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 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-29- 0.14% |
$3.96K - $4.46K
|
21.4K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-29- 1.29% |
$3.96K - $4.46K
|
2.22K
$354K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-30- 0.97% |
$4.1K - $4.62K
|
3.06K
$487K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-30- 0.99% |
$4.1K - $4.62K
|
3.01K
$479K
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-30- 0.82% |
$4.1K - $4.62K
|
3.62K
$577K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.17% |
$4.23K - $4.77K
|
18.3K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-31- 2.56% |
$4.23K - $4.77K
|
1.18K
$188K
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-32- 0.41% |
$4.37K - $4.93K
|
7.79K
$1.24M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-32- 0.51% |
$4.37K - $4.93K
|
6.28K
$1M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-32- 0.42% |
$4.37K - $4.93K
|
7.55K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-32- 0.12% |
$4.37K - $4.93K
|
25.7K
$4.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-33- 1.01% |
$4.51K - $5.08K
|
3.23K
$515K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-33- 1.05% |
$4.51K - $5.08K
|
3.11K
$495K
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-33- 0.7% |
$4.51K - $5.08K
|
4.65K
$741K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-33- 1.06% |
$4.51K - $5.08K
|
3.08K
$491K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-34- 0.68% |
$4.64K - $5.23K
|
4.98K
$793K
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-34- 0.04% |
$4.64K - $5.23K
|
76.6K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-34- 0.34% |
$4.64K - $5.23K
|
10.1K
$1.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-35- 0.11% |
$4.78K - $5.39K
|
30.9K
$4.92M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 0.21% |
$4.78K - $5.39K
|
16.6K
$2.64M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-35- 0.07% |
$4.78K - $5.39K
|
51.5K
$8.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-36- 0.36% |
$4.92K - $5.54K
|
9.99K
$1.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-37- 38.54% |
$5.05K - $5.69K
|
59
$9.4K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-38- 0.46% |
$5.19K - $5.85K
|
8.16K
$1.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 0.2% |
$5.19K - $5.85K
|
19.1K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-38- 0.45% |
$5.19K - $5.85K
|
8.48K
$1.35M
|
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-38- 0.4% |
$5.19K - $5.85K
|
9.47K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-39- 0.13% |
$5.33K - $6K
|
31K
$4.94M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-40- 0.4% |
$5.46K - $6.16K
|
9.96K
$1.59M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-41- 1.63% |
$5.6K - $6.31K
|
2.47K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-41- 1.88% |
$5.6K - $6.31K
|
2.14K
$341K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-42- 0.8% |
$5.74K - $6.46K
|
5.18K
$825K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-42- 0.38% |
$5.74K - $6.46K
|
10.9K
$1.74M
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-43- 2.5% |
$5.87K - $6.62K
|
1.67K
$267K
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-43- 0.53% |
$5.87K - $6.62K
|
8.09K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-43- 0.3% |
$5.87K - $6.62K
|
14.3K
$2.27M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-44- 0.16% |
$6.01K - $6.77K
|
28K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-44- 2.47% |
$6.01K - $6.77K
|
1.74K
$277K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-45- 1.17% |
$6.15K - $6.93K
|
3.8K
$605K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-45- 0.67% |
$6.15K - $6.93K
|
6.68K
$1.06M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-45- 0.85% |
$6.15K - $6.93K
|
5.26K
$838K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45- 2.43% |
$6.15K - $6.93K
|
1.81K
$288K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-46- 0.41% |
$6.28K - $7.08K
|
11.2K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46- 0.25% |
$6.28K - $7.08K
|
18.1K
$2.88M
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-47- 0.49% |
$6.42K - $7.23K
|
9.53K
$1.52M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
SELL
|
- |
-47- 1.21% |
$6.42K - $7.23K
|
3.84K
$612K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-47- 0.49% |
$6.42K - $7.23K
|
9.54K
$1.52M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-47- 4.85% |
$6.42K - $7.23K
|
923
$147K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-47- 0.09% |
$6.42K - $7.23K
|
51.8K
$8.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-48- 0.4% |
$6.56K - $7.39K
|
11.9K
$1.89M
|