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 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
50+ 0.8% |
$7.13K - $7.83K
|
6.27K
$1.06M
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
50+ 2.41% |
$7.13K - $7.83K
|
2.13K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
50+ 2.36% |
$7.13K - $7.83K
|
2.17K
$367K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
49+ 49.0% |
$6.98K - $7.67K
|
149
$25.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
49+ 2.93% |
$6.98K - $7.67K
|
1.72K
$291K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
49+ 2.43% |
$6.98K - $7.67K
|
2.07K
$350K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
49+ 5.83% |
$6.98K - $7.67K
|
889
$151K
|
|
|
Oct 04, 2023
Q2 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
49+ 0.19% |
$6.98K - $7.67K
|
26.3K
$4.46M
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
48+ 120.0% |
$6.84K - $7.52K
|
88
$14.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
48+ 0.18% |
$6.84K - $7.52K
|
26.3K
$4.45M
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
48+ 120.0% |
$6.84K - $7.52K
|
88
$14.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
47+ 1.65% |
$6.7K - $7.36K
|
2.9K
$492K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
46+ 0.28% |
$6.56K - $7.2K
|
16.7K
$2.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
46+ 3.09% |
$6.56K - $7.2K
|
1.54K
$260K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
45+ 1.0% |
$6.41K - $7.05K
|
4.56K
$772K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
45+ 2.68% |
$6.41K - $7.05K
|
1.73K
$292K
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
45+ 0.77% |
$6.41K - $7.05K
|
5.91K
$1M
|
|
|
Aug 04, 2023
Q2 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
45+ 0.07% |
$6.41K - $7.05K
|
66.6K
$11.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
45+ 0.94% |
$6.41K - $7.05K
|
4.85K
$821K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
45+ 0.13% |
$6.41K - $7.05K
|
35.7K
$6.05M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
45+ 0.08% |
$6.41K - $7.05K
|
58.8K
$9.96M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
44+ 2.39% |
$6.27K - $6.89K
|
1.89K
$320K
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
43+ 0.35% |
$6.13K - $6.73K
|
12.3K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Forte Capital LLC
|
BUY
|
- |
43+ 1.05% |
$6.13K - $6.73K
|
4.13K
$700K
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
43+ 0.7% |
$6.13K - $6.73K
|
6.21K
$1.05M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
43+ 0.19% |
$6.13K - $6.73K
|
22.2K
$3.76M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
42+ 0.32% |
$5.99K - $6.58K
|
13.2K
$2.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
42+ 2.39% |
$5.99K - $6.58K
|
1.8K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
42+ 3.09% |
$5.99K - $6.58K
|
1.4K
$238K
|
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
41+ 1.05% |
$5.84K - $6.42K
|
3.96K
$671K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
41+ 2.09% |
$5.84K - $6.42K
|
2.01K
$340K
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
40+ 0.08% |
$5.7K - $6.26K
|
48K
$8.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
40+ 1.06% |
$5.7K - $6.26K
|
3.81K
$645K
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
39+ 0.77% |
$5.56K - $6.11K
|
5.12K
$867K
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
39+ 0.34% |
$5.56K - $6.11K
|
11.4K
$1.92M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
38+ 1.61% |
$5.42K - $5.95K
|
2.4K
$407K
|
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
38+ 1.1% |
$5.42K - $5.95K
|
3.49K
$591K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
36+ 1.41% |
$5.13K - $5.64K
|
2.6K
$440K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
36+ 0.4% |
$5.13K - $5.64K
|
8.95K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
36+ 0.09% |
$5.13K - $5.64K
|
38.8K
$6.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
35+ 1.58% |
$4.99K - $5.48K
|
2.26K
$382K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
35+ 0.11% |
$4.99K - $5.48K
|
30.5K
$5.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
35+ 0.8% |
$4.99K - $5.48K
|
4.4K
$745K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
34+ 0.75% |
$4.85K - $5.32K
|
4.59K
$777K
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
34+ 0.15% |
$4.85K - $5.32K
|
22.2K
$3.76M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
33+ 0.18% |
$4.7K - $5.17K
|
18.7K
$3.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
33+ 0.25% |
$4.7K - $5.17K
|
13.4K
$2.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
33+ 0.12% |
$4.7K - $5.17K
|
26.7K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
33+ 0.55% |
$4.7K - $5.17K
|
6K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
32+ 0.62% |
$4.56K - $5.01K
|
5.18K
$877K
|