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 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
2.41K+ 10.01% |
$343K - $377K
|
26.5K
$4.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.35K+ 15.51% |
$334K - $367K
|
17.5K
$2.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.32K+ 0.57% |
$331K - $364K
|
411K
$65.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.31K+ 1.54% |
$329K - $362K
|
152K
$24.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.29K+ 1.05% |
$327K - $359K
|
222K
$35.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.28K+ 4.92% |
$325K - $357K
|
48.6K
$7.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
2.28K+ 74.13% |
$325K - $357K
|
5.35K
$855K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.25K+ 12.67% |
$320K - $351K
|
20K
$3.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
2.23KNew |
$318K - $349K
|
2.23K
$357K
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
2.22K+ 2.65% |
$316K - $347K
|
85.9K
$13.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.19K+ 6.47% |
$312K - $343K
|
36.1K
$5.77M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.19K+ 3.11% |
$312K - $342K
|
72.5K
$11.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.15K+ 7.9% |
$307K - $337K
|
29.4K
$4.7M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
2.14KNew |
$305K - $335K
|
2.14K
$342K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
2.11K+ 1.15% |
$301K - $331K
|
185K
$29.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.1K+ 10.37% |
$300K - $329K
|
22.4K
$3.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.09KNew |
$298K - $327K
|
2.09K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 7.24% |
$295K - $325K
|
30.7K
$4.91M
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
2.07K+ 5.56% |
$294K - $323K
|
39.2K
$6.27M
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.07K+ 1.03% |
$294K - $323K
|
202K
$32.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.06K+ 18.87% |
$294K - $323K
|
13K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.06K+ 4.51% |
$293K - $322K
|
47.7K
$7.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.04KNew |
$291K - $319K
|
2.04K
$326K
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.01K+ 0.84% |
$286K - $315K
|
241K
$38.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2K+ 11.41% |
$285K - $313K
|
19.5K
$3.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2K+ 62.97% |
$284K - $313K
|
5.17K
$826K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.99K+ 64.08% |
$284K - $312K
|
5.1K
$815K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.97K+ 45.45% |
$280K - $308K
|
6.29K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.95K+ 1.38% |
$278K - $305K
|
144K
$22.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.95K+ 5.96% |
$277K - $305K
|
34.6K
$5.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.94K+ 4.29% |
$276K - $303K
|
47.1K
$7.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.93KNew |
$275K - $302K
|
1.93K
$308K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.93K+ 79.48% |
$274K - $301K
|
4.35K
$695K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.92K+ 44.67% |
$274K - $301K
|
6.22K
$994K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.91K+ 10.83% |
$273K - $300K
|
19.6K
$3.13M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
BUY
|
- |
1.91KNew |
$272K - $299K
|
1.91K
$305K
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.91KNew |
$272K - $299K
|
1.91K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.9K+ 92.78% |
$271K - $298K
|
3.95K
$632K
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.9K+ 1.8% |
$271K - $297K
|
108K
$17.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
1.89K+ 1.03% |
$270K - $297K
|
185K
$29.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.88K+ 125.07% |
$267K - $294K
|
3.38K
$540K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.87K+ 7.49% |
$267K - $293K
|
26.9K
$4.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.86K+ 7.08% |
$264K - $290K
|
28.1K
$4.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
1.85KNew |
$264K - $290K
|
1.85K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.85KNew |
$264K - $290K
|
1.85K
$296K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.84K+ 752.87% |
$262K - $288K
|
2.08K
$333K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.84KNew |
$261K - $287K
|
1.84K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.82K+ 15.2% |
$259K - $284K
|
13.8K
$2.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.81K+ 4.02% |
$258K - $283K
|
46.7K
$7.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.79K+ 3.33% |
$255K - $280K
|
55.6K
$8.89M
|