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 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-98- 1.02% |
$14K - $15.3K
|
9.47K
$1.51M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-98- 0.91% |
$14K - $15.3K
|
10.7K
$1.7M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-98- 1.51% |
$14K - $15.3K
|
6.39K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-98- 9.02% |
$14K - $15.3K
|
988
$157K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-98- 0.51% |
$14K - $15.3K
|
19.3K
$3.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-98- 2.88% |
$14K - $15.3K
|
3.31K
$527K
|
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-98- 0.01% |
$14K - $15.3K
|
1.13M
$179M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-99- 5.03% |
$14.1K - $15.5K
|
1.87K
$298K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-99- 2.55% |
$14.1K - $15.5K
|
3.78K
$602K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.45% |
$14.3K - $15.7K
|
22K
$3.51M
|
|
|
Jul 07, 2023
Q2 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-100- 4.55% |
$14.3K - $15.7K
|
2.1K
$335K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100- 2.87% |
$14.3K - $15.7K
|
3.38K
$539K
|
|
|
Jul 13, 2023
Q2 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-100- 0.89% |
$14.3K - $15.7K
|
11.2K
$1.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-100- 0.43% |
$14.3K - $15.7K
|
23K
$3.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-100- 2.07% |
$14.3K - $15.7K
|
4.74K
$755K
|
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-100- 0.17% |
$14.3K - $15.7K
|
57.2K
$9.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-100- 4.64% |
$14.3K - $15.7K
|
2.06K
$328K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-100- 2.41% |
$14.3K - $15.7K
|
4.05K
$645K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-100- 1.2% |
$14.3K - $15.7K
|
8.23K
$1.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-100- 1.72% |
$14.3K - $15.7K
|
5.73K
$912K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-100- 0.38% |
$14.3K - $15.7K
|
26.4K
$4.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-100- 1.02% |
$14.3K - $15.7K
|
9.71K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-100- 0.56% |
$14.3K - $15.7K
|
17.8K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-100- 5.8% |
$14.3K - $15.7K
|
1.62K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-100- 1.27% |
$14.3K - $15.7K
|
7.78K
$1.24M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-100- 3.21% |
$14.3K - $15.7K
|
3.02K
$481K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-101- 6.67% |
$14.4K - $15.8K
|
1.41K
$225K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-101- 1.53% |
$14.4K - $15.8K
|
6.49K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-103- 2.21% |
$14.7K - $16.1K
|
4.56K
$726K
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-104- 3.84% |
$14.8K - $16.3K
|
2.6K
$415K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-104- 3.93% |
$14.8K - $16.3K
|
2.55K
$405K
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-104- 3.92% |
$14.8K - $16.3K
|
2.55K
$406K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-105- 13.93% |
$15K - $16.4K
|
649
$103K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-105- 11.16% |
$15K - $16.4K
|
836
$133K
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-105- 2.06% |
$15K - $16.4K
|
5K
$797K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-106- 0.5% |
$15.1K - $16.6K
|
21K
$3.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-106- 2.49% |
$15.1K - $16.6K
|
4.16K
$663K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-106- 2.05% |
$15.1K - $16.6K
|
5.08K
$809K
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-106- 0.35% |
$15.1K - $16.6K
|
30.5K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-107- 0.99% |
$15.2K - $16.8K
|
10.7K
$1.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-108- 3.88% |
$15.4K - $16.9K
|
2.67K
$426K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-109- 1.07% |
$15.5K - $17.1K
|
10.1K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-110- 0.3% |
$15.7K - $17.2K
|
36.3K
$5.78M
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-110- 1.26% |
$15.7K - $17.2K
|
8.59K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-112- 6.45% |
$16K - $17.5K
|
1.63K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-112- 2.68% |
$16K - $17.5K
|
4.07K
$648K
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-113- 1.03% |
$16.1K - $17.7K
|
10.9K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-113- 0.97% |
$16.1K - $17.7K
|
11.5K
$1.84M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-114- 0.77% |
$16.2K - $17.8K
|
14.7K
$2.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-115- 0.62% |
$16.4K - $18K
|
18.4K
$2.94M
|