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 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-395- 2.43% |
$56.3K - $61.8K
|
15.9K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-396- 0.02% |
$56.4K - $62K
|
2.27M
$385M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-398- 4.93% |
$56.7K - $62.3K
|
7.67K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-398- 1.15% |
$56.7K - $62.3K
|
34.3K
$5.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-400- 32.81% |
$57K - $62.6K
|
819
$139K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-403- 1.26% |
$57.4K - $63.1K
|
31.5K
$5.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-403- 0.72% |
$57.4K - $63.1K
|
55.3K
$9.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-404- 2.24% |
$57.6K - $63.3K
|
17.6K
$2.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-405- 1.62% |
$57.7K - $63.4K
|
24.6K
$4.17M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
SELL
|
- |
-407- 1.88% |
$58K - $63.7K
|
21.2K
$3.59M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-409- 4.07% |
$58.3K - $64K
|
9.65K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-416- 3.83% |
$59.3K - $65.1K
|
10.5K
$1.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-418- 2.98% |
$59.6K - $65.4K
|
13.6K
$2.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-421- 2.01% |
$60K - $65.9K
|
20.5K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-423- 9.38% |
$60.3K - $66.2K
|
4.09K
$692K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-425- 22.23% |
$60.6K - $66.5K
|
1.49K
$252K
|
|
|
Jul 21, 2023
Q2 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-427- 5.28% |
$60.8K - $66.9K
|
7.66K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-429- 0.73% |
$61.1K - $67.2K
|
58.7K
$9.95M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-429- 5.53% |
$61.1K - $67.2K
|
7.33K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-432- 2.67% |
$61.6K - $67.6K
|
15.8K
$2.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-436- 5.25% |
$62.1K - $68.3K
|
7.87K
$1.33M
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-438- 7.4% |
$62.4K - $68.6K
|
5.48K
$928K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-440- 1.51% |
$62.7K - $68.9K
|
28.8K
$4.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-441- 32.47% |
$62.8K - $69K
|
917
$155K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-442- 0.7% |
$63K - $69.2K
|
62.6K
$10.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-449- 9.48% |
$64K - $70.3K
|
4.29K
$726K
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-450- 1.05% |
$64.1K - $70.5K
|
42.5K
$7.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-450- 5.35% |
$64.1K - $70.5K
|
7.97K
$1.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-450- 5.45% |
$64.1K - $70.5K
|
7.8K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-452- 2.36% |
$64.4K - $70.8K
|
18.7K
$3.17M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-453- 5.23% |
$64.6K - $70.9K
|
8.21K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-457- 3.07% |
$65.1K - $71.6K
|
14.4K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-458- 10.42% |
$65.3K - $71.7K
|
3.94K
$667K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-461- 4.34% |
$65.7K - $72.2K
|
10.2K
$1.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-463- 1.52% |
$66K - $72.5K
|
30K
$5.08M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-465- 15.3% |
$66.3K - $72.8K
|
2.58K
$436K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-466- 2.72% |
$66.4K - $73K
|
16.7K
$2.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-466- 2.3% |
$66.4K - $73K
|
19.8K
$3.35M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-469- 1.44% |
$66.8K - $73.4K
|
32.1K
$5.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-470- 0.38% |
$67K - $73.6K
|
124K
$21.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-470- 0.94% |
$67K - $73.6K
|
49.7K
$8.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-470- 9.04% |
$67K - $73.6K
|
4.73K
$801K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-470- 0.27% |
$67K - $73.6K
|
171K
$29M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-475- 0.88% |
$67.7K - $74.4K
|
53.6K
$9.07M
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-475- 3.89% |
$67.7K - $74.4K
|
11.7K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-476- 4.78% |
$67.8K - $74.5K
|
9.49K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-478- 4.96% |
$68.1K - $74.8K
|
9.16K
$1.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-480- 12.7% |
$68.4K - $75.2K
|
3.3K
$559K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-482- 1.05% |
$68.7K - $75.5K
|
45.3K
$7.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-485- 3.35% |
$69.1K - $75.9K
|
14K
$2.37M
|