Purchases and Sales Made in Q1 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
582+ 4.24% |
$79.5K - $89.6K
|
14.3K
$2.29M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
576+ 2.98% |
$78.7K - $88.7K
|
19.9K
$3.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
575+ 31.77% |
$78.5K - $88.5K
|
2.39K
$381K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
573+ 33.87% |
$78.3K - $88.2K
|
2.27K
$362K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
573+ 1.14% |
$78.3K - $88.2K
|
50.8K
$8.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
568New |
$77.6K - $87.4K
|
568
$90.8K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
563+ 0.61% |
$76.9K - $86.7K
|
92.2K
$14.7M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
561+ 3.41% |
$76.6K - $86.3K
|
17K
$2.72M
|
|
|
May 12, 2023
Q1 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
557+ 6.39% |
$76.1K - $85.7K
|
9.28K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
554+ 2.3% |
$75.7K - $85.3K
|
24.6K
$3.94M
|
|
|
May 18, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
549+ 17.67% |
$75K - $84.5K
|
3.66K
$584K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
546+ 2.41% |
$74.6K - $84K
|
23.2K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
544+ 11.73% |
$74.3K - $83.7K
|
5.18K
$828K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
540+ 21.23% |
$73.7K - $83.1K
|
3.08K
$493K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
535+ 5.32% |
$73.1K - $82.3K
|
10.6K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
535+ 6.94% |
$73.1K - $82.3K
|
8.25K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
532+ 1.28% |
$72.7K - $81.9K
|
42K
$6.72M
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
526+ 0.41% |
$71.8K - $81K
|
130K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
526+ 0.54% |
$71.8K - $81K
|
98.8K
$15.8M
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
523+ 22.09% |
$71.4K - $80.5K
|
2.89K
$462K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
522+ 28.37% |
$71.3K - $80.3K
|
2.36K
$378K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
520+ 2.01% |
$71K - $80K
|
26.4K
$4.22M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
518+ 2.37% |
$70.7K - $79.7K
|
22.3K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
518+ 1.73% |
$70.7K - $79.7K
|
30.5K
$4.87M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
516+ 1.57% |
$70.5K - $79.4K
|
33.4K
$5.33M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
514+ 5.91% |
$70.2K - $79.1K
|
9.21K
$1.47M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
514+ 12.41% |
$70.2K - $79.1K
|
4.66K
$744K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
512+ 7.13% |
$69.9K - $78.8K
|
7.69K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
512+ 2.91% |
$69.9K - $78.8K
|
18.1K
$2.89M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
511+ 0.71% |
$69.8K - $78.6K
|
72.1K
$11.5M
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
509+ 6.17% |
$69.5K - $78.3K
|
8.76K
$1.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
508+ 0.71% |
$69.4K - $78.2K
|
72.3K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
BUY
|
- |
497+ 14.94% |
$67.9K - $76.5K
|
3.82K
$611K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
495+ 2.22% |
$67.6K - $76.2K
|
22.7K
$3.64M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
494+ 2.71% |
$67.5K - $76K
|
18.7K
$2.99M
|
|
|
Apr 12, 2023
Q1 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
493+ 1.06% |
$67.3K - $75.9K
|
46.9K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
491+ 0.53% |
$67.1K - $75.6K
|
93.5K
$14.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
490+ 31.19% |
$66.9K - $75.4K
|
2.06K
$329K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
489+ 1.55% |
$66.8K - $75.3K
|
32K
$5.12M
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
485+ 3.93% |
$66.2K - $74.6K
|
12.8K
$2.05M
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
484+ 3.85% |
$66.1K - $74.5K
|
13K
$2.09M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
483+ 10.3% |
$66K - $74.3K
|
5.17K
$827K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
480+ 0.87% |
$65.6K - $73.9K
|
55.7K
$8.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
479+ 1.16% |
$65.4K - $73.7K
|
41.9K
$6.71M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
478+ 18.12% |
$65.3K - $73.6K
|
3.12K
$498K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
474+ 4.01% |
$64.7K - $73K
|
12.3K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
471+ 10.83% |
$64.3K - $72.5K
|
4.82K
$771K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
470+ 0.17% |
$64.2K - $72.3K
|
275K
$43.9M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
470+ 13.62% |
$64.2K - $72.3K
|
3.92K
$627K
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
470+ 2.6% |
$64.2K - $72.3K
|
18.5K
$2.96M
|