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 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
74+ 0.32% |
$10.5K - $11.6K
|
23.2K
$3.94M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
73+ 0.08% |
$10.4K - $11.4K
|
95.3K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
73+ 0.55% |
$10.4K - $11.4K
|
13.4K
$2.26M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
72+ 2.38% |
$10.3K - $11.3K
|
3.09K
$524K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
72New |
$10.3K - $11.3K
|
72
$12.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
71+ 0.11% |
$10.1K - $11.1K
|
64K
$10.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
70+ 2.19% |
$9.98K - $11K
|
3.27K
$554K
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
70+ 0.45% |
$9.98K - $11K
|
15.8K
$2.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
69+ 4.19% |
$9.83K - $10.8K
|
1.72K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
69+ 1.33% |
$9.83K - $10.8K
|
5.25K
$889K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
67+ 3.78% |
$9.55K - $10.5K
|
1.84K
$312K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
67+ 0.72% |
$9.55K - $10.5K
|
9.31K
$1.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
66+ 1.89% |
$9.41K - $10.3K
|
3.57K
$604K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
66+ 4.15% |
$9.41K - $10.3K
|
1.66K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
66+ 2.24% |
$9.41K - $10.3K
|
3.02K
$511K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
66+ 1.11% |
$9.41K - $10.3K
|
6.01K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
65+ 2.85% |
$9.26K - $10.2K
|
2.34K
$397K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
63+ 0.29% |
$8.98K - $9.86K
|
21.8K
$3.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
63+ 1.25% |
$8.98K - $9.86K
|
5.11K
$866K
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
63+ 0.11% |
$8.98K - $9.86K
|
59.9K
$10.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
63+ 0.79% |
$8.98K - $9.86K
|
8.02K
$1.36M
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
62+ 3.18% |
$8.84K - $9.71K
|
2.01K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
61New |
$8.69K - $9.55K
|
61
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
59+ 0.76% |
$8.41K - $9.24K
|
7.78K
$1.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
59+ 3.27% |
$8.41K - $9.24K
|
1.86K
$315K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
59+ 1.01% |
$8.41K - $9.24K
|
5.91K
$1M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
59+ 0.64% |
$8.41K - $9.24K
|
9.29K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
59+ 2.48% |
$8.41K - $9.24K
|
2.44K
$414K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
59+ 2.61% |
$8.41K - $9.24K
|
2.32K
$393K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
58+ 0.8% |
$8.27K - $9.08K
|
7.28K
$1.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
57+ 0.82% |
$8.12K - $8.92K
|
6.97K
$1.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
56+ 0.43% |
$7.98K - $8.77K
|
12.9K
$2.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
55+ 1.15% |
$7.84K - $8.61K
|
4.83K
$818K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
55+ 0.46% |
$7.84K - $8.61K
|
12.1K
$2.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
55+ 0.65% |
$7.84K - $8.61K
|
8.52K
$1.44M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
54+ 1.51% |
$7.7K - $8.45K
|
3.64K
$616K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
54+ 0.41% |
$7.7K - $8.45K
|
13.3K
$2.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
54+ 0.79% |
$7.7K - $8.45K
|
6.93K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
54+ 0.32% |
$7.7K - $8.45K
|
17K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
54+ 0.81% |
$7.7K - $8.45K
|
6.71K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
54+ 0.09% |
$7.7K - $8.45K
|
57K
$9.65M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
53+ 0.38% |
$7.55K - $8.3K
|
13.9K
$2.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
52+ 0.09% |
$7.41K - $8.14K
|
57.1K
$9.67M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
52+ 0.61% |
$7.41K - $8.14K
|
8.62K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 1.47% |
$7.41K - $8.14K
|
3.58K
$607K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
51+ 2.58% |
$7.27K - $7.99K
|
2.03K
$344K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
51+ 0.37% |
$7.27K - $7.99K
|
13.7K
$2.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
51+ 1.44% |
$7.27K - $7.99K
|
3.6K
$609K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
51+ 2.27% |
$7.27K - $7.99K
|
2.3K
$389K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
51+ 0.4% |
$7.27K - $7.99K
|
12.8K
$2.17M
|