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 |
|---|---|---|---|---|---|---|---|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
266+ 14.36% |
$38.8K - $41.8K
|
2.12K
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
264+ 0.63% |
$38.5K - $41.5K
|
41.9K
$6.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
263+ 1.3% |
$38.4K - $41.3K
|
20.5K
$3.33M
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
262+ 0.27% |
$38.2K - $41.2K
|
98.7K
$16M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
261+ 8.28% |
$38.1K - $41K
|
3.42K
$554K
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
260+ 6.25% |
$37.9K - $40.8K
|
4.42K
$716K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
260+ 6.78% |
$37.9K - $40.8K
|
4.1K
$664K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
257+ 3.51% |
$37.5K - $40.4K
|
7.58K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
257+ 0.63% |
$37.5K - $40.4K
|
41.2K
$6.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
255+ 0.41% |
$37.2K - $40.1K
|
62.4K
$10.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
255+ 6.52% |
$37.2K - $40.1K
|
4.17K
$676K
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
255+ 0.56% |
$37.2K - $40.1K
|
45.8K
$7.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
253+ 9.89% |
$36.9K - $39.7K
|
2.81K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
253+ 2.44% |
$36.9K - $39.7K
|
10.6K
$1.72M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
253+ 1.44% |
$36.9K - $39.7K
|
17.8K
$2.89M
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
251+ 0.78% |
$36.6K - $39.4K
|
32.5K
$5.27M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
250+ 2.07% |
$36.5K - $39.3K
|
12.3K
$1.99M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
250+ 2.95% |
$36.5K - $39.3K
|
8.72K
$1.41M
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
250+ 11.62% |
$36.5K - $39.3K
|
2.4K
$389K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
250+ 14.53% |
$36.5K - $39.3K
|
1.97K
$319K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
249+ 15.32% |
$36.3K - $39.1K
|
1.87K
$304K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
248+ 1.92% |
$36.2K - $39K
|
13.2K
$2.14M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
246+ 0.62% |
$35.9K - $38.6K
|
40.2K
$6.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
245+ 0.64% |
$35.7K - $38.5K
|
38.7K
$6.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
244+ 1.2% |
$35.6K - $38.3K
|
20.6K
$3.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
243+ 1.08% |
$35.4K - $38.2K
|
22.7K
$3.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
242+ 4.5% |
$35.3K - $38K
|
5.62K
$911K
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
241+ 9.66% |
$35.2K - $37.9K
|
2.74K
$444K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
239+ 2.26% |
$34.9K - $37.5K
|
10.8K
$1.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
238+ 5.42% |
$34.7K - $37.4K
|
4.63K
$750K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
237+ 0.55% |
$34.6K - $37.2K
|
43.3K
$7.02M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
237+ 1.86% |
$34.6K - $37.2K
|
13K
$2.11M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
237+ 4.59% |
$34.6K - $37.2K
|
5.41K
$876K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
236+ 1.26% |
$34.4K - $37.1K
|
19K
$3.08M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
235+ 6.61% |
$34.3K - $36.9K
|
3.79K
$614K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
235+ 1.3% |
$34.3K - $36.9K
|
18.3K
$2.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
234+ 9.21% |
$34.1K - $36.8K
|
2.78K
$450K
|
|
|
Nov 13, 2023
Q3 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
231+ 7.4% |
$33.7K - $36.3K
|
3.35K
$543K
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
230+ 0.86% |
$33.5K - $36.1K
|
27K
$4.38M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
229+ 11.72% |
$33.4K - $36K
|
2.18K
$354K
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
229+ 3.2% |
$33.4K - $36K
|
7.39K
$1.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
227+ 0.19% |
$33.1K - $35.7K
|
117K
$18.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
227+ 2.57% |
$33.1K - $35.7K
|
9.06K
$1.47M
|
|
|
Nov 15, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
227+ 582.05% |
$33.1K - $35.7K
|
266
$43.1K
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
227+ 310.96% |
$33.1K - $35.7K
|
300
$48.6K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
227+ 0.81% |
$33.1K - $35.7K
|
28.1K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
BUY
|
- |
226+ 3.59% |
$33K - $35.5K
|
6.51K
$1.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
225+ 2.08% |
$32.8K - $35.3K
|
11K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
223+ 1.45% |
$32.5K - $35K
|
15.6K
$2.53M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
223+ 0.37% |
$32.5K - $35K
|
61.2K
$9.92M
|