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 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-117- 6.85% |
$16.7K - $18.3K
|
1.59K
$254K
|
|
|
Aug 10, 2023
Q2 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-117- 0.33% |
$16.7K - $18.3K
|
35.6K
$5.68M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-118- 0.97% |
$16.8K - $18.5K
|
12.1K
$1.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-119- 2.06% |
$17K - $18.6K
|
5.66K
$901K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-120- 0.39% |
$17.1K - $18.8K
|
30.9K
$4.93M
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-120- 1.07% |
$17.1K - $18.8K
|
11.1K
$1.77M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-121- 1.0% |
$17.2K - $18.9K
|
12K
$1.91M
|
|
|
Jan 15, 2025
Q2 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-124- 2.23% |
$17.7K - $19.4K
|
5.44K
$867K
|
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-125- 0.49% |
$17.8K - $19.6K
|
25.2K
$4.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-125- 0.62% |
$17.8K - $19.6K
|
19.9K
$3.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-125- 0.19% |
$17.8K - $19.6K
|
67.2K
$10.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-125- 1.97% |
$17.8K - $19.6K
|
6.23K
$993K
|
|
|
Aug 14, 2023
Q2 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-125- 0.74% |
$17.8K - $19.6K
|
16.8K
$2.68M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
SELL
|
- |
-126- 4.01% |
$18K - $19.7K
|
3.02K
$481K
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-127- 1.29% |
$18.1K - $19.9K
|
9.68K
$1.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-127- 1.98% |
$18.1K - $19.9K
|
6.3K
$1M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-128- 2.57% |
$18.2K - $20K
|
4.85K
$772K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-129- 1.17% |
$18.4K - $20.2K
|
10.9K
$1.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-129- 1.02% |
$18.4K - $20.2K
|
12.5K
$1.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-129- 1.55% |
$18.4K - $20.2K
|
8.18K
$1.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
SELL
|
- |
-130- 0.94% |
$18.5K - $20.4K
|
13.7K
$2.19M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-130- 0.57% |
$18.5K - $20.4K
|
22.9K
$3.64M
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-130- 7.33% |
$18.5K - $20.4K
|
1.64K
$262K
|
|
|
Jul 13, 2023
Q2 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-131- 0.16% |
$18.7K - $20.5K
|
79.7K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-132- 0.08% |
$18.8K - $20.7K
|
157K
$25M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-133- 0.41% |
$19K - $20.8K
|
32.7K
$5.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-135- 2.32% |
$19.2K - $21.1K
|
5.69K
$907K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-136- 1.1% |
$19.4K - $21.3K
|
12.3K
$1.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-138- 1.5% |
$19.7K - $21.6K
|
9.06K
$1.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-139- 1.23% |
$19.8K - $21.8K
|
11.2K
$1.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-139- 4.26% |
$19.8K - $21.8K
|
3.13K
$498K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-140- 2.38% |
$20K - $21.9K
|
5.74K
$914K
|
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-140- 0.62% |
$20K - $21.9K
|
22.5K
$3.59M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-143- 0.15% |
$20.4K - $22.4K
|
97.2K
$15.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-145- 0.28% |
$20.7K - $22.7K
|
51.6K
$8.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-145- 4.6% |
$20.7K - $22.7K
|
3.01K
$479K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-146- 2.09% |
$20.8K - $22.9K
|
6.85K
$1.09M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-146- 0.32% |
$20.8K - $22.9K
|
45K
$7.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-147- 1.16% |
$20.9K - $23K
|
12.5K
$2M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-149- 0.15% |
$21.2K - $23.3K
|
101K
$16.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Zevin Asset Management LLC
|
SELL
|
- |
-150- 2.19% |
$21.4K - $23.5K
|
6.7K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-150- 0.15% |
$21.4K - $23.5K
|
98.1K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-150- 3.14% |
$21.4K - $23.5K
|
4.62K
$736K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-151- 17.81% |
$21.5K - $23.6K
|
697
$111K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-152- 1.81% |
$21.7K - $23.8K
|
8.24K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-152- 5.77% |
$21.7K - $23.8K
|
2.48K
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-152- 0.41% |
$21.7K - $23.8K
|
36.7K
$5.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-152- 2.41% |
$21.7K - $23.8K
|
6.15K
$979K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-154- 0.77% |
$21.9K - $24.1K
|
19.8K
$3.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-155- 0.15% |
$22.1K - $24.3K
|
101K
$16.2M
|