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 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-405- 29.45% |
$50.1K - $62.3K
|
970
$155K
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-407- 3.27% |
$50.4K - $62.7K
|
12K
$1.93M
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-407- 19.52% |
$50.4K - $62.7K
|
1.68K
$268K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-410- 8.12% |
$50.7K - $63.1K
|
4.64K
$741K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-410- 10.22% |
$50.7K - $63.1K
|
3.6K
$576K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-411- 1.06% |
$50.9K - $63.3K
|
38.5K
$6.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-411- 8.6% |
$50.9K - $63.3K
|
4.37K
$699K
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-412- 2.1% |
$51K - $63.4K
|
19.3K
$3.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-413- 19.68% |
$51.1K - $63.6K
|
1.69K
$270K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-413- 2.37% |
$51.1K - $63.6K
|
17K
$2.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-414- 0.84% |
$51.2K - $63.7K
|
49K
$7.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-418- 0.16% |
$51.7K - $64.4K
|
259K
$41.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-420- 1.05% |
$52K - $64.7K
|
39.5K
$6.32M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-425- 2.85% |
$52.6K - $65.4K
|
14.5K
$2.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-425- 2.52% |
$52.6K - $65.4K
|
16.5K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-427- 3.84% |
$52.8K - $65.7K
|
10.7K
$1.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-428- 1.61% |
$53K - $65.9K
|
26.2K
$4.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-431- 15.5% |
$53.3K - $66.4K
|
2.35K
$376K
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-433- 1.94% |
$53.6K - $66.7K
|
21.9K
$3.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-435- 3.05% |
$53.8K - $67K
|
13.8K
$2.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-436- 0.69% |
$54K - $67.1K
|
63.2K
$10.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-437- 0.29% |
$54.1K - $67.3K
|
151K
$24.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-438- 6.16% |
$54.2K - $67.4K
|
6.67K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-442- 2.98% |
$54.7K - $68K
|
14.4K
$2.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-443- 1.91% |
$54.8K - $68.2K
|
22.7K
$3.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-445- 16.04% |
$55.1K - $68.5K
|
2.33K
$372K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-446- 7.39% |
$55.2K - $68.7K
|
5.59K
$893K
|
|
|
Jan 12, 2023
Q4 2022
|
Addenda Capital Inc.
|
SELL
|
- |
-448- 1.28% |
$55.4K - $69K
|
34.5K
$5.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-457- 18.56% |
$56.6K - $70.4K
|
2.01K
$321K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-458- 0.69% |
$56.7K - $70.5K
|
65.5K
$10.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-460- 0.6% |
$56.9K - $70.8K
|
75.6K
$12.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-462- 0.79% |
$57.2K - $71.1K
|
58.2K
$9.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-473- 2.7% |
$58.5K - $72.8K
|
17.1K
$2.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Baker Boyer National Bank
|
SELL
|
- |
-476- 7.61% |
$58.9K - $73.3K
|
5.78K
$924K
|
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-477- 1.89% |
$59K - $73.4K
|
24.7K
$3.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-480- 0.32% |
$59.4K - $73.9K
|
148K
$23.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-481- 0.71% |
$59.5K - $74K
|
67K
$10.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-482- 2.47% |
$59.7K - $74.2K
|
19K
$3.04M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-488- 0.59% |
$60.4K - $75.1K
|
82.8K
$13.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-488- 9.13% |
$60.4K - $75.1K
|
4.86K
$776K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-488- 6.57% |
$60.4K - $75.1K
|
6.94K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-491- 0.53% |
$60.8K - $75.6K
|
91.6K
$14.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-492- 3.94% |
$60.9K - $75.7K
|
12K
$1.92M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-494- 2.68% |
$61.1K - $76.1K
|
18K
$2.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-495- 7.6% |
$61.3K - $76.2K
|
6.02K
$962K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-495- 11.83% |
$61.3K - $76.2K
|
3.69K
$590K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-495- 8.89% |
$61.3K - $76.2K
|
5.07K
$811K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-496- 18.35% |
$61.4K - $76.4K
|
2.21K
$353K
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-497- 1.79% |
$61.5K - $76.5K
|
27.3K
$4.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-497- 4.74% |
$61.5K - $76.5K
|
10K
$1.6M
|