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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-28- 0.76% |
$3.99K - $4.38K
|
3.67K
$628K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-28- 0.1% |
$3.99K - $4.38K
|
26.9K
$4.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-28- 3.03% |
$3.99K - $4.38K
|
896
$153K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-28- 0.12% |
$3.99K - $4.38K
|
23K
$3.93M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-28- 0.02% |
$3.99K - $4.38K
|
178K
$30.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-29- 0.85% |
$4.13K - $4.54K
|
3.38K
$578K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-30- 0.05% |
$4.28K - $4.7K
|
60.3K
$10.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-30- 0.2% |
$4.28K - $4.7K
|
14.9K
$2.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-30- 0.38% |
$4.28K - $4.7K
|
7.93K
$1.36M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-30- 0.56% |
$4.28K - $4.7K
|
5.35K
$915K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-31- 0.25% |
$4.42K - $4.85K
|
12.5K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-31- 0.4% |
$4.42K - $4.85K
|
7.65K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-32- 0.71% |
$4.56K - $5.01K
|
4.47K
$764K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-32- 1.39% |
$4.56K - $5.01K
|
2.27K
$388K
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-32- 1.68% |
$4.56K - $5.01K
|
1.87K
$320K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-32- 0.38% |
$4.56K - $5.01K
|
8.39K
$1.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-33- 0.5% |
$4.7K - $5.17K
|
6.61K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-33- 1.73% |
$4.7K - $5.17K
|
1.87K
$320K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-33- 1.81% |
$4.7K - $5.17K
|
1.79K
$306K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-34- 2.24% |
$4.85K - $5.32K
|
1.48K
$253K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-34- 0.28% |
$4.85K - $5.32K
|
12.3K
$2.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-34- 1.43% |
$4.85K - $5.32K
|
2.35K
$402K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-34- 0.05% |
$4.85K - $5.32K
|
74K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-34- 0.48% |
$4.85K - $5.32K
|
6.99K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-35- 0.97% |
$4.99K - $5.48K
|
3.57K
$610K
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-35- 0.68% |
$4.99K - $5.48K
|
5.08K
$869K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-35- 1.45% |
$4.99K - $5.48K
|
2.39K
$408K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 1.29% |
$4.99K - $5.48K
|
2.68K
$459K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-35- 0.73% |
$4.99K - $5.48K
|
4.77K
$816K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-36- 0.14% |
$5.13K - $5.64K
|
25.5K
$4.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-36- 1.88% |
$5.13K - $5.64K
|
1.88K
$322K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-37- 0.66% |
$5.27K - $5.79K
|
5.6K
$958K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-37- 2.44% |
$5.27K - $5.79K
|
1.48K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-37- 1.0% |
$5.27K - $5.79K
|
3.67K
$627K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-38- 0.55% |
$5.42K - $5.95K
|
6.89K
$1.18M
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-38- 1.0% |
$5.42K - $5.95K
|
3.78K
$646K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-39- 0.41% |
$5.56K - $6.11K
|
9.4K
$1.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-39- 0.65% |
$5.56K - $6.11K
|
5.92K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-39- 2.28% |
$5.56K - $6.11K
|
1.67K
$285K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 4.33% |
$5.7K - $6.26K
|
883
$151K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-40- 0.07% |
$5.7K - $6.26K
|
58.4K
$9.99M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-41- 0.41% |
$5.84K - $6.42K
|
9.91K
$1.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-41- 50.0% |
$5.84K - $6.42K
|
41
$7.01K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-42- 0.14% |
$5.99K - $6.58K
|
30.6K
$5.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-42- 0.11% |
$5.99K - $6.58K
|
37.8K
$6.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-43- 0.9% |
$6.13K - $6.73K
|
4.73K
$808K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-44- 1.33% |
$6.27K - $6.89K
|
3.26K
$557K
|
|
|
Jul 25, 2023
Q2 2023
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-44- 0.66% |
$6.27K - $6.89K
|
6.65K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-44- 0.61% |
$6.27K - $6.89K
|
7.17K
$1.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-45- 0.15% |
$6.41K - $7.05K
|
29.1K
$4.97M
|