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 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.06K+ 11.58% |
$145K - $164K
|
10.3K
$1.72M
|
|
|
May 12, 2023
Q1 2023
|
Renaissance Group LLC
Covington, KY |
BUY
|
- |
1.06K+ 0.53% |
$145K - $163K
|
201K
$33.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
1.06K+ 17.42% |
$144K - $163K
|
7.12K
$1.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.05K+ 6.75% |
$144K - $162K
|
16.6K
$2.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 1.92% |
$142K - $160K
|
55.3K
$9.26M
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
1.03K+ 3.24% |
$141K - $159K
|
32.8K
$5.5M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.02K+ 4.66% |
$140K - $157K
|
23K
$3.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.02K+ 8.59% |
$139K - $157K
|
12.9K
$2.16M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.02K+ 0.14% |
$139K - $157K
|
739K
$124M
|
|
|
May 03, 2023
Q1 2023
|
Tobam
|
BUY
|
- |
1.01K+ 9.55% |
$138K - $156K
|
11.6K
$1.95M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.01K+ 0.86% |
$138K - $156K
|
119K
$19.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.01K+ 2.65% |
$138K - $155K
|
39.2K
$6.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.01K+ 2.32% |
$138K - $155K
|
44.6K
$7.47M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.01K+ 2.06% |
$138K - $155K
|
49.9K
$8.37M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
1K+ 1.21% |
$137K - $155K
|
83.7K
$14M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
1K+ 4.52% |
$137K - $154K
|
23.1K
$3.87M
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1K+ 45.37% |
$137K - $154K
|
3.2K
$537K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
BUY
|
- |
999+ 1.56% |
$136K - $154K
|
65.2K
$10.9M
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
990+ 1.42% |
$135K - $152K
|
70.5K
$11.8M
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
980+ 9.06% |
$134K - $151K
|
11.8K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
978+ 44.97% |
$134K - $151K
|
3.15K
$528K
|
|
|
Apr 28, 2023
Q1 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
977+ 8.54% |
$133K - $150K
|
12.4K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
972+ 0.83% |
$133K - $150K
|
118K
$19.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
965New |
$132K - $149K
|
965
$162K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
957New |
$131K - $147K
|
957
$160K
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
956+ 1.38% |
$131K - $147K
|
70.2K
$11.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Nova Point Capital, LLC
|
BUY
|
- |
955+ 4.0% |
$130K - $147K
|
24.8K
$4.16M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
951+ 6.86% |
$130K - $146K
|
14.8K
$2.48M
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
951+ 0.32% |
$130K - $146K
|
294K
$49.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
950+ 1.87% |
$130K - $146K
|
51.7K
$8.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
949+ 8.29% |
$130K - $146K
|
12.4K
$2.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
948+ 10.69% |
$129K - $146K
|
9.82K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
945+ 5.01% |
$129K - $145K
|
19.8K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
938+ 1.5% |
$128K - $144K
|
63.6K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
931+ 10.92% |
$127K - $143K
|
9.45K
$1.58M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
930+ 40.66% |
$127K - $143K
|
3.22K
$539K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
928+ 3.66% |
$127K - $143K
|
26.3K
$4.4M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
925+ 7.22% |
$126K - $142K
|
13.7K
$2.3M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
920+ 2.43% |
$126K - $142K
|
38.7K
$6.49M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
919+ 8.71% |
$126K - $141K
|
11.5K
$1.92M
|
|
|
May 09, 2023
Q1 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
918+ 2.04% |
$125K - $141K
|
46K
$7.7M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
918+ 0.56% |
$125K - $141K
|
164K
$27.5M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
917+ 3.37% |
$125K - $141K
|
28.2K
$4.72M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
914+ 6.17% |
$125K - $141K
|
15.7K
$2.63M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
901+ 5.33% |
$123K - $139K
|
17.8K
$2.99M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
901+ 0.58% |
$123K - $139K
|
157K
$26.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
BUY
|
- |
898+ 2.75% |
$123K - $138K
|
33.5K
$5.62M
|
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
898+ 2.5% |
$123K - $138K
|
36.9K
$6.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
895+ 0.78% |
$122K - $138K
|
116K
$19.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Rba Wealth Management, LLC
|
BUY
|
- |
888+ 3.4% |
$121K - $137K
|
27K
$4.53M
|