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 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
269+ 1.89% |
$38.3K - $42.1K
|
14.5K
$2.46M
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
268+ 2.32% |
$38.2K - $42K
|
11.8K
$2.01M
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
267+ 3.47% |
$38K - $41.8K
|
7.97K
$1.35M
|
|
Jul 31, 2023
Q2 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
267+ 3.49% |
$38K - $41.8K
|
7.93K
$1.34M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
267+ 0.94% |
$38K - $41.8K
|
28.5K
$4.84M
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
266+ 13.3% |
$37.9K - $41.6K
|
2.27K
$384K
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
266New |
$37.9K - $41.6K
|
266
$45.1K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
265+ 0.75% |
$37.8K - $41.5K
|
35.6K
$6.02M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
263+ 0.23% |
$37.5K - $41.2K
|
115K
$19.6M
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
262+ 8.07% |
$37.3K - $41K
|
3.51K
$594K
|
|
Jul 19, 2023
Q2 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
262+ 3.93% |
$37.3K - $41K
|
6.94K
$1.17M
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
262+ 0.61% |
$37.3K - $41K
|
43.1K
$7.3M
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
262+ 1.37% |
$37.3K - $41K
|
19.3K
$3.28M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
260+ 1.67% |
$37.1K - $40.7K
|
15.8K
$2.68M
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
260+ 8.33% |
$37.1K - $40.7K
|
3.38K
$573K
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
259+ 2.76% |
$36.9K - $40.6K
|
9.64K
$1.63M
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
259+ 0.5% |
$36.9K - $40.6K
|
52.3K
$8.86M
|
|
Aug 10, 2023
Q2 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
258+ 3.43% |
$36.8K - $40.4K
|
7.79K
$1.32M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
258+ 1.74% |
$36.8K - $40.4K
|
15.1K
$2.56M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
258+ 1.74% |
$36.8K - $40.4K
|
15.1K
$2.56M
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
257+ 5.98% |
$36.6K - $40.2K
|
4.55K
$771K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
257+ 0.48% |
$36.6K - $40.2K
|
53.9K
$9.13M
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
257+ 0.46% |
$36.6K - $40.2K
|
55.5K
$9.41M
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
253+ 6.67% |
$36.1K - $39.6K
|
4.05K
$686K
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
253+ 5.27% |
$36.1K - $39.6K
|
5.05K
$856K
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
252+ 0.18% |
$35.9K - $39.5K
|
138K
$23.3M
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
BUY
|
- |
251+ 2.8% |
$35.8K - $39.3K
|
9.23K
$1.56M
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
251+ 0.46% |
$35.8K - $39.3K
|
54.6K
$9.25M
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
250+ 0.8% |
$35.6K - $39.1K
|
31.7K
$5.37M
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
250+ 0.55% |
$35.6K - $39.1K
|
46.1K
$7.81M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
247+ 14.6% |
$35.2K - $38.7K
|
1.94K
$329K
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
247+ 0.54% |
$35.2K - $38.7K
|
45.6K
$7.73M
|
|
Aug 04, 2023
Q2 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
246+ 1.98% |
$35.1K - $38.5K
|
12.7K
$2.15M
|
|
Jul 20, 2023
Q2 2023
|
Coerente Capital Management
|
BUY
|
- |
245+ 1.88% |
$34.9K - $38.4K
|
13.3K
$2.26M
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
245+ 10.08% |
$34.9K - $38.4K
|
2.68K
$453K
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
244+ 0.47% |
$34.8K - $38.2K
|
51.9K
$8.79M
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
241+ 3.67% |
$34.3K - $37.7K
|
6.81K
$1.15M
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
240+ 1.99% |
$34.2K - $37.6K
|
12.3K
$2.09M
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
240+ 2.92% |
$34.2K - $37.6K
|
8.47K
$1.44M
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
238+ 1.09% |
$33.9K - $37.3K
|
22.1K
$3.75M
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
237+ 2.6% |
$33.8K - $37.1K
|
9.35K
$1.58M
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
237+ 2.6% |
$33.8K - $37.1K
|
9.35K
$1.58M
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
236+ 1.19% |
$33.6K - $37K
|
20.1K
$3.41M
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
236+ 0.89% |
$33.6K - $37K
|
26.8K
$4.54M
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
232+ 0.58% |
$33.1K - $36.3K
|
39.9K
$6.77M
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
231+ 0.54% |
$32.9K - $36.2K
|
43.1K
$7.3M
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
230+ 1.23% |
$32.8K - $36K
|
19K
$3.21M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
230+ 6.65% |
$32.8K - $36K
|
3.69K
$625K
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
230+ 1.61% |
$32.8K - $36K
|
14.5K
$2.46M
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
230+ 0.49% |
$32.8K - $36K
|
47.2K
$8M
|