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 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-55- 0.5% |
$7.84K - $8.61K
|
10.9K
$1.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-56- 0.22% |
$7.98K - $8.77K
|
26K
$4.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-57- 0.2% |
$8.12K - $8.92K
|
28.1K
$4.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-57- 0.07% |
$8.12K - $8.92K
|
79.8K
$13.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-58- 0.37% |
$8.27K - $9.08K
|
15.6K
$2.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-58- 0.25% |
$8.27K - $9.08K
|
23.5K
$3.97M
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-58- 4.06% |
$8.27K - $9.08K
|
1.37K
$232K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-58- 0.17% |
$8.27K - $9.08K
|
33.4K
$5.67M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-58- 0.3% |
$8.27K - $9.08K
|
19.1K
$3.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-59- 0.22% |
$8.41K - $9.24K
|
26.2K
$4.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-59- 0.65% |
$8.41K - $9.24K
|
9K
$1.52M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-60- 0.86% |
$8.55K - $9.39K
|
6.91K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-60- 3.11% |
$8.55K - $9.39K
|
1.87K
$316K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-60- 0.47% |
$8.55K - $9.39K
|
12.8K
$2.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Capital Management Inc
|
SELL
|
- |
-60- 1.94% |
$8.55K - $9.39K
|
3.04K
$515K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-61- 2.2% |
$8.69K - $9.55K
|
2.72K
$460K
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.39% |
$8.69K - $9.55K
|
15.5K
$2.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-62- 17.13% |
$8.84K - $9.71K
|
300
$50.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
SELL
|
- |
-62- 0.74% |
$8.84K - $9.71K
|
8.35K
$1.42M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-63- 0.23% |
$8.98K - $9.86K
|
27.7K
$4.69M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-63- 1.51% |
$8.98K - $9.86K
|
4.1K
$694K
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-64- 1.06% |
$9.12K - $10K
|
5.96K
$1.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-64- 0.81% |
$9.12K - $10K
|
7.88K
$1.34M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-64- 1.61% |
$9.12K - $10K
|
3.91K
$663K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-65- 1.87% |
$9.26K - $10.2K
|
3.42K
$579K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-66- 1.2% |
$9.41K - $10.3K
|
5.43K
$920K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-66- 2.77% |
$9.41K - $10.3K
|
2.31K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-66- 0.88% |
$9.41K - $10.3K
|
7.41K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-67- 0.05% |
$9.55K - $10.5K
|
131K
$22.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-68- 1.3% |
$9.69K - $10.6K
|
5.18K
$877K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-68- 2.09% |
$9.69K - $10.6K
|
3.18K
$539K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-69- 4.47% |
$9.83K - $10.8K
|
1.48K
$250K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-69- 2.48% |
$9.83K - $10.8K
|
2.72K
$460K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-69- 0.9% |
$9.83K - $10.8K
|
7.64K
$1.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-69- 1.54% |
$9.83K - $10.8K
|
4.41K
$746K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-69- 4.43% |
$9.83K - $10.8K
|
1.49K
$252K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
SELL
|
- |
-70- 1.58% |
$9.98K - $11K
|
4.35K
$737K
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-70- 0.75% |
$9.98K - $11K
|
9.24K
$1.57M
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-70- 0.41% |
$9.98K - $11K
|
17.2K
$2.91M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-70- 3.77% |
$9.98K - $11K
|
1.79K
$303K
|
|
|
Aug 01, 2023
Q2 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-70- 0.26% |
$9.98K - $11K
|
26.7K
$4.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-70- 1.64% |
$9.98K - $11K
|
4.2K
$712K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-73- 2.36% |
$10.4K - $11.4K
|
3.02K
$511K
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-73- 1.67% |
$10.4K - $11.4K
|
4.31K
$730K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-73- 0.95% |
$10.4K - $11.4K
|
7.64K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-73- 0.81% |
$10.4K - $11.4K
|
8.97K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-73- 0.89% |
$10.4K - $11.4K
|
8.09K
$1.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-74- 1.26% |
$10.5K - $11.6K
|
5.78K
$979K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-74- 1.47% |
$10.5K - $11.6K
|
4.97K
$841K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-74- 0.05% |
$10.5K - $11.6K
|
162K
$27.5M
|