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 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
251+ 16.79% |
$34.3K - $38.6K
|
1.75K
$296K
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
249+ 12.21% |
$34K - $38.3K
|
2.29K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
248+ 12.57% |
$33.9K - $38.2K
|
2.22K
$376K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
245+ 5.7% |
$33.5K - $37.7K
|
4.55K
$770K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
244+ 4.51% |
$33.3K - $37.6K
|
5.65K
$958K
|
|
|
Apr 21, 2023
Q1 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
244+ 2.79% |
$33.3K - $37.6K
|
8.99K
$1.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
243+ 5.64% |
$33.2K - $37.4K
|
4.55K
$771K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
243+ 28.59% |
$33.2K - $37.4K
|
1.09K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
241+ 199.17% |
$32.9K - $37.1K
|
362
$61.3K
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
240+ 16.47% |
$32.8K - $36.9K
|
1.7K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
240+ 1.31% |
$32.8K - $36.9K
|
18.6K
$3.16M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
BUY
|
- |
239+ 0.34% |
$32.6K - $36.8K
|
71.1K
$12M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
235+ 1.52% |
$32.1K - $36.2K
|
15.7K
$2.66M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
235+ 5.89% |
$32.1K - $36.2K
|
4.23K
$716K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
234+ 13.68% |
$32K - $36K
|
1.95K
$330K
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
234+ 4.35% |
$32K - $36K
|
5.61K
$951K
|
|
|
May 03, 2023
Q1 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
234+ 0.6% |
$32K - $36K
|
39.3K
$6.66M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
234+ 2.58% |
$32K - $36K
|
9.3K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
230+ 0.85% |
$31.4K - $35.4K
|
27.4K
$4.65M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
229+ 3.77% |
$31.3K - $35.2K
|
6.3K
$1.07M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
228+ 0.16% |
$31.1K - $35.1K
|
145K
$24.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
225+ 4.07% |
$30.7K - $34.6K
|
5.75K
$975K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
225+ 4.8% |
$30.7K - $34.6K
|
4.92K
$833K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
225+ 6.96% |
$30.7K - $34.6K
|
3.46K
$586K
|
|
|
Apr 14, 2023
Q1 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
223+ 4.87% |
$30.5K - $34.3K
|
4.8K
$813K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
222+ 2.08% |
$30.3K - $34.2K
|
10.9K
$1.85M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
220+ 0.76% |
$30K - $33.9K
|
29.3K
$4.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
220+ 0.46% |
$30K - $33.9K
|
48K
$8.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
220+ 2.02% |
$30K - $33.9K
|
11.1K
$1.88M
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
220+ 0.97% |
$30K - $33.9K
|
23K
$3.89M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
219+ 0.26% |
$29.9K - $33.7K
|
84.7K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
219+ 2.4% |
$29.9K - $33.7K
|
9.34K
$1.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
216+ 1.15% |
$29.5K - $33.2K
|
19.1K
$3.23M
|
|
|
May 01, 2023
Q1 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
216+ 4.25% |
$29.5K - $33.2K
|
5.3K
$898K
|
|
|
May 10, 2023
Q1 2023
|
Bfsg, LLC
|
BUY
|
- |
216+ 0.76% |
$29.5K - $33.2K
|
28.6K
$4.84M
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
216+ 6.51% |
$29.5K - $33.2K
|
3.53K
$599K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
215+ 1.76% |
$29.4K - $33.1K
|
12.4K
$2.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
214+ 0.11% |
$29.2K - $32.9K
|
198K
$33.6M
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
213+ 1.01% |
$29.1K - $32.8K
|
21.4K
$3.63M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
212+ 0.67% |
$29K - $32.6K
|
31.9K
$5.41M
|
|
|
May 10, 2023
Q1 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
212+ 4.1% |
$29K - $32.6K
|
5.39K
$913K
|
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
210+ 6.92% |
$28.7K - $32.3K
|
3.25K
$550K
|
|
|
May 15, 2023
Q1 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
209+ 5.66% |
$28.5K - $32.2K
|
3.9K
$661K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
203+ 3.63% |
$27.7K - $31.2K
|
5.79K
$981K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
203+ 1.95% |
$27.7K - $31.2K
|
10.6K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
203+ 1.37% |
$27.7K - $31.2K
|
15K
$2.54M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
203+ 0.1% |
$27.7K - $31.2K
|
212K
$35.9M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
202+ 325.81% |
$27.6K - $31.1K
|
264
$44.7K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
200+ 19.29% |
$27.3K - $30.8K
|
1.24K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
200+ 14.95% |
$27.3K - $30.8K
|
1.54K
$261K
|