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 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
51+ 1.72% |
$6.97K - $7.85K
|
3.01K
$510K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
51+ 0.82% |
$6.97K - $7.85K
|
6.3K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
50+ 0.08% |
$6.83K - $7.7K
|
62.2K
$10.5M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
50+ 0.78% |
$6.83K - $7.7K
|
6.47K
$1.1M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
49+ 0.14% |
$6.69K - $7.54K
|
35.7K
$6.05M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
48+ 0.29% |
$6.56K - $7.39K
|
16.5K
$2.79M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
48+ 0.23% |
$6.56K - $7.39K
|
21.3K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
48+ 2.46% |
$6.56K - $7.39K
|
2K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
48+ 0.29% |
$6.56K - $7.39K
|
16.4K
$2.78M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
45+ 2.7% |
$6.15K - $6.93K
|
1.71K
$290K
|
|
|
May 09, 2023
Q1 2023
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
45+ 0.22% |
$6.15K - $6.93K
|
20.3K
$3.44M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45+ 0.12% |
$6.15K - $6.93K
|
39.1K
$6.63M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
44+ 0.05% |
$6.01K - $6.77K
|
91.5K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
44+ 1.37% |
$6.01K - $6.77K
|
3.27K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
43+ 2.18% |
$5.87K - $6.62K
|
2.02K
$342K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
43+ 2.52% |
$5.87K - $6.62K
|
1.75K
$297K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
42+ 2.48% |
$5.74K - $6.46K
|
1.74K
$294K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
42+ 1.99% |
$5.74K - $6.46K
|
2.16K
$365K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
42+ 0.72% |
$5.74K - $6.46K
|
5.85K
$991K
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
42+ 0.0% |
$5.74K - $6.46K
|
948K
$161M
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
42+ 0.39% |
$5.74K - $6.46K
|
10.8K
$1.82M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
41+ 0.6% |
$5.6K - $6.31K
|
6.92K
$1.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
41+ 0.85% |
$5.6K - $6.31K
|
4.84K
$820K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
41+ 0.03% |
$5.6K - $6.31K
|
152K
$25.7M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
41+ 0.13% |
$5.6K - $6.31K
|
30.7K
$5.21M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40+ 0.25% |
$5.46K - $6.16K
|
16.2K
$2.75M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
40+ 0.75% |
$5.46K - $6.16K
|
5.39K
$914K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
40+ 0.44% |
$5.46K - $6.16K
|
9.2K
$1.56M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
40+ 0.15% |
$5.46K - $6.16K
|
27K
$4.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
39+ 1.84% |
$5.33K - $6K
|
2.16K
$366K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
39+ 0.56% |
$5.33K - $6K
|
7.05K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
39+ 0.4% |
$5.33K - $6K
|
9.8K
$1.66M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
39+ 0.21% |
$5.33K - $6K
|
18.8K
$3.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
38+ 3.39% |
$5.19K - $5.85K
|
1.16K
$197K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
38+ 0.69% |
$5.19K - $5.85K
|
5.57K
$944K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
37+ 0.08% |
$5.05K - $5.69K
|
44.4K
$7.53M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
37+ 2.07% |
$5.05K - $5.69K
|
1.82K
$309K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
36+ 0.41% |
$4.92K - $5.54K
|
8.74K
$1.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
36+ 0.36% |
$4.92K - $5.54K
|
10.1K
$1.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
35+ 0.13% |
$4.78K - $5.39K
|
27.6K
$4.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 0.19% |
$4.78K - $5.39K
|
18.9K
$3.2M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
35+ 0.11% |
$4.78K - $5.39K
|
30.5K
$5.16M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35+ 0.32% |
$4.78K - $5.39K
|
10.8K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
35+ 0.23% |
$4.78K - $5.39K
|
15.1K
$2.56M
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
BUY
|
- |
34+ 1.72% |
$4.64K - $5.23K
|
2.01K
$341K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
34+ 2.0% |
$4.64K - $5.23K
|
1.74K
$294K
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
34+ 1.8% |
$4.64K - $5.23K
|
1.92K
$326K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
33+ 0.92% |
$4.51K - $5.08K
|
3.63K
$614K
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
BUY
|
- |
32+ 0.18% |
$4.37K - $4.93K
|
17.9K
$3.04M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
32+ 0.47% |
$4.37K - $4.93K
|
6.85K
$1.16M
|