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
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
18+ 0.12% |
$2.57K - $2.82K
|
14.9K
$2.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
18+ 0.57% |
$2.57K - $2.82K
|
3.18K
$509K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
18+ 0.56% |
$2.57K - $2.82K
|
3.24K
$518K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
18+ 360.0% |
$2.57K - $2.82K
|
23
$3.68K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
17+ 0.55% |
$2.42K - $2.66K
|
3.1K
$496K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17+ 0.04% |
$2.42K - $2.66K
|
44.4K
$7.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
17+ 0.21% |
$2.42K - $2.66K
|
8.29K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
17+ 0.34% |
$2.42K - $2.66K
|
5.04K
$806K
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
16+ 0.66% |
$2.28K - $2.51K
|
2.46K
$393K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16+ 0.6% |
$2.28K - $2.51K
|
2.68K
$428K
|
|
|
Aug 04, 2023
Q2 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
16+ 0.45% |
$2.28K - $2.51K
|
3.6K
$575K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
16+ 0.07% |
$2.28K - $2.51K
|
22K
$3.52M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
16+ 0.7% |
$2.28K - $2.51K
|
2.3K
$367K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
15+ 0.15% |
$2.14K - $2.35K
|
10.3K
$1.64M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
15+ 0.4% |
$2.14K - $2.35K
|
3.77K
$603K
|
|
|
Jul 24, 2023
Q2 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
15+ 1.9% |
$2.14K - $2.35K
|
805
$129K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
15+ 0.27% |
$2.14K - $2.35K
|
5.65K
$903K
|
|
|
Jul 31, 2023
Q2 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
15+ 0.43% |
$2.14K - $2.35K
|
3.54K
$566K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
15+ 0.61% |
$2.14K - $2.35K
|
2.49K
$398K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
15+ 0.77% |
$2.14K - $2.35K
|
1.95K
$312K
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
14+ 0.13% |
$2K - $2.19K
|
10.6K
$1.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
14+ 0.14% |
$2K - $2.19K
|
10.3K
$1.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14+ 0.36% |
$2K - $2.19K
|
3.91K
$624K
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
14+ 0.21% |
$2K - $2.19K
|
6.79K
$1.09M
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.13% |
$2K - $2.19K
|
10.6K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
13+ 0.4% |
$1.85K - $2.04K
|
3.25K
$519K
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
13+ 0.05% |
$1.85K - $2.04K
|
24.9K
$3.98M
|
|
|
Jul 19, 2023
Q2 2023
|
Fcf Advisors LLC
|
BUY
|
- |
13+ 0.16% |
$1.85K - $2.04K
|
8.23K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
13+ 0.56% |
$1.85K - $2.04K
|
2.32K
$371K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12+ 0.12% |
$1.71K - $1.88K
|
10.1K
$1.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
12+ 0.07% |
$1.71K - $1.88K
|
16.2K
$2.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
12+ 0.57% |
$1.71K - $1.88K
|
2.12K
$340K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
11+ 0.53% |
$1.57K - $1.72K
|
2.08K
$332K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
11+ 0.67% |
$1.57K - $1.72K
|
1.64K
$263K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 0.07% |
$1.57K - $1.72K
|
16.6K
$2.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.24% |
$1.57K - $1.72K
|
4.56K
$728K
|
|
|
Aug 07, 2023
Q2 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.58% |
$1.57K - $1.72K
|
1.91K
$306K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
11+ 0.73% |
$1.57K - $1.72K
|
1.52K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
11+ 4.44% |
$1.57K - $1.72K
|
259
$41.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
10+ 0.17% |
$1.43K - $1.57K
|
5.92K
$947K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
10+ 0.47% |
$1.43K - $1.57K
|
2.13K
$340K
|
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
10+ 0.11% |
$1.43K - $1.57K
|
9.35K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.16% |
$1.43K - $1.57K
|
6.35K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
10+ 0.56% |
$1.43K - $1.57K
|
1.8K
$288K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
10+ 0.21% |
$1.43K - $1.57K
|
4.67K
$746K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10+ 0.15% |
$1.43K - $1.57K
|
6.69K
$1.07M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
10+ 0.25% |
$1.43K - $1.57K
|
4.04K
$646K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
9+ 0.08% |
$1.28K - $1.41K
|
10.9K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
9+ 0.65% |
$1.28K - $1.41K
|
1.4K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
9+ 0.17% |
$1.28K - $1.41K
|
5.22K
$835K
|