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 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
50+ 0.8% |
$7.29K - $7.85K
|
6.33K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
50+ 0.35% |
$7.29K - $7.85K
|
14.3K
$2.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
50+ 2.33% |
$7.29K - $7.85K
|
2.19K
$356K
|
|
|
Nov 15, 2023
Q3 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
50+ 1.41% |
$7.29K - $7.85K
|
3.59K
$582K
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50+ 6.25% |
$7.29K - $7.85K
|
850
$138K
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
50+ 1.66% |
$7.29K - $7.85K
|
3.07K
$497K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
49+ 0.4% |
$7.15K - $7.7K
|
12.4K
$2.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
49+ 0.27% |
$7.15K - $7.7K
|
18.3K
$2.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
49+ 2.78% |
$7.15K - $7.7K
|
1.81K
$293K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49+ 3.46% |
$7.15K - $7.7K
|
1.47K
$238K
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
48+ 1.32% |
$7K - $7.54K
|
3.69K
$598K
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
48+ 0.04% |
$7K - $7.54K
|
112K
$18.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
48+ 0.19% |
$7K - $7.54K
|
25K
$4.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
47+ 0.3% |
$6.86K - $7.38K
|
15.5K
$2.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
47+ 1.05% |
$6.86K - $7.38K
|
4.53K
$734K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
47+ 1.73% |
$6.86K - $7.38K
|
2.77K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
46+ 43.4% |
$6.71K - $7.23K
|
152
$24.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
46+ 4.66% |
$6.71K - $7.23K
|
1.03K
$168K
|
|
|
Oct 20, 2023
Q3 2023
|
Whelan Financial
|
BUY
|
- |
45+ 2.11% |
$6.56K - $7.07K
|
2.18K
$353K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
45+ 0.24% |
$6.56K - $7.07K
|
18.7K
$3.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
45+ 0.26% |
$6.56K - $7.07K
|
17.5K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
45+ 0.86% |
$6.56K - $7.07K
|
5.3K
$860K
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
45+ 0.86% |
$6.56K - $7.07K
|
5.3K
$860K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
44+ 0.73% |
$6.42K - $6.91K
|
6.04K
$979K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
44+ 1.52% |
$6.42K - $6.91K
|
2.95K
$478K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
44+ 1.09% |
$6.42K - $6.91K
|
4.07K
$660K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
43+ 1.85% |
$6.27K - $6.75K
|
2.37K
$385K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
43+ 0.49% |
$6.27K - $6.75K
|
8.74K
$1.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
43+ 1.17% |
$6.27K - $6.75K
|
3.71K
$601K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
43+ 37.07% |
$6.27K - $6.75K
|
159
$25.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
43+ 0.73% |
$6.27K - $6.75K
|
5.91K
$958K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
43+ 0.75% |
$6.27K - $6.75K
|
5.81K
$942K
|
|
|
Oct 16, 2023
Q3 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
42+ 1.28% |
$6.13K - $6.6K
|
3.32K
$538K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
42+ 0.34% |
$6.13K - $6.6K
|
12.5K
$2.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
41+ 0.13% |
$5.98K - $6.44K
|
31K
$5.02M
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
41+ 1.02% |
$5.98K - $6.44K
|
4.07K
$660K
|
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
41+ 1.13% |
$5.98K - $6.44K
|
3.66K
$593K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
41+ 0.25% |
$5.98K - $6.44K
|
16.3K
$2.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
40+ 0.69% |
$5.83K - $6.28K
|
5.83K
$946K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
40+ 0.57% |
$5.83K - $6.28K
|
7.11K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40+ 0.2% |
$5.83K - $6.28K
|
20K
$3.24M
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
BUY
|
- |
39+ 2.39% |
$5.69K - $6.13K
|
1.67K
$271K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39+ 0.17% |
$5.69K - $6.13K
|
22.6K
$3.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
39+ 0.08% |
$5.69K - $6.13K
|
48K
$7.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
38+ 0.38% |
$5.54K - $5.97K
|
9.96K
$1.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
38+ 1.12% |
$5.54K - $5.97K
|
3.43K
$556K
|
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
38+ 0.78% |
$5.54K - $5.97K
|
4.89K
$792K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
38+ 0.12% |
$5.54K - $5.97K
|
32K
$5.19M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
38+ 0.32% |
$5.54K - $5.97K
|
11.8K
$1.92M
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
36+ 0.37% |
$5.25K - $5.66K
|
9.87K
$1.6M
|