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 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
174+ 1.15% |
$25.4K - $27.3K
|
15.3K
$2.49M
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
173+ 9.76% |
$25.2K - $27.2K
|
1.95K
$315K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
173+ 4.19% |
$25.2K - $27.2K
|
4.3K
$697K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
171+ 0.17% |
$24.9K - $26.9K
|
104K
$16.8M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
171+ 0.27% |
$24.9K - $26.9K
|
63.6K
$10.3M
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
171+ 3.3% |
$24.9K - $26.9K
|
5.35K
$868K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
170+ 2.68% |
$24.8K - $26.7K
|
6.52K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
167+ 0.33% |
$24.4K - $26.2K
|
50.2K
$8.14M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
165+ 0.42% |
$24.1K - $25.9K
|
39.8K
$6.44M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
165+ 2.54% |
$24.1K - $25.9K
|
6.65K
$1.08M
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
163+ 1.51% |
$23.8K - $25.6K
|
11K
$1.78M
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
160+ 1.96% |
$23.3K - $25.1K
|
8.34K
$1.35M
|
|
Oct 19, 2023
Q3 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
160+ 0.88% |
$23.3K - $25.1K
|
18.4K
$2.98M
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
160+ 10.71% |
$23.3K - $25.1K
|
1.65K
$268K
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
160+ 0.18% |
$23.3K - $25.1K
|
87.4K
$14.2M
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
157+ 2.19% |
$22.9K - $24.7K
|
7.34K
$1.19M
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
154+ 4.82% |
$22.5K - $24.2K
|
3.35K
$543K
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
154+ 0.45% |
$22.5K - $24.2K
|
34.5K
$5.59M
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
154+ 2.19% |
$22.5K - $24.2K
|
7.19K
$1.17M
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
152+ 2.07% |
$22.2K - $23.9K
|
7.49K
$1.21M
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
152New |
$22.2K - $23.9K
|
152
$24.6K
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
150+ 5.24% |
$21.9K - $23.6K
|
3.01K
$488K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
150+ 16.36% |
$21.9K - $23.6K
|
1.07K
$173K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
147+ 0.48% |
$21.4K - $23.1K
|
31.1K
$5.04M
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
147+ 3.34% |
$21.4K - $23.1K
|
4.55K
$737K
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
146+ 0.74% |
$21.3K - $22.9K
|
20K
$3.24M
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
BUY
|
- |
146+ 0.56% |
$21.3K - $22.9K
|
26.4K
$4.27M
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
146+ 1.29% |
$21.3K - $22.9K
|
11.5K
$1.86M
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
145+ 2.2% |
$21.1K - $22.8K
|
6.75K
$1.09M
|
|
Oct 16, 2023
Q3 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
144+ 0.47% |
$21K - $22.6K
|
30.6K
$4.96M
|
|
Oct 25, 2023
Q3 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
144+ 3.39% |
$21K - $22.6K
|
4.39K
$712K
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
143+ 0.64% |
$20.9K - $22.5K
|
22.5K
$3.65M
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
141+ 8.73% |
$20.6K - $22.1K
|
1.76K
$285K
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
139+ 0.61% |
$20.3K - $21.8K
|
23K
$3.73M
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
138+ 0.2% |
$20.1K - $21.7K
|
69.2K
$11.2M
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
137+ 0.65% |
$20K - $21.5K
|
21.3K
$3.45M
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
137+ 1.67% |
$20K - $21.5K
|
8.36K
$1.36M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
135+ 3.31% |
$19.7K - $21.2K
|
4.22K
$683K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
132+ 0.16% |
$19.3K - $20.7K
|
85.1K
$13.8M
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
132+ 2.49% |
$19.3K - $20.7K
|
5.44K
$882K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
131+ 0.92% |
$19.1K - $20.6K
|
14.4K
$2.33M
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
130+ 0.38% |
$19K - $20.4K
|
34K
$5.51M
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
BUY
|
- |
130+ 7.21% |
$19K - $20.4K
|
1.93K
$313K
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
128+ 0.64% |
$18.7K - $20.1K
|
20.2K
$3.28M
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
128+ 6.51% |
$18.7K - $20.1K
|
2.09K
$339K
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
127+ 1.6% |
$18.5K - $20K
|
8.06K
$1.31M
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
126+ 2.75% |
$18.4K - $19.8K
|
4.71K
$764K
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
BUY
|
- |
126+ 3.05% |
$18.4K - $19.8K
|
4.26K
$690K
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
126+ 6.19% |
$18.4K - $19.8K
|
2.16K
$350K
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
126+ 1.84% |
$18.4K - $19.8K
|
6.99K
$1.13M
|