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 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
88+ 0.85% |
$12K - $13.5K
|
10.4K
$1.76M
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
88+ 0.88% |
$12K - $13.5K
|
10.1K
$1.7M
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
88+ 3.53% |
$12K - $13.5K
|
2.58K
$437K
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
87+ 0.81% |
$11.9K - $13.4K
|
10.8K
$1.83M
|
|
Apr 27, 2023
Q1 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
87+ 2.84% |
$11.9K - $13.4K
|
3.15K
$534K
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
87+ 1.3% |
$11.9K - $13.4K
|
6.76K
$1.15M
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
85+ 0.59% |
$11.6K - $13.1K
|
14.6K
$2.47M
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
84+ 0.69% |
$11.5K - $12.9K
|
12.3K
$2.08M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
84+ 10.22% |
$11.5K - $12.9K
|
906
$154K
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
83+ 2.97% |
$11.3K - $12.8K
|
2.88K
$487K
|
|
May 05, 2023
Q1 2023
|
Citizens & Northern Corp
|
BUY
|
- |
83+ 0.43% |
$11.3K - $12.8K
|
19.3K
$3.26M
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
83+ 0.38% |
$11.3K - $12.8K
|
22K
$3.72M
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
82+ 0.97% |
$11.2K - $12.6K
|
8.53K
$1.45M
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
82+ 2.34% |
$11.2K - $12.6K
|
3.59K
$608K
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
80+ 1.17% |
$10.9K - $12.3K
|
6.92K
$1.17M
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
80+ 1.25% |
$10.9K - $12.3K
|
6.5K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
80+ 0.61% |
$10.9K - $12.3K
|
13.3K
$2.25M
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
79+ 0.67% |
$10.8K - $12.2K
|
11.9K
$2.02M
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
79+ 2.86% |
$10.8K - $12.2K
|
2.84K
$481K
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
78+ 2.22% |
$10.7K - $12K
|
3.6K
$609K
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
78+ 1.42% |
$10.7K - $12K
|
5.55K
$941K
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
78+ 0.55% |
$10.7K - $12K
|
14.4K
$2.44M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
78+ 10.21% |
$10.7K - $12K
|
842
$143K
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
77+ 1.92% |
$10.5K - $11.9K
|
4.09K
$693K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
76+ 0.39% |
$10.4K - $11.7K
|
19.5K
$3.31M
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
76+ 0.19% |
$10.4K - $11.7K
|
39.7K
$6.73M
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
76+ 2.27% |
$10.4K - $11.7K
|
3.43K
$581K
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
76+ 1.38% |
$10.4K - $11.7K
|
5.57K
$944K
|
|
Apr 13, 2023
Q1 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
75+ 3.6% |
$10.2K - $11.5K
|
2.16K
$365K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
74+ 4.23% |
$10.1K - $11.4K
|
1.82K
$309K
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
74+ 1.9% |
$10.1K - $11.4K
|
3.98K
$674K
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
74+ 0.3% |
$10.1K - $11.4K
|
25K
$4.23M
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
74+ 1.28% |
$10.1K - $11.4K
|
5.87K
$994K
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
73+ 0.83% |
$9.97K - $11.2K
|
8.91K
$1.51M
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
73+ 2.07% |
$9.97K - $11.2K
|
3.61K
$611K
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
73+ 2.54% |
$9.97K - $11.2K
|
2.95K
$500K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
73+ 2.63% |
$9.97K - $11.2K
|
2.85K
$483K
|
|
Apr 20, 2023
Q1 2023
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
72+ 1.93% |
$9.83K - $11.1K
|
3.8K
$644K
|
|
May 15, 2023
Q1 2023
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
72+ 0.47% |
$9.83K - $11.1K
|
15.3K
$2.58M
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
72+ 0.54% |
$9.83K - $11.1K
|
13.3K
$2.25M
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
72+ 0.76% |
$9.83K - $11.1K
|
9.56K
$1.62M
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
71+ 0.34% |
$9.7K - $10.9K
|
21K
$3.55M
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
70+ 0.76% |
$9.56K - $10.8K
|
9.31K
$1.58M
|
|
May 02, 2023
Q1 2023
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
70+ 0.24% |
$9.56K - $10.8K
|
29.8K
$5.05M
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
69+ 2.39% |
$9.42K - $10.6K
|
2.96K
$501K
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
69+ 0.35% |
$9.42K - $10.6K
|
19.5K
$3.31M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
68+ 4.03% |
$9.29K - $10.5K
|
1.75K
$297K
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
67+ 2.69% |
$9.15K - $10.3K
|
2.56K
$434K
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
67+ 0.68% |
$9.15K - $10.3K
|
9.95K
$1.69M
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
67+ 0.32% |
$9.15K - $10.3K
|
20.9K
$3.55M
|