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 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
417+ 9.27% |
$59.4K - $65.3K
|
4.91K
$828K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
414+ 4.76% |
$59K - $64.8K
|
9.1K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
414+ 2.24% |
$59K - $64.8K
|
18.9K
$3.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
409+ 15.47% |
$58.3K - $64K
|
3.05K
$514K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
406+ 4.76% |
$57.9K - $63.6K
|
8.94K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
406+ 1.79% |
$57.9K - $63.6K
|
23.2K
$3.9M
|
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
405+ 3.48% |
$57.7K - $63.4K
|
12K
$2.03M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
404+ 1.44% |
$57.6K - $63.3K
|
28.4K
$4.79M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
404New |
$57.6K - $63.3K
|
404
$68.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
400+ 7.48% |
$57K - $62.6K
|
5.75K
$969K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
398+ 0.43% |
$56.7K - $62.3K
|
92.6K
$15.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
398+ 2.8% |
$56.7K - $62.3K
|
14.6K
$2.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
395+ 12.97% |
$56.3K - $61.8K
|
3.44K
$580K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
392+ 4.11% |
$55.9K - $61.4K
|
9.92K
$1.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
391+ 7.9% |
$55.7K - $61.2K
|
5.34K
$900K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
388+ 3.14% |
$55.3K - $60.7K
|
12.8K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
386+ 10.13% |
$55K - $60.4K
|
4.2K
$707K
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
385+ 17.73% |
$54.9K - $60.3K
|
2.56K
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
384+ 13.57% |
$54.7K - $60.1K
|
3.21K
$542K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
382+ 2.0% |
$54.4K - $59.8K
|
19.5K
$3.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
382+ 0.4% |
$54.4K - $59.8K
|
96.6K
$16.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
381+ 1.37% |
$54.3K - $59.7K
|
28.2K
$4.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
380+ 5.74% |
$54.2K - $59.5K
|
7K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
379+ 17.55% |
$54K - $59.3K
|
2.54K
$428K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
378+ 0.87% |
$53.9K - $59.2K
|
43.8K
$7.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
377+ 9.13% |
$53.7K - $59K
|
4.51K
$759K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
376New |
$53.6K - $58.9K
|
376
$63.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
375+ 5.53% |
$53.4K - $58.7K
|
7.16K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
373+ 4.38% |
$53.2K - $58.4K
|
8.88K
$1.5M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
373+ 1.62% |
$53.2K - $58.4K
|
23.4K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
366+ 2.54% |
$52.2K - $57.3K
|
14.7K
$2.49M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
364New |
$51.9K - $57K
|
364
$61.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
363+ 3.22% |
$51.7K - $56.8K
|
11.6K
$1.96M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
363+ 1.56% |
$51.7K - $56.8K
|
23.6K
$3.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
362+ 1.16% |
$51.6K - $56.7K
|
31.6K
$5.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
361+ 12.16% |
$51.4K - $56.5K
|
3.33K
$561K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
361+ 21.58% |
$51.4K - $56.5K
|
2.03K
$343K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
357+ 1.35% |
$50.9K - $55.9K
|
26.8K
$4.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
356+ 8.57% |
$50.7K - $55.7K
|
4.51K
$760K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
355+ 3.62% |
$50.6K - $55.6K
|
10.2K
$1.71M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
354+ 3.32% |
$50.4K - $55.4K
|
11K
$1.86M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
354+ 74.84% |
$50.4K - $55.4K
|
827
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
354+ 1.43% |
$50.4K - $55.4K
|
25K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
354+ 8.76% |
$50.4K - $55.4K
|
4.4K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
352+ 0.04% |
$50.2K - $55.1K
|
948K
$160M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
351+ 7.19% |
$50K - $55K
|
5.23K
$882K
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
BUY
|
- |
351+ 1.62% |
$50K - $55K
|
22K
$3.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
347+ 3.61% |
$49.4K - $54.3K
|
9.95K
$1.68M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
346+ 1.36% |
$49.3K - $54.2K
|
25.7K
$4.33M
|
|
|
Jul 06, 2023
Q2 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
344+ 15.02% |
$49K - $53.9K
|
2.64K
$444K
|