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 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.1K+ 116.13% |
$286K - $322K
|
3.9K
$653K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.09K+ 4.04% |
$285K - $321K
|
53.8K
$9.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.08K+ 8.89% |
$284K - $320K
|
25.4K
$4.26M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.06K+ 3.76% |
$281K - $317K
|
56.9K
$9.54M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.05K+ 2.74% |
$280K - $316K
|
76.9K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.05KNew |
$280K - $315K
|
2.05K
$343K
|
|
|
May 12, 2023
Q1 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.05K+ 9.15% |
$280K - $315K
|
24.4K
$4.09M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.04K+ 4.66% |
$278K - $314K
|
45.8K
$7.68M
|
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
2.03KNew |
$277K - $312K
|
2.03K
$340K
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.02K+ 11.22% |
$276K - $312K
|
20.1K
$3.36M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.02K+ 12.52% |
$276K - $312K
|
18.2K
$3.05M
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
2.02K+ 10.54% |
$275K - $310K
|
21.1K
$3.54M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.02K+ 1.8% |
$275K - $310K
|
114K
$19.1M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.01K+ 53.54% |
$275K - $310K
|
5.78K
$968K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2K+ 2.36% |
$274K - $308K
|
87K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
2K+ 0.04% |
$272K - $307K
|
5.22M
$874M
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.99KNew |
$272K - $307K
|
1.99K
$334K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.99KNew |
$272K - $306K
|
1.99K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.98K+ 3.83% |
$271K - $305K
|
53.8K
$9.01M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.98K+ 6.23% |
$270K - $305K
|
33.8K
$5.65M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.97KNew |
$268K - $303K
|
1.97K
$329K
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.96K+ 63.98% |
$268K - $302K
|
5.03K
$843K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.96K+ 5.06% |
$268K - $302K
|
40.7K
$6.82M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.95KNew |
$267K - $301K
|
1.95K
$327K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.94K+ 18.06% |
$265K - $298K
|
12.7K
$2.12M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.93KNew |
$264K - $297K
|
1.93K
$324K
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.93K+ 2.53% |
$263K - $297K
|
78.3K
$13.1M
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.92K+ 3.33% |
$263K - $296K
|
59.7K
$10M
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 5.65% |
$262K - $296K
|
36K
$6.02M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.92K+ 10.71% |
$262K - $296K
|
19.9K
$3.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.92KNew |
$262K - $295K
|
1.92K
$321K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.91KNew |
$261K - $294K
|
1.91K
$320K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.91K+ 13.35% |
$261K - $294K
|
16.2K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.91K+ 41.71% |
$261K - $294K
|
6.48K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 7.32% |
$259K - $292K
|
27.8K
$4.66M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
1.9K+ 1.49% |
$259K - $292K
|
129K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.88K+ 1.37% |
$256K - $289K
|
139K
$23.2M
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.86KNew |
$254K - $287K
|
1.86K
$312K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.86K+ 141.8% |
$254K - $286K
|
3.17K
$531K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
1.86K+ 8.97% |
$254K - $286K
|
22.6K
$3.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.86K+ 3.06% |
$253K - $286K
|
62.4K
$10.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.85K+ 7.83% |
$253K - $285K
|
25.5K
$4.28M
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
1.85K+ 12.91% |
$253K - $285K
|
16.2K
$2.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
1.85K+ 17.61% |
$253K - $285K
|
12.4K
$2.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.85K+ 4.22% |
$253K - $285K
|
45.6K
$7.64M
|
|
|
May 01, 2023
Q1 2023
|
Dillon & Associates Inc
|
BUY
|
- |
1.85K+ 8.62% |
$252K - $284K
|
23.3K
$3.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
1.85K+ 8.09% |
$252K - $284K
|
24.7K
$4.13M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.84K+ 3.29% |
$252K - $284K
|
58K
$9.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.84K+ 3.84% |
$251K - $283K
|
49.7K
$8.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.84K+ 5.73% |
$251K - $283K
|
33.9K
$5.68M
|