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 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.59K- 4.05% |
$226K - $248K
|
37.6K
$6.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.6K- 0.52% |
$228K - $250K
|
306K
$52.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-1.6K- 45.83% |
$228K - $251K
|
1.89K
$323K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.61K- 3.06% |
$229K - $252K
|
50.9K
$8.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.61K- 1.86% |
$229K - $252K
|
84.9K
$14.5M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.61K- 11.99% |
$229K - $252K
|
11.8K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.61K- 1.29% |
$230K - $252K
|
123K
$21.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.63K- 6.54% |
$233K - $256K
|
23.3K
$3.99M
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 17.15% |
$234K - $257K
|
7.92K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.65K- 51.35% |
$235K - $259K
|
1.57K
$268K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.68K- 0.67% |
$239K - $263K
|
250K
$42.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.69K- 30.56% |
$241K - $264K
|
3.84K
$656K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-1.7K- 2.39% |
$242K - $265K
|
69.2K
$11.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-1.7K- 19.37% |
$242K - $266K
|
7.07K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.71K- 1.4% |
$244K - $268K
|
120K
$20.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.71K- 1.45% |
$244K - $268K
|
117K
$19.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.71K- 42.43% |
$244K - $268K
|
2.32K
$397K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.71K- 36.69% |
$244K - $268K
|
2.96K
$506K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-1.72K- 2.85% |
$246K - $270K
|
58.7K
$10M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.73K- 3.14% |
$246K - $271K
|
53.3K
$9.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.73K- 4.93% |
$247K - $271K
|
33.4K
$5.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.74K- 2.32% |
$247K - $272K
|
73K
$12.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Montis Financial, LLC
|
SELL
|
- |
-1.74K- 48.81% |
$248K - $272K
|
1.82K
$312K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.74K- 3.73% |
$248K - $272K
|
44.9K
$7.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.74K- 6.39% |
$248K - $273K
|
25.5K
$4.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.75K- 2.27% |
$249K - $274K
|
75.2K
$12.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.75K- 56.25% |
$250K - $275K
|
1.36K
$233K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.76K- 0.5% |
$251K - $276K
|
347K
$59.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-1.77K- 4.15% |
$252K - $277K
|
40.9K
$6.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.78K- 11.95% |
$254K - $279K
|
13.1K
$2.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.8K- 2.49% |
$257K - $282K
|
70.6K
$12.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-1.82K- 11.33% |
$259K - $284K
|
14.2K
$2.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-1.82K- 32.18% |
$259K - $285K
|
3.83K
$656K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.82K- 0.45% |
$259K - $285K
|
406K
$69.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.83K- 4.02% |
$260K - $286K
|
43.6K
$7.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.83K- 5.92% |
$261K - $287K
|
29.1K
$4.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.84K- 1.47% |
$263K - $289K
|
124K
$21.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.85K- 2.03% |
$264K - $290K
|
89.6K
$15.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-1.86K- 1.71% |
$264K - $290K
|
107K
$18.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.88K- 2.68% |
$267K - $294K
|
68.1K
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-1.9K- 2.02% |
$270K - $297K
|
92K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.9K- 0.59% |
$271K - $298K
|
320K
$54.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.92K- 4.46% |
$273K - $300K
|
41.1K
$7.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.92K- 1.86% |
$274K - $301K
|
101K
$17.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.93K- 4.35% |
$275K - $302K
|
42.5K
$7.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.93K- 9.7% |
$275K - $303K
|
18K
$3.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.94K- 1.28% |
$276K - $303K
|
150K
$25.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.95K- 3.62% |
$277K - $305K
|
51.9K
$8.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.97K- 2.52% |
$280K - $308K
|
76.2K
$13M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.98K- 1.74% |
$282K - $310K
|
112K
$19.2M
|