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 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
888+ 1.58% |
$121K - $137K
|
57K
$9.55M
|
|
|
May 15, 2023
Q1 2023
|
Georgetown University
Washington, DC |
BUY
|
- |
888+ 1.23% |
$121K - $137K
|
73.2K
$12.3M
|
|
|
May 12, 2023
Q1 2023
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
875+ 13.8% |
$119K - $135K
|
7.22K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
870+ 1.19% |
$119K - $134K
|
74K
$12.4M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
867+ 0.73% |
$118K - $133K
|
120K
$20.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
854+ 21.21% |
$117K - $131K
|
4.88K
$818K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
847+ 2.35% |
$116K - $130K
|
37K
$6.19M
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
BUY
|
- |
846+ 2.91% |
$116K - $130K
|
30K
$5.02M
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
845+ 162.81% |
$115K - $130K
|
1.36K
$229K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
842+ 1.98% |
$115K - $130K
|
43.4K
$7.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
825+ 5.89% |
$113K - $127K
|
14.8K
$2.49M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
823+ 1.91% |
$112K - $127K
|
43.9K
$7.36M
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
821+ 6.65% |
$112K - $126K
|
13.2K
$2.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
820+ 0.74% |
$112K - $126K
|
112K
$18.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
BUY
|
- |
815+ 9.06% |
$111K - $125K
|
9.81K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
813+ 10.47% |
$111K - $125K
|
8.58K
$1.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
796+ 0.22% |
$109K - $123K
|
359K
$60.1M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
793+ 1.05% |
$108K - $122K
|
76.4K
$12.8M
|
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
786+ 7.5% |
$107K - $121K
|
11.3K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
785+ 2.35% |
$107K - $121K
|
34.2K
$5.73M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
782+ 2.23% |
$107K - $120K
|
35.9K
$6.01M
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
780+ 4.26% |
$107K - $120K
|
19.1K
$3.2M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
777+ 2.19% |
$106K - $120K
|
36.3K
$6.08M
|
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
777+ 21.07% |
$106K - $120K
|
4.47K
$748K
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
775+ 1.15% |
$106K - $119K
|
68.3K
$11.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
773+ 5.95% |
$106K - $119K
|
13.8K
$2.3M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
766+ 17.68% |
$105K - $118K
|
5.1K
$854K
|
|
|
May 15, 2023
Q1 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
765+ 3.44% |
$104K - $118K
|
23K
$3.86M
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
764+ 2.71% |
$104K - $118K
|
29K
$4.86M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
764+ 5.47% |
$104K - $118K
|
14.7K
$2.47M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
763+ 12.88% |
$104K - $117K
|
6.69K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Atwater Malick LLC
|
BUY
|
- |
762+ 1.36% |
$104K - $117K
|
56.9K
$9.53M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
762+ 51.45% |
$104K - $117K
|
2.24K
$376K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
759+ 0.47% |
$104K - $117K
|
163K
$27.2M
|
|
|
May 12, 2023
Q1 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
755+ 1.07% |
$103K - $116K
|
71.4K
$12M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
754+ 3.51% |
$103K - $116K
|
22.3K
$3.73M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
750+ 1.96% |
$102K - $115K
|
39K
$6.54M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
747+ 18.18% |
$102K - $115K
|
4.86K
$814K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
743+ 1.13% |
$101K - $114K
|
66.3K
$11.1M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
742+ 2.41% |
$101K - $114K
|
31.6K
$5.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
734+ 3.51% |
$100K - $113K
|
21.7K
$3.63M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
731+ 5.77% |
$99.8K - $113K
|
13.4K
$2.25M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
730+ 2.66% |
$99.7K - $112K
|
28.2K
$4.72M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
726+ 31.66% |
$99.1K - $112K
|
3.02K
$506K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
720+ 14.27% |
$98.3K - $111K
|
5.77K
$966K
|
|
|
May 02, 2023
Q1 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
713+ 0.74% |
$97.4K - $110K
|
97.5K
$16.3M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
711+ 15.27% |
$97.1K - $109K
|
5.37K
$899K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
709+ 1.58% |
$96.8K - $109K
|
45.7K
$7.65M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
707+ 32.46% |
$96.6K - $109K
|
2.89K
$483K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
705+ 0.85% |
$96.3K - $109K
|
83.6K
$14M
|