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 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
5.72K+ 1.57% |
$834K - $898K
|
370K
$64.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.64KNew |
$822K - $885K
|
5.64K
$980K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
5.61K+ 52.06% |
$818K - $881K
|
16.4K
$2.85M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
5.58K+ 6.07% |
$814K - $877K
|
97.5K
$17M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
5.48K+ 295.36% |
$799K - $861K
|
7.33K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.48K+ 2.76% |
$799K - $861K
|
204K
$35.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.46K+ 14.97% |
$796K - $858K
|
41.9K
$7.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.46K+ 3.15% |
$796K - $857K
|
179K
$31M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
5.44K+ 49.41% |
$793K - $855K
|
16.4K
$2.86M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.42K+ 20.52% |
$791K - $852K
|
31.8K
$5.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
5.42K+ 23.4% |
$790K - $851K
|
28.6K
$4.97M
|
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
5.41K+ 3.88% |
$789K - $849K
|
145K
$25.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.4K+ 19.25% |
$788K - $849K
|
33.5K
$5.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.35K+ 42.58% |
$780K - $840K
|
17.9K
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
5.33K+ 1.39% |
$777K - $837K
|
389K
$67.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
5.3KNew |
$773K - $833K
|
5.3K
$921K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
5.29K+ 42.27% |
$771K - $830K
|
17.8K
$3.09M
|
|
|
Oct 13, 2023
Q3 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.28K+ 146.76% |
$770K - $829K
|
8.87K
$1.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.21K+ 42.48% |
$760K - $818K
|
17.5K
$3.04M
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
5.2K+ 112.09% |
$759K - $817K
|
9.84K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.19KNew |
$758K - $816K
|
5.19K
$903K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
5.19K+ 11.03% |
$757K - $815K
|
52.2K
$9.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
5.18K+ 3.14% |
$755K - $813K
|
170K
$29.5M
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
5.11K+ 11.5% |
$746K - $803K
|
49.6K
$8.62M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
5.08K+ 4.25% |
$741K - $798K
|
125K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.04K+ 99.37% |
$735K - $791K
|
10.1K
$1.76M
|
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
5.02KNew |
$733K - $789K
|
5.02K
$873K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.01K+ 11.6% |
$730K - $786K
|
48.2K
$8.37M
|
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5K+ 30.91% |
$729K - $785K
|
21.2K
$3.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4.99KNew |
$728K - $784K
|
4.99K
$868K
|
|
|
Nov 01, 2023
Q3 2023
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
4.93KNew |
$719K - $774K
|
4.93K
$857K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.92KNew |
$717K - $773K
|
4.92K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.9K+ 1.94% |
$715K - $770K
|
258K
$44.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.87K+ 8.28% |
$710K - $765K
|
63.6K
$11.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.85K+ 2.67% |
$708K - $762K
|
187K
$32.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.82K+ 6.62% |
$704K - $758K
|
77.7K
$13.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
4.77K+ 268.66% |
$695K - $749K
|
6.54K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
4.76K+ 13.54% |
$694K - $747K
|
39.9K
$6.94M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.75K+ 7.74% |
$693K - $746K
|
66.2K
$11.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.72K+ 2.31% |
$688K - $741K
|
209K
$36.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
4.7K+ 19.0% |
$686K - $739K
|
29.5K
$5.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.69KNew |
$684K - $736K
|
4.69K
$815K
|
|
|
Oct 04, 2023
Q3 2023
|
Hamlin Capital Management, LLC
|
BUY
|
- |
4.57K+ 0.5% |
$667K - $718K
|
912K
$158M
|
|
|
Nov 14, 2023
Q3 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.47KNew |
$652K - $702K
|
4.47K
$777K
|
|
|
Nov 14, 2023
Q3 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
4.44KNew |
$648K - $697K
|
4.44K
$772K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.43K+ 3.71% |
$646K - $696K
|
124K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.41KNew |
$643K - $692K
|
4.41K
$766K
|
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4.37KNew |
$637K - $686K
|
4.37K
$760K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.37KNew |
$637K - $686K
|
4.37K
$759K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.3K+ 5.44% |
$627K - $675K
|
83.4K
$14.5M
|