2.98% |
$59.5K - $64.1K
|
14.1K
$2.29M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
407+ 0.51% |
$59.4K - $63.9K
|
79.7K
$12.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
405+ 1.14% |
$59.1K - $63.6K
|
36K
$5.83M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
402+ 1.99% |
$58.6K - $63.2K
|
20.6K
$3.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
401+ 4.12% |
$58.5K - $63K
|
10.1K
$1.64M
|