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PROCTER & GAMBLE Co

Institutional position changes, all quarters

892 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedBuckley Wealth Management, LLCJun 30, 2026+2,845+4.8%62,413$417.2Klow
AddedSigma Planning CorpJun 30, 2026+2,803+5.1%58,305$411.0Klow
AddedMidFirst BankJun 30, 2026+2,715+19%17,150$398.1Klow
AddedAuxano Advisors, LLCJun 30, 2026+2,713+61%7,129$397.8Klow
AddedMeeder Advisory Services, Inc.Jun 30, 2026+2,654+5.0%56,142$389.2Klow
TrimmedMQS Management LLCJun 30, 2026-2,564-33%5,153$376.0Klow
AddedFocused Wealth Management, IncJun 30, 2026+2,430+76%5,623$356.4Klow
ExitedGlobal Strategic Investment Solutions, LLCJun 30, 2026-2,363-100%0$338.6Klow
AddedPhillips Wealth Planners LLCJun 30, 2026+2,028+42%6,892$309.8Klow
AddedArgo Wealth Advisory, LLCJun 30, 2026+2,101+15%16,562$308.1Klow
AddedInman Jager Wealth Management, LLCJun 30, 2026+2,046+18%13,176$300.0Klow
TrimmedEthos Financial Group, LLCJun 30, 2026-1,985-34%3,773$292.1Klow
NewBARINGS LLCJun 30, 2026+1,980New1,980$290.3Klow
TrimmedSCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCJun 30, 2026-1,977-17%9,497$289.9Klow
NewAegis Wealth Management LLCJun 30, 2026+1,945New1,945$285.2Klow
AddedPerfromance Wealth Partners, LLCJun 30, 2026+1,818+28%8,295$266.6Klow
AddedCorundum Group, Inc.Jun 30, 2026+1,646+38%5,954$241.4Klow
ExitedIdaho Trust CoJun 30, 2026-1,680-100%0$240.8Klow
NewMonte Financial Group, LLCJun 30, 2026+1,652New1,652$238.7Klow
NewEverest Management Corp.Jun 30, 2026+1,546New1,546$226.7Klow
ExitedWestwood Wealth ManagementJun 30, 2026-1,542-100%0$221.0Klow
AddedGerber Kawasaki Wealth & Investment ManagementJun 30, 2026+1,501+28%6,885$220.1Klow
TrimmedQuent Capital, LLCJun 30, 2026-1,464-13%9,766$214.7Klow
TrimmedSignet Private Wealth LLCJun 30, 2026-1,371-25%4,074$201.0Klow
TrimmedOxbow Advisors, LLCJun 30, 2026-1,239-12%9,298$181.7Klow
TrimmedBeverly Hills Private Wealth, LLCJun 30, 2026-1,239-41%1,811$181.7Klow
TrimmedHFG Advisors, Inc.Jun 30, 2026-1,189-5.9%18,928$174.4Klow
AddedGRANDFIELD & DODD, LLCJun 30, 2026+1,172+1.0%120,046$171.9Klow
TrimmedLUTS & GREENLEIGH GROUP, INC.Jun 30, 2026-1,116-43%1,489$163.7Klow
TrimmedTortoise Investment Management, LLCJun 30, 2026-1,108-31%2,462$162.5Klow
AddedInvestmark Advisory Group LLCJun 30, 2026+1,100+4.3%26,731$161.3Klow
TrimmedPERSONAL CFO SOLUTIONS, LLCJun 30, 2026-1,074-11%8,724$157.5Klow
TrimmedBRIDGES INVESTMENT MANAGEMENT INCJun 30, 2026-1,070-2.7%38,413$156.9Klow
AddedVantus Wealth LLCJun 30, 2026+1,001+17%6,757$146.8Klow
AddedALPINE WOODS CAPITAL INVESTORS, LLCJun 30, 2026+985+7.4%14,364$144.4Klow
TrimmedDOVER ADVISORS, LLCJun 30, 2026-1,000-7.0%13,241$143.3Klow
AddedCrestmont Private Wealth LLCJun 30, 2026+936+50%2,816$137.3Klow
AddedUnivest Financial CorpJun 30, 2026+838+3.7%23,716$122.9Klow
TrimmedSITTNER & NELSON, LLCJun 30, 2026-814-8.8%8,441$119.4Klow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-826-100%0$119.3Klow
TrimmedLITTLE HOUSE CAPITAL LLCJun 30, 2026-779-9.4%7,511$114.2Klow
TrimmedBETO FINANCIAL GROUP, LLCJun 30, 2026-766-16%4,118$114.2Klow
TrimmedFIDUCIENT ADVISORS LLCJun 30, 2026-693-20%2,719$101.6Klow
AddedFORTRESS PRIVATE LEDGER, LLCJun 30, 2026+609+23%3,273$89.3Klow
ExitedCURIO WEALTH, LLCJun 30, 2026-600-100%0$86.7Klow
AddedLeConte Wealth Management, LLCJun 30, 2026+581+20%3,497$85.2Klow
AddedBLALOCK WILLIAMS, LLCJun 30, 2026+576+16%4,281$84.5Klow
TrimmedAlpine Bank Wealth ManagementJun 30, 2026-540-9.0%5,445$79.2Klow
TrimmedSTAR Financial BankJun 30, 2026-518-13%3,580$76.0Klow
TrimmedJohn Boyer, Inc.Jun 30, 2026-502-13%3,406$73.6Klow
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