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 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 2.89% |
$29.2K - $31.4K
|
6.71K
$1.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-200- 29.46% |
$29.2K - $31.4K
|
479
$81.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-200- 4.43% |
$29.2K - $31.4K
|
4.31K
$736K
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.54% |
$29.2K - $31.4K
|
12.8K
$2.18M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-200- 24.18% |
$29.2K - $31.4K
|
627
$107K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-200- 0.39% |
$29.2K - $31.4K
|
51.7K
$8.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 8.7% |
$29.2K - $31.4K
|
2.1K
$358K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 8.7% |
$29.2K - $31.4K
|
2.1K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-200- 4.17% |
$29.2K - $31.4K
|
4.6K
$785K
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-202- 3.78% |
$29.5K - $31.7K
|
5.14K
$877K
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-202- 0.61% |
$29.5K - $31.7K
|
33K
$5.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-204- 0.62% |
$29.8K - $32K
|
32.9K
$5.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-205- 2.77% |
$29.9K - $32.2K
|
7.2K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-205- 0.52% |
$29.9K - $32.2K
|
39K
$6.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-206- 0.38% |
$30K - $32.4K
|
53.4K
$9.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-206- 4.36% |
$30K - $32.4K
|
4.52K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-207- 3.68% |
$30.2K - $32.5K
|
5.42K
$924K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Counsel LLC
New York, NY |
SELL
|
- |
-207- 11.33% |
$30.2K - $32.5K
|
1.62K
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-207- 5.33% |
$30.2K - $32.5K
|
3.68K
$627K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-207- 2.88% |
$30.2K - $32.5K
|
6.97K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-208- 2.17% |
$30.3K - $32.7K
|
9.37K
$1.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-209- 6.28% |
$30.5K - $32.8K
|
3.12K
$532K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-209- 0.68% |
$30.5K - $32.8K
|
30.7K
$5.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-209- 2.64% |
$30.5K - $32.8K
|
7.71K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-210- 4.23% |
$30.6K - $33K
|
4.76K
$811K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-210- 0.97% |
$30.6K - $33K
|
21.5K
$3.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-210- 1.67% |
$30.6K - $33K
|
12.4K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-210- 7.82% |
$30.6K - $33K
|
2.47K
$422K
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-211- 2.02% |
$30.8K - $33.1K
|
10.2K
$1.75M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-211- 2.04% |
$30.8K - $33.1K
|
10.1K
$1.72M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-211- 19.48% |
$30.8K - $33.1K
|
872
$149K
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-211- 0.96% |
$30.8K - $33.1K
|
21.8K
$3.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-212- 2.26% |
$30.9K - $33.3K
|
9.15K
$1.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-215- 0.32% |
$31.4K - $33.8K
|
67K
$11.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-217- 2.64% |
$31.7K - $34.1K
|
8.01K
$1.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-221- 1.79% |
$32.2K - $34.7K
|
12.1K
$2.07M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-225- 3.23% |
$32.8K - $35.3K
|
6.73K
$1.15M
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-225- 2.04% |
$32.8K - $35.3K
|
10.8K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-225- 0.42% |
$32.8K - $35.3K
|
53.7K
$9.16M
|
|
|
Feb 13, 2024
Q3 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-225- 0.42% |
$32.8K - $35.3K
|
53.7K
$9.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-227- 75.67% |
$33.1K - $35.7K
|
73
$12.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-227- 85.34% |
$33.1K - $35.7K
|
39
$6.65K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-228- 2.79% |
$33.3K - $35.8K
|
7.93K
$1.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-229- 4.04% |
$33.4K - $36K
|
5.44K
$928K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-229- 0.51% |
$33.4K - $36K
|
44.7K
$7.63M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-231- 2.81% |
$33.7K - $36.3K
|
8K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-231- 11.33% |
$33.7K - $36.3K
|
1.81K
$308K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-232- 5.73% |
$33.8K - $36.4K
|
3.82K
$651K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-234- 1.55% |
$34.1K - $36.8K
|
14.9K
$2.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-234- 1.12% |
$34.1K - $36.8K
|
20.7K
$3.53M
|