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
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
700+ 1.77% |
$95.6K - $108K
|
40.3K
$6.76M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
696+ 0.62% |
$95.1K - $107K
|
113K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
691+ 0.62% |
$94.4K - $106K
|
112K
$18.7M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
685+ 7.77% |
$93.6K - $105K
|
9.5K
$1.59M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
685+ 1.92% |
$93.6K - $105K
|
36.3K
$6.09M
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
680+ 34.64% |
$92.9K - $105K
|
2.64K
$443K
|
|
|
Apr 18, 2023
Q1 2023
|
Community Trust & Investment CO
|
BUY
|
- |
679+ 0.54% |
$92.7K - $105K
|
127K
$21.3M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
679+ 24.35% |
$92.7K - $105K
|
3.47K
$581K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
677+ 1.33% |
$92.5K - $104K
|
51.6K
$8.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
674+ 4.98% |
$92K - $104K
|
14.2K
$2.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
673+ 2.44% |
$91.9K - $104K
|
28.2K
$4.73M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
665+ 11.06% |
$90.8K - $102K
|
6.68K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
664+ 1.57% |
$90.7K - $102K
|
42.8K
$7.18M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
663+ 8.42% |
$90.5K - $102K
|
8.54K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
657+ 17.65% |
$89.7K - $101K
|
4.38K
$734K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
654+ 0.7% |
$89.3K - $101K
|
93.8K
$15.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
652+ 16.71% |
$89K - $100K
|
4.56K
$763K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
650+ 1.92% |
$88.8K - $100K
|
34.6K
$5.79M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
648+ 1.96% |
$88.5K - $99.7K
|
33.7K
$5.64M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
643+ 1.89% |
$87.8K - $99K
|
34.7K
$5.82M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
643+ 2.85% |
$87.8K - $99K
|
23.2K
$3.88M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
643+ 8.02% |
$87.8K - $99K
|
8.66K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
641+ 1.83% |
$87.5K - $98.7K
|
35.7K
$5.99M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
640+ 3.54% |
$87.4K - $98.5K
|
18.7K
$3.14M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
637+ 2.28% |
$87K - $98K
|
28.6K
$4.79M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
634+ 7.13% |
$86.6K - $97.6K
|
9.53K
$1.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Cortland Associates Inc
|
BUY
|
- |
631+ 8.8% |
$86.2K - $97.1K
|
7.8K
$1.31M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
631+ 5.9% |
$86.2K - $97.1K
|
11.3K
$1.9M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
628+ 8.93% |
$85.8K - $96.7K
|
7.66K
$1.28M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
627+ 5.2% |
$85.6K - $96.5K
|
12.7K
$2.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
625+ 5.09% |
$85.4K - $96.2K
|
12.9K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
620+ 3.59% |
$84.7K - $95.4K
|
17.9K
$3M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
619+ 22.63% |
$84.5K - $95.3K
|
3.35K
$562K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
618+ 16.34% |
$84.4K - $95.1K
|
4.4K
$737K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
617+ 2.06% |
$84.3K - $95K
|
30.6K
$5.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
611+ 0.75% |
$83.4K - $94K
|
82.6K
$13.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
608+ 5.5% |
$83K - $93.6K
|
11.7K
$1.95M
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
BUY
|
- |
607+ 7.04% |
$82.9K - $93.4K
|
9.23K
$1.55M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
601+ 7.06% |
$82.1K - $92.5K
|
9.12K
$1.53M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
599+ 2.03% |
$81.8K - $92.2K
|
30.1K
$5.04M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
593+ 8.97% |
$81K - $91.3K
|
7.2K
$1.21M
|
|
|
Apr 11, 2023
Q1 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
591+ 34.76% |
$80.7K - $91K
|
2.29K
$384K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
590+ 3.35% |
$80.6K - $90.8K
|
18.2K
$3.05M
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
588+ 1.19% |
$80.3K - $90.5K
|
50.2K
$8.41M
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
588+ 5.63% |
$80.3K - $90.5K
|
11K
$1.85M
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
587+ 4.54% |
$80.2K - $90.3K
|
13.5K
$2.26M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
585+ 7.81% |
$79.9K - $90K
|
8.07K
$1.35M
|
|
|
May 10, 2023
Q1 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
582+ 4.24% |
$79.5K - $89.6K
|
14.3K
$2.4M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
576+ 2.98% |
$78.7K - $88.7K
|
19.9K
$3.34M
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
575+ 31.77% |
$78.5K - $88.5K
|
2.39K
$400K
|