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 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.29K+ 0.73% |
$176K - $199K
|
179K
$29.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.28K+ 2.44% |
$175K - $197K
|
53.8K
$9.01M
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.28K+ 6.74% |
$175K - $197K
|
20.3K
$3.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
1.28K+ 3.81% |
$175K - $197K
|
34.9K
$5.85M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.28K+ 0.38% |
$175K - $197K
|
333K
$55.9M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.28K+ 3.06% |
$175K - $197K
|
43K
$7.21M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.27K+ 41.65% |
$174K - $196K
|
4.33K
$725K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.27K+ 13.01% |
$174K - $196K
|
11K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.27KNew |
$173K - $195K
|
1.27K
$212K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.26K+ 0.87% |
$172K - $194K
|
146K
$24.5M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.25K+ 7.75% |
$171K - $193K
|
17.4K
$2.92M
|
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.25K+ 2.14% |
$171K - $193K
|
59.8K
$10M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.25K+ 16.71% |
$171K - $193K
|
8.76K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.25KNew |
$171K - $192K
|
1.25K
$209K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.24K+ 1.38% |
$169K - $191K
|
91.2K
$15.3M
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.24K+ 8.76% |
$169K - $191K
|
15.4K
$2.58M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.24K+ 17.84% |
$169K - $190K
|
8.16K
$1.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.23K+ 1.88% |
$168K - $190K
|
66.8K
$11.2M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.23K+ 1.79% |
$168K - $189K
|
69.7K
$11.7M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.22K+ 2.5% |
$167K - $188K
|
50.2K
$8.4M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
1.22K+ 2.09% |
$166K - $187K
|
59.4K
$9.95M
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.21K+ 10.92% |
$166K - $187K
|
12.3K
$2.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.21K+ 4.35% |
$165K - $186K
|
29K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.21K+ 15.03% |
$165K - $186K
|
9.23K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.2K+ 2.74% |
$164K - $185K
|
45.1K
$7.56M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.2K+ 1.11% |
$163K - $184K
|
109K
$18.2M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.19K+ 39.84% |
$163K - $184K
|
4.19K
$702K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
1.19K+ 0.65% |
$162K - $182K
|
184K
$30.8M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.18K+ 1.61% |
$161K - $182K
|
74.7K
$12.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 2.23% |
$161K - $182K
|
54.1K
$9.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.73% |
$161K - $182K
|
44.4K
$7.43M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.17K+ 21.14% |
$160K - $180K
|
6.69K
$1.12M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.17K+ 3.24% |
$159K - $180K
|
37.2K
$6.22M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.17K+ 44.05% |
$159K - $179K
|
3.81K
$638K
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1.15K+ 43.33% |
$158K - $178K
|
3.82K
$639K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
1.15K+ 6.24% |
$157K - $177K
|
19.6K
$3.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.15K+ 11.32% |
$157K - $177K
|
11.3K
$1.9M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
1.14K+ 0.44% |
$156K - $175K
|
259K
$43.4M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.14K+ 1.7% |
$155K - $175K
|
68.2K
$11.4M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.13K+ 24.31% |
$155K - $174K
|
5.79K
$971K
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.13K+ 2.58% |
$154K - $173K
|
44.8K
$7.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.12K+ 2.14% |
$154K - $173K
|
53.6K
$8.97M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.1K+ 3.83% |
$151K - $170K
|
29.8K
$5M
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 29.65% |
$150K - $169K
|
4.81K
$806K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
1.09K+ 4.04% |
$148K - $167K
|
28K
$4.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.08K+ 8.57% |
$148K - $167K
|
13.7K
$2.3M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.08K+ 11.31% |
$147K - $166K
|
10.6K
$1.78M
|
|
|
May 08, 2023
Q1 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.08K+ 2.45% |
$147K - $166K
|
45.1K
$7.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.08K+ 17.91% |
$147K - $166K
|
7.08K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
1.07K+ 11.77% |
$146K - $164K
|
10.1K
$1.7M
|