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 09, 2023
Q1 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
2.66K+ 47.53% |
$363K - $409K
|
8.24K
$1.39M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.65K+ 161.41% |
$362K - $408K
|
4.3K
$726K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.64K+ 9.21% |
$360K - $406K
|
31.3K
$5.28M
|
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
2.62KNew |
$358K - $404K
|
2.62K
$443K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.61K+ 184.17% |
$356K - $401K
|
4.02K
$680K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.56K+ 86.59% |
$350K - $394K
|
5.52K
$933K
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.53K+ 13.82% |
$346K - $390K
|
20.9K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 9.68% |
$345K - $389K
|
28.6K
$4.84M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.52K+ 74.87% |
$344K - $387K
|
5.88K
$994K
|
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.49K+ 48.87% |
$340K - $383K
|
7.57K
$1.28M
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
2.47K+ 81.93% |
$337K - $380K
|
5.49K
$927K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.46K+ 29.4% |
$335K - $378K
|
10.8K
$1.83M
|
|
|
May 05, 2023
Q1 2023
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
2.45K+ 28.67% |
$335K - $377K
|
11K
$1.86M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
2.45K+ 4.66% |
$334K - $377K
|
55K
$9.3M
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2.43K+ 26.37% |
$332K - $374K
|
11.6K
$1.97M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
2.41K+ 0.93% |
$330K - $371K
|
261K
$44.1M
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.41K+ 8.74% |
$329K - $371K
|
30K
$5.06M
|
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.41K+ 11.81% |
$329K - $371K
|
22.8K
$3.85M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
2.4K+ 3.19% |
$327K - $369K
|
77.5K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
2.39K+ 78.6% |
$326K - $368K
|
5.43K
$917K
|
|
|
Apr 19, 2023
Q1 2023
|
Altus Wealth Management, LLC
|
BUY
|
- |
2.37K+ 8.47% |
$324K - $365K
|
30.3K
$5.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.35K+ 3.8% |
$321K - $362K
|
64.2K
$10.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.34K+ 24.44% |
$320K - $360K
|
11.9K
$2.01M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.34K+ 11.55% |
$319K - $360K
|
22.6K
$3.82M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 37.28% |
$319K - $360K
|
8.6K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Grand Jean Capital Management Inc
San Francisco, CA |
BUY
|
- |
2.3K+ 17.87% |
$314K - $354K
|
15.2K
$2.57M
|
|
|
May 03, 2023
Q1 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.3K+ 45.49% |
$314K - $354K
|
7.36K
$1.24M
|
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.29KNew |
$313K - $352K
|
2.29K
$387K
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
2.27K+ 8.66% |
$310K - $349K
|
28.5K
$4.81M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.27K+ 34.29% |
$310K - $349K
|
8.88K
$1.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.26K+ 27.76% |
$309K - $348K
|
10.4K
$1.76M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.26KNew |
$309K - $348K
|
2.26K
$382K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.25K+ 28.23% |
$307K - $346K
|
10.2K
$1.73M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.24K+ 13.26% |
$306K - $345K
|
19.2K
$3.24M
|
|
|
May 12, 2023
Q1 2023
|
Wills Financial Group, Inc.
|
BUY
|
- |
2.24K+ 4.6% |
$306K - $345K
|
50.9K
$8.61M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
2.24K+ 0.87% |
$306K - $345K
|
261K
$44.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.23K+ 9.32% |
$305K - $344K
|
26.2K
$4.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.23K+ 1.98% |
$305K - $344K
|
115K
$19.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.23K+ 10.7% |
$305K - $344K
|
23.1K
$3.91M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.21K+ 2.75% |
$302K - $340K
|
82.6K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.21KNew |
$301K - $340K
|
2.21K
$373K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2.2K+ 1.8% |
$300K - $338K
|
124K
$21M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.18K+ 65.94% |
$298K - $336K
|
5.49K
$928K
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.14K+ 21.67% |
$293K - $330K
|
12K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.11K+ 3.84% |
$288K - $324K
|
56.9K
$9.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.11K+ 25.32% |
$288K - $324K
|
10.4K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.11K+ 9.3% |
$288K - $324K
|
24.8K
$4.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.1K+ 30.94% |
$287K - $324K
|
8.9K
$1.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.1K+ 6.98% |
$287K - $323K
|
32.2K
$5.44M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.1K+ 116.13% |
$286K - $322K
|
3.9K
$659K
|