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 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
651+ 12.86% |
$92.8K - $102K
|
5.71K
$913K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
647+ 23.5% |
$92.2K - $101K
|
3.4K
$544K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
644+ 1.24% |
$91.8K - $101K
|
52.6K
$8.41M
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
642+ 31.44% |
$91.5K - $101K
|
2.68K
$429K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
640+ 3.34% |
$91.2K - $100K
|
19.8K
$3.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
639+ 3.89% |
$91.1K - $100K
|
17.1K
$2.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
633+ 0.65% |
$90.2K - $99.1K
|
98.7K
$15.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
627+ 32.74% |
$89.3K - $98.2K
|
2.54K
$406K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
624+ 13.7% |
$88.9K - $97.7K
|
5.18K
$828K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
622+ 20.92% |
$88.6K - $97.4K
|
3.6K
$575K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
616+ 1.14% |
$87.8K - $96.4K
|
54.8K
$8.77M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
616+ 1.14% |
$87.8K - $96.4K
|
54.8K
$8.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
611+ 8.1% |
$87.1K - $95.7K
|
8.16K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
611+ 17.74% |
$87.1K - $95.7K
|
4.06K
$648K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
611+ 27.98% |
$87.1K - $95.7K
|
2.8K
$447K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
608+ 0.78% |
$86.6K - $95.2K
|
78.8K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
608+ 21.07% |
$86.6K - $95.2K
|
3.49K
$558K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
608+ 15.59% |
$86.6K - $95.2K
|
4.51K
$721K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
605+ 1.43% |
$86.2K - $94.7K
|
42.8K
$6.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
600+ 3.13% |
$85.5K - $93.9K
|
19.8K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
588+ 5.43% |
$83.8K - $92.1K
|
11.4K
$1.82M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
585+ 2.59% |
$83.4K - $91.6K
|
23.2K
$3.7M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
583+ 3.21% |
$83.1K - $91.3K
|
18.7K
$2.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
583+ 0.76% |
$83.1K - $91.3K
|
76.9K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
580+ 0.94% |
$82.7K - $90.8K
|
62.2K
$9.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
580New |
$82.7K - $90.8K
|
580
$92.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
577+ 13.8% |
$82.2K - $90.3K
|
4.76K
$760K
|
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
575+ 10.92% |
$81.9K - $90K
|
5.84K
$934K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
572+ 4.2% |
$81.5K - $89.6K
|
14.2K
$2.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Bfsg, LLC
|
BUY
|
- |
571+ 2.0% |
$81.4K - $89.4K
|
29.1K
$4.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
570+ 6.27% |
$81.2K - $89.2K
|
9.67K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
570+ 1.71% |
$81.2K - $89.2K
|
33.9K
$5.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
570+ 1.8% |
$81.2K - $89.2K
|
32.3K
$5.16M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
570+ 1.8% |
$81.2K - $89.2K
|
32.3K
$5.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
569+ 16.83% |
$81.1K - $89.1K
|
3.95K
$631K
|
|
|
Nov 03, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
569+ 16.83% |
$81.1K - $89.1K
|
3.95K
$631K
|
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
568+ 41.95% |
$80.9K - $88.9K
|
1.92K
$307K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
566+ 4.55% |
$80.7K - $88.6K
|
13K
$2.08M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
564+ 10.78% |
$80.4K - $88.3K
|
5.79K
$926K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
563+ 1.45% |
$80.2K - $88.1K
|
39.3K
$6.28M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
559+ 15.32% |
$79.7K - $87.5K
|
4.21K
$673K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
557+ 3.08% |
$79.4K - $87.2K
|
18.7K
$2.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
554+ 0.64% |
$78.9K - $86.7K
|
87.2K
$13.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
553+ 1.73% |
$78.8K - $86.6K
|
32.5K
$5.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
553+ 1.3% |
$78.8K - $86.6K
|
43.2K
$6.9M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
549+ 1.72% |
$78.2K - $86K
|
32.5K
$5.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
549+ 5.09% |
$78.2K - $86K
|
11.3K
$1.81M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
547+ 1.18% |
$77.9K - $85.6K
|
47K
$7.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
546+ 5.53% |
$77.8K - $85.5K
|
10.4K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
540+ 1.91% |
$77K - $84.5K
|
28.8K
$4.6M
|