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 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
13+ 0.09% |
$1.9K - $2.04K
|
14.3K
$2.42M
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
13+ 0.31% |
$1.9K - $2.04K
|
4.21K
$713K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
13+ 0.55% |
$1.9K - $2.04K
|
2.39K
$405K
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
13+ 0.42% |
$1.9K - $2.04K
|
3.1K
$525K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
12+ 0.42% |
$1.75K - $1.89K
|
2.87K
$487K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
12+ 0.04% |
$1.75K - $1.89K
|
26.9K
$4.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.63% |
$1.75K - $1.89K
|
1.93K
$326K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
12+ 0.74% |
$1.75K - $1.89K
|
1.62K
$275K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 0.32% |
$1.6K - $1.73K
|
3.47K
$589K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11+ 0.38% |
$1.6K - $1.73K
|
2.91K
$494K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
11+ 3.28% |
$1.6K - $1.73K
|
346
$58.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
10+ 0.11% |
$1.46K - $1.57K
|
9.41K
$1.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.22% |
$1.46K - $1.57K
|
4.54K
$769K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
10+ 0.06% |
$1.46K - $1.57K
|
15.5K
$2.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10+ 0.09% |
$1.46K - $1.57K
|
10.9K
$1.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
10+ 0.36% |
$1.46K - $1.57K
|
2.76K
$468K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10+ 0.03% |
$1.46K - $1.57K
|
35.4K
$6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
10+ 0.05% |
$1.46K - $1.57K
|
19.8K
$3.35M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 0.43% |
$1.46K - $1.57K
|
2.33K
$395K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
9+ 0.06% |
$1.31K - $1.41K
|
14.2K
$2.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
9+ 0.28% |
$1.31K - $1.41K
|
3.26K
$552K
|
|
|
Nov 03, 2023
Q3 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
9+ 0.58% |
$1.31K - $1.41K
|
1.55K
$263K
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
9+ 0.36% |
$1.31K - $1.41K
|
2.49K
$422K
|
|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
8+ 0.13% |
$1.17K - $1.26K
|
6.39K
$1.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
8+ 0.02% |
$1.17K - $1.26K
|
49.2K
$8.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
8+ 0.1% |
$1.17K - $1.26K
|
8.25K
$1.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
8+ 0.28% |
$1.17K - $1.26K
|
2.88K
$487K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
8+ 0.13% |
$1.17K - $1.26K
|
6.31K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
8+ 0.24% |
$1.17K - $1.26K
|
3.4K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Kidder Stephen W
|
BUY
|
- |
8+ 0.01% |
$1.17K - $1.26K
|
66K
$11.2M
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.1% |
$1.17K - $1.26K
|
8.36K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7+ 0.21% |
$1.02K - $1.1K
|
3.31K
$560K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
BUY
|
- |
7+ 0.46% |
$1.02K - $1.1K
|
1.53K
$259K
|
|
|
Nov 06, 2023
Q3 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.32% |
$1.02K - $1.1K
|
2.2K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
7+ 0.17% |
$1.02K - $1.1K
|
4.1K
$695K
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
7+ 0.1% |
$1.02K - $1.1K
|
6.8K
$1.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
6+ 0.72% |
$875 - $943
|
840
$142K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.36% |
$875 - $943
|
1.67K
$283K
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
6+ 0.18% |
$875 - $943
|
3.27K
$553K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.15% |
$875 - $943
|
4.03K
$682K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
6+ 0.14% |
$875 - $943
|
4.18K
$708K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
6+ 0.4% |
$875 - $943
|
1.52K
$257K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6+ 0.12% |
$875 - $943
|
4.84K
$819K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
6+ 0.08% |
$875 - $943
|
7.79K
$1.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6+ 0.07% |
$875 - $943
|
8.2K
$1.39M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.19% |
$729 - $785
|
2.6K
$441K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5+ 0.15% |
$729 - $785
|
3.42K
$580K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
5+ 0.15% |
$729 - $785
|
3.33K
$564K
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5+ 0.03% |
$729 - $785
|
16.8K
$2.85M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.27% |
$729 - $785
|
1.83K
$310K
|