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
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.25K+ 1.3% |
$748K - $822K
|
408K
$69.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
5.21K+ 11.08% |
$742K - $816K
|
52.2K
$8.92M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
5.18K+ 20.14% |
$738K - $811K
|
30.9K
$5.28M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5.16K+ 107.33% |
$735K - $807K
|
9.96K
$1.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.14KNew |
$732K - $804K
|
5.14K
$878K
|
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.1K+ 296.63% |
$727K - $799K
|
6.82K
$1.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
5.06K+ 130.05% |
$722K - $793K
|
8.96K
$1.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
5.06K+ 0.11% |
$721K - $792K
|
4.57M
$781M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.02K+ 2.38% |
$715K - $785K
|
216K
$36.8M
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
5.01KNew |
$714K - $785K
|
5.01K
$857K
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
4.99K+ 13.42% |
$711K - $782K
|
42.2K
$7.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
4.97K+ 44.07% |
$708K - $778K
|
16.2K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.92K+ 2.6% |
$702K - $771K
|
194K
$33.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.91K+ 38.61% |
$699K - $768K
|
17.6K
$3.01M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
4.9K+ 4.47% |
$698K - $767K
|
115K
$19.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.9K+ 5.96% |
$698K - $767K
|
87.1K
$14.9M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.87K+ 16.49% |
$695K - $763K
|
34.4K
$5.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
4.8KNew |
$684K - $752K
|
4.8K
$821K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.71K+ 85.88% |
$671K - $737K
|
10.2K
$1.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 6.64% |
$670K - $737K
|
75.5K
$12.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.69K+ 30.13% |
$668K - $734K
|
20.3K
$3.46M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.65KNew |
$663K - $728K
|
4.65K
$795K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
4.63K+ 4.34% |
$660K - $725K
|
111K
$19M
|
|
|
Jul 17, 2023
Q2 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
4.62K+ 317.09% |
$658K - $723K
|
6.08K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.61K+ 27.73% |
$657K - $722K
|
21.2K
$3.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.57K+ 5.3% |
$651K - $715K
|
90.7K
$15.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.56K+ 3.97% |
$649K - $713K
|
119K
$20.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.54K+ 10.64% |
$648K - $711K
|
47.2K
$8.07M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.46K+ 11.52% |
$635K - $698K
|
43.2K
$7.38M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
4.44KNew |
$632K - $694K
|
4.44K
$758K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
4.44K+ 6.72% |
$632K - $694K
|
70.5K
$12M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.41K+ 138.55% |
$628K - $690K
|
7.59K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
4.4K+ 35.69% |
$627K - $689K
|
16.7K
$2.86M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.38K+ 15.53% |
$623K - $685K
|
32.6K
$5.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
4.36K+ 2.13% |
$621K - $683K
|
209K
$35.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.33K+ 11.43% |
$617K - $678K
|
42.2K
$7.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
4.33K+ 36.29% |
$617K - $678K
|
16.3K
$2.78M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.3K+ 1.79% |
$613K - $673K
|
245K
$41.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.28K+ 7.46% |
$610K - $671K
|
61.7K
$10.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.25K+ 1.65% |
$605K - $665K
|
261K
$44.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.24K+ 131.17% |
$604K - $664K
|
7.48K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.23K+ 24.23% |
$602K - $662K
|
21.7K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
4.14K+ 36.79% |
$591K - $649K
|
15.4K
$2.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4.1K+ 241.31% |
$584K - $641K
|
5.79K
$990K
|
|
|
Aug 14, 2023
Q2 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
4.05KNew |
$577K - $634K
|
4.05K
$692K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.03K+ 3.17% |
$574K - $631K
|
131K
$22.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
4K+ 2.44% |
$570K - $626K
|
168K
$28.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.98K+ 7.36% |
$568K - $624K
|
58.1K
$9.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.92K+ 31.07% |
$559K - $614K
|
16.5K
$2.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.88KNew |
$553K - $608K
|
3.88K
$663K
|