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 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 9.31% |
$182K - $200K
|
15K
$2.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 2.11% |
$181K - $199K
|
61.5K
$10.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.26K+ 51.97% |
$179K - $196K
|
3.67K
$622K
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.25K+ 3.34% |
$178K - $196K
|
38.7K
$6.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.25K+ 34.38% |
$178K - $196K
|
4.89K
$828K
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.25K+ 46.97% |
$178K - $196K
|
3.91K
$663K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 5.92% |
$178K - $195K
|
22.3K
$3.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
BUY
|
- |
1.23K+ 0.39% |
$175K - $193K
|
317K
$53.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.2K+ 15.41% |
$172K - $189K
|
9.02K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.2K+ 10.8% |
$170K - $187K
|
12.3K
$2.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.19K+ 13.97% |
$170K - $187K
|
9.73K
$1.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.29% |
$169K - $185K
|
52.8K
$8.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.5% |
$167K - $184K
|
48.2K
$8.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.17K+ 15.31% |
$167K - $184K
|
8.84K
$1.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
1.16K+ 0.68% |
$166K - $182K
|
173K
$29.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.16K+ 25.21% |
$165K - $182K
|
5.76K
$976K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.15K+ 5.91% |
$164K - $181K
|
20.7K
$3.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.14K+ 1.22% |
$163K - $179K
|
94.6K
$16M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
1.14K+ 27.79% |
$162K - $178K
|
5.24K
$888K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.13K+ 41.61% |
$161K - $177K
|
3.84K
$650K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.12K+ 22.09% |
$159K - $175K
|
6.17K
$1.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.11K+ 80.71% |
$158K - $174K
|
2.48K
$421K
|
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
1.11K+ 28.73% |
$158K - $173K
|
4.97K
$841K
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.11K+ 44.66% |
$157K - $173K
|
3.58K
$606K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.1K+ 0.4% |
$156K - $172K
|
279K
$47.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.09K+ 5.08% |
$155K - $171K
|
22.6K
$3.82M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.08KNew |
$154K - $170K
|
1.08K
$183K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.08K+ 11.12% |
$154K - $169K
|
10.8K
$1.83M
|
|
|
Jul 11, 2023
Q2 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
1.08K+ 13.81% |
$153K - $168K
|
8.86K
$1.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.07K+ 2.43% |
$152K - $167K
|
45K
$7.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.07K+ 10.63% |
$152K - $167K
|
11.1K
$1.89M
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
1.07K+ 5.43% |
$152K - $167K
|
20.7K
$3.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.06K+ 28.09% |
$151K - $166K
|
4.85K
$821K
|
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.05K+ 12.55% |
$150K - $165K
|
9.44K
$1.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.05K+ 2.12% |
$149K - $164K
|
50.3K
$8.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.04K+ 4.78% |
$148K - $163K
|
22.8K
$3.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.03K+ 17.45% |
$147K - $162K
|
6.95K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 37.7% |
$147K - $162K
|
3.77K
$639K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.02K+ 3.43% |
$146K - $160K
|
30.9K
$5.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.02K+ 5.47% |
$146K - $160K
|
19.7K
$3.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
1.02K+ 34.0% |
$146K - $160K
|
4.03K
$683K
|
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.01K+ 6.56% |
$144K - $158K
|
16.4K
$2.78M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.01K+ 5.26% |
$144K - $158K
|
20.2K
$3.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
989+ 2.41% |
$141K - $155K
|
42K
$7.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
987+ 2.52% |
$141K - $155K
|
40.1K
$6.8M
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
984+ 16.65% |
$140K - $154K
|
6.89K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
973+ 35.15% |
$139K - $152K
|
3.74K
$634K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
973+ 24.93% |
$139K - $152K
|
4.88K
$826K
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
971+ 5.62% |
$138K - $152K
|
18.2K
$3.09M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
968+ 24.56% |
$138K - $152K
|
4.91K
$832K
|