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
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1+ 0.04% |
$143 - $157
|
2.43K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1+ 0.07% |
$143 - $157
|
1.43K
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Oak Asset Management, LLC
|
BUY
|
- |
1+ 0.0% |
$143 - $157
|
20.5K
$3.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.07% |
$143 - $157
|
1.39K
$235K
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.03% |
$143 - $157
|
2.93K
$496K
|
|
|
Aug 09, 2023
Q2 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1+ 0.02% |
$143 - $157
|
6.64K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$143 - $157
|
12.8K
$2.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.03% |
$143 - $157
|
3.05K
$516K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1+ 0.02% |
$143 - $157
|
4.45K
$753K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$143 - $157
|
1.81K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1+ 0.02% |
$143 - $157
|
4.34K
$736K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$143 - $157
|
5.77K
$977K
|
|
|
Aug 14, 2023
Q2 2023
|
Lewis Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$143 - $157
|
6.6K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$143 - $157
|
2.18K
$370K
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
BUY
|
- |
1+ 0.02% |
$143 - $157
|
4.73K
$801K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.15% |
$143 - $157
|
676
$115K
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
1+ 0.05% |
$143 - $157
|
2.04K
$346K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$143 - $157
|
2.19K
$372K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-1- 0.02% |
$143 - $157
|
4.32K
$732K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-2- 0.02% |
$285 - $313
|
12.5K
$2.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.01% |
$285 - $313
|
31.1K
$5.28M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-2- -0.0% |
$285 - $313
|
43.7K
$7.41M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-3- 0.02% |
$428 - $470
|
14.6K
$2.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-3- 0.01% |
$428 - $470
|
20.3K
$3.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-3- 0.02% |
$428 - $470
|
14.1K
$2.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3- 0.01% |
$428 - $470
|
53.8K
$9.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-3- 0.14% |
$428 - $470
|
2.2K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4- 0.02% |
$570 - $626
|
21.6K
$3.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5- 0.1% |
$713 - $783
|
5K
$847K
|
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-5- 0.03% |
$713 - $783
|
20K
$3.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6- 0.13% |
$855 - $939
|
4.79K
$812K
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-6- 0.06% |
$855 - $939
|
10.4K
$1.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-6- 0.06% |
$855 - $939
|
9.63K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-6- 0.09% |
$855 - $939
|
6.98K
$1.18M
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.05% |
$855 - $939
|
12.1K
$2.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-7- 0.08% |
$998 - $1.1K
|
8.34K
$1.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-7- 0.47% |
$998 - $1.1K
|
1.48K
$251K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-8- 0.36% |
$1.14K - $1.25K
|
2.19K
$371K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-8- 0.08% |
$1.14K - $1.25K
|
9.83K
$1.67M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-8- 0.18% |
$1.14K - $1.25K
|
4.54K
$769K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-8- 2.96% |
$1.14K - $1.25K
|
262
$44.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-9- 0.05% |
$1.28K - $1.41K
|
16.8K
$2.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-9- 0.18% |
$1.28K - $1.41K
|
4.93K
$836K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-9- 0.09% |
$1.28K - $1.41K
|
10.2K
$1.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 15.25% |
$1.28K - $1.41K
|
50
$8.47K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-10- 0.27% |
$1.43K - $1.57K
|
3.73K
$632K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.2% |
$1.43K - $1.57K
|
4.96K
$840K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-11- 0.15% |
$1.57K - $1.72K
|
7.24K
$1.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.17% |
$1.57K - $1.72K
|
6.62K
$1.12M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.19% |
$1.57K - $1.72K
|
5.73K
$972K
|