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 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
401+ 1.79% |
$58.5K - $63K
|
22.7K
$3.69M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
400+ 0.26% |
$58.3K - $62.8K
|
152K
$24.7M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
399+ 10.72% |
$58.2K - $62.7K
|
4.12K
$668K
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
398+ 52.37% |
$58.1K - $62.5K
|
1.16K
$188K
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
395+ 1.18% |
$57.6K - $62.1K
|
33.9K
$5.5M
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
395+ 3.51% |
$57.6K - $62.1K
|
11.6K
$1.89M
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
395+ 1.29% |
$57.6K - $62.1K
|
31K
$5.02M
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
394+ 0.58% |
$57.5K - $61.9K
|
68.8K
$11.2M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
393+ 22.64% |
$57.3K - $61.7K
|
2.13K
$345K
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
391+ 2.34% |
$57K - $61.4K
|
17.1K
$2.78M
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
391+ 4.79% |
$57K - $61.4K
|
8.55K
$1.39M
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
BUY
|
- |
390+ 1.34% |
$56.9K - $61.3K
|
29.5K
$4.79M
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
390+ 0.15% |
$56.9K - $61.3K
|
265K
$43M
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
386+ 16.85% |
$56.3K - $60.6K
|
2.68K
$434K
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
384+ 7.33% |
$56K - $60.3K
|
5.63K
$912K
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
384+ 3.5% |
$56K - $60.3K
|
11.3K
$1.84M
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
376+ 2.83% |
$54.8K - $59.1K
|
13.7K
$2.22M
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
376+ 2.82% |
$54.8K - $59.1K
|
13.7K
$2.23M
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
375+ 22.03% |
$54.7K - $58.9K
|
2.08K
$337K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
374+ 7.28% |
$54.6K - $58.8K
|
5.51K
$894K
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
374+ 0.96% |
$54.6K - $58.8K
|
39.3K
$6.37M
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
BUY
|
- |
372+ 22.86% |
$54.3K - $58.4K
|
2K
$324K
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
BUY
|
- |
372+ 0.6% |
$54.3K - $58.4K
|
62K
$10M
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
370+ 2.84% |
$54K - $58.1K
|
13.4K
$2.18M
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
370+ 6.56% |
$54K - $58.1K
|
6.01K
$975K
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
370+ 0.78% |
$54K - $58.1K
|
47.6K
$7.71M
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
369+ 6.37% |
$53.8K - $58K
|
6.16K
$999K
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
368+ 2.71% |
$53.7K - $57.8K
|
14K
$2.26M
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
367New |
$53.5K - $57.7K
|
367
$59.5K
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
364+ 19.84% |
$53.1K - $57.2K
|
2.2K
$356K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
364+ 1.13% |
$53.1K - $57.2K
|
32.5K
$5.27M
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
363+ 0.45% |
$52.9K - $57K
|
80.2K
$13M
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
361+ 2.62% |
$52.7K - $56.7K
|
14.1K
$2.29M
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
359+ 13.73% |
$52.4K - $56.4K
|
2.97K
$482K
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
358+ 0.53% |
$52.2K - $56.2K
|
68K
$11M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
356+ 1.69% |
$51.9K - $55.9K
|
21.4K
$3.47M
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
355+ 2.85% |
$51.8K - $55.8K
|
12.8K
$2.08M
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
353+ 2.87% |
$51.5K - $55.5K
|
12.6K
$2.05M
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
352+ 2.39% |
$51.3K - $55.3K
|
15.1K
$2.44M
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
352+ 4.51% |
$51.3K - $55.3K
|
8.15K
$1.32M
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
352+ 10.35% |
$51.3K - $55.3K
|
3.75K
$609K
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
350+ 10.99% |
$51.1K - $55K
|
3.53K
$573K
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
350+ 2.75% |
$51.1K - $55K
|
13.1K
$2.12M
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
344+ 0.59% |
$50.2K - $54K
|
59.1K
$9.57M
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
342+ 5.81% |
$49.9K - $53.7K
|
6.22K
$1.01M
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
341+ 1.77% |
$49.7K - $53.6K
|
19.6K
$3.18M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
339+ 2.28% |
$49.4K - $53.3K
|
15.2K
$2.46M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
339+ 5.4% |
$49.4K - $53.3K
|
6.61K
$1.07M
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
338+ 12.85% |
$49.3K - $53.1K
|
2.97K
$481K
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
333+ 6.43% |
$48.6K - $52.3K
|
5.51K
$893K
|