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 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-487- 2.72% |
$69.4K - $76.2K
|
17.4K
$2.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-490- 4.32% |
$69.8K - $76.7K
|
10.9K
$1.84M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-492- 1.24% |
$70.1K - $77K
|
39.2K
$6.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-492- 1.17% |
$70.1K - $77K
|
41.5K
$7.02M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-492- 0.32% |
$70.1K - $77K
|
152K
$25.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Act Wealth Management, LLC
|
SELL
|
- |
-498- 18.34% |
$71K - $78K
|
2.22K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-499- 1.6% |
$71.1K - $78.1K
|
30.7K
$5.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-500- 11.7% |
$71.3K - $78.3K
|
3.78K
$640K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-500- 0.72% |
$71.3K - $78.3K
|
68.9K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-500- 0.51% |
$71.3K - $78.3K
|
98.2K
$16.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-502- 1.56% |
$71.5K - $78.6K
|
31.7K
$5.38M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-507- 1.47% |
$72.2K - $79.4K
|
34.1K
$5.77M
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-507- 1.43% |
$72.2K - $79.4K
|
35K
$5.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-508- 0.6% |
$72.4K - $79.5K
|
84.2K
$14.3M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-511- 6.56% |
$72.8K - $80K
|
7.27K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-512- 14.03% |
$73K - $80.2K
|
3.14K
$532K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-513- 0.36% |
$73.1K - $80.3K
|
142K
$24.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-515- 0.85% |
$73.4K - $80.6K
|
60.1K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-516- 29.45% |
$73.5K - $80.8K
|
1.24K
$209K
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-517- 0.3% |
$73.7K - $80.9K
|
170K
$28.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-519- 0.75% |
$74K - $81.3K
|
69K
$11.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-525- 1.32% |
$74.8K - $82.2K
|
39.3K
$6.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-525- 1.01% |
$74.8K - $82.2K
|
51.4K
$8.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-529- 0.15% |
$75.4K - $82.8K
|
356K
$60.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-531- 6.18% |
$75.7K - $83.1K
|
8.06K
$1.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-531- 0.19% |
$75.7K - $83.1K
|
283K
$48M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-532- 1.34% |
$75.8K - $83.3K
|
39.1K
$6.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-532- 0.63% |
$75.8K - $83.3K
|
84.1K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-532- 1.58% |
$75.8K - $83.3K
|
33.1K
$5.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-533- 2.76% |
$76K - $83.5K
|
18.8K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-537- 10.21% |
$76.5K - $84.1K
|
4.73K
$801K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-538- 0.96% |
$76.7K - $84.2K
|
55.7K
$9.44M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-547- 0.4% |
$77.9K - $85.6K
|
136K
$23M
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-548- 20.55% |
$78.1K - $85.8K
|
2.12K
$359K
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-548- 6.0% |
$78.1K - $85.8K
|
8.59K
$1.46M
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-549- 4.93% |
$78.2K - $86K
|
10.6K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-549- 3.44% |
$78.2K - $86K
|
15.4K
$2.61M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-552- 1.98% |
$78.7K - $86.4K
|
27.3K
$4.63M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-554- 3.55% |
$78.9K - $86.7K
|
15K
$2.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-559- 16.64% |
$79.7K - $87.5K
|
2.8K
$475K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-559- 9.22% |
$79.7K - $87.5K
|
5.5K
$932K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-563- 1.5% |
$80.2K - $88.1K
|
37K
$6.27M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-564- 1.06% |
$80.4K - $88.3K
|
52.5K
$8.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-564- 1.31% |
$80.4K - $88.3K
|
42.5K
$7.2M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-564- 1.31% |
$80.4K - $88.3K
|
42.5K
$7.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-566- 3.75% |
$80.7K - $88.6K
|
14.5K
$2.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Stokes Capital Advisors, LLC
|
SELL
|
- |
-567- 1.21% |
$80.8K - $88.8K
|
46.4K
$7.86M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-570- 23.7% |
$81.2K - $89.2K
|
1.84K
$311K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-570- 0.8% |
$81.2K - $89.2K
|
70.5K
$11.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
SELL
|
- |
-572- 0.48% |
$81.5K - $89.6K
|
119K
$20.1M
|