Purchases and Sales Made in Q2 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.77KNew |
$253K - $278K
|
1.77K
$303K
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.77K+ 1.4% |
$253K - $278K
|
128K
$21.9M
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.77K+ 32.36% |
$252K - $277K
|
7.24K
$1.24M
|
|
Jul 03, 2023
Q2 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
1.77K+ 1.23% |
$252K - $277K
|
145K
$24.8M
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.72KNew |
$246K - $270K
|
1.72K
$295K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.71K+ 24.67% |
$244K - $268K
|
8.66K
$1.48M
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.71K+ 9.88% |
$244K - $268K
|
19.1K
$3.26M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.71K+ 4.56% |
$244K - $268K
|
39.2K
$6.7M
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.71KNew |
$243K - $267K
|
1.71K
$292K
|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.7K+ 9.68% |
$242K - $266K
|
19.3K
$3.3M
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.69K+ 2.71% |
$241K - $265K
|
64.1K
$11M
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.68K+ 4.68% |
$240K - $263K
|
37.6K
$6.44M
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
1.68KNew |
$239K - $263K
|
1.68K
$287K
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.68KNew |
$239K - $262K
|
1.68K
$286K
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.67K+ 1.15% |
$238K - $261K
|
147K
$25.1M
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.67K+ 0.21% |
$237K - $261K
|
809K
$138M
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1.66K+ 4.43% |
$237K - $260K
|
39.2K
$6.71M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.66K+ 10.45% |
$237K - $260K
|
17.6K
$3M
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
1.65K+ 33.78% |
$235K - $259K
|
6.54K
$1.12M
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.65K+ 30.8% |
$235K - $258K
|
6.99K
$1.2M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.63K+ 30.64% |
$232K - $255K
|
6.95K
$1.19M
|
|
Jul 25, 2023
Q2 2023
|
Smart Money Group LLC
|
BUY
|
- |
1.63KNew |
$232K - $255K
|
1.63K
$278K
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.62KNew |
$230K - $253K
|
1.62K
$276K
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.61K+ 1.96% |
$229K - $252K
|
83.6K
$14.3M
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.6K+ 32.97% |
$228K - $251K
|
6.46K
$1.1M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.58KNew |
$225K - $247K
|
1.58K
$270K
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.57K+ 53.1% |
$224K - $246K
|
4.54K
$776K
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.56K+ 24.38% |
$222K - $244K
|
7.94K
$1.36M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.54K+ 22.71% |
$219K - $241K
|
8.32K
$1.42M
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.53K+ 13.65% |
$218K - $240K
|
12.8K
$2.18M
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.53KNew |
$218K - $239K
|
1.53K
$261K
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1.52K+ 37.13% |
$217K - $238K
|
5.63K
$962K
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
BUY
|
- |
1.52KNew |
$217K - $238K
|
1.52K
$260K
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.52K+ 4.5% |
$216K - $237K
|
35.2K
$6.02M
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.52K+ 4.16% |
$216K - $237K
|
37.9K
$6.49M
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
1.51K+ 1.32% |
$216K - $237K
|
116K
$19.8M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.51K+ 3.16% |
$215K - $237K
|
49.4K
$8.44M
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.51K+ 28.13% |
$215K - $236K
|
6.86K
$1.17M
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.51K+ 6.43% |
$214K - $236K
|
24.9K
$4.26M
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.5KNew |
$214K - $235K
|
1.5K
$257K
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
1.5KNew |
$214K - $235K
|
1.5K
$257K
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.5K+ 0.71% |
$213K - $234K
|
213K
$36.5M
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.49K+ 2.57% |
$212K - $233K
|
59.3K
$10.1M
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.48KNew |
$211K - $232K
|
1.48K
$254K
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
1.47K+ 100.0% |
$210K - $231K
|
2.95K
$504K
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.47KNew |
$209K - $230K
|
1.47K
$251K
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.46K+ 0.57% |
$208K - $229K
|
260K
$44.5M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.46K+ 9.09% |
$208K - $229K
|
17.5K
$3M
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.46KNew |
$207K - $228K
|
1.46K
$249K
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.46K+ 3.22% |
$207K - $228K
|
46.7K
$7.98M
|