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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-595- 14.72% |
$86.8K - $93.5K
|
3.45K
$584K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-598- 29.33% |
$87.2K - $93.9K
|
1.44K
$244K
|
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-600- 2.28% |
$87.5K - $94.3K
|
25.8K
$4.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-602- 0.49% |
$87.8K - $94.6K
|
123K
$20.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-603- 10.02% |
$88K - $94.7K
|
5.42K
$917K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-605- 1.99% |
$88.2K - $95K
|
29.7K
$5.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-607- 0.45% |
$88.5K - $95.4K
|
133K
$22.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-611- 73.09% |
$89.1K - $96K
|
225
$38.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-611- 0.49% |
$89.1K - $96K
|
124K
$21M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-615- 1.41% |
$89.7K - $96.6K
|
43K
$7.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-621- 0.48% |
$90.6K - $97.6K
|
128K
$21.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-626- 9.86% |
$91.3K - $98.3K
|
5.73K
$970K
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-630- 6.25% |
$91.9K - $99K
|
9.45K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-630- 1.08% |
$91.9K - $99K
|
57.7K
$9.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-633- 6.49% |
$92.3K - $99.4K
|
9.12K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-633- 0.53% |
$92.3K - $99.4K
|
118K
$20.1M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-636- 15.18% |
$92.8K - $99.9K
|
3.56K
$602K
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-638- 4.02% |
$93.1K - $100K
|
15.3K
$2.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-643- 4.28% |
$93.8K - $101K
|
14.4K
$2.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-645- 3.47% |
$94.1K - $101K
|
17.9K
$3.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-646- 0.9% |
$94.2K - $101K
|
71.3K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-649- 5.37% |
$94.7K - $102K
|
11.4K
$1.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-650- 11.21% |
$94.8K - $102K
|
5.15K
$873K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-650- 6.14% |
$94.8K - $102K
|
9.93K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-652- 1.12% |
$95.1K - $102K
|
57.4K
$9.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-653- 2.88% |
$95.2K - $103K
|
22K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-657- 22.42% |
$95.8K - $103K
|
2.27K
$385K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-660- 2.93% |
$96.3K - $104K
|
21.9K
$3.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-662- 2.54% |
$96.6K - $104K
|
25.4K
$4.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
SELL
|
- |
-663- 12.71% |
$96.7K - $104K
|
4.55K
$771K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-667- 6.5% |
$97.3K - $105K
|
9.6K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-668- 13.26% |
$97.4K - $105K
|
4.37K
$741K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-670- 1.15% |
$97.7K - $105K
|
57.5K
$9.75M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-670- 18.95% |
$97.7K - $105K
|
2.87K
$485K
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-673- 1.24% |
$98.2K - $106K
|
53.4K
$9.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-673- 1.79% |
$98.2K - $106K
|
36.9K
$6.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-676- 0.86% |
$98.6K - $106K
|
78.1K
$13.2M
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-682- 5.66% |
$99.5K - $107K
|
11.4K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-688- 19.22% |
$100K - $108K
|
2.89K
$490K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-688Closed |
$100K - $108K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-691- 18.3% |
$101K - $109K
|
3.08K
$523K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-692- 8.61% |
$101K - $109K
|
7.35K
$1.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Coerente Capital Management
|
SELL
|
- |
-695- 5.22% |
$101K - $109K
|
12.6K
$2.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-699- 29.73% |
$102K - $110K
|
1.65K
$280K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-700- 28.85% |
$102K - $110K
|
1.73K
$292K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-702- 6.72% |
$102K - $110K
|
9.75K
$1.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-704- 12.28% |
$103K - $111K
|
5.03K
$852K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-704- 8.84% |
$103K - $111K
|
7.26K
$1.23M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-704- 12.28% |
$103K - $111K
|
5.03K
$852K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-706- 8.39% |
$103K - $111K
|
7.71K
$1.31M
|