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 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-681- 1.74% |
$97K - $107K
|
38.5K
$6.59M
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-686- 1.83% |
$97.8K - $107K
|
36.7K
$6.28M
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-690- 3.58% |
$98.3K - $108K
|
18.6K
$3.18M
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-694- 7.85% |
$98.9K - $109K
|
8.15K
$1.39M
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-696- 2.51% |
$99.2K - $109K
|
27K
$4.62M
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-702- 3.04% |
$100K - $110K
|
22.4K
$3.83M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-703- 1.1% |
$100K - $110K
|
63.5K
$10.9M
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-707- 16.63% |
$101K - $111K
|
3.55K
$606K
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
SELL
|
- |
-708- 1.41% |
$101K - $111K
|
49.6K
$8.48M
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-709- 7.02% |
$101K - $111K
|
9.38K
$1.6M
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-709- 1.15% |
$101K - $111K
|
61K
$10.4M
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-710- 2.64% |
$101K - $111K
|
26.2K
$4.48M
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-713- 31.79% |
$102K - $112K
|
1.53K
$262K
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-717- 3.05% |
$102K - $112K
|
22.8K
$3.9M
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-720- 5.02% |
$103K - $113K
|
13.6K
$2.33M
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-720- 3.1% |
$103K - $113K
|
22.5K
$3.85M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-725- 0.06% |
$103K - $114K
|
1.16M
$198M
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-728- 8.92% |
$104K - $114K
|
7.43K
$1.27M
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-730- 11.58% |
$104K - $114K
|
5.57K
$953K
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-731- 3.53% |
$104K - $114K
|
20K
$3.41M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-736- 1.02% |
$105K - $115K
|
71.3K
$12.2M
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-737- 20.38% |
$105K - $115K
|
2.88K
$493K
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-749- 3.84% |
$107K - $117K
|
18.8K
$3.21M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-751- 2.39% |
$107K - $118K
|
30.6K
$5.23M
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-756- 0.94% |
$108K - $118K
|
79.8K
$13.6M
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-757- 1.29% |
$108K - $119K
|
58K
$9.92M
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-758- 1.99% |
$108K - $119K
|
37.3K
$6.38M
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-758- 7.87% |
$108K - $119K
|
8.87K
$1.52M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-758- 8.27% |
$108K - $119K
|
8.41K
$1.44M
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-771- 1.89% |
$110K - $121K
|
40.1K
$6.86M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-773- 1.36% |
$110K - $121K
|
56.2K
$9.6M
|
|
Aug 14, 2023
Q2 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-780- 1.11% |
$111K - $122K
|
69.7K
$11.9M
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-782- 26.23% |
$111K - $122K
|
2.2K
$376K
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-784- 1.02% |
$112K - $123K
|
76K
$13M
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-785- 1.71% |
$112K - $123K
|
45.2K
$7.73M
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-787- 7.06% |
$112K - $123K
|
10.4K
$1.77M
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-790- 1.79% |
$113K - $124K
|
43.4K
$7.42M
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-791- 0.21% |
$113K - $124K
|
385K
$65.8M
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-795- 6.13% |
$113K - $124K
|
12.2K
$2.08M
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-796- 0.67% |
$113K - $125K
|
118K
$20.2M
|
|
Jul 12, 2023
Q2 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-798- 2.95% |
$114K - $125K
|
26.2K
$4.49M
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-800- 7.03% |
$114K - $125K
|
10.6K
$1.81M
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-800- 11.27% |
$114K - $125K
|
6.3K
$1.08M
|
|
Jul 28, 2023
Q2 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-801- 2.7% |
$114K - $125K
|
28.9K
$4.93M
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-802- 2.75% |
$114K - $126K
|
28.3K
$4.84M
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-804- 0.95% |
$115K - $126K
|
83.8K
$14.3M
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-809- 19.3% |
$115K - $127K
|
3.38K
$578K
|
|
Jul 27, 2023
Q2 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-814- 37.76% |
$116K - $127K
|
1.34K
$230K
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-814- 0.25% |
$116K - $127K
|
322K
$55.1M
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-823- 14.0% |
$117K - $129K
|
5.06K
$865K
|