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 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3+ 0.15% |
$428 - $470
|
2K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3+ 0.08% |
$428 - $470
|
3.89K
$663K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3+ 0.18% |
$428 - $470
|
1.66K
$284K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.48% |
$285 - $313
|
423
$72.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$285 - $313
|
5.79K
$988K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.05% |
$285 - $313
|
3.91K
$668K
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2+ 0.04% |
$285 - $313
|
5.42K
$925K
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.06% |
$285 - $313
|
3.64K
$621K
|
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
2+ 0.1% |
$285 - $313
|
1.93K
$329K
|
|
|
Jul 13, 2023
Q2 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
2+ 0.02% |
$285 - $313
|
8.48K
$1.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
2+ 0.04% |
$285 - $313
|
4.79K
$816K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2+ 0.06% |
$285 - $313
|
3.26K
$556K
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.07% |
$285 - $313
|
2.75K
$469K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2+ 0.02% |
$285 - $313
|
9.42K
$1.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.13% |
$285 - $313
|
1.6K
$273K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.14% |
$285 - $313
|
1.4K
$239K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.66% |
$285 - $313
|
303
$51.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.06% |
$285 - $313
|
3.49K
$596K
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$285 - $313
|
6.1K
$1.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
2+ 0.07% |
$285 - $313
|
2.77K
$472K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$285 - $313
|
5.52K
$942K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
2+ 0.06% |
$285 - $313
|
3.13K
$534K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2+ 0.02% |
$285 - $313
|
8.47K
$1.45M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2+ 0.04% |
$285 - $313
|
4.76K
$813K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.03% |
$285 - $313
|
6.86K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$285 - $313
|
1.93K
$329K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2+ 0.03% |
$285 - $313
|
7.51K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.05% |
$285 - $313
|
3.64K
$621K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.86% |
$285 - $313
|
235
$40.1K
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
2+ 0.11% |
$285 - $313
|
1.81K
$309K
|
|
|
Feb 26, 2025
Q2 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.08% |
$285 - $313
|
2.44K
$417K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
1+ 0.05% |
$143 - $157
|
1.92K
$328K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$143 - $157
|
2.03K
$346K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$143 - $157
|
2.35K
$400K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$143 - $157
|
353
$60.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1+ 0.07% |
$143 - $157
|
1.52K
$260K
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
1+ 0.06% |
$143 - $157
|
1.71K
$292K
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.06% |
$143 - $157
|
1.79K
$306K
|
|
|
Jul 19, 2023
Q2 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1+ 0.04% |
$143 - $157
|
2.83K
$483K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.26% |
$143 - $157
|
384
$65.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$143 - $157
|
3.71K
$633K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$143 - $157
|
1.49K
$254K
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1+ 0.01% |
$143 - $157
|
7.84K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1+ 0.07% |
$143 - $157
|
1.38K
$235K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1+ 0.05% |
$143 - $157
|
1.95K
$332K
|
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
1+ 0.03% |
$143 - $157
|
2.96K
$505K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$143 - $157
|
8.04K
$1.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
1+ 0.07% |
$143 - $157
|
1.52K
$259K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.26% |
$143 - $157
|
388
$66.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 1.09% |
$143 - $157
|
93
$15.9K
|