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 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
36+ 0.84% |
$5.25K - $5.66K
|
4.34K
$704K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
35+ 0.2% |
$5.11K - $5.5K
|
17.4K
$2.83M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
35+ 0.71% |
$5.11K - $5.5K
|
4.99K
$809K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
35+ 0.12% |
$5.11K - $5.5K
|
29.8K
$4.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
34+ 0.34% |
$4.96K - $5.34K
|
10.1K
$1.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
34+ 1.37% |
$4.96K - $5.34K
|
2.52K
$409K
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
33+ 1.42% |
$4.81K - $5.18K
|
2.36K
$382K
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
33+ 1.8% |
$4.81K - $5.18K
|
1.87K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
33+ 1.0% |
$4.81K - $5.18K
|
3.34K
$541K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
33+ 1.43% |
$4.81K - $5.18K
|
2.35K
$380K
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
32+ 0.87% |
$4.67K - $5.03K
|
3.7K
$599K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
32+ 2.16% |
$4.67K - $5.03K
|
1.51K
$245K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
32+ 1.18% |
$4.67K - $5.03K
|
2.75K
$445K
|
|
|
Nov 08, 2023
Q3 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
32+ 0.67% |
$4.67K - $5.03K
|
4.79K
$776K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
32+ 1.71% |
$4.67K - $5.03K
|
1.9K
$308K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
31+ 0.86% |
$4.52K - $4.87K
|
3.62K
$587K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
31+ 0.27% |
$4.52K - $4.87K
|
11.6K
$1.89M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
31+ 0.47% |
$4.52K - $4.87K
|
6.58K
$1.07M
|
|
|
Oct 05, 2023
Q3 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.39% |
$4.38K - $4.71K
|
7.68K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
30+ 0.32% |
$4.38K - $4.71K
|
9.27K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
30+ 0.08% |
$4.38K - $4.71K
|
37K
$6.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
30+ 0.59% |
$4.38K - $4.71K
|
5.08K
$824K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30+ 1.92% |
$4.38K - $4.71K
|
1.6K
$259K
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
30+ 0.13% |
$4.38K - $4.71K
|
22.3K
$3.62M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
30+ 1.19% |
$4.38K - $4.71K
|
2.56K
$414K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
30+ 0.16% |
$4.38K - $4.71K
|
19.2K
$3.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
30+ 1.41% |
$4.38K - $4.71K
|
2.15K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
30+ 1.24% |
$4.38K - $4.71K
|
2.45K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
30+ 0.24% |
$4.38K - $4.71K
|
12.3K
$1.99M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
30+ 1.68% |
$4.38K - $4.71K
|
1.82K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
29+ 1.82% |
$4.23K - $4.56K
|
1.62K
$263K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
29New |
$4.23K - $4.56K
|
29
$4.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
BUY
|
- |
29+ 0.44% |
$4.23K - $4.56K
|
6.55K
$1.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
29+ 1.92% |
$4.23K - $4.56K
|
1.54K
$250K
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
29+ 1.9% |
$4.23K - $4.56K
|
1.55K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
29+ 0.31% |
$4.23K - $4.56K
|
9.31K
$1.51M
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
28+ 0.65% |
$4.08K - $4.4K
|
4.33K
$703K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
27+ 0.49% |
$3.94K - $4.24K
|
5.55K
$899K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
27+ 1.88% |
$3.94K - $4.24K
|
1.46K
$237K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.6% |
$3.79K - $4.08K
|
4.36K
$707K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
26+ 0.3% |
$3.79K - $4.08K
|
8.66K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
26+ 0.22% |
$3.79K - $4.08K
|
11.7K
$1.9M
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
26+ 1.5% |
$3.79K - $4.08K
|
1.76K
$285K
|
|
|
Nov 01, 2023
Q3 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25+ 1.23% |
$3.65K - $3.93K
|
2.05K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 0.25% |
$3.65K - $3.93K
|
9.88K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
25+ 0.06% |
$3.65K - $3.93K
|
43.5K
$7.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25+ 0.5% |
$3.65K - $3.93K
|
5.05K
$819K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 0.25% |
$3.65K - $3.93K
|
9.88K
$1.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
24+ 1.31% |
$3.5K - $3.77K
|
1.85K
$300K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
24+ 0.69% |
$3.5K - $3.77K
|
3.52K
$570K
|