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 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-26- 0.26% |
$3.71K - $4.07K
|
10.1K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-26- 0.12% |
$3.71K - $4.07K
|
21.9K
$3.49M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-27- 0.6% |
$3.85K - $4.23K
|
4.49K
$715K
|
|
|
Jul 24, 2023
Q2 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-27- 1.36% |
$3.85K - $4.23K
|
1.97K
$313K
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-27- 0.95% |
$3.85K - $4.23K
|
2.81K
$448K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-28- 0.88% |
$3.99K - $4.38K
|
3.15K
$502K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-28- 0.76% |
$3.99K - $4.38K
|
3.67K
$585K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-28- 0.1% |
$3.99K - $4.38K
|
26.9K
$4.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-28- 3.03% |
$3.99K - $4.38K
|
896
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-28- 0.12% |
$3.99K - $4.38K
|
23K
$3.66M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-28- 0.02% |
$3.99K - $4.38K
|
178K
$28.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-29- 0.85% |
$4.13K - $4.54K
|
3.38K
$538K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-30- 0.05% |
$4.28K - $4.7K
|
60.3K
$9.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-30- 0.2% |
$4.28K - $4.7K
|
14.9K
$2.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-30- 0.38% |
$4.28K - $4.7K
|
7.93K
$1.26M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-30- 0.56% |
$4.28K - $4.7K
|
5.35K
$853K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-31- 0.25% |
$4.42K - $4.85K
|
12.5K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-31- 0.4% |
$4.42K - $4.85K
|
7.65K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-32- 0.71% |
$4.56K - $5.01K
|
4.47K
$712K
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-32- 1.39% |
$4.56K - $5.01K
|
2.27K
$362K
|
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-32- 1.68% |
$4.56K - $5.01K
|
1.87K
$298K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-32- 0.38% |
$4.56K - $5.01K
|
8.39K
$1.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-33- 0.5% |
$4.7K - $5.17K
|
6.61K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-33- 1.73% |
$4.7K - $5.17K
|
1.87K
$298K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-33- 1.81% |
$4.7K - $5.17K
|
1.79K
$285K
|
|
|
Jul 11, 2023
Q2 2023
|
Edge Rock Capital LLC
|
SELL
|
- |
-34- 2.24% |
$4.85K - $5.32K
|
1.48K
$236K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-34- 0.28% |
$4.85K - $5.32K
|
12.3K
$1.95M
|
|
|
Jul 27, 2023
Q2 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-34- 1.43% |
$4.85K - $5.32K
|
2.35K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-34- 0.05% |
$4.85K - $5.32K
|
74K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-34- 0.48% |
$4.85K - $5.32K
|
6.99K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-35- 0.97% |
$4.99K - $5.48K
|
3.57K
$569K
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-35- 0.68% |
$4.99K - $5.48K
|
5.08K
$809K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-35- 1.45% |
$4.99K - $5.48K
|
2.39K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 1.29% |
$4.99K - $5.48K
|
2.68K
$428K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-35- 0.73% |
$4.99K - $5.48K
|
4.77K
$760K
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-36- 0.14% |
$5.13K - $5.64K
|
25.5K
$4.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-36- 1.88% |
$5.13K - $5.64K
|
1.88K
$300K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-37- 0.66% |
$5.27K - $5.79K
|
5.6K
$893K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-37- 2.44% |
$5.27K - $5.79K
|
1.48K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-37- 1.0% |
$5.27K - $5.79K
|
3.67K
$585K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-38- 0.55% |
$5.42K - $5.95K
|
6.89K
$1.1M
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-38- 1.0% |
$5.42K - $5.95K
|
3.78K
$602K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-39- 0.41% |
$5.56K - $6.11K
|
9.4K
$1.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-39- 0.65% |
$5.56K - $6.11K
|
5.92K
$943K
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-39- 2.28% |
$5.56K - $6.11K
|
1.67K
$266K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 4.33% |
$5.7K - $6.26K
|
883
$141K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-40- 0.07% |
$5.7K - $6.26K
|
58.4K
$9.31M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-41- 0.41% |
$5.84K - $6.42K
|
9.91K
$1.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-41- 50.0% |
$5.84K - $6.42K
|
41
$6.53K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-42- 0.14% |
$5.99K - $6.58K
|
30.6K
$4.87M
|