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 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.82KNew |
$249K - $280K
|
1.82K
$308K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.82K+ 4.2% |
$249K - $280K
|
45.1K
$7.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
1.82KNew |
$248K - $280K
|
1.82K
$307K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
BUY
|
- |
1.82K+ 0.94% |
$248K - $280K
|
196K
$33.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.81K+ 2.68% |
$248K - $279K
|
69.6K
$11.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
1.8K+ 84.68% |
$246K - $277K
|
3.93K
$664K
|
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
1.8KNew |
$246K - $277K
|
1.8K
$305K
|
|
|
May 08, 2023
Q1 2023
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
1.8K+ 4.42% |
$246K - $277K
|
42.5K
$7.18M
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.79K+ 5.82% |
$245K - $276K
|
32.6K
$5.51M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.78K+ 2.14% |
$244K - $275K
|
85.1K
$14.4M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.77KNew |
$242K - $273K
|
1.77K
$299K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1.76K+ 6.83% |
$240K - $271K
|
27.5K
$4.65M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
1.76K+ 8.15% |
$240K - $271K
|
23.3K
$3.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
1.74K+ 4.81% |
$238K - $268K
|
38K
$6.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.74KNew |
$237K - $267K
|
1.74K
$293K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.72K+ 5.16% |
$235K - $265K
|
35.1K
$5.94M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.7K+ 28.47% |
$232K - $261K
|
7.66K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.68KNew |
$229K - $258K
|
1.68K
$283K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.67K+ 1.15% |
$228K - $257K
|
147K
$24.8M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.67K+ 1.15% |
$228K - $257K
|
147K
$24.8M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.67K+ 4.59% |
$228K - $257K
|
38K
$6.42M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
1.66K+ 9.22% |
$227K - $256K
|
19.7K
$3.32M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.66K+ 7.75% |
$226K - $255K
|
23K
$3.89M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
1.65K+ 0.92% |
$225K - $254K
|
180K
$30.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.65K+ 14.02% |
$225K - $254K
|
13.4K
$2.26M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.65KNew |
$225K - $253K
|
1.65K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
1.64KNew |
$225K - $253K
|
1.64K
$278K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.62K+ 2.35% |
$222K - $250K
|
70.8K
$12M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.62K+ 39.93% |
$221K - $249K
|
5.66K
$957K
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
BUY
|
- |
1.61K+ 2.11% |
$220K - $248K
|
78.2K
$13.2M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.61K+ 82.5% |
$220K - $247K
|
3.56K
$601K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.61K+ 14.78% |
$219K - $247K
|
12.5K
$2.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.6K+ 5.87% |
$219K - $247K
|
28.9K
$4.89M
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.6K+ 1.11% |
$219K - $247K
|
146K
$24.6M
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.6K+ 7.94% |
$219K - $246K
|
21.8K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.59K+ 1.76% |
$218K - $245K
|
92.1K
$15.6M
|
|
|
Nov 17, 2023
Q1 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
1.58KNew |
$215K - $243K
|
1.58K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.57K+ 1.17% |
$215K - $242K
|
136K
$23.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.56K+ 0.84% |
$213K - $241K
|
187K
$31.5M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.56K+ 4.2% |
$213K - $240K
|
38.7K
$6.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.54K+ 5.16% |
$210K - $237K
|
31.4K
$5.3M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.54K+ 14.72% |
$210K - $236K
|
12K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
1.53K+ 5.56% |
$209K - $236K
|
29K
$4.91M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.52K+ 24.5% |
$207K - $233K
|
7.71K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.51KNew |
$206K - $233K
|
1.51K
$256K
|
|
|
Apr 11, 2023
Q1 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
1.51K+ 71.06% |
$206K - $232K
|
3.64K
$614K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.5KNew |
$205K - $231K
|
1.5K
$254K
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
1.5K+ 1.43% |
$205K - $231K
|
106K
$18M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.5KNew |
$205K - $231K
|
1.5K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.5KNew |
$205K - $231K
|
1.5K
$254K
|