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 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
67+ 1.41% |
$9.15K - $10.3K
|
4.82K
$816K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
67+ 0.93% |
$9.15K - $10.3K
|
7.31K
$1.24M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
66+ 0.04% |
$9.01K - $10.2K
|
157K
$26.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
66+ 0.03% |
$9.01K - $10.2K
|
211K
$35.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
66+ 4.55% |
$9.01K - $10.2K
|
1.52K
$257K
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
BUY
|
- |
66+ 0.44% |
$9.01K - $10.2K
|
15.1K
$2.57M
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
66+ 0.41% |
$9.01K - $10.2K
|
16.1K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
66+ 5.25% |
$9.01K - $10.2K
|
1.32K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
65+ 1.79% |
$8.88K - $10K
|
3.7K
$627K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
65+ 1.88% |
$8.88K - $10K
|
3.53K
$597K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
65+ 3.38% |
$8.88K - $10K
|
1.99K
$337K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
64+ 1.04% |
$8.74K - $9.85K
|
6.21K
$1.05M
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
64+ 0.52% |
$8.74K - $9.85K
|
12.3K
$2.08M
|
|
|
May 12, 2023
Q1 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
64+ 4.15% |
$8.74K - $9.85K
|
1.61K
$272K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
63+ 0.42% |
$8.6K - $9.7K
|
14.9K
$2.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
63+ 1.58% |
$8.6K - $9.7K
|
4.05K
$687K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
62+ 0.97% |
$8.47K - $9.54K
|
6.48K
$1.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
62+ 0.4% |
$8.47K - $9.54K
|
15.7K
$2.66M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
62+ 1.46% |
$8.47K - $9.54K
|
4.31K
$731K
|
|
|
Apr 21, 2023
Q1 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
62+ 0.09% |
$8.47K - $9.54K
|
66.5K
$11.3M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
62+ 0.08% |
$8.47K - $9.54K
|
76.7K
$13M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
62+ 0.12% |
$8.47K - $9.54K
|
51.9K
$8.79M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
61+ 3.13% |
$8.33K - $9.39K
|
2.01K
$340K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
61+ 2.57% |
$8.33K - $9.39K
|
2.43K
$412K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
61+ 0.48% |
$8.33K - $9.39K
|
12.9K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
61+ 1.1% |
$8.33K - $9.39K
|
5.6K
$949K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
61+ 1.84% |
$8.33K - $9.39K
|
3.39K
$574K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
60+ 0.69% |
$8.19K - $9.23K
|
8.7K
$1.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
60+ 0.46% |
$8.19K - $9.23K
|
13.2K
$2.24M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
60+ 0.57% |
$8.19K - $9.23K
|
10.6K
$1.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
60+ 0.3% |
$8.19K - $9.23K
|
20.4K
$3.45M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
60+ 1.02% |
$8.19K - $9.23K
|
5.96K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
60+ 0.1% |
$8.19K - $9.23K
|
58.6K
$9.93M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
60+ 0.72% |
$8.19K - $9.23K
|
8.42K
$1.43M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
58+ 2.14% |
$7.92K - $8.93K
|
2.77K
$469K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
57+ 1.64% |
$7.78K - $8.77K
|
3.53K
$598K
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
57+ 3.71% |
$7.78K - $8.77K
|
1.59K
$270K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
56+ 0.34% |
$7.65K - $8.62K
|
16.7K
$2.82M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
56+ 0.83% |
$7.65K - $8.62K
|
6.78K
$1.15M
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
55+ 0.42% |
$7.51K - $8.47K
|
13.1K
$2.23M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
55+ 4.16% |
$7.51K - $8.47K
|
1.38K
$233K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
55+ 0.47% |
$7.51K - $8.47K
|
11.9K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
54+ 0.06% |
$7.37K - $8.31K
|
92.2K
$15.6M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
54+ 0.18% |
$7.37K - $8.31K
|
30.1K
$5.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
53+ 1.23% |
$7.24K - $8.16K
|
4.37K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
53+ 1.78% |
$7.24K - $8.16K
|
3.03K
$514K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
53+ 4.27% |
$7.24K - $8.16K
|
1.29K
$219K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
52+ 0.51% |
$7.1K - $8K
|
10.3K
$1.74M
|
|
|
Apr 18, 2023
Q1 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
51+ 1.45% |
$6.97K - $7.85K
|
3.58K
$607K
|
|
|
Apr 24, 2023
Q1 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
51+ 2.34% |
$6.97K - $7.85K
|
2.24K
$379K
|