Purchases and Sales Made in Q4 2022 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
26+ 0.88% |
$3.22K - $4K
|
2.98K
$475K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 3.73% |
$3.09K - $3.85K
|
695
$111K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
25+ 1.39% |
$3.09K - $3.85K
|
1.83K
$291K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
25+ 138.89% |
$3.09K - $3.85K
|
43
$6.85K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
25+ 0.64% |
$3.09K - $3.85K
|
3.93K
$625K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
24+ 0.43% |
$2.97K - $3.69K
|
5.63K
$897K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.64% |
$2.97K - $3.69K
|
3.77K
$601K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
24+ 0.29% |
$2.97K - $3.69K
|
8.38K
$1.34M
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
23+ 0.71% |
$2.85K - $3.54K
|
3.27K
$520K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
23+ 0.25% |
$2.85K - $3.54K
|
9.23K
$1.47M
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
23+ 0.43% |
$2.85K - $3.54K
|
5.35K
$853K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
23+ 1.25% |
$2.85K - $3.54K
|
1.86K
$297K
|
|
|
Jan 25, 2023
Q4 2022
|
Barry Investment Advisors, LLC
|
BUY
|
- |
22+ 0.47% |
$2.72K - $3.39K
|
4.68K
$745K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
22+ 0.34% |
$2.72K - $3.39K
|
6.42K
$1.02M
|
|
|
Feb 20, 2025
Q4 2022
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
22+ 0.79% |
$2.72K - $3.39K
|
2.81K
$448K
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
21+ 0.49% |
$2.6K - $3.23K
|
4.32K
$688K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
21+ 1.33% |
$2.6K - $3.23K
|
1.61K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.4% |
$2.6K - $3.23K
|
5.28K
$842K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
20+ 0.32% |
$2.48K - $3.08K
|
6.27K
$999K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
20+ 0.04% |
$2.48K - $3.08K
|
48.7K
$7.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Claret Asset Management Corp
|
BUY
|
- |
20+ 1.23% |
$2.48K - $3.08K
|
1.64K
$262K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
20+ 0.03% |
$2.48K - $3.08K
|
58.2K
$9.27M
|
|
|
Apr 05, 2024
Q4 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
20+ 0.38% |
$2.48K - $3.08K
|
5.32K
$848K
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
20+ 0.38% |
$2.48K - $3.08K
|
5.34K
$850K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
19+ 0.59% |
$2.35K - $2.93K
|
3.23K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
19+ 0.63% |
$2.35K - $2.93K
|
3.02K
$481K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
19+ 0.59% |
$2.35K - $2.93K
|
3.22K
$513K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
18+ 2.18% |
$2.23K - $2.77K
|
842
$134K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
18+ 0.65% |
$2.23K - $2.77K
|
2.78K
$444K
|
|
|
Jan 17, 2023
Q4 2022
|
Guardian Financial Partners, LLC
|
BUY
|
- |
18+ 0.65% |
$2.23K - $2.77K
|
2.8K
$446K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
18+ 0.46% |
$2.23K - $2.77K
|
3.93K
$626K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
18+ 0.08% |
$2.23K - $2.77K
|
22.8K
$3.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
17+ 0.19% |
$2.1K - $2.62K
|
9.1K
$1.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
17+ 1.06% |
$2.1K - $2.62K
|
1.62K
$259K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
16+ 0.52% |
$1.98K - $2.46K
|
3.09K
$492K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
16+ 0.29% |
$1.98K - $2.46K
|
5.58K
$889K
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
BUY
|
- |
16+ 0.85% |
$1.98K - $2.46K
|
1.9K
$302K
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
16+ 0.26% |
$1.98K - $2.46K
|
6.06K
$966K
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
16+ 0.37% |
$1.98K - $2.46K
|
4.3K
$686K
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
16+ 0.81% |
$1.98K - $2.46K
|
2K
$318K
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
16+ 0.48% |
$1.98K - $2.46K
|
3.32K
$528K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
15+ 0.67% |
$1.86K - $2.31K
|
2.26K
$359K
|
|
|
Jan 19, 2023
Q4 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
15+ 0.35% |
$1.86K - $2.31K
|
4.33K
$689K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
15+ 0.01% |
$1.86K - $2.31K
|
253K
$40.3M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
15+ 0.44% |
$1.86K - $2.31K
|
3.42K
$545K
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
15+ 0.15% |
$1.86K - $2.31K
|
9.94K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
15+ 0.72% |
$1.86K - $2.31K
|
2.1K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
15+ 0.24% |
$1.86K - $2.31K
|
6.19K
$986K
|
|
|
Feb 09, 2023
Q4 2022
|
Keene & Associates, Inc.
|
BUY
|
- |
14+ 0.61% |
$1.73K - $2.16K
|
2.29K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
14+ 0.79% |
$1.73K - $2.16K
|
1.78K
$284K
|