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 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.33K- 3.25% |
$318K - $359K
|
69.4K
$11.1M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-2.34K- 1.63% |
$320K - $361K
|
142K
$22.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-2.36K- 12.17% |
$323K - $364K
|
17.1K
$2.73M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-2.39K- 3.8% |
$326K - $368K
|
60.4K
$9.65M
|
|
|
Sep 04, 2024
Q1 2023
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
SELL
|
- |
-2.39K- 30.96% |
$326K - $368K
|
5.33K
$851K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2.44K- 4.12% |
$333K - $376K
|
56.8K
$9.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-2.45K- 3.7% |
$335K - $378K
|
63.8K
$10.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-2.48K- 3.0% |
$339K - $382K
|
80.1K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.51K- 5.51% |
$343K - $386K
|
43.1K
$6.88M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2.53K- 34.51% |
$346K - $390K
|
4.8K
$768K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.55K- 3.34% |
$348K - $392K
|
73.7K
$11.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.56K- 1.69% |
$349K - $394K
|
148K
$23.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.61K- 38.42% |
$356K - $401K
|
4.18K
$668K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2.62K- 1.44% |
$357K - $403K
|
179K
$28.6M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-2.67K- 3.23% |
$364K - $411K
|
79.9K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-2.67K- 0.26% |
$365K - $411K
|
1.02M
$163M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.68K- 42.4% |
$365K - $412K
|
3.64K
$581K
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-2.68K- 50.14% |
$365K - $412K
|
2.66K
$425K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-2.68K- 11.05% |
$366K - $412K
|
21.6K
$3.45M
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.7K- 60.96% |
$369K - $416K
|
1.73K
$276K
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-2.71K- 12.26% |
$371K - $418K
|
19.4K
$3.1M
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.71K- 27.55% |
$371K - $418K
|
7.14K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.73K- 1.72% |
$373K - $420K
|
156K
$25M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.74K- 2.74% |
$374K - $422K
|
97.3K
$15.6M
|
|
|
May 10, 2023
Q1 2023
|
Triodos Investment Management Bv
|
SELL
|
- |
-2.75K- 0.92% |
$376K - $423K
|
296K
$47.2M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.76K- 2.35% |
$376K - $424K
|
114K
$18.3M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-2.76K- 18.79% |
$377K - $425K
|
11.9K
$1.91M
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.77K- 24.51% |
$379K - $427K
|
8.54K
$1.37M
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-2.77K- 8.0% |
$379K - $427K
|
31.9K
$5.1M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.78K- 21.16% |
$379K - $427K
|
10.3K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.8K- 2.83% |
$383K - $431K
|
96.2K
$15.4M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-2.83K- 89.41% |
$386K - $435K
|
335
$53.6K
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.83K- 4.66% |
$386K - $436K
|
58K
$9.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.86K- 4.53% |
$390K - $440K
|
60.2K
$9.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.87K- 2.3% |
$391K - $441K
|
122K
$19.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.92K- 23.97% |
$398K - $449K
|
9.24K
$1.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.95K- 0.45% |
$403K - $454K
|
647K
$103M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.95K- 30.66% |
$403K - $454K
|
6.68K
$1.07M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.96K- 16.03% |
$405K - $456K
|
15.5K
$2.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.99K- 1.32% |
$408K - $459K
|
223K
$35.6M
|
|
|
May 02, 2023
Q1 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 18.18% |
$410K - $462K
|
13.5K
$2.16M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.01K- 25.39% |
$411K - $463K
|
8.84K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.05K- 22.75% |
$417K - $470K
|
10.4K
$1.66M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.06K- 14.6% |
$418K - $471K
|
17.9K
$2.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-3.08K- 27.26% |
$420K - $474K
|
8.22K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.09K- 3.1% |
$422K - $475K
|
96.6K
$15.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-3.17K- 4.98% |
$433K - $488K
|
60.4K
$9.66M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.18K- 2.02% |
$434K - $489K
|
154K
$24.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-3.19K- 9.7% |
$435K - $491K
|
29.7K
$4.74M
|
|
|
May 09, 2023
Q1 2023
|
Ing Groep Nv
|
SELL
|
- |
-3.2K- 0.42% |
$437K - $493K
|
752K
$120M
|