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 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
466+ 2.85% |
$63.6K - $71.7K
|
16.8K
$2.88M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
BUY
|
- |
464+ 14.35% |
$63.4K - $71.4K
|
3.7K
$632K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
460+ 9.95% |
$62.8K - $70.8K
|
5.08K
$869K
|
|
|
Apr 24, 2023
Q1 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
460+ 25.7% |
$62.8K - $70.8K
|
2.25K
$385K
|
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
460+ 7.99% |
$62.8K - $70.8K
|
6.22K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Page Arthur B
|
BUY
|
- |
458+ 2.48% |
$62.5K - $70.5K
|
18.9K
$3.24M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
457+ 116.88% |
$62.4K - $70.3K
|
848
$145K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
455+ 5.46% |
$62.1K - $70K
|
8.79K
$1.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
454+ 1.92% |
$62K - $69.9K
|
24.1K
$4.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
453+ 16.7% |
$61.9K - $69.7K
|
3.17K
$541K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
446+ 4.37% |
$60.9K - $68.6K
|
10.7K
$1.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
445+ 0.84% |
$60.8K - $68.5K
|
53.3K
$9.11M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
444+ 2.88% |
$60.6K - $68.3K
|
15.9K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
441+ 5.56% |
$60.2K - $67.9K
|
8.37K
$1.43M
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
438+ 1.92% |
$59.8K - $67.4K
|
23.2K
$3.97M
|
|
|
Apr 11, 2023
Q1 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
433+ 1.63% |
$59.1K - $66.6K
|
27K
$4.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
432+ 0.16% |
$59K - $66.5K
|
278K
$47.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
431+ 1.26% |
$58.9K - $66.3K
|
34.5K
$5.9M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
429+ 0.17% |
$58.6K - $66K
|
259K
$44.2M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
427+ 3.04% |
$58.3K - $65.7K
|
14.5K
$2.48M
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
426+ 1.6% |
$58.2K - $65.6K
|
27K
$4.62M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
424+ 0.63% |
$57.9K - $65.3K
|
67.9K
$11.6M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
422+ 11.24% |
$57.6K - $65K
|
4.18K
$714K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
421New |
$57.5K - $64.8K
|
421
$72K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
BUY
|
- |
417+ 0.62% |
$56.9K - $64.2K
|
67.5K
$11.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
417+ 7.44% |
$56.9K - $64.2K
|
6.02K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
416+ 1.33% |
$56.8K - $64K
|
31.7K
$5.42M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
415+ 2.2% |
$56.7K - $63.9K
|
19.3K
$3.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
412+ 3.42% |
$56.3K - $63.4K
|
12.4K
$2.13M
|
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
412+ 1.64% |
$56.3K - $63.4K
|
25.5K
$4.37M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
410+ 9.3% |
$56K - $63.1K
|
4.82K
$824K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
410+ 13.03% |
$56K - $63.1K
|
3.56K
$608K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
409+ 5.34% |
$55.9K - $62.9K
|
8.07K
$1.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
408+ 1.06% |
$55.7K - $62.8K
|
39K
$6.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
405+ 12.09% |
$55.3K - $62.3K
|
3.76K
$642K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
405+ 4.4% |
$55.3K - $62.3K
|
9.6K
$1.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
402+ 133.11% |
$54.9K - $61.9K
|
704
$120K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
402+ 26.02% |
$54.9K - $61.9K
|
1.95K
$333K
|
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
402+ 2.06% |
$54.9K - $61.9K
|
19.9K
$3.4M
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
402+ 4.6% |
$54.9K - $61.9K
|
9.13K
$1.56M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
401+ 8.99% |
$54.8K - $61.7K
|
4.86K
$831K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
397+ 0.1% |
$54.2K - $61.1K
|
395K
$67.6M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
397+ 28.6% |
$54.2K - $61.1K
|
1.79K
$305K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
396+ 0.41% |
$54.1K - $60.9K
|
97.2K
$16.6M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
394+ 12.1% |
$53.8K - $60.6K
|
3.65K
$624K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
392+ 1.18% |
$53.5K - $60.3K
|
33.6K
$5.75M
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
390+ 4.02% |
$53.3K - $60K
|
10.1K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
390+ 5.99% |
$53.3K - $60K
|
6.9K
$1.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
389+ 1.98% |
$53.1K - $59.9K
|
20.1K
$3.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
385+ 1.13% |
$52.6K - $59.3K
|
34.4K
$5.88M
|