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
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-9- 0.09% |
$1.28K - $1.41K
|
10.2K
$1.62M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-9- 15.25% |
$1.28K - $1.41K
|
50
$7.97K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-10- 0.27% |
$1.43K - $1.57K
|
3.73K
$595K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10- 0.2% |
$1.43K - $1.57K
|
4.96K
$789K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-11- 0.15% |
$1.57K - $1.72K
|
7.24K
$1.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.17% |
$1.57K - $1.72K
|
6.62K
$1.05M
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.19% |
$1.57K - $1.72K
|
5.73K
$914K
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.19% |
$1.57K - $1.72K
|
5.73K
$914K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-12- 0.92% |
$1.71K - $1.88K
|
1.3K
$206K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-13- 0.57% |
$1.85K - $2.04K
|
2.26K
$359K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 1.43% |
$1.85K - $2.04K
|
893
$142K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-14- 0.49% |
$2K - $2.19K
|
2.86K
$456K
|
|
|
Jul 21, 2023
Q2 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-14- 0.04% |
$2K - $2.19K
|
34.2K
$5.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.13% |
$2K - $2.19K
|
11.1K
$1.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-14- 0.51% |
$2K - $2.19K
|
2.72K
$433K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-14- 0.68% |
$2K - $2.19K
|
2.05K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-14- 0.36% |
$2K - $2.19K
|
3.9K
$621K
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-15- 0.1% |
$2.14K - $2.35K
|
14.7K
$2.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-15- 0.9% |
$2.14K - $2.35K
|
1.65K
$263K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-15- 0.53% |
$2.14K - $2.35K
|
2.82K
$449K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-16- 0.58% |
$2.28K - $2.51K
|
2.75K
$439K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-16- 0.83% |
$2.28K - $2.51K
|
1.92K
$305K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-16- 0.25% |
$2.28K - $2.51K
|
6.35K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-16- 0.44% |
$2.28K - $2.51K
|
3.64K
$580K
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-16- 0.53% |
$2.28K - $2.51K
|
3.02K
$481K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-17- 25.37% |
$2.42K - $2.66K
|
50
$7.97K
|
|
|
Jul 19, 2023
Q2 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-17- 1.09% |
$2.42K - $2.66K
|
1.54K
$246K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17- 0.12% |
$2.42K - $2.66K
|
14.3K
$2.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
SELL
|
- |
-17- 0.2% |
$2.42K - $2.66K
|
8.39K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-17- 0.2% |
$2.42K - $2.66K
|
8.53K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-18- 0.21% |
$2.57K - $2.82K
|
8.52K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-18- 0.31% |
$2.57K - $2.82K
|
5.71K
$909K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-19- 0.66% |
$2.71K - $2.97K
|
2.87K
$457K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-19- 0.66% |
$2.71K - $2.97K
|
2.86K
$456K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-19- 12.26% |
$2.71K - $2.97K
|
136
$21.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-20- 0.27% |
$2.85K - $3.13K
|
7.49K
$1.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-20- 0.23% |
$2.85K - $3.13K
|
8.68K
$1.38M
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-20- 0.05% |
$2.85K - $3.13K
|
38.9K
$6.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-20- 1.35% |
$2.85K - $3.13K
|
1.46K
$233K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-20- 0.67% |
$2.85K - $3.13K
|
2.97K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-22- 0.1% |
$3.14K - $3.44K
|
21.4K
$3.4M
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-23- 0.08% |
$3.28K - $3.6K
|
27.6K
$4.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-23- 1.7% |
$3.28K - $3.6K
|
1.33K
$211K
|
|
|
Jul 18, 2023
Q2 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-25- 0.05% |
$3.56K - $3.91K
|
54.5K
$8.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.08% |
$3.56K - $3.91K
|
29.8K
$4.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-25- 0.3% |
$3.56K - $3.91K
|
8.38K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-25- 1.13% |
$3.56K - $3.91K
|
2.19K
$349K
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 1.37% |
$3.56K - $3.91K
|
1.81K
$288K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-25- 0.56% |
$3.56K - $3.91K
|
4.43K
$705K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-25- 0.74% |
$3.56K - $3.91K
|
3.35K
$534K
|