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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
312+ 12.11% |
$42.6K - $48K
|
2.89K
$460K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
311+ 0.88% |
$42.5K - $47.9K
|
35.6K
$5.67M
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
311+ 3.61% |
$42.5K - $47.9K
|
8.94K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
310+ 3.73% |
$42.3K - $47.7K
|
8.63K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
309+ 3.79% |
$42.2K - $47.6K
|
8.46K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
308+ 3.86% |
$42.1K - $47.4K
|
8.29K
$1.32M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
304+ 11.13% |
$41.5K - $46.8K
|
3.04K
$484K
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
302+ 17.36% |
$41.2K - $46.5K
|
2.04K
$325K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
301New |
$41.1K - $46.3K
|
301
$48K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
301+ 9.03% |
$41.1K - $46.3K
|
3.64K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
301+ 9.16% |
$41.1K - $46.3K
|
3.59K
$571K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
300+ 8.71% |
$41K - $46.2K
|
3.74K
$596K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
300+ 8.59% |
$41K - $46.2K
|
3.79K
$604K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.2% |
$41K - $46.2K
|
153K
$24.4M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
300+ 2.28% |
$41K - $46.2K
|
13.5K
$2.15M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 2.21% |
$41K - $46.2K
|
13.9K
$2.21M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
299+ 18.65% |
$40.8K - $46K
|
1.9K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
299+ 1.32% |
$40.8K - $46K
|
23K
$3.66M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
297+ 9.64% |
$40.6K - $45.7K
|
3.38K
$538K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
297+ 3.82% |
$40.6K - $45.7K
|
8.08K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
295+ 2.36% |
$40.3K - $45.4K
|
12.8K
$2.04M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
295+ 0.36% |
$40.3K - $45.4K
|
82K
$13.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
294+ 2.9% |
$40.2K - $45.2K
|
10.4K
$1.66M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
292+ 1.0% |
$39.9K - $44.9K
|
29.4K
$4.69M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
291+ 2.12% |
$39.7K - $44.8K
|
14K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
290+ 5.83% |
$39.6K - $44.6K
|
5.26K
$838K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
288+ 26.92% |
$39.3K - $44.3K
|
1.36K
$216K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
287+ 5.46% |
$39.2K - $44.2K
|
5.55K
$884K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
284+ 4.73% |
$38.8K - $43.7K
|
6.29K
$1M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
283+ 6.04% |
$38.6K - $43.6K
|
4.97K
$791K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
282+ 3.79% |
$38.5K - $43.4K
|
7.73K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
280+ 17.25% |
$38.2K - $43.1K
|
1.9K
$303K
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
280+ 17.25% |
$38.2K - $43.1K
|
1.9K
$303K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
279+ 2.84% |
$38.1K - $42.9K
|
10.1K
$1.61M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
278+ 12.89% |
$38K - $42.8K
|
2.44K
$388K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
277+ 11.04% |
$37.8K - $42.6K
|
2.79K
$444K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
277+ 16.8% |
$37.8K - $42.6K
|
1.93K
$307K
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
275+ 1.74% |
$37.6K - $42.3K
|
16.1K
$2.57M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
274+ 4.71% |
$37.4K - $42.2K
|
6.1K
$971K
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
274+ 0.67% |
$37.4K - $42.2K
|
41.2K
$6.56M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
274+ 10.97% |
$37.4K - $42.2K
|
2.77K
$442K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
272+ 1.48% |
$37.1K - $41.9K
|
18.6K
$2.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
271+ 13.26% |
$37K - $41.7K
|
2.31K
$369K
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
270+ 4.53% |
$36.9K - $41.6K
|
6.23K
$992K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
269+ 1.29% |
$36.7K - $41.4K
|
21K
$3.35M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
267+ 1.25% |
$36.5K - $41.1K
|
21.6K
$3.44M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
267+ 14.13% |
$36.5K - $41.1K
|
2.16K
$344K
|
|
|
May 05, 2023
Q1 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
266+ 18.87% |
$36.3K - $40.9K
|
1.68K
$267K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
264+ 12.79% |
$36.1K - $40.6K
|
2.33K
$371K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
263+ 2.07% |
$35.9K - $40.5K
|
13K
$2.07M
|