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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
230+ 1.23% |
$32.8K - $36K
|
19K
$3.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
228+ 0.41% |
$32.5K - $35.7K
|
55.9K
$9.48M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
227+ 1.49% |
$32.3K - $35.5K
|
15.4K
$2.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
BUY
|
- |
225+ 0.52% |
$32.1K - $35.2K
|
43.9K
$7.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
224+ 0.27% |
$31.9K - $35.1K
|
84.2K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
222+ 8.19% |
$31.6K - $34.8K
|
2.93K
$497K
|
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
221+ 0.43% |
$31.5K - $34.6K
|
51.5K
$8.73M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
220+ 5.19% |
$31.4K - $34.4K
|
4.46K
$755K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
219+ 0.57% |
$31.2K - $34.3K
|
38.3K
$6.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
218+ 1.47% |
$31.1K - $34.1K
|
15K
$2.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
217+ 2.38% |
$30.9K - $34K
|
9.33K
$1.58M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
216+ 7.06% |
$30.8K - $33.8K
|
3.27K
$555K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
214+ 13.73% |
$30.5K - $33.5K
|
1.77K
$300K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
210+ 3.51% |
$29.9K - $32.9K
|
6.19K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
209+ 1.17% |
$29.8K - $32.7K
|
18K
$3.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
208+ 5.58% |
$29.6K - $32.6K
|
3.94K
$667K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
208+ 2.92% |
$29.6K - $32.6K
|
7.33K
$1.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
205+ 8.6% |
$29.2K - $32.1K
|
2.59K
$439K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
204+ 4.66% |
$29.1K - $31.9K
|
4.58K
$776K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
201+ 0.55% |
$28.6K - $31.5K
|
36.5K
$6.18M
|
|
|
Jul 10, 2023
Q2 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
200+ 1.68% |
$28.5K - $31.3K
|
12.1K
$2.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
200+ 4.21% |
$28.5K - $31.3K
|
4.95K
$838K
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
200+ 4.64% |
$28.5K - $31.3K
|
4.51K
$765K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
200+ 5.96% |
$28.5K - $31.3K
|
3.55K
$602K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
199+ 4.05% |
$28.4K - $31.2K
|
5.12K
$867K
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
198+ 0.61% |
$28.2K - $31K
|
32.8K
$5.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
197+ 3.95% |
$28.1K - $30.8K
|
5.18K
$878K
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
196+ 71.27% |
$27.9K - $30.7K
|
471
$79.8K
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
195+ 1.37% |
$27.8K - $30.5K
|
14.5K
$2.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
195+ 0.77% |
$27.8K - $30.5K
|
25.6K
$4.34M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
194+ 4.88% |
$27.6K - $30.4K
|
4.17K
$707K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
194+ 2.14% |
$27.6K - $30.4K
|
9.27K
$1.57M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
194+ 1.88% |
$27.6K - $30.4K
|
10.5K
$1.78M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
191+ 6.56% |
$27.2K - $29.9K
|
3.1K
$525K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
191+ 5.51% |
$27.2K - $29.9K
|
3.66K
$620K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
191+ 0.26% |
$27.2K - $29.9K
|
74.3K
$12.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
188+ 1.81% |
$26.8K - $29.4K
|
10.6K
$1.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
188+ 4.37% |
$26.8K - $29.4K
|
4.49K
$761K
|
|
|
Aug 10, 2023
Q2 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
187+ 1.05% |
$26.6K - $29.3K
|
18K
$3.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
186+ 1.16% |
$26.5K - $29.1K
|
16.2K
$2.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
186+ 2.15% |
$26.5K - $29.1K
|
8.84K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
186+ 3.39% |
$26.5K - $29.1K
|
5.67K
$961K
|
|
|
Dec 13, 2024
Q2 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
184+ 11.56% |
$26.2K - $28.8K
|
1.78K
$301K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
183+ 0.82% |
$26.1K - $28.7K
|
22.5K
$3.8M
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
182+ 2.04% |
$25.9K - $28.5K
|
9.12K
$1.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
182+ 0.78% |
$25.9K - $28.5K
|
23.4K
$3.96M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
182+ 5.07% |
$25.9K - $28.5K
|
3.78K
$640K
|
|
|
Aug 03, 2023
Q2 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
178+ 0.63% |
$25.4K - $27.9K
|
28.6K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
177+ 4.0% |
$25.2K - $27.7K
|
4.6K
$780K
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
176+ 0.26% |
$25.1K - $27.6K
|
68.5K
$11.6M
|