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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.19% |
$1.57K - $1.72K
|
5.73K
$972K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-12- 0.92% |
$1.71K - $1.88K
|
1.3K
$220K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-13- 0.57% |
$1.85K - $2.04K
|
2.26K
$382K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 1.43% |
$1.85K - $2.04K
|
893
$151K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-14- 0.49% |
$2K - $2.19K
|
2.86K
$485K
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-14- 0.04% |
$2K - $2.19K
|
34.2K
$5.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.13% |
$2K - $2.19K
|
11.1K
$1.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-14- 0.51% |
$2K - $2.19K
|
2.72K
$460K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-14- 0.68% |
$2K - $2.19K
|
2.05K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-14- 0.36% |
$2K - $2.19K
|
3.9K
$660K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-15- 0.1% |
$2.14K - $2.35K
|
14.7K
$2.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-15- 0.9% |
$2.14K - $2.35K
|
1.65K
$280K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-15- 0.53% |
$2.14K - $2.35K
|
2.82K
$478K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 0.58% |
$2.28K - $2.51K
|
2.75K
$467K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-16- 0.83% |
$2.28K - $2.51K
|
1.92K
$325K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-16- 0.25% |
$2.28K - $2.51K
|
6.35K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-16- 0.44% |
$2.28K - $2.51K
|
3.64K
$616K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-16- 0.53% |
$2.28K - $2.51K
|
3.02K
$511K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-17- 25.37% |
$2.42K - $2.66K
|
50
$8.47K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-17- 1.09% |
$2.42K - $2.66K
|
1.54K
$261K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17- 0.12% |
$2.42K - $2.66K
|
14.3K
$2.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
SELL
|
- |
-17- 0.2% |
$2.42K - $2.66K
|
8.39K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-17- 0.2% |
$2.42K - $2.66K
|
8.53K
$1.44M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-18- 0.21% |
$2.57K - $2.82K
|
8.52K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-18- 0.31% |
$2.57K - $2.82K
|
5.71K
$967K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-19- 0.66% |
$2.71K - $2.97K
|
2.87K
$486K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-19- 0.66% |
$2.71K - $2.97K
|
2.86K
$485K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-19- 12.26% |
$2.71K - $2.97K
|
136
$23K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-20- 0.27% |
$2.85K - $3.13K
|
7.49K
$1.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-20- 0.23% |
$2.85K - $3.13K
|
8.68K
$1.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.05% |
$2.85K - $3.13K
|
38.9K
$6.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-20- 1.35% |
$2.85K - $3.13K
|
1.46K
$248K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20- 0.67% |
$2.85K - $3.13K
|
2.97K
$503K
|
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-22- 0.1% |
$3.14K - $3.44K
|
21.4K
$3.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-23- 0.08% |
$3.28K - $3.6K
|
27.6K
$4.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-23- 1.7% |
$3.28K - $3.6K
|
1.33K
$225K
|
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-25- 0.05% |
$3.56K - $3.91K
|
54.5K
$9.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.08% |
$3.56K - $3.91K
|
29.8K
$5.05M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-25- 0.3% |
$3.56K - $3.91K
|
8.38K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-25- 1.13% |
$3.56K - $3.91K
|
2.19K
$372K
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 1.37% |
$3.56K - $3.91K
|
1.81K
$306K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-25- 0.56% |
$3.56K - $3.91K
|
4.43K
$750K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-26- 0.26% |
$3.71K - $4.07K
|
10.1K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-26- 0.12% |
$3.71K - $4.07K
|
21.9K
$3.71M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-27- 0.6% |
$3.85K - $4.23K
|
4.49K
$760K
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-27- 1.36% |
$3.85K - $4.23K
|
1.97K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-27- 0.95% |
$3.85K - $4.23K
|
2.81K
$476K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-28- 0.88% |
$3.99K - $4.38K
|
3.15K
$534K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-28- 0.76% |
$3.99K - $4.38K
|
3.67K
$622K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-28- 0.1% |
$3.99K - $4.38K
|
26.9K
$4.56M
|