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 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.02K- 2.39% |
$149K - $161K
|
41.7K
$7.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Birinyi Associates Inc
|
SELL
|
- |
-1.02K- 10.88% |
$149K - $161K
|
8.38K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.03K- 3.7% |
$150K - $161K
|
26.7K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 9.36% |
$151K - $162K
|
10K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.04K- 8.11% |
$151K - $163K
|
11.7K
$2.04M
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.04K- 8.11% |
$151K - $163K
|
11.7K
$2.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-1.04K- 4.2% |
$151K - $163K
|
23.7K
$4.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.05K- 3.13% |
$153K - $165K
|
32.5K
$5.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.05K- 2.26% |
$154K - $165K
|
45.6K
$7.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-1.06K- 13.36% |
$155K - $167K
|
6.88K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.06K- 13.9% |
$155K - $167K
|
6.57K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.06K- 6.11% |
$155K - $167K
|
16.3K
$2.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Ycg, LLC
|
SELL
|
- |
-1.07K- 0.9% |
$155K - $167K
|
117K
$20.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.07K- 13.97% |
$155K - $167K
|
6.57K
$1.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-1.07K- 22.85% |
$156K - $168K
|
3.61K
$627K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.09K- 31.06% |
$158K - $170K
|
2.41K
$419K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.09K- 0.19% |
$159K - $171K
|
577K
$100M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
- |
-1.09K- 5.44% |
$159K - $172K
|
19K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.09K- 19.86% |
$159K - $172K
|
4.41K
$767K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.1K- 34.33% |
$160K - $172K
|
2.1K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.1K- 14.4% |
$160K - $172K
|
6.52K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.1K- 1.51% |
$160K - $172K
|
71.4K
$12.4M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.12K- 27.09% |
$163K - $176K
|
3.01K
$524K
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-1.12K- 7.46% |
$163K - $176K
|
13.9K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.13K- 2.33% |
$165K - $178K
|
47.4K
$8.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.13K- 0.46% |
$165K - $178K
|
243K
$42.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.13K- 4.44% |
$165K - $178K
|
24.4K
$4.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-1.15K- 2.72% |
$167K - $180K
|
41K
$7.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.15K- 8.51% |
$168K - $181K
|
12.4K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.16K- 7.52% |
$169K - $182K
|
14.2K
$2.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.16K- 1.49% |
$170K - $183K
|
77K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.17K- 5.58% |
$170K - $183K
|
19.7K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-1.17K- 0.58% |
$170K - $183K
|
200K
$34.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.17K- 3.3% |
$171K - $184K
|
34.3K
$5.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.18K- 32.0% |
$171K - $185K
|
2.5K
$434K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.18K- 2.91% |
$171K - $185K
|
39.3K
$6.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.2K- 3.17% |
$174K - $188K
|
36.5K
$6.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.2K- 37.63% |
$175K - $189K
|
1.99K
$346K
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.2K- 0.65% |
$175K - $189K
|
182K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.2K- 1.22% |
$175K - $189K
|
97K
$16.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.2K- 21.97% |
$176K - $189K
|
4.28K
$743K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.2K- 36.21% |
$176K - $189K
|
2.12K
$369K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.21K- 3.16% |
$177K - $190K
|
37.1K
$6.45M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.21K- 20.82% |
$177K - $191K
|
4.62K
$803K
|
|
|
Oct 10, 2023
Q3 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 2.65% |
$179K - $193K
|
45.1K
$7.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.23K- 16.83% |
$180K - $193K
|
6.09K
$1.06M
|
|
|
Nov 09, 2023
Q3 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-1.23K- 4.92% |
$180K - $193K
|
23.8K
$4.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.24K- 6.19% |
$180K - $194K
|
18.7K
$3.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.24K- 2.79% |
$181K - $195K
|
43.4K
$7.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.25K- 3.23% |
$183K - $197K
|
37.5K
$6.52M
|