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 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
70+ 1.91% |
$10.2K - $11K
|
3.73K
$604K
|
|
|
Nov 09, 2023
Q3 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
68+ 0.38% |
$9.92K - $10.7K
|
18.1K
$2.93M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
68+ 0.33% |
$9.92K - $10.7K
|
20.4K
$3.31M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
67+ 1.4% |
$9.77K - $10.5K
|
4.86K
$788K
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
67+ 2.24% |
$9.77K - $10.5K
|
3.05K
$495K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
67+ 1.06% |
$9.77K - $10.5K
|
6.39K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
66+ 0.02% |
$9.63K - $10.4K
|
353K
$57.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
66+ 0.67% |
$9.63K - $10.4K
|
9.86K
$1.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
64+ 0.33% |
$9.34K - $10.1K
|
19.4K
$3.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
64+ 0.27% |
$9.34K - $10.1K
|
23.6K
$3.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
64+ 4.71% |
$9.34K - $10.1K
|
1.42K
$231K
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
64+ 3.6% |
$9.34K - $10.1K
|
1.84K
$298K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
62+ 0.73% |
$9.04K - $9.74K
|
8.58K
$1.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
62+ 0.43% |
$9.04K - $9.74K
|
14.6K
$2.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
61+ 0.97% |
$8.9K - $9.58K
|
6.38K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
61+ 3.69% |
$8.9K - $9.58K
|
1.71K
$278K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
61+ 0.56% |
$8.9K - $9.58K
|
11K
$1.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
61+ 2.6% |
$8.9K - $9.58K
|
2.41K
$390K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
61+ 0.92% |
$8.9K - $9.58K
|
6.67K
$1.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
60+ 0.14% |
$8.75K - $9.43K
|
41.9K
$6.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
60+ 2.78% |
$8.75K - $9.43K
|
2.22K
$359K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
60+ 3.26% |
$8.75K - $9.43K
|
1.9K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
60+ 0.81% |
$8.75K - $9.43K
|
7.47K
$1.21M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
59+ 1.95% |
$8.61K - $9.27K
|
3.08K
$499K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
59+ 0.19% |
$8.61K - $9.27K
|
31.6K
$5.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
59+ 2.6% |
$8.61K - $9.27K
|
2.33K
$378K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
59+ 0.93% |
$8.61K - $9.27K
|
6.39K
$1.04M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
57+ 2.37% |
$8.31K - $8.95K
|
2.46K
$399K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
57+ 0.08% |
$8.31K - $8.95K
|
74.4K
$12.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
BUY
|
- |
55+ 0.34% |
$8.02K - $8.64K
|
16.1K
$2.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
55+ 0.56% |
$8.02K - $8.64K
|
9.86K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
55+ 1.54% |
$8.02K - $8.64K
|
3.62K
$586K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
55+ 0.32% |
$8.02K - $8.64K
|
17.3K
$2.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
55+ 1.24% |
$8.02K - $8.64K
|
4.48K
$726K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
55+ 0.13% |
$8.02K - $8.64K
|
43K
$6.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
54+ 0.37% |
$7.88K - $8.48K
|
14.8K
$2.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
54+ 1.18% |
$7.88K - $8.48K
|
4.64K
$752K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
53+ 3.41% |
$7.73K - $8.33K
|
1.61K
$260K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
53+ 1.23% |
$7.73K - $8.33K
|
4.35K
$705K
|
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
52+ 0.23% |
$7.58K - $8.17K
|
23.1K
$3.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
52+ 0.2% |
$7.58K - $8.17K
|
26.1K
$4.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
51+ 1.5% |
$7.44K - $8.01K
|
3.45K
$559K
|
|
|
Oct 18, 2023
Q3 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
51+ 0.21% |
$7.44K - $8.01K
|
24.8K
$4.02M
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
51+ 0.61% |
$7.44K - $8.01K
|
8.38K
$1.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
51+ 0.74% |
$7.44K - $8.01K
|
6.93K
$1.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
51+ 2.41% |
$7.44K - $8.01K
|
2.17K
$352K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
50+ 0.89% |
$7.29K - $7.85K
|
5.66K
$918K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
50+ 0.96% |
$7.29K - $7.85K
|
5.27K
$854K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
50+ 0.79% |
$7.29K - $7.85K
|
6.4K
$1.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50+ 6.25% |
$7.29K - $7.85K
|
850
$138K
|