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
|
Kingfisher Capital LLC
|
BUY
|
- |
176+ 1.93% |
$25.1K - $27.6K
|
9.28K
$1.57M
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
175+ 0.77% |
$24.9K - $27.4K
|
22.8K
$3.86M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
174+ 5.62% |
$24.8K - $27.2K
|
3.27K
$554K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
172+ 0.27% |
$24.5K - $26.9K
|
63.6K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
172+ 0.52% |
$24.5K - $26.9K
|
32.9K
$5.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
BUY
|
- |
171+ 10.87% |
$24.4K - $26.8K
|
1.74K
$295K
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
171+ 3.37% |
$24.4K - $26.8K
|
5.24K
$888K
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
BUY
|
- |
170+ 9.78% |
$24.2K - $26.6K
|
1.91K
$323K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
169+ 8.43% |
$24.1K - $26.5K
|
2.17K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
169+ 3.59% |
$24.1K - $26.5K
|
4.88K
$826K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
168+ 4.65% |
$23.9K - $26.3K
|
3.78K
$641K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
168+ 4.13% |
$23.9K - $26.3K
|
4.24K
$718K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
167+ 3.42% |
$23.8K - $26.1K
|
5.05K
$855K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
167+ 3.83% |
$23.8K - $26.1K
|
4.53K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
167+ 0.33% |
$23.8K - $26.1K
|
50.1K
$8.48M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
163+ 10.16% |
$23.2K - $25.5K
|
1.77K
$300K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
163+ 2.02% |
$23.2K - $25.5K
|
8.24K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
162+ 0.82% |
$23.1K - $25.4K
|
19.8K
$3.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
160+ 0.41% |
$22.8K - $25.1K
|
39.2K
$6.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
160+ 6.87% |
$22.8K - $25.1K
|
2.49K
$422K
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
159+ 11.75% |
$22.7K - $24.9K
|
1.51K
$256K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
158+ 632.0% |
$22.5K - $24.7K
|
183
$31K
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
158+ 4.32% |
$22.5K - $24.7K
|
3.81K
$646K
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
157+ 4.63% |
$22.4K - $24.6K
|
3.55K
$601K
|
|
|
Aug 14, 2023
Q2 2023
|
Dempze Nancy E
|
BUY
|
- |
156+ 0.6% |
$22.2K - $24.4K
|
26.1K
$4.42M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
156+ 3.11% |
$22.2K - $24.4K
|
5.17K
$876K
|
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
155+ 0.75% |
$22.1K - $24.3K
|
20.7K
$3.51M
|
|
|
Nov 17, 2023
Q2 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
154+ 9.77% |
$21.9K - $24.1K
|
1.73K
$293K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
153+ 2.13% |
$21.8K - $24K
|
7.33K
$1.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
153+ 0.72% |
$21.8K - $24K
|
21.4K
$3.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
153+ 0.38% |
$21.8K - $24K
|
40.5K
$6.87M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
150+ 28.68% |
$21.4K - $23.5K
|
673
$114K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
150+ 1.21% |
$21.4K - $23.5K
|
12.5K
$2.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
150+ 0.58% |
$21.4K - $23.5K
|
25.9K
$4.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
149+ 0.61% |
$21.2K - $23.3K
|
24.8K
$4.2M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
148+ 2.39% |
$21.1K - $23.2K
|
6.34K
$1.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
146+ 1.18% |
$20.8K - $22.9K
|
12.5K
$2.11M
|
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
146+ 0.66% |
$20.8K - $22.9K
|
22.3K
$3.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
146+ 0.42% |
$20.8K - $22.9K
|
35K
$5.93M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
145+ 1.59% |
$20.7K - $22.7K
|
9.28K
$1.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
145+ 3.82% |
$20.7K - $22.7K
|
3.94K
$668K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
142+ 8.84% |
$20.2K - $22.2K
|
1.75K
$296K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
142+ 16.95% |
$20.2K - $22.2K
|
980
$166K
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
141+ 0.92% |
$20.1K - $22.1K
|
15.5K
$2.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
141+ 3.27% |
$20.1K - $22.1K
|
4.45K
$755K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
141+ 5.76% |
$20.1K - $22.1K
|
2.59K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
141+ 3.56% |
$20.1K - $22.1K
|
4.1K
$694K
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
140+ 1.06% |
$20K - $21.9K
|
13.3K
$2.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
140+ 2.2% |
$20K - $21.9K
|
6.52K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
138+ 4.9% |
$19.7K - $21.6K
|
2.96K
$501K
|