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 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
7+ 0.33% |
$998 - $1.1K
|
2.13K
$361K
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
7+ 0.46% |
$998 - $1.1K
|
1.52K
$258K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7+ 0.17% |
$998 - $1.1K
|
4.02K
$681K
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7+ 0.16% |
$998 - $1.1K
|
4.52K
$766K
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.31% |
$998 - $1.1K
|
2.26K
$384K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
7+ 0.08% |
$998 - $1.1K
|
8.9K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 0.08% |
$998 - $1.1K
|
8.35K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
7+ 0.47% |
$998 - $1.1K
|
1.51K
$256K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
7+ 0.35% |
$998 - $1.1K
|
1.98K
$336K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
6+ 0.38% |
$855 - $939
|
1.6K
$270K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6+ 0.18% |
$855 - $939
|
3.3K
$559K
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6+ 0.33% |
$855 - $939
|
1.83K
$310K
|
|
|
Aug 03, 2023
Q2 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
6+ 0.15% |
$855 - $939
|
4.09K
$694K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.36% |
$855 - $939
|
1.66K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
6+ 0.34% |
$855 - $939
|
1.76K
$298K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.12% |
$713 - $783
|
4.19K
$711K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5+ 0.09% |
$713 - $783
|
5.61K
$950K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$713 - $783
|
1.83K
$310K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
BUY
|
- |
5+ 0.23% |
$713 - $783
|
2.15K
$364K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
5+ 0.31% |
$713 - $783
|
1.64K
$278K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.6% |
$713 - $783
|
834
$141K
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5+ 0.23% |
$713 - $783
|
2.16K
$365K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
5+ 0.03% |
$713 - $783
|
16.1K
$2.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$713 - $783
|
19.1K
$3.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 0.21% |
$713 - $783
|
2.42K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.01% |
$713 - $783
|
93.8K
$15.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
4+ 0.12% |
$570 - $626
|
3.33K
$563K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4+ 0.04% |
$570 - $626
|
9.53K
$1.61M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4+ 0.28% |
$570 - $626
|
1.45K
$246K
|
|
|
Jul 24, 2023
Q2 2023
|
Moneywise, Inc.
|
BUY
|
- |
4+ 0.22% |
$570 - $626
|
1.82K
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.26% |
$570 - $626
|
1.52K
$258K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.19% |
$570 - $626
|
2.12K
$359K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
4+ 0.07% |
$570 - $626
|
5.87K
$994K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 0.01% |
$570 - $626
|
31.6K
$5.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
4+ 0.02% |
$570 - $626
|
16.4K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.02% |
$570 - $626
|
18.1K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
4+ 0.12% |
$570 - $626
|
3.39K
$574K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
4+ 1.99% |
$570 - $626
|
205
$34.7K
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
4+ 0.3% |
$570 - $626
|
1.35K
$229K
|
|
|
Jul 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3+ 0.22% |
$428 - $470
|
1.36K
$230K
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$428 - $470
|
4.37K
$741K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
3+ 0.06% |
$428 - $470
|
4.87K
$825K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
3+ 0.05% |
$428 - $470
|
5.76K
$975K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3+ 0.02% |
$428 - $470
|
17.8K
$3.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.15% |
$428 - $470
|
2.06K
$349K
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
3+ 0.15% |
$428 - $470
|
2K
$339K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3+ 0.08% |
$428 - $470
|
3.89K
$659K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3+ 0.18% |
$428 - $470
|
1.66K
$282K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.48% |
$285 - $313
|
423
$71.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$285 - $313
|
5.79K
$982K
|