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 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
19+ 0.41% |
$2.59K - $2.92K
|
4.7K
$757K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
19+ 0.07% |
$2.59K - $2.92K
|
26.3K
$4.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
18+ 0.64% |
$2.46K - $2.77K
|
2.82K
$454K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 0.53% |
$2.46K - $2.77K
|
3.44K
$555K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
18+ 1.35% |
$2.46K - $2.77K
|
1.35K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
18+ 0.2% |
$2.46K - $2.77K
|
9.11K
$1.47M
|
|
|
May 22, 2023
Q1 2023
|
University Of Texas
|
BUY
|
- |
18New |
$2.46K - $2.77K
|
18
$2.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
17+ 0.16% |
$2.32K - $2.62K
|
10.6K
$1.71M
|
|
|
Apr 13, 2023
Q1 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
17+ 1.13% |
$2.32K - $2.62K
|
1.53K
$246K
|
|
|
Apr 13, 2023
Q1 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
17+ 1.13% |
$2.32K - $2.62K
|
1.52K
$244K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
17+ 0.18% |
$2.32K - $2.62K
|
9.63K
$1.55M
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
17+ 0.17% |
$2.32K - $2.62K
|
10.3K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
17+ 0.16% |
$2.32K - $2.62K
|
10.8K
$1.74M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
16+ 0.4% |
$2.19K - $2.46K
|
3.98K
$641K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
16+ 0.44% |
$2.19K - $2.46K
|
3.65K
$589K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 0.8% |
$2.19K - $2.46K
|
2.01K
$325K
|
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
15+ 0.47% |
$2.05K - $2.31K
|
3.18K
$513K
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
15+ 0.11% |
$2.05K - $2.31K
|
14.3K
$2.3M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
15+ 0.05% |
$2.05K - $2.31K
|
29.1K
$4.7M
|
|
|
May 10, 2023
Q1 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.03% |
$2.05K - $2.31K
|
52.3K
$8.43M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15+ 0.42% |
$2.05K - $2.31K
|
3.62K
$583K
|
|
|
Sep 15, 2023
Q1 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
15+ 0.14% |
$2.05K - $2.31K
|
10.6K
$1.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
14+ 0.04% |
$1.91K - $2.15K
|
37.2K
$6M
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
14+ 0.61% |
$1.91K - $2.15K
|
2.31K
$372K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
14+ 0.21% |
$1.91K - $2.15K
|
6.59K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14+ 0.36% |
$1.91K - $2.15K
|
3.89K
$627K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
14+ 1.08% |
$1.91K - $2.15K
|
1.31K
$211K
|
|
|
May 10, 2023
Q1 2023
|
Fusion Capital, LLC
|
BUY
|
- |
14+ 0.88% |
$1.91K - $2.15K
|
1.61K
$259K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
14+ 0.67% |
$1.91K - $2.15K
|
2.11K
$340K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13+ 0.18% |
$1.78K - $2K
|
7.18K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.58% |
$1.78K - $2K
|
2.26K
$364K
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
13+ 0.15% |
$1.78K - $2K
|
8.47K
$1.37M
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
13+ 0.37% |
$1.78K - $2K
|
3.48K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
13+ 0.62% |
$1.78K - $2K
|
2.12K
$341K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
12+ 0.23% |
$1.64K - $1.85K
|
5.29K
$853K
|
|
|
May 02, 2023
Q1 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
12+ 0.1% |
$1.64K - $1.85K
|
12.4K
$2M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
11+ 0.34% |
$1.5K - $1.69K
|
3.24K
$523K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
11+ 0.54% |
$1.5K - $1.69K
|
2.06K
$333K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
BUY
|
- |
11+ 0.1% |
$1.5K - $1.69K
|
11.1K
$1.79M
|
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 0.22% |
$1.5K - $1.69K
|
4.94K
$797K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
11+ 0.1% |
$1.5K - $1.69K
|
10.9K
$1.76M
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11+ 0.39% |
$1.5K - $1.69K
|
2.86K
$460K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
11+ 0.01% |
$1.5K - $1.69K
|
172K
$27.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10+ 0.2% |
$1.37K - $1.54K
|
5.08K
$818K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10+ 0.72% |
$1.37K - $1.54K
|
1.39K
$225K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
10+ 0.3% |
$1.37K - $1.54K
|
3.38K
$544K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
10+ 0.1% |
$1.37K - $1.54K
|
10K
$1.62M
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
10+ 0.67% |
$1.37K - $1.54K
|
1.51K
$244K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
10+ 0.02% |
$1.37K - $1.54K
|
61.3K
$9.87M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
10+ 0.68% |
$1.37K - $1.54K
|
1.48K
$239K
|