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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-554- 3.55% |
$78.9K - $86.7K
|
15K
$2.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-559- 16.64% |
$79.7K - $87.5K
|
2.8K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-559- 9.22% |
$79.7K - $87.5K
|
5.5K
$880K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-563- 1.5% |
$80.2K - $88.1K
|
37K
$5.91M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-564- 1.06% |
$80.4K - $88.3K
|
52.5K
$8.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-564- 1.31% |
$80.4K - $88.3K
|
42.5K
$6.79M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-564- 1.31% |
$80.4K - $88.3K
|
42.5K
$6.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-566- 3.75% |
$80.7K - $88.6K
|
14.5K
$2.32M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-567- 1.21% |
$80.8K - $88.8K
|
46.4K
$7.41M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-570- 23.7% |
$81.2K - $89.2K
|
1.84K
$293K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-570- 0.8% |
$81.2K - $89.2K
|
70.5K
$11.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-572- 0.48% |
$81.5K - $89.6K
|
119K
$19M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-574- 3.35% |
$81.8K - $89.9K
|
16.6K
$2.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-574- 2.09% |
$81.8K - $89.9K
|
26.9K
$4.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-577- 4.43% |
$82.2K - $90.3K
|
12.4K
$1.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-578- 3.97% |
$82.4K - $90.5K
|
14K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-579- 1.01% |
$82.5K - $90.7K
|
56.9K
$9.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-580- 1.41% |
$82.7K - $90.8K
|
40.6K
$6.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-582- 2.58% |
$82.9K - $91.1K
|
22K
$3.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-584- 3.64% |
$83.2K - $91.4K
|
15.5K
$2.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-591- 0.46% |
$84.2K - $92.5K
|
129K
$20.5M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-594- 22.12% |
$84.6K - $93K
|
2.09K
$334K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-595- 8.07% |
$84.8K - $93.2K
|
6.78K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-596- 7.96% |
$84.9K - $93.3K
|
6.89K
$1.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-597- 0.83% |
$85.1K - $93.5K
|
71.4K
$11.4M
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-599- 4.8% |
$85.4K - $93.8K
|
11.9K
$1.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-600- 19.61% |
$85.5K - $93.9K
|
2.46K
$393K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-600- 21.27% |
$85.5K - $93.9K
|
2.22K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-600- 11.04% |
$85.5K - $93.9K
|
4.84K
$773K
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-605- 1.03% |
$86.2K - $94.7K
|
58K
$9.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-613- 3.89% |
$87.4K - $96K
|
15.1K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-616- 18.42% |
$87.8K - $96.4K
|
2.73K
$436K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-617- 1.18% |
$87.9K - $96.6K
|
51.7K
$8.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-619- 11.27% |
$88.2K - $96.9K
|
4.87K
$779K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-621- 2.24% |
$88.5K - $97.2K
|
27.1K
$4.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-625- 1.93% |
$89.1K - $97.9K
|
31.8K
$5.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-625- 3.34% |
$89.1K - $97.9K
|
18.1K
$2.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-626- 2.04% |
$89.2K - $98K
|
30.1K
$4.81M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-631- 1.18% |
$89.9K - $98.8K
|
52.6K
$8.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-635- 8.29% |
$90.5K - $99.4K
|
7.03K
$1.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-637- 3.42% |
$90.8K - $99.7K
|
18K
$2.88M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-638- 5.74% |
$90.9K - $99.9K
|
10.5K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-639- 17.0% |
$91.1K - $100K
|
3.12K
$499K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-640- 5.8% |
$91.2K - $100K
|
10.4K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-642- 2.31% |
$91.5K - $101K
|
27.2K
$4.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-643- 4.69% |
$91.6K - $101K
|
13.1K
$2.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-644- 2.91% |
$91.8K - $101K
|
21.5K
$3.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-645- 3.01% |
$91.9K - $101K
|
20.8K
$3.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-649- 1.96% |
$92.5K - $102K
|
32.5K
$5.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-650- 1.04% |
$92.6K - $102K
|
61.9K
$9.89M
|