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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
526+ 1.33% |
$75K - $82.4K
|
40.1K
$6.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
525+ 30.63% |
$74.8K - $82.2K
|
2.24K
$379K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
517+ 0.86% |
$73.7K - $80.9K
|
60.9K
$10.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
515+ 0.87% |
$73.4K - $80.6K
|
59.7K
$10.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
514+ 0.52% |
$73.2K - $80.5K
|
98.5K
$16.7M
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
510+ 22.81% |
$72.7K - $79.9K
|
2.75K
$465K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
508+ 0.54% |
$72.4K - $79.5K
|
94.8K
$16.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
508+ 1.81% |
$72.4K - $79.5K
|
28.6K
$4.85M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
BUY
|
- |
508+ 0.54% |
$72.4K - $79.5K
|
94.8K
$16.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
507+ 1.78% |
$72.2K - $79.4K
|
28.9K
$4.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
503+ 5.41% |
$71.7K - $78.8K
|
9.81K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
503+ 1.3% |
$71.7K - $78.8K
|
39.3K
$6.66M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
500+ 2.16% |
$71.3K - $78.3K
|
23.6K
$4.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
BUY
|
- |
498+ 0.09% |
$71K - $78K
|
586K
$99.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
497+ 0.49% |
$70.8K - $77.8K
|
101K
$17.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
494+ 2.13% |
$70.4K - $77.3K
|
23.7K
$4.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
491+ 6.93% |
$70K - $76.9K
|
7.57K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
483+ 3.96% |
$68.8K - $75.6K
|
12.7K
$2.15M
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
BUY
|
- |
477+ 0.33% |
$68K - $74.7K
|
146K
$24.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
473+ 9.05% |
$67.4K - $74.1K
|
5.7K
$966K
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
471+ 12.21% |
$67.1K - $73.7K
|
4.33K
$733K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
471+ 20.58% |
$67.1K - $73.7K
|
2.76K
$468K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
471+ 5.48% |
$67.1K - $73.7K
|
9.07K
$1.54M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
470+ 0.7% |
$67K - $73.6K
|
67.2K
$11.4M
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
468+ 2.89% |
$66.7K - $73.3K
|
16.7K
$2.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
468+ 10.27% |
$66.7K - $73.3K
|
5.02K
$851K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
464+ 2.6% |
$66.1K - $72.6K
|
18.3K
$3.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
462+ 2.23% |
$65.8K - $72.3K
|
21.1K
$3.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
461+ 0.5% |
$65.7K - $72.2K
|
92.7K
$15.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
460+ 4.03% |
$65.6K - $72K
|
11.9K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
459+ 0.87% |
$65.4K - $71.9K
|
53.4K
$9.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
457+ 12.61% |
$65.1K - $71.6K
|
4.08K
$691K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
455+ 22.22% |
$64.8K - $71.2K
|
2.5K
$424K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
455+ 0.8% |
$64.8K - $71.2K
|
57.3K
$9.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
452+ 0.89% |
$64.4K - $70.8K
|
51.4K
$8.71M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
451+ 9.83% |
$64.3K - $70.6K
|
5.04K
$854K
|
|
|
Aug 10, 2023
Q2 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
450+ 1.06% |
$64.1K - $70.5K
|
43K
$7.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
449+ 20.09% |
$64K - $70.3K
|
2.68K
$455K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
445+ 1.2% |
$63.4K - $69.7K
|
37.5K
$6.35M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
445+ 0.17% |
$63.4K - $69.7K
|
258K
$43.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
441+ 0.6% |
$62.8K - $69K
|
73.6K
$12.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
440+ 8.83% |
$62.7K - $68.9K
|
5.42K
$919K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
439+ 0.81% |
$62.6K - $68.7K
|
54.9K
$9.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
428+ 1.95% |
$61K - $67K
|
22.3K
$3.79M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
422+ 6.4% |
$60.1K - $66.1K
|
7.01K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
421+ 2.25% |
$60K - $65.9K
|
19.1K
$3.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
418+ 4.02% |
$59.6K - $65.4K
|
10.8K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
417+ 9.27% |
$59.4K - $65.3K
|
4.91K
$833K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
414+ 4.76% |
$59K - $64.8K
|
9.1K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
414+ 2.24% |
$59K - $64.8K
|
18.9K
$3.2M
|