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 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-852- 3.01% |
$121K - $133K
|
27.5K
$4.65M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-852- 1.71% |
$121K - $133K
|
49.1K
$8.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-853- 7.18% |
$122K - $134K
|
11K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-856- 4.77% |
$122K - $134K
|
17.1K
$2.89M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-859- 1.27% |
$122K - $134K
|
66.6K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Page Arthur B
|
SELL
|
- |
-863- 4.56% |
$123K - $135K
|
18.1K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-865- 2.94% |
$123K - $135K
|
28.6K
$4.85M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-866- 4.34% |
$123K - $136K
|
19.1K
$3.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-866- 0.38% |
$123K - $136K
|
225K
$38.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-867- 2.9% |
$124K - $136K
|
29.1K
$4.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-869- 22.72% |
$124K - $136K
|
2.96K
$501K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-872- 2.39% |
$124K - $137K
|
35.6K
$6.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-872- 2.74% |
$124K - $137K
|
30.9K
$5.24M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-875- 8.92% |
$125K - $137K
|
8.93K
$1.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-879- 4.19% |
$125K - $138K
|
20.1K
$3.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-884- 1.65% |
$126K - $138K
|
52.6K
$8.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-885- 1.53% |
$126K - $139K
|
56.8K
$9.62M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-890- 12.33% |
$127K - $139K
|
6.33K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-892- 1.3% |
$127K - $140K
|
67.9K
$11.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-893- 2.27% |
$127K - $140K
|
38.5K
$6.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-894- 6.35% |
$127K - $140K
|
13.2K
$2.23M
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
SELL
|
- |
-898- 7.0% |
$128K - $141K
|
11.9K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-899- 8.08% |
$128K - $141K
|
10.2K
$1.73M
|
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-900- 38.54% |
$128K - $141K
|
1.44K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-909- 13.23% |
$130K - $142K
|
5.96K
$1.01M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-912- 5.26% |
$130K - $143K
|
16.4K
$2.78M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-919- 3.9% |
$131K - $144K
|
22.7K
$3.84M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-927- 4.95% |
$132K - $145K
|
17.8K
$3.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Riverbridge Partners LLC
|
SELL
|
- |
-928- 4.29% |
$132K - $145K
|
20.7K
$3.51M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-935- 0.9% |
$133K - $146K
|
104K
$17.5M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-936- 18.11% |
$133K - $147K
|
4.23K
$717K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-943- 8.41% |
$134K - $148K
|
10.3K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-946- 7.0% |
$135K - $148K
|
12.6K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-950- 1.6% |
$135K - $149K
|
58.4K
$9.9M
|
|
|
Jul 20, 2023
Q2 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-953- 1.73% |
$136K - $149K
|
54.1K
$9.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-959- 5.19% |
$137K - $150K
|
17.5K
$2.97M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-973- 1.99% |
$139K - $152K
|
47.9K
$8.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-977- 14.6% |
$139K - $153K
|
5.72K
$968K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-981- 2.01% |
$140K - $154K
|
47.8K
$8.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Broderick Brian C
|
SELL
|
- |
-990- 1.13% |
$141K - $155K
|
86.4K
$14.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-996- 27.56% |
$142K - $156K
|
2.62K
$444K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-996- 1.27% |
$142K - $156K
|
77.2K
$13.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-999- 6.81% |
$142K - $156K
|
13.7K
$2.32M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-999- 31.18% |
$142K - $156K
|
2.21K
$374K
|
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1K- 6.19% |
$143K - $157K
|
15.1K
$2.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-1K- 10.04% |
$143K - $157K
|
8.96K
$1.52M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1.01K- 1.17% |
$144K - $158K
|
85K
$14.4M
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.01K- 1.1% |
$144K - $158K
|
90.7K
$15.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.01K- 13.69% |
$144K - $158K
|
6.37K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.02K- 1.68% |
$145K - $159K
|
59.5K
$10.1M
|