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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
971+ 5.62% |
$138K - $152K
|
18.2K
$3.12M
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
968+ 24.56% |
$138K - $152K
|
4.91K
$840K
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
964+ 4.85% |
$137K - $151K
|
20.8K
$3.56M
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
956+ 0.27% |
$136K - $150K
|
353K
$60.3M
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
951+ 71.94% |
$136K - $149K
|
2.27K
$389K
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
948+ 2.36% |
$135K - $148K
|
41.1K
$7.02M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
948+ 2.04% |
$135K - $148K
|
47.4K
$8.11M
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
941+ 7.27% |
$134K - $147K
|
13.9K
$2.37M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
938New |
$134K - $147K
|
938
$160K
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
933+ 8.13% |
$133K - $146K
|
12.4K
$2.12M
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
932+ 40.28% |
$133K - $146K
|
3.25K
$555K
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
927+ 3.43% |
$132K - $145K
|
28K
$4.78M
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
926+ 10.7% |
$132K - $145K
|
9.58K
$1.64M
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
924+ 3.07% |
$132K - $145K
|
31K
$5.31M
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
924+ 3.22% |
$132K - $145K
|
29.6K
$5.06M
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
921+ 17.16% |
$131K - $144K
|
6.29K
$1.08M
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
914+ 2.41% |
$130K - $143K
|
38.9K
$6.65M
|
|
Aug 14, 2023
Q2 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
910+ 64.86% |
$130K - $142K
|
2.31K
$396K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
906+ 25.28% |
$129K - $142K
|
4.49K
$768K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
892+ 6.31% |
$127K - $140K
|
15K
$2.57M
|
|
Aug 02, 2023
Q2 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
890+ 0.91% |
$127K - $139K
|
98.4K
$16.8M
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
884+ 1.44% |
$126K - $138K
|
62.1K
$10.6M
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
880+ 11.67% |
$125K - $138K
|
8.42K
$1.44M
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
874+ 2.21% |
$125K - $137K
|
40.4K
$6.91M
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
873+ 12.39% |
$124K - $137K
|
7.92K
$1.35M
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
866+ 7.27% |
$123K - $136K
|
12.8K
$2.18M
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
853+ 12.86% |
$122K - $134K
|
7.48K
$1.28M
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
850+ 7.68% |
$121K - $133K
|
11.9K
$2.04M
|
|
Aug 10, 2023
Q2 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
848+ 0.32% |
$121K - $133K
|
262K
$44.8M
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
844+ 23.73% |
$120K - $132K
|
4.4K
$753K
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
837+ 11.32% |
$119K - $131K
|
8.23K
$1.41M
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
835+ 19.06% |
$119K - $131K
|
5.22K
$892K
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
831+ 7.29% |
$118K - $130K
|
12.2K
$2.09M
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
828+ 20.69% |
$118K - $130K
|
4.83K
$826K
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
827+ 11.29% |
$118K - $129K
|
8.15K
$1.39M
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
826+ 0.46% |
$118K - $129K
|
182K
$31.1M
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
822+ 2.81% |
$117K - $129K
|
30.1K
$5.14M
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
821+ 1.65% |
$117K - $129K
|
50.5K
$8.64M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
820+ 11.22% |
$117K - $128K
|
8.13K
$1.39M
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
815+ 21.57% |
$116K - $128K
|
4.59K
$785K
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
815+ 59.75% |
$116K - $128K
|
2.18K
$373K
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
812+ 7.89% |
$116K - $127K
|
11.1K
$1.9M
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
810+ 82.4% |
$115K - $127K
|
1.79K
$307K
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
809+ 1.18% |
$115K - $127K
|
69.3K
$11.8M
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
806+ 11.65% |
$115K - $126K
|
7.73K
$1.32M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
806+ 1.39% |
$115K - $126K
|
58.8K
$10.1M
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
BUY
|
- |
805+ 28.29% |
$115K - $126K
|
3.65K
$624K
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
805+ 0.72% |
$115K - $126K
|
112K
$19.2M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
795+ 2.32% |
$113K - $124K
|
35K
$5.99M
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
794+ 19.58% |
$113K - $124K
|
4.85K
$829K
|