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 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
100+ 0.47% |
$14.6K - $15.7K
|
21.3K
$3.45M
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
100+ 0.26% |
$14.6K - $15.7K
|
38.9K
$6.31M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
100+ 5.22% |
$14.6K - $15.7K
|
2.01K
$326K
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
100+ 7.92% |
$14.6K - $15.7K
|
1.36K
$221K
|
|
Feb 01, 2024
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
100+ 4.35% |
$14.6K - $15.7K
|
2.4K
$389K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
98+ 3.4% |
$14.3K - $15.4K
|
2.98K
$483K
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
97+ 1.99% |
$14.1K - $15.2K
|
4.98K
$808K
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
97+ 2.48% |
$14.1K - $15.2K
|
4.01K
$650K
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
96+ 1.67% |
$14K - $15.1K
|
5.83K
$945K
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
95+ 0.25% |
$13.9K - $14.9K
|
38.6K
$6.26M
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
94+ 2.39% |
$13.7K - $14.8K
|
4.03K
$653K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
92+ 1.6% |
$13.4K - $14.5K
|
5.85K
$949K
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
92+ 0.51% |
$13.4K - $14.5K
|
18.1K
$2.93M
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
92+ 3.85% |
$13.4K - $14.5K
|
2.48K
$402K
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
91+ 0.35% |
$13.3K - $14.3K
|
26.1K
$4.23M
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
90+ 0.24% |
$13.1K - $14.1K
|
37.2K
$6.04M
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
90+ 4.89% |
$13.1K - $14.1K
|
1.93K
$313K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
89+ 1.95% |
$13K - $14K
|
4.65K
$753K
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
89+ 0.94% |
$13K - $14K
|
9.51K
$1.54M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
87+ 0.83% |
$12.7K - $13.7K
|
10.6K
$1.71M
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
86+ 0.38% |
$12.5K - $13.5K
|
22.9K
$3.71M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
86+ 0.15% |
$12.5K - $13.5K
|
57K
$9.24M
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
85+ 5.03% |
$12.4K - $13.4K
|
1.77K
$288K
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
83+ 0.68% |
$12.1K - $13K
|
12.3K
$2M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
83+ 0.06% |
$12.1K - $13K
|
146K
$23.6M
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
82+ 0.97% |
$12K - $12.9K
|
8.56K
$1.39M
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
81+ 0.16% |
$11.8K - $12.7K
|
51.4K
$8.33M
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
81+ 3.32% |
$11.8K - $12.7K
|
2.52K
$409K
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
80+ 5.9% |
$11.7K - $12.6K
|
1.44K
$233K
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
80+ 2.24% |
$11.7K - $12.6K
|
3.65K
$591K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
80+ 1.82% |
$11.7K - $12.6K
|
4.48K
$726K
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
78+ 1.11% |
$11.4K - $12.3K
|
7.14K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
78+ 1.65% |
$11.4K - $12.3K
|
4.8K
$778K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
76+ 120.63% |
$11.1K - $11.9K
|
139
$22.5K
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
76+ 0.28% |
$11.1K - $11.9K
|
27K
$4.37M
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
76+ 0.27% |
$11.1K - $11.9K
|
28.3K
$4.59M
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
75+ 0.63% |
$10.9K - $11.8K
|
12K
$1.94M
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
75+ 1.61% |
$10.9K - $11.8K
|
4.75K
$769K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
75+ 1.65% |
$10.9K - $11.8K
|
4.63K
$751K
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
74+ 0.06% |
$10.8K - $11.6K
|
118K
$19.2M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
74+ 0.74% |
$10.8K - $11.6K
|
10.1K
$1.63M
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
74+ 6.81% |
$10.8K - $11.6K
|
1.16K
$188K
|
|
Oct 18, 2023
Q3 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
73+ 2.77% |
$10.6K - $11.5K
|
2.71K
$439K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
73New |
$10.6K - $11.5K
|
73
$11.8K
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
72+ 1.66% |
$10.5K - $11.3K
|
4.4K
$713K
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
BUY
|
- |
72+ 0.11% |
$10.5K - $11.3K
|
65.2K
$10.6M
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
72+ 2.68% |
$10.5K - $11.3K
|
2.76K
$447K
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
71+ 1.51% |
$10.4K - $11.2K
|
4.77K
$774K
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
71+ 0.43% |
$10.4K - $11.2K
|
16.5K
$2.67M
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
71+ 1.93% |
$10.4K - $11.2K
|
3.74K
$607K
|