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 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
805+ 0.72% |
$115K - $126K
|
112K
$18M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
795+ 2.32% |
$113K - $124K
|
35K
$5.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
794+ 19.58% |
$113K - $124K
|
4.85K
$775K
|
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
792+ 6.71% |
$113K - $124K
|
12.6K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
782+ 411.58% |
$111K - $122K
|
972
$155K
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
780+ 23.26% |
$111K - $122K
|
4.13K
$661K
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
778+ 6.96% |
$111K - $122K
|
12K
$1.91M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
774+ 39.79% |
$110K - $121K
|
2.72K
$435K
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
774+ 2.23% |
$110K - $121K
|
35.5K
$5.67M
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
764+ 21.78% |
$109K - $120K
|
4.27K
$683K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
760New |
$108K - $119K
|
760
$121K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
760+ 15.57% |
$108K - $119K
|
5.64K
$902K
|
|
|
Aug 11, 2023
Q2 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
760+ 7.78% |
$108K - $119K
|
10.5K
$1.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
759+ 2.51% |
$108K - $119K
|
30.9K
$4.95M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
747+ 7.2% |
$106K - $117K
|
11.1K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
747+ 13.49% |
$106K - $117K
|
6.28K
$1M
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
742+ 9.6% |
$106K - $116K
|
8.47K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
742+ 0.53% |
$106K - $116K
|
139K
$22.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
739+ 0.4% |
$105K - $116K
|
183K
$29.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
737+ 1.65% |
$105K - $115K
|
45.5K
$7.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
737+ 2.36% |
$105K - $115K
|
32K
$5.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
726+ 1.78% |
$103K - $114K
|
41.4K
$6.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
BUY
|
- |
725+ 6.24% |
$103K - $114K
|
12.4K
$1.97M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
724+ 5.04% |
$103K - $113K
|
15.1K
$2.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
720+ 1.0% |
$103K - $113K
|
72.9K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
720+ 2.48% |
$103K - $113K
|
29.8K
$4.76M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
719+ 6.19% |
$102K - $113K
|
12.3K
$1.97M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
718+ 5.5% |
$102K - $112K
|
13.8K
$2.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
718+ 31.6% |
$102K - $112K
|
2.99K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
715+ 1.69% |
$102K - $112K
|
43K
$6.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
709+ 11.57% |
$101K - $111K
|
6.84K
$1.09M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
705+ 0.84% |
$100K - $110K
|
85K
$13.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
704+ 1.96% |
$100K - $110K
|
36.6K
$5.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
702+ 2.04% |
$100K - $110K
|
35.2K
$5.62M
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
695+ 4.31% |
$99K - $109K
|
16.8K
$2.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
695+ 3.23% |
$99K - $109K
|
22.2K
$3.55M
|
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
689+ 2.67% |
$98.2K - $108K
|
26.5K
$4.23M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
688New |
$98K - $108K
|
688
$110K
|
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
687+ 2.04% |
$97.9K - $108K
|
34.4K
$5.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
684+ 4.36% |
$97.5K - $107K
|
16.4K
$2.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
683+ 6.63% |
$97.3K - $107K
|
11K
$1.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
681+ 1.31% |
$97K - $107K
|
52.8K
$8.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
678+ 1.25% |
$96.6K - $106K
|
54.7K
$8.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
671+ 33.5% |
$95.6K - $105K
|
2.67K
$427K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
670+ 39.93% |
$95.5K - $105K
|
2.35K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
670New |
$95.5K - $105K
|
670
$107K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
665+ 2.12% |
$94.8K - $104K
|
32.1K
$5.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
665+ 0.79% |
$94.8K - $104K
|
84.6K
$13.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
662+ 4.34% |
$94.3K - $104K
|
15.9K
$2.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
662+ 5.6% |
$94.3K - $104K
|
12.5K
$2M
|