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
|
Sepio Capital, LP
|
SELL
|
- |
-726- 28.12% |
$106K - $114K
|
1.86K
$317K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-727- 28.63% |
$106K - $114K
|
1.81K
$309K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-729- 18.02% |
$106K - $115K
|
3.32K
$566K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-730- 16.61% |
$106K - $115K
|
3.67K
$625K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-746- 15.45% |
$109K - $117K
|
4.08K
$697K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-748- 1.18% |
$109K - $118K
|
62.8K
$10.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-750- 16.7% |
$109K - $118K
|
3.74K
$638K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-751- 4.15% |
$110K - $118K
|
17.4K
$2.96M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-756- 10.31% |
$110K - $119K
|
6.58K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-759- 10.96% |
$111K - $119K
|
6.17K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-762- 1.54% |
$111K - $120K
|
48.6K
$8.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-762- 0.24% |
$111K - $120K
|
323K
$55.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-766- 29.05% |
$112K - $120K
|
1.87K
$319K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-778- 6.86% |
$113K - $122K
|
10.6K
$1.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-782- 1.72% |
$114K - $123K
|
44.7K
$7.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-785- 4.63% |
$115K - $123K
|
16.2K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-788- 3.7% |
$115K - $124K
|
20.5K
$3.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-789- 3.2% |
$115K - $124K
|
23.9K
$4.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-797- 1.0% |
$116K - $125K
|
79K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-800- 4.75% |
$117K - $126K
|
16K
$2.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
SELL
|
- |
-805- 6.52% |
$117K - $126K
|
11.5K
$1.97M
|
|
|
Oct 10, 2023
Q3 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-806- 1.86% |
$118K - $127K
|
42.6K
$7.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-807- 6.15% |
$118K - $127K
|
12.3K
$2.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-808- 1.06% |
$118K - $127K
|
75.4K
$12.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-810- 2.17% |
$118K - $127K
|
36.5K
$6.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-810- 3.11% |
$118K - $127K
|
25.2K
$4.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-815- 3.71% |
$119K - $128K
|
21.2K
$3.61M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-816- 15.19% |
$119K - $128K
|
4.56K
$777K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-816- 2.15% |
$119K - $128K
|
37.1K
$6.33M
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-821- 5.62% |
$120K - $129K
|
13.8K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-821- 0.37% |
$120K - $129K
|
220K
$37.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-822- 0.37% |
$120K - $129K
|
221K
$37.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-825- 21.85% |
$120K - $130K
|
2.95K
$503K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-825- 0.99% |
$120K - $130K
|
82.8K
$14.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-828- 0.72% |
$121K - $130K
|
115K
$19.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-830- 2.55% |
$121K - $130K
|
31.7K
$5.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-838- 4.43% |
$122K - $132K
|
18.1K
$3.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-839- 7.87% |
$122K - $132K
|
9.83K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-839- 8.84% |
$122K - $132K
|
8.65K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-850- 1.24% |
$124K - $134K
|
67.8K
$11.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-851- 3.74% |
$124K - $134K
|
21.9K
$3.74M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-853- 1.02% |
$124K - $134K
|
83K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-855- 29.19% |
$125K - $134K
|
2.07K
$354K
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-861- 7.9% |
$126K - $135K
|
10K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-861- 1.37% |
$126K - $135K
|
61.8K
$10.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-862- 3.5% |
$126K - $135K
|
23.8K
$4.05M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-863- 0.96% |
$126K - $136K
|
89.1K
$15.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-872- 30.53% |
$127K - $137K
|
1.98K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-873- 0.27% |
$127K - $137K
|
327K
$55.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-875- 2.14% |
$128K - $137K
|
39.9K
$6.81M
|