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 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
342+ 10.86% |
$48.7K - $53.5K
|
3.49K
$597K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
342+ 3.89% |
$48.7K - $53.5K
|
9.13K
$1.56M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
340+ 2.06% |
$48.5K - $53.2K
|
16.8K
$2.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
340+ 1.04% |
$48.5K - $53.2K
|
33.2K
$5.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
338+ 2.34% |
$48.2K - $52.9K
|
14.8K
$2.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
337+ 2.59% |
$48K - $52.8K
|
13.4K
$2.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
337+ 44.93% |
$48K - $52.8K
|
1.09K
$186K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
332+ 3.04% |
$47.3K - $52K
|
11.2K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
332New |
$47.3K - $52K
|
332
$56.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
330+ 6.37% |
$47K - $51.7K
|
5.51K
$942K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
326+ 16.38% |
$46.5K - $51K
|
2.32K
$396K
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
322+ 1.4% |
$45.9K - $50.4K
|
23.3K
$3.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
320+ 6.47% |
$45.6K - $50.1K
|
5.26K
$900K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
318+ 1.02% |
$45.3K - $49.8K
|
31.6K
$5.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
317+ 3.84% |
$45.2K - $49.6K
|
8.57K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
316+ 0.45% |
$45K - $49.5K
|
70K
$12M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
315+ 1.31% |
$44.9K - $49.3K
|
24.3K
$4.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
314+ 2.61% |
$44.7K - $49.2K
|
12.3K
$2.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
313+ 1.66% |
$44.6K - $49K
|
19.2K
$3.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
313+ 1.58% |
$44.6K - $49K
|
20.1K
$3.43M
|
|
|
Jul 11, 2023
Q2 2023
|
Norway Savings Bank
|
BUY
|
- |
312+ 1.55% |
$44.5K - $48.8K
|
20.5K
$3.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
310+ 1.26% |
$44.2K - $48.5K
|
25K
$4.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
308+ 17.14% |
$43.9K - $48.2K
|
2.11K
$360K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
308+ 5.53% |
$43.9K - $48.2K
|
5.88K
$1.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
304+ 3.4% |
$43.3K - $47.6K
|
9.25K
$1.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
302+ 3.25% |
$43K - $47.3K
|
9.59K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
300+ 3.68% |
$42.8K - $47K
|
8.45K
$1.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
300+ 1.11% |
$42.8K - $47K
|
27.3K
$4.67M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.05% |
$42.8K - $47K
|
648K
$111M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 6.67% |
$42.8K - $47K
|
4.8K
$821K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
300+ 1.91% |
$42.8K - $47K
|
16K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
295+ 1.44% |
$42K - $46.2K
|
20.8K
$3.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
294+ 3.14% |
$41.9K - $46K
|
9.65K
$1.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
293+ 20.99% |
$41.8K - $45.9K
|
1.69K
$289K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
291+ 3.27% |
$41.5K - $45.6K
|
9.18K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
290+ 19.19% |
$41.3K - $45.4K
|
1.8K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
290+ 7.44% |
$41.3K - $45.4K
|
4.19K
$716K
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
287+ 0.5% |
$40.9K - $44.9K
|
57.4K
$9.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
285+ 1.01% |
$40.6K - $44.6K
|
28.5K
$4.87M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
285+ 12.14% |
$40.6K - $44.6K
|
2.63K
$450K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
282+ 0.78% |
$40.2K - $44.2K
|
36.4K
$6.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
279+ 4.05% |
$39.8K - $43.7K
|
7.17K
$1.23M
|
|
|
Jul 21, 2023
Q2 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
278+ 0.71% |
$39.6K - $43.5K
|
39.6K
$6.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
277+ 3.71% |
$39.5K - $43.4K
|
7.75K
$1.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
277+ 2.08% |
$39.5K - $43.4K
|
13.6K
$2.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
275+ 1.1% |
$39.2K - $43.1K
|
25.2K
$4.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
275+ 2.73% |
$39.2K - $43.1K
|
10.4K
$1.77M
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
274+ 11.42% |
$39K - $42.9K
|
2.67K
$457K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
273+ 5.06% |
$38.9K - $42.7K
|
5.67K
$969K
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
BUY
|
- |
273+ 1.75% |
$38.9K - $42.7K
|
15.9K
$2.72M
|