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 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
BUY
|
- |
100+ 0.27% |
$14.3K - $15.7K
|
37.2K
$6.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
100+ 0.84% |
$14.3K - $15.7K
|
12.1K
$2.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
100+ 6.61% |
$14.3K - $15.7K
|
1.61K
$273K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
99+ 0.49% |
$14.1K - $15.5K
|
20.4K
$3.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
98+ 0.92% |
$14K - $15.3K
|
10.7K
$1.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
98+ 1.57% |
$14K - $15.3K
|
6.33K
$1.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
98New |
$14K - $15.3K
|
98
$16.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
98+ 1.42% |
$14K - $15.3K
|
7.02K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
98+ 0.43% |
$14K - $15.3K
|
22.8K
$3.86M
|
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
97+ 5.59% |
$13.8K - $15.2K
|
1.83K
$310K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
96+ 0.39% |
$13.7K - $15K
|
24.6K
$4.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
95+ 1.02% |
$13.5K - $14.9K
|
9.45K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
95+ 2.36% |
$13.5K - $14.9K
|
4.13K
$699K
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
95+ 3.8% |
$13.5K - $14.9K
|
2.6K
$440K
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
94+ 4.08% |
$13.4K - $14.7K
|
2.4K
$406K
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
93+ 4.93% |
$13.3K - $14.6K
|
1.98K
$335K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
93+ 3.44% |
$13.3K - $14.6K
|
2.8K
$474K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
92+ 0.47% |
$13.1K - $14.4K
|
19.9K
$3.37M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
91+ 0.3% |
$13K - $14.2K
|
30.2K
$5.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
90+ 0.3% |
$12.8K - $14.1K
|
30.4K
$5.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
90+ 3.7% |
$12.8K - $14.1K
|
2.53K
$428K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
90+ 2.52% |
$12.8K - $14.1K
|
3.67K
$621K
|
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
90+ 5.37% |
$12.8K - $14.1K
|
1.77K
$299K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
89+ 2.79% |
$12.7K - $13.9K
|
3.28K
$556K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
89+ 5.4% |
$12.7K - $13.9K
|
1.74K
$294K
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
BUY
|
- |
89+ 0.73% |
$12.7K - $13.9K
|
12.3K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
87+ 2.28% |
$12.4K - $13.6K
|
3.91K
$662K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
86+ 4.9% |
$12.3K - $13.5K
|
1.84K
$312K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
86+ 5.33% |
$12.3K - $13.5K
|
1.7K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
86+ 0.46% |
$12.3K - $13.5K
|
18.9K
$3.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
86+ 2.43% |
$12.3K - $13.5K
|
3.62K
$613K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
85+ 5.03% |
$12.1K - $13.3K
|
1.77K
$301K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
85+ 3.29% |
$12.1K - $13.3K
|
2.67K
$452K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
84+ 262.5% |
$12K - $13.2K
|
116
$19.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
84+ 0.67% |
$12K - $13.2K
|
12.6K
$2.13M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
84+ 0.43% |
$12K - $13.2K
|
19.6K
$3.33M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
82+ 2.77% |
$11.7K - $12.8K
|
3.04K
$515K
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
82+ 0.66% |
$11.7K - $12.8K
|
12.5K
$2.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
81+ 1.88% |
$11.5K - $12.7K
|
4.39K
$744K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
80+ 1.09% |
$11.4K - $12.5K
|
7.42K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
80+ 1.44% |
$11.4K - $12.5K
|
5.63K
$953K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
80+ 1.99% |
$11.4K - $12.5K
|
4.1K
$695K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80+ 1.66% |
$11.4K - $12.5K
|
4.9K
$830K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
77+ 1.45% |
$11K - $12.1K
|
5.38K
$911K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
76+ 2.18% |
$10.8K - $11.9K
|
3.56K
$604K
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
76+ 0.99% |
$10.8K - $11.9K
|
7.72K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
75+ 0.35% |
$10.7K - $11.7K
|
21.7K
$3.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
75+ 1.97% |
$10.7K - $11.7K
|
3.88K
$657K
|
|
|
Aug 02, 2023
Q2 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
75+ 0.27% |
$10.7K - $11.7K
|
28.3K
$4.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
75+ 2.99% |
$10.7K - $11.7K
|
2.58K
$437K
|