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 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2- 0.03% |
$273 - $308
|
6.78K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2- 33.33% |
$273 - $308
|
4
$637
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-2- 0.1% |
$273 - $308
|
2.07K
$330K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-3- 0.18% |
$410 - $462
|
1.64K
$261K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-3- 0.04% |
$410 - $462
|
7.78K
$1.24M
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3- 0.09% |
$410 - $462
|
3.38K
$539K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3- 0.09% |
$410 - $462
|
3.51K
$559K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-3- 0.03% |
$410 - $462
|
9.8K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-3- 0.02% |
$410 - $462
|
13.1K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Roof Eidam & Maycock
|
SELL
|
- |
-3- 0.1% |
$410 - $462
|
3.11K
$496K
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3- 0.09% |
$410 - $462
|
3.38K
$539K
|
|
|
Apr 13, 2023
Q1 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-4- 0.18% |
$546 - $616
|
2.27K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-4- 0.06% |
$546 - $616
|
6.4K
$1.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$683 - $770
|
15.6K
$2.48M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-5- 0.05% |
$683 - $770
|
10.1K
$1.61M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5- 1.86% |
$683 - $770
|
264
$42.1K
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5- 0.12% |
$683 - $770
|
4.3K
$685K
|
|
|
May 15, 2023
Q1 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-5- 0.05% |
$683 - $770
|
9.72K
$1.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 0.07% |
$819 - $923
|
8.31K
$1.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-6- 0.39% |
$819 - $923
|
1.54K
$246K
|
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-6- 0.13% |
$819 - $923
|
4.78K
$761K
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-6- 0.22% |
$819 - $923
|
2.69K
$428K
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.43% |
$956 - $1.08K
|
1.61K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-7- 0.05% |
$956 - $1.08K
|
12.8K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-7- 0.18% |
$956 - $1.08K
|
3.96K
$631K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-8- 0.17% |
$1.09K - $1.23K
|
4.6K
$733K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-8- 0.34% |
$1.09K - $1.23K
|
2.37K
$378K
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-8- 0.29% |
$1.09K - $1.23K
|
2.77K
$441K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-8- 0.08% |
$1.09K - $1.23K
|
9.42K
$1.5M
|
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-8- 0.41% |
$1.09K - $1.23K
|
1.93K
$308K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-8- 0.53% |
$1.09K - $1.23K
|
1.5K
$239K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-8- 0.04% |
$1.09K - $1.23K
|
21.5K
$3.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-9- 0.05% |
$1.23K - $1.39K
|
16.8K
$2.68M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-9- 2.89% |
$1.23K - $1.39K
|
302
$48.1K
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9- 0.19% |
$1.23K - $1.39K
|
4.77K
$759K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-9- 3.33% |
$1.23K - $1.39K
|
261
$41.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 0.08% |
$1.37K - $1.54K
|
12.4K
$1.97M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-10- 0.11% |
$1.37K - $1.54K
|
8.89K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-10- 0.05% |
$1.37K - $1.54K
|
21.3K
$3.39M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
SELL
|
- |
-10- 0.13% |
$1.37K - $1.54K
|
7.96K
$1.27M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 1.72% |
$1.5K - $1.69K
|
629
$100K
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-11- 0.44% |
$1.5K - $1.69K
|
2.49K
$396K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 1.72% |
$1.5K - $1.69K
|
629
$100K
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
SELL
|
- |
-11- 0.19% |
$1.5K - $1.69K
|
5.89K
$938K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-12- 0.14% |
$1.64K - $1.85K
|
8.27K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-12- 1.41% |
$1.64K - $1.85K
|
840
$134K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-12- 0.19% |
$1.64K - $1.85K
|
6.41K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-12- 70.59% |
$1.64K - $1.85K
|
5
$797
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-12- 0.23% |
$1.64K - $1.85K
|
5.31K
$845K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-12- 0.08% |
$1.64K - $1.85K
|
15.1K
$2.41M
|