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 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-959- 1.13% |
$131K - $148K
|
84.3K
$13.5M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-960- 0.66% |
$131K - $148K
|
145K
$23.2M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-960- 5.62% |
$131K - $148K
|
16.1K
$2.58M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-962- 20.01% |
$131K - $148K
|
3.85K
$615K
|
|
|
Apr 26, 2023
Q1 2023
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-965- 12.63% |
$132K - $149K
|
6.67K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-971- 5.2% |
$133K - $149K
|
17.7K
$2.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-976- 2.98% |
$133K - $150K
|
31.8K
$5.08M
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-976- 4.79% |
$133K - $150K
|
19.4K
$3.1M
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-978- 0.65% |
$134K - $151K
|
150K
$23.9M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-983- 7.55% |
$134K - $151K
|
12K
$1.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-986- 8.18% |
$135K - $152K
|
11.1K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-986- 25.91% |
$135K - $152K
|
2.82K
$451K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-987- 1.24% |
$135K - $152K
|
78.9K
$12.6M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-989- 5.29% |
$135K - $152K
|
17.7K
$2.83M
|
|
|
May 10, 2023
Q1 2023
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-992- 1.65% |
$135K - $153K
|
59.2K
$9.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-997- 9.63% |
$136K - $153K
|
9.36K
$1.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1K- 2.21% |
$137K - $154K
|
44.2K
$7.06M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1KClosed |
$137K - $154K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.01K- 10.53% |
$137K - $155K
|
8.54K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.01K- 1.15% |
$138K - $155K
|
86.5K
$13.8M
|
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.01K- 12.02% |
$138K - $155K
|
7.38K
$1.18M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.02K- 1.25% |
$139K - $157K
|
80.5K
$12.9M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-1.02K- 2.84% |
$139K - $157K
|
34.8K
$5.57M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.02K- 1.52% |
$139K - $157K
|
66.3K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 2.85% |
$140K - $157K
|
34.9K
$5.57M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-1.02K- 3.96% |
$140K - $158K
|
24.9K
$3.97M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.03K- 13.49% |
$140K - $158K
|
6.57K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.03K- 0.82% |
$140K - $158K
|
124K
$19.9M
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-1.03K- 43.31% |
$141K - $159K
|
1.35K
$215K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-1.03K- 52.28% |
$141K - $159K
|
941
$150K
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-1.04K- 4.52% |
$141K - $159K
|
21.9K
$3.5M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.04K- 0.34% |
$142K - $160K
|
307K
$49.1M
|
|
|
May 15, 2023
Q1 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.04K- 14.58% |
$143K - $161K
|
6.12K
$978K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.05K- 11.96% |
$143K - $161K
|
7.7K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.05K- 25.14% |
$143K - $161K
|
3.12K
$498K
|
|
|
Feb 26, 2025
Q1 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-1.05K- 30.03% |
$143K - $161K
|
2.44K
$390K
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.05K- 2.5% |
$143K - $161K
|
40.9K
$6.54M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 0.7% |
$143K - $161K
|
149K
$23.8M
|
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1.05K- 1.89% |
$143K - $162K
|
54.5K
$8.71M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.05K- 15.75% |
$144K - $162K
|
5.63K
$900K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-1.06K- 19.25% |
$145K - $163K
|
4.45K
$711K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-1.06K- 1.89% |
$145K - $164K
|
55K
$8.8M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.07K- 6.31% |
$145K - $164K
|
15.8K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-1.07K- 7.37% |
$146K - $164K
|
13.4K
$2.14M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-1.07K- 20.86% |
$146K - $165K
|
4.06K
$648K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.07K- 4.75% |
$146K - $165K
|
21.4K
$3.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.07K- 0.43% |
$147K - $165K
|
248K
$39.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.08K- 21.25% |
$147K - $166K
|
4K
$640K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.08K- 34.4% |
$148K - $167K
|
2.07K
$330K
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 6.38% |
$150K - $169K
|
16.2K
$2.58M
|