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 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
309+ 3.79% |
$42.2K - $47.6K
|
8.46K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
308+ 3.86% |
$42.1K - $47.4K
|
8.29K
$1.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
304+ 11.13% |
$41.5K - $46.8K
|
3.04K
$514K
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
302+ 17.36% |
$41.2K - $46.5K
|
2.04K
$346K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
301New |
$41.1K - $46.3K
|
301
$51K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
301+ 9.03% |
$41.1K - $46.3K
|
3.64K
$616K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
301+ 9.16% |
$41.1K - $46.3K
|
3.59K
$608K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
300+ 8.71% |
$41K - $46.2K
|
3.74K
$634K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
300+ 8.59% |
$41K - $46.2K
|
3.79K
$643K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.2% |
$41K - $46.2K
|
153K
$26M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
300+ 2.28% |
$41K - $46.2K
|
13.5K
$2.28M
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
300+ 2.21% |
$41K - $46.2K
|
13.9K
$2.35M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
299+ 18.65% |
$40.8K - $46K
|
1.9K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
299+ 1.32% |
$40.8K - $46K
|
23K
$3.89M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
297+ 9.64% |
$40.6K - $45.7K
|
3.38K
$572K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
297+ 3.82% |
$40.6K - $45.7K
|
8.08K
$1.37M
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
295+ 2.36% |
$40.3K - $45.4K
|
12.8K
$2.17M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
295+ 0.36% |
$40.3K - $45.4K
|
82K
$13.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
294+ 2.9% |
$40.2K - $45.2K
|
10.4K
$1.77M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
292+ 1.0% |
$39.9K - $44.9K
|
29.4K
$4.99M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
291+ 2.12% |
$39.7K - $44.8K
|
14K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
290+ 5.83% |
$39.6K - $44.6K
|
5.26K
$892K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
288+ 26.92% |
$39.3K - $44.3K
|
1.36K
$230K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
287+ 5.46% |
$39.2K - $44.2K
|
5.55K
$940K
|
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
284+ 4.73% |
$38.8K - $43.7K
|
6.29K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
283+ 6.04% |
$38.6K - $43.6K
|
4.97K
$841K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
282+ 3.79% |
$38.5K - $43.4K
|
7.73K
$1.31M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
280+ 17.25% |
$38.2K - $43.1K
|
1.9K
$322K
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
280+ 17.25% |
$38.2K - $43.1K
|
1.9K
$322K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
279+ 2.84% |
$38.1K - $42.9K
|
10.1K
$1.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
278+ 12.89% |
$38K - $42.8K
|
2.44K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
277+ 11.04% |
$37.8K - $42.6K
|
2.79K
$472K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
277+ 16.8% |
$37.8K - $42.6K
|
1.93K
$326K
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
275+ 1.74% |
$37.6K - $42.3K
|
16.1K
$2.73M
|
|
|
May 04, 2023
Q1 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
274+ 4.71% |
$37.4K - $42.2K
|
6.1K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
274+ 0.67% |
$37.4K - $42.2K
|
41.2K
$6.98M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
274+ 10.97% |
$37.4K - $42.2K
|
2.77K
$470K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
272+ 1.48% |
$37.1K - $41.9K
|
18.6K
$3.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
271+ 13.26% |
$37K - $41.7K
|
2.31K
$392K
|
|
|
Apr 24, 2023
Q1 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
270+ 4.53% |
$36.9K - $41.6K
|
6.23K
$1.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
269+ 1.29% |
$36.7K - $41.4K
|
21K
$3.57M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
267+ 1.25% |
$36.5K - $41.1K
|
21.6K
$3.66M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
267+ 14.13% |
$36.5K - $41.1K
|
2.16K
$365K
|
|
|
May 05, 2023
Q1 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
266+ 18.87% |
$36.3K - $40.9K
|
1.68K
$284K
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
264+ 12.79% |
$36.1K - $40.6K
|
2.33K
$394K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
263+ 2.07% |
$35.9K - $40.5K
|
13K
$2.2M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
261+ 1.78% |
$35.6K - $40.2K
|
14.9K
$2.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
256+ 0.8% |
$35K - $39.4K
|
32.2K
$5.46M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
253+ 0.57% |
$34.6K - $38.9K
|
44.4K
$7.52M
|
|
|
May 05, 2023
Q1 2023
|
Lindenwold Advisors
|
BUY
|
- |
253+ 1.41% |
$34.6K - $38.9K
|
18.2K
$3.09M
|