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 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-406- 2.08% |
$59.2K - $63.8K
|
19.1K
$3.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-409- 5.9% |
$59.7K - $64.2K
|
6.52K
$1.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-410- 2.44% |
$59.8K - $64.4K
|
16.4K
$2.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-411- 1.98% |
$59.9K - $64.6K
|
20.3K
$3.47M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-417- 7.2% |
$60.8K - $65.5K
|
5.38K
$917K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-419- 2.32% |
$61.1K - $65.8K
|
17.6K
$3M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-420- 4.06% |
$61.3K - $66K
|
9.94K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-433- 4.36% |
$63.2K - $68K
|
9.5K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-434- 8.58% |
$63.3K - $68.2K
|
4.62K
$789K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-436- 2.74% |
$63.6K - $68.5K
|
15.5K
$2.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-439- 4.89% |
$64K - $69K
|
8.53K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-439- 15.26% |
$64K - $69K
|
2.44K
$416K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-441- 18.31% |
$64.3K - $69.3K
|
1.97K
$336K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-444- 0.57% |
$64.8K - $69.7K
|
77.5K
$13.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-445- 13.71% |
$64.9K - $69.9K
|
2.8K
$478K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-447- 0.14% |
$65.2K - $70.2K
|
317K
$54.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-447- 0.5% |
$65.2K - $70.2K
|
89.2K
$15.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-448- 3.58% |
$65.3K - $70.4K
|
12.1K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-449- 1.5% |
$65.5K - $70.5K
|
29.6K
$5.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-450- 0.77% |
$65.6K - $70.7K
|
58.3K
$9.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-450- 2.07% |
$65.6K - $70.7K
|
21.3K
$3.63M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-450- 0.87% |
$65.6K - $70.7K
|
51.1K
$8.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-451- 8.2% |
$65.8K - $70.8K
|
5.05K
$862K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-451- 3.22% |
$65.8K - $70.8K
|
13.5K
$2.31M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-453- 34.71% |
$66.1K - $71.2K
|
852
$145K
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-454- 0.47% |
$66.2K - $71.3K
|
96.1K
$16.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-456- 8.9% |
$66.5K - $71.6K
|
4.67K
$796K
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-458- 0.49% |
$66.8K - $71.9K
|
93.6K
$16M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-459- 1.49% |
$66.9K - $72.1K
|
30.4K
$5.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-459- 2.14% |
$66.9K - $72.1K
|
21K
$3.58M
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-460- 6.14% |
$67.1K - $72.3K
|
7.03K
$1.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-460- 8.01% |
$67.1K - $72.3K
|
5.28K
$901K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-460- 24.93% |
$67.1K - $72.3K
|
1.39K
$236K
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-468- 1.25% |
$68.3K - $73.5K
|
37.1K
$6.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-471- 12.39% |
$68.7K - $74K
|
3.33K
$568K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-473- 2.48% |
$69K - $74.3K
|
18.6K
$3.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-475- 2.78% |
$69.3K - $74.6K
|
16.6K
$2.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-475- 0.7% |
$69.3K - $74.6K
|
67.6K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-475- 2.53% |
$69.3K - $74.6K
|
18.3K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-480- 3.79% |
$70K - $75.4K
|
12.2K
$2.08M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-481- 17.52% |
$70.2K - $75.6K
|
2.27K
$386K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-484- 2.37% |
$70.6K - $76K
|
20K
$3.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-486- 0.39% |
$70.9K - $76.3K
|
123K
$21.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-493- 4.82% |
$71.9K - $77.4K
|
9.74K
$1.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-495- 0.92% |
$72.2K - $77.8K
|
53.2K
$9.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-498- 0.18% |
$72.6K - $78.2K
|
283K
$48.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-500- 1.52% |
$72.9K - $78.5K
|
32.3K
$5.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 0.5% |
$72.9K - $78.5K
|
99.5K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-500- 2.84% |
$72.9K - $78.5K
|
17.1K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-500- 9.74% |
$72.9K - $78.5K
|
4.64K
$791K
|