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 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-470- 0.38% |
$67K - $73.6K
|
124K
$19.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-470- 0.94% |
$67K - $73.6K
|
49.7K
$7.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-470- 9.04% |
$67K - $73.6K
|
4.73K
$756K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-470- 0.27% |
$67K - $73.6K
|
171K
$27.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-475- 0.88% |
$67.7K - $74.4K
|
53.6K
$8.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-475- 3.89% |
$67.7K - $74.4K
|
11.7K
$1.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-476- 4.78% |
$67.8K - $74.5K
|
9.49K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-478- 4.96% |
$68.1K - $74.8K
|
9.16K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-480- 12.7% |
$68.4K - $75.2K
|
3.3K
$528K
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-482- 1.05% |
$68.7K - $75.5K
|
45.3K
$7.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-485- 3.35% |
$69.1K - $75.9K
|
14K
$2.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-487- 2.72% |
$69.4K - $76.2K
|
17.4K
$2.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-490- 4.32% |
$69.8K - $76.7K
|
10.9K
$1.74M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-492- 1.24% |
$70.1K - $77K
|
39.2K
$6.26M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-492- 1.17% |
$70.1K - $77K
|
41.5K
$6.63M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-492- 0.32% |
$70.1K - $77K
|
152K
$24.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-498- 18.34% |
$71K - $78K
|
2.22K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-499- 1.6% |
$71.1K - $78.1K
|
30.7K
$4.91M
|
|
|
Jul 10, 2023
Q2 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-500- 11.7% |
$71.3K - $78.3K
|
3.78K
$603K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-500- 0.72% |
$71.3K - $78.3K
|
68.9K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-500- 0.51% |
$71.3K - $78.3K
|
98.2K
$15.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-502- 1.56% |
$71.5K - $78.6K
|
31.7K
$5.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-507- 1.47% |
$72.2K - $79.4K
|
34.1K
$5.44M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-507- 1.43% |
$72.2K - $79.4K
|
35K
$5.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-508- 0.6% |
$72.4K - $79.5K
|
84.2K
$13.5M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-511- 6.56% |
$72.8K - $80K
|
7.27K
$1.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-512- 14.03% |
$73K - $80.2K
|
3.14K
$502K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-513- 0.36% |
$73.1K - $80.3K
|
142K
$22.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-515- 0.85% |
$73.4K - $80.6K
|
60.1K
$9.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-516- 29.45% |
$73.5K - $80.8K
|
1.24K
$198K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-517- 0.3% |
$73.7K - $80.9K
|
170K
$27.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-519- 0.75% |
$74K - $81.3K
|
69K
$11M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-522- 5.65% |
$74.4K - $81.7K
|
8.72K
$1.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-525- 1.32% |
$74.8K - $82.2K
|
39.3K
$6.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-525- 1.01% |
$74.8K - $82.2K
|
51.4K
$8.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-529- 0.15% |
$75.4K - $82.8K
|
356K
$56.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-531- 6.18% |
$75.7K - $83.1K
|
8.06K
$1.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-531- 0.19% |
$75.7K - $83.1K
|
283K
$45.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-532- 1.34% |
$75.8K - $83.3K
|
39.1K
$6.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-532- 0.63% |
$75.8K - $83.3K
|
84.1K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-532- 1.58% |
$75.8K - $83.3K
|
33.1K
$5.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-533- 2.76% |
$76K - $83.5K
|
18.8K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-537- 10.21% |
$76.5K - $84.1K
|
4.73K
$755K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-538- 0.96% |
$76.7K - $84.2K
|
55.7K
$8.91M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-547- 0.4% |
$77.9K - $85.6K
|
136K
$21.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-548- 20.55% |
$78.1K - $85.8K
|
2.12K
$339K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-548- 6.0% |
$78.1K - $85.8K
|
8.59K
$1.37M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-549- 4.93% |
$78.2K - $86K
|
10.6K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-549- 3.44% |
$78.2K - $86K
|
15.4K
$2.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-552- 1.98% |
$78.7K - $86.4K
|
27.3K
$4.37M
|