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 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
24+ 0.2% |
$3.5K - $3.77K
|
11.8K
$1.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
23+ 1.3% |
$3.35K - $3.61K
|
1.8K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
23+ 1.26% |
$3.35K - $3.61K
|
1.85K
$298K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22+ 1.39% |
$3.21K - $3.46K
|
1.6K
$258K
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
BUY
|
- |
22+ 1.22% |
$3.21K - $3.46K
|
1.83K
$295K
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
22+ 0.34% |
$3.21K - $3.46K
|
6.45K
$1.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
21+ 0.88% |
$3.06K - $3.3K
|
2.41K
$388K
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
21+ 0.06% |
$3.06K - $3.3K
|
32.7K
$5.28M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
21+ 1.16% |
$3.06K - $3.3K
|
1.83K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
20+ 0.54% |
$2.92K - $3.14K
|
3.7K
$597K
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
20+ 0.29% |
$2.92K - $3.14K
|
6.96K
$1.12M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
20+ 0.59% |
$2.92K - $3.14K
|
3.4K
$549K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
20+ 1.17% |
$2.92K - $3.14K
|
1.72K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
20+ 86.96% |
$2.92K - $3.14K
|
43
$6.94K
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
20+ 7.72% |
$2.92K - $3.14K
|
279
$45K
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
20+ 1.48% |
$2.92K - $3.14K
|
1.37K
$221K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
19+ 0.32% |
$2.77K - $2.98K
|
5.94K
$958K
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
19+ 1.31% |
$2.77K - $2.98K
|
1.47K
$237K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
19+ 0.33% |
$2.77K - $2.98K
|
5.69K
$918K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
18+ 36.0% |
$2.63K - $2.83K
|
68
$11K
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
18+ 1.2% |
$2.63K - $2.83K
|
1.52K
$245K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
18+ 0.24% |
$2.63K - $2.83K
|
7.65K
$1.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
17+ 1.0% |
$2.48K - $2.67K
|
1.72K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
17+ 0.37% |
$2.48K - $2.67K
|
4.62K
$745K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
16+ 0.03% |
$2.33K - $2.51K
|
52.1K
$8.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
16+ 0.15% |
$2.33K - $2.51K
|
10.4K
$1.67M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.49% |
$2.33K - $2.51K
|
3.29K
$531K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
15+ 0.2% |
$2.19K - $2.36K
|
7.49K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
15+ 0.25% |
$2.19K - $2.36K
|
5.93K
$957K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
15+ 0.36% |
$2.19K - $2.36K
|
4.19K
$675K
|
|
|
Oct 16, 2023
Q3 2023
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
15+ 0.27% |
$2.19K - $2.36K
|
5.63K
$908K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
15+ 0.03% |
$2.19K - $2.36K
|
56.2K
$9.06M
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
15+ 0.5% |
$2.19K - $2.36K
|
3.01K
$485K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
15+ 0.38% |
$2.19K - $2.36K
|
3.92K
$632K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
15+ 0.78% |
$2.19K - $2.36K
|
1.95K
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
15+ 0.19% |
$2.19K - $2.36K
|
8.03K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
14+ 0.77% |
$2.04K - $2.2K
|
1.82K
$294K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
14+ 0.36% |
$2.04K - $2.2K
|
3.88K
$625K
|
|
|
Oct 24, 2023
Q3 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
14+ 0.13% |
$2.04K - $2.2K
|
10.7K
$1.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.13% |
$2.04K - $2.2K
|
10.6K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
14+ 0.65% |
$2.04K - $2.2K
|
2.18K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
14+ 0.31% |
$2.04K - $2.2K
|
4.5K
$725K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
13+ 0.47% |
$1.9K - $2.04K
|
2.77K
$446K
|
|
|
Oct 13, 2023
Q3 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
13+ 0.56% |
$1.9K - $2.04K
|
2.33K
$376K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.23% |
$1.9K - $2.04K
|
5.71K
$920K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
13+ 0.59% |
$1.9K - $2.04K
|
2.21K
$356K
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
13+ 0.09% |
$1.9K - $2.04K
|
14.3K
$2.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
13+ 0.31% |
$1.9K - $2.04K
|
4.21K
$679K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
13+ 0.55% |
$1.9K - $2.04K
|
2.39K
$385K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13+ 0.42% |
$1.9K - $2.04K
|
3.1K
$500K
|