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 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.46KNew |
$207K - $228K
|
1.46K
$233K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.46K+ 3.22% |
$207K - $228K
|
46.7K
$7.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.45KNew |
$207K - $228K
|
1.45K
$232K
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.45K+ 1.26% |
$206K - $227K
|
117K
$18.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.45KNew |
$206K - $227K
|
1.45K
$231K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.43K+ 4.23% |
$204K - $225K
|
35.3K
$5.65M
|
|
|
Apr 10, 2025
Q2 2023
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
1.43K+ 6.85% |
$203K - $223K
|
22.3K
$3.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.42KNew |
$203K - $223K
|
1.42K
$227K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
BUY
|
- |
1.42K+ 8.65% |
$203K - $223K
|
17.9K
$2.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.42KNew |
$202K - $222K
|
1.42K
$226K
|
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
1.41K+ 2.37% |
$201K - $221K
|
61.1K
$9.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.41K+ 40.02% |
$201K - $221K
|
4.94K
$789K
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.41KNew |
$201K - $221K
|
1.41K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.41K+ 6.6% |
$201K - $220K
|
22.7K
$3.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1.4K+ 62.22% |
$200K - $219K
|
3.65K
$583K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.39K+ 19.12% |
$199K - $218K
|
8.69K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.39K+ 1.03% |
$199K - $218K
|
136K
$21.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.39KNew |
$197K - $217K
|
1.39K
$221K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.38K+ 30.22% |
$197K - $216K
|
5.95K
$951K
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.37K+ 0.28% |
$196K - $215K
|
494K
$79M
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.37KNew |
$195K - $215K
|
1.37K
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
1.37KNew |
$195K - $214K
|
1.37K
$219K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.36KNew |
$194K - $214K
|
1.36K
$218K
|
|
|
Aug 07, 2023
Q2 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.36KNew |
$194K - $213K
|
1.36K
$218K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.36K+ 11.4% |
$194K - $213K
|
13.3K
$2.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.36KNew |
$193K - $212K
|
1.36K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.35KNew |
$193K - $212K
|
1.35K
$216K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.35KNew |
$192K - $211K
|
1.35K
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.35K+ 8.01% |
$192K - $211K
|
18.2K
$2.91M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.35K+ 8.04% |
$192K - $211K
|
18.1K
$2.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.35KNew |
$192K - $211K
|
1.35K
$215K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
1.35K+ 5.53% |
$192K - $211K
|
25.7K
$4.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.34K+ 24.08% |
$192K - $210K
|
6.93K
$1.11M
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.34KNew |
$191K - $209K
|
1.34K
$214K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.34K+ 2.35% |
$191K - $209K
|
58.2K
$9.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
1.34K+ 0.42% |
$191K - $209K
|
318K
$50.8M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
1.34KNew |
$191K - $209K
|
1.34K
$214K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.34KNew |
$190K - $209K
|
1.34K
$214K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.34KNew |
$190K - $209K
|
1.34K
$214K
|
|
|
Aug 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.34K+ 42.43% |
$190K - $209K
|
4.49K
$717K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.34K+ 3.38% |
$190K - $209K
|
40.9K
$6.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.34KNew |
$190K - $209K
|
1.34K
$214K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
1.34KNew |
$190K - $209K
|
1.34K
$213K
|
|
|
Apr 10, 2025
Q2 2023
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
1.34KNew |
$190K - $209K
|
1.34K
$213K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.33KNew |
$189K - $208K
|
1.33K
$212K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
1.33KNew |
$189K - $208K
|
1.33K
$212K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.33K+ 502.65% |
$189K - $208K
|
1.59K
$254K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.32K+ 12.4% |
$188K - $206K
|
11.9K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1.31K+ 36.93% |
$187K - $205K
|
4.86K
$776K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.3K+ 0.8% |
$186K - $204K
|
164K
$26.3M
|