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 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
33+ 0.55% |
$4.7K - $5.17K
|
6K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
32+ 0.62% |
$4.56K - $5.01K
|
5.18K
$885K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
32+ 0.12% |
$4.56K - $5.01K
|
27.8K
$4.75M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
32+ 0.08% |
$4.56K - $5.01K
|
40.2K
$6.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 1.59% |
$4.56K - $5.01K
|
2.05K
$350K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
31+ 0.17% |
$4.42K - $4.85K
|
18.8K
$3.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.09% |
$4.42K - $4.85K
|
33.2K
$5.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
31+ 0.49% |
$4.42K - $4.85K
|
6.31K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
31+ 0.15% |
$4.42K - $4.85K
|
21.3K
$3.64M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
31+ 0.63% |
$4.42K - $4.85K
|
4.95K
$846K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
29+ 0.25% |
$4.13K - $4.54K
|
11.6K
$1.98M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
29+ 1.59% |
$4.13K - $4.54K
|
1.85K
$317K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
28+ 10.61% |
$3.99K - $4.38K
|
292
$49.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
28+ 2.0% |
$3.99K - $4.38K
|
1.43K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
28+ 2.37% |
$3.99K - $4.38K
|
1.21K
$207K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
27+ 0.27% |
$3.85K - $4.23K
|
10.2K
$1.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
27+ 0.06% |
$3.85K - $4.23K
|
42.6K
$7.28M
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26+ 0.5% |
$3.71K - $4.07K
|
5.22K
$893K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.6% |
$3.71K - $4.07K
|
4.34K
$741K
|
|
|
Jul 13, 2023
Q2 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
25+ 0.07% |
$3.56K - $3.91K
|
33.5K
$5.74M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25+ 0.4% |
$3.56K - $3.91K
|
6.35K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Exeter Financial, LLC
|
BUY
|
- |
25+ 0.17% |
$3.56K - $3.91K
|
15.2K
$2.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
25+ 0.24% |
$3.56K - $3.91K
|
10.5K
$1.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25+ 0.23% |
$3.56K - $3.91K
|
11K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
25+ 0.69% |
$3.56K - $3.91K
|
3.63K
$621K
|
|
|
Aug 07, 2023
Q2 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
25+ 0.17% |
$3.56K - $3.91K
|
14.7K
$2.51M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
24+ 1.58% |
$3.42K - $3.76K
|
1.54K
$263K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
24+ 0.11% |
$3.42K - $3.76K
|
21.7K
$3.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Redw Wealth LLC
|
BUY
|
- |
24+ 0.47% |
$3.42K - $3.76K
|
5.12K
$876K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
24+ 0.23% |
$3.42K - $3.76K
|
10.4K
$1.77M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 0.67% |
$3.28K - $3.6K
|
3.46K
$592K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
22+ 0.93% |
$3.14K - $3.44K
|
2.38K
$408K
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
22+ 0.62% |
$3.14K - $3.44K
|
3.59K
$614K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
22+ 0.24% |
$3.14K - $3.44K
|
9.27K
$1.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
22+ 0.21% |
$3.14K - $3.44K
|
10.6K
$1.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
22+ 0.12% |
$3.14K - $3.44K
|
18.1K
$3.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
22+ 0.32% |
$3.14K - $3.44K
|
6.81K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
21+ 0.04% |
$2.99K - $3.29K
|
56.2K
$9.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
21+ 0.33% |
$2.99K - $3.29K
|
6.43K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
20+ 0.47% |
$2.85K - $3.13K
|
4.31K
$736K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20+ 1.37% |
$2.85K - $3.13K
|
1.48K
$252K
|
|
|
Aug 14, 2023
Q2 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
20+ 0.07% |
$2.85K - $3.13K
|
27.3K
$4.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
19+ 0.32% |
$2.71K - $2.97K
|
5.98K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
19+ 0.04% |
$2.71K - $2.97K
|
51.9K
$8.87M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
19+ 0.17% |
$2.71K - $2.97K
|
11K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
19+ 0.03% |
$2.71K - $2.97K
|
71.1K
$12.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
18+ 0.12% |
$2.57K - $2.82K
|
14.9K
$2.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
18+ 0.57% |
$2.57K - $2.82K
|
3.18K
$544K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
18+ 0.56% |
$2.57K - $2.82K
|
3.24K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
18+ 360.0% |
$2.57K - $2.82K
|
23
$3.93K
|