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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-500- 9.67% |
$72.9K - $78.5K
|
4.67K
$797K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-501- 0.75% |
$73.1K - $78.7K
|
66.1K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-502- 0.55% |
$73.2K - $78.9K
|
90.2K
$15.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-505- 14.08% |
$73.7K - $79.3K
|
3.08K
$526K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-508- 4.12% |
$74.1K - $79.8K
|
11.8K
$2.02M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-509- 11.97% |
$74.2K - $80K
|
3.74K
$639K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-509- 0.22% |
$74.2K - $80K
|
231K
$39.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-510- 5.01% |
$74.4K - $80.1K
|
9.66K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-518- 6.02% |
$75.6K - $81.4K
|
8.08K
$1.38M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-519- 1.43% |
$75.7K - $81.5K
|
35.8K
$6.1M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-520- 4.71% |
$75.8K - $81.7K
|
10.5K
$1.79M
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-521- 0.65% |
$76K - $81.8K
|
79.2K
$13.5M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-523- 1.0% |
$76.3K - $82.2K
|
51.9K
$8.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-523- 5.43% |
$76.3K - $82.2K
|
9.11K
$1.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Dempze Nancy E
|
SELL
|
- |
-525- 2.01% |
$76.6K - $82.5K
|
25.6K
$4.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-527- 1.41% |
$76.9K - $82.8K
|
37K
$6.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-531- 1.24% |
$77.5K - $83.4K
|
42.3K
$7.21M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-535- 3.06% |
$78K - $84K
|
17K
$2.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-542- 1.07% |
$79.1K - $85.1K
|
50.3K
$8.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-543- 3.18% |
$79.2K - $85.3K
|
16.5K
$2.82M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-547- 1.01% |
$79.8K - $85.9K
|
53.3K
$9.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-553- 11.34% |
$80.7K - $86.9K
|
4.32K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-558- 14.52% |
$81.4K - $87.7K
|
3.29K
$561K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-559- 3.69% |
$81.5K - $87.8K
|
14.6K
$2.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-561- 2.26% |
$81.8K - $88.1K
|
24.2K
$4.14M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-562- 1.0% |
$82K - $88.3K
|
55.4K
$9.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-564- 3.1% |
$82.3K - $88.6K
|
17.6K
$3.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-565- 0.5% |
$82.4K - $88.8K
|
112K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-565- 5.82% |
$82.4K - $88.8K
|
9.14K
$1.56M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-568- 0.75% |
$82.8K - $89.2K
|
75.3K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-569- 17.08% |
$83K - $89.4K
|
2.76K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-569- 17.08% |
$83K - $89.4K
|
2.76K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-569- 5.2% |
$83K - $89.4K
|
10.4K
$1.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-573- 13.41% |
$83.6K - $90K
|
3.7K
$631K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-575- 3.62% |
$83.9K - $90.3K
|
15.3K
$2.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-579- 8.24% |
$84.5K - $91K
|
6.45K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-580- 6.6% |
$84.6K - $91.1K
|
8.21K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-583- 1.98% |
$85K - $91.6K
|
28.9K
$4.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-587- 3.58% |
$85.6K - $92.2K
|
15.8K
$2.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-588- 7.93% |
$85.8K - $92.4K
|
6.83K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-590- 4.18% |
$86.1K - $92.7K
|
13.5K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-591- 1.25% |
$86.2K - $92.8K
|
46.9K
$8M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-592- 5.69% |
$86.3K - $93K
|
9.81K
$1.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
SELL
|
- |
-594- 1.38% |
$86.6K - $93.3K
|
42.5K
$7.25M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-595- 14.72% |
$86.8K - $93.5K
|
3.45K
$588K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-598- 29.33% |
$87.2K - $93.9K
|
1.44K
$246K
|
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-600- 2.28% |
$87.5K - $94.3K
|
25.8K
$4.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-602- 0.49% |
$87.8K - $94.6K
|
123K
$21M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-603- 10.02% |
$88K - $94.7K
|
5.42K
$924K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-605- 1.99% |
$88.2K - $95K
|
29.7K
$5.07M
|