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
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
137+ 2.32% |
$19.5K - $21.5K
|
6.05K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
135+ 3.23% |
$19.2K - $21.1K
|
4.31K
$730K
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
134+ 0.37% |
$19.1K - $21K
|
36K
$6.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
134+ 0.38% |
$19.1K - $21K
|
35.7K
$6.06M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
133+ 1.0% |
$19K - $20.8K
|
13.4K
$2.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
132+ 7.24% |
$18.8K - $20.7K
|
1.95K
$331K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
131+ 9.61% |
$18.7K - $20.5K
|
1.49K
$253K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
130+ 0.62% |
$18.5K - $20.4K
|
21.2K
$3.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
129+ 2.97% |
$18.4K - $20.2K
|
4.47K
$757K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
129+ 1.77% |
$18.4K - $20.2K
|
7.41K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
128+ 0.14% |
$18.2K - $20K
|
94.1K
$15.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
127+ 3.36% |
$18.1K - $19.9K
|
3.91K
$662K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
127+ 0.4% |
$18.1K - $19.9K
|
32.3K
$5.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
126+ 0.41% |
$18K - $19.7K
|
30.6K
$5.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
126+ 28.38% |
$18K - $19.7K
|
570
$96.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
126+ 0.49% |
$18K - $19.7K
|
26K
$4.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
125+ 0.13% |
$17.8K - $19.6K
|
97.4K
$16.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
125+ 0.24% |
$17.8K - $19.6K
|
52.4K
$8.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
124+ 3.45% |
$17.7K - $19.4K
|
3.72K
$630K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
124+ 4.14% |
$17.7K - $19.4K
|
3.12K
$529K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
124+ 9.59% |
$17.7K - $19.4K
|
1.42K
$240K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
123+ 1.26% |
$17.5K - $19.3K
|
9.85K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
123+ 3.7% |
$17.5K - $19.3K
|
3.45K
$584K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
121+ 1.42% |
$17.2K - $18.9K
|
8.64K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
BUY
|
- |
120+ 0.32% |
$17.1K - $18.8K
|
37.6K
$6.36M
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
119+ 0.53% |
$17K - $18.6K
|
22.4K
$3.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
119+ 1.39% |
$17K - $18.6K
|
8.7K
$1.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
119+ 0.64% |
$17K - $18.6K
|
18.7K
$3.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
119+ 5.81% |
$17K - $18.6K
|
2.17K
$367K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
119+ 7.04% |
$17K - $18.6K
|
1.81K
$307K
|
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
118+ 0.52% |
$16.8K - $18.5K
|
22.7K
$3.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
118+ 2.47% |
$16.8K - $18.5K
|
4.89K
$828K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
118+ 7.8% |
$16.8K - $18.5K
|
1.63K
$276K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
116+ 1.68% |
$16.5K - $18.2K
|
7.04K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
115+ 40.64% |
$16.4K - $18K
|
398
$67.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
113+ 2.0% |
$16.1K - $17.7K
|
5.77K
$978K
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
113+ 0.2% |
$16.1K - $17.7K
|
55.8K
$9.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
112+ 1.3% |
$16K - $17.5K
|
8.74K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
112+ 3.28% |
$16K - $17.5K
|
3.53K
$598K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
112+ 2.48% |
$16K - $17.5K
|
4.63K
$785K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
111+ 0.53% |
$15.8K - $17.4K
|
21K
$3.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Citizens & Northern Corp
|
BUY
|
- |
110+ 0.57% |
$15.7K - $17.2K
|
19.4K
$3.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
109+ 1.09% |
$15.5K - $17.1K
|
10.1K
$1.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
108+ 2.04% |
$15.4K - $16.9K
|
5.41K
$917K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
104+ 1.86% |
$14.8K - $16.3K
|
5.71K
$967K
|
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
104+ 0.99% |
$14.8K - $16.3K
|
10.6K
$1.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
103+ 0.64% |
$14.7K - $16.1K
|
16.2K
$2.75M
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
102+ 0.15% |
$14.5K - $16K
|
70.3K
$11.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
102+ 0.08% |
$14.5K - $16K
|
124K
$21.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
101+ 4.88% |
$14.4K - $15.8K
|
2.17K
$368K
|