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 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
200+ 9.17% |
$27.3K - $30.8K
|
2.38K
$404K
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
198+ 0.21% |
$27K - $30.5K
|
93.3K
$15.8M
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
197+ 2.23% |
$26.9K - $30.3K
|
9.03K
$1.53M
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
196+ 0.65% |
$26.8K - $30.2K
|
30.5K
$5.16M
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
196+ 0.23% |
$26.8K - $30.2K
|
86.6K
$14.7M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
195+ 0.95% |
$26.6K - $30K
|
20.7K
$3.5M
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
193+ 4.38% |
$26.4K - $29.7K
|
4.6K
$780K
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
192+ 6.28% |
$26.2K - $29.6K
|
3.25K
$550K
|
|
May 11, 2023
Q1 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
192+ 0.84% |
$26.2K - $29.6K
|
23K
$3.9M
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
192+ 1.24% |
$26.2K - $29.6K
|
15.7K
$2.66M
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
191+ 2.46% |
$26.1K - $29.4K
|
7.95K
$1.35M
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
191+ 0.52% |
$26.1K - $29.4K
|
36.7K
$6.22M
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
190New |
$25.9K - $29.2K
|
190
$32.2K
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
188+ 12.66% |
$25.7K - $28.9K
|
1.67K
$283K
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
188+ 0.53% |
$25.7K - $28.9K
|
35.3K
$5.99M
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
186+ 0.85% |
$25.4K - $28.6K
|
22K
$3.72M
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
186+ 0.52% |
$25.4K - $28.6K
|
36.1K
$6.12M
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
186+ 2.5% |
$25.4K - $28.6K
|
7.63K
$1.29M
|
|
May 09, 2023
Q1 2023
|
Ghe, LLC
|
BUY
|
- |
184+ 2.24% |
$25.1K - $28.3K
|
8.41K
$1.42M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
183+ 63.1% |
$25K - $28.2K
|
473
$80.1K
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
181+ 4.85% |
$24.7K - $27.9K
|
3.91K
$662K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
180+ 3.48% |
$24.6K - $27.7K
|
5.35K
$906K
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
179+ 3.9% |
$24.4K - $27.5K
|
4.77K
$808K
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
BUY
|
- |
178+ 3.05% |
$24.3K - $27.4K
|
6.02K
$1.02M
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
178+ 1.48% |
$24.3K - $27.4K
|
12.2K
$2.07M
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
178+ 4.62% |
$24.3K - $27.4K
|
4.03K
$683K
|
|
May 10, 2023
Q1 2023
|
Kidder Stephen W
|
BUY
|
- |
178+ 0.27% |
$24.3K - $27.4K
|
66.2K
$11.2M
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
177+ 2.88% |
$24.2K - $27.2K
|
6.33K
$1.07M
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
176+ 0.8% |
$24K - $27.1K
|
22.2K
$3.76M
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
176+ 11.15% |
$24K - $27.1K
|
1.75K
$297K
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
BUY
|
- |
174+ 1.15% |
$23.8K - $26.8K
|
15.3K
$2.6M
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
172+ 1.7% |
$23.5K - $26.5K
|
10.3K
$1.74M
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
172+ 1.82% |
$23.5K - $26.5K
|
9.63K
$1.63M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
172+ 3.65% |
$23.5K - $26.5K
|
4.88K
$827K
|
|
Apr 28, 2023
Q1 2023
|
Eukles Asset Management
|
BUY
|
- |
170+ 3.58% |
$23.2K - $26.2K
|
4.92K
$833K
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
170+ 0.49% |
$23.2K - $26.2K
|
35.2K
$5.96M
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
170+ 1.06% |
$23.2K - $26.2K
|
16.1K
$2.74M
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
BUY
|
- |
169+ 12.51% |
$23.1K - $26K
|
1.52K
$258K
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
168+ 2.68% |
$22.9K - $25.9K
|
6.43K
$1.09M
|
|
Apr 27, 2023
Q1 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
167+ 3.03% |
$22.8K - $25.7K
|
5.68K
$963K
|
|
May 01, 2023
Q1 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
166+ 6.56% |
$22.7K - $25.5K
|
2.7K
$457K
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
162+ 10.81% |
$22.1K - $24.9K
|
1.66K
$281K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
162+ 3.8% |
$22.1K - $24.9K
|
4.43K
$750K
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
161+ 0.37% |
$22K - $24.8K
|
44K
$7.45M
|
|
May 02, 2023
Q1 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
161+ 0.31% |
$22K - $24.8K
|
51.3K
$8.69M
|
|
May 05, 2023
Q1 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
160+ 0.86% |
$21.9K - $24.6K
|
18.8K
$3.19M
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
159+ 1.46% |
$21.7K - $24.5K
|
11.1K
$1.87M
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
156+ 2.4% |
$21.3K - $24K
|
6.65K
$1.13M
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
156+ 1.92% |
$21.3K - $24K
|
8.29K
$1.4M
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
154+ 0.42% |
$21K - $23.7K
|
37.1K
$6.28M
|