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 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
9+ 0.83% |
$1.23K - $1.39K
|
1.09K
$185K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9+ 0.17% |
$1.23K - $1.39K
|
5.44K
$921K
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
BUY
|
- |
9+ 0.27% |
$1.23K - $1.39K
|
3.38K
$573K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
9+ 0.47% |
$1.23K - $1.39K
|
1.93K
$327K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
8+ 0.11% |
$1.09K - $1.23K
|
6.97K
$1.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
8+ 0.11% |
$1.09K - $1.23K
|
7.51K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.1% |
$1.09K - $1.23K
|
8.34K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
8+ 0.07% |
$1.09K - $1.23K
|
11.1K
$1.88M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
7+ 0.46% |
$956 - $1.08K
|
1.52K
$257K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
7+ 0.04% |
$956 - $1.08K
|
15.6K
$2.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
7+ 0.1% |
$956 - $1.08K
|
6.88K
$1.17M
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
7+ 0.09% |
$956 - $1.08K
|
8.12K
$1.38M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7+ 0.65% |
$956 - $1.08K
|
1.09K
$184K
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
7+ 0.17% |
$956 - $1.08K
|
4.09K
$693K
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
BUY
|
- |
7+ 0.2% |
$956 - $1.08K
|
3.56K
$603K
|
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
7+ 0.2% |
$956 - $1.08K
|
3.44K
$582K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6+ 0.17% |
$819 - $923
|
3.48K
$590K
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
6+ 0.17% |
$819 - $923
|
3.54K
$600K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
6+ 0.38% |
$819 - $923
|
1.59K
$269K
|
|
|
Apr 26, 2023
Q1 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
6+ 0.07% |
$819 - $923
|
9.07K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
6+ 0.07% |
$819 - $923
|
8.69K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6+ 0.22% |
$819 - $923
|
2.7K
$458K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
5+ 0.15% |
$683 - $770
|
3.32K
$563K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
5+ 0.04% |
$683 - $770
|
11.4K
$1.93M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5+ 3.47% |
$683 - $770
|
149
$25.2K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.24% |
$683 - $770
|
2.06K
$349K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.09% |
$683 - $770
|
5.65K
$957K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
4+ 0.05% |
$546 - $616
|
7.89K
$1.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4+ 0.07% |
$546 - $616
|
5.72K
$970K
|
|
|
Apr 24, 2023
Q1 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
4+ 0.12% |
$546 - $616
|
3.45K
$584K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4+ 0.25% |
$546 - $616
|
1.61K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4+ 0.03% |
$546 - $616
|
11.8K
$1.99M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4+ 0.06% |
$546 - $616
|
6.94K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
3+ 0.22% |
$410 - $462
|
1.35K
$229K
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
3+ 0.11% |
$410 - $462
|
2.72K
$460K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
3+ 0.11% |
$410 - $462
|
2.64K
$447K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.02% |
$410 - $462
|
12.1K
$2.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.11% |
$410 - $462
|
2.75K
$465K
|
|
|
Apr 25, 2023
Q1 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3+ 0.04% |
$410 - $462
|
8.27K
$1.4M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.2% |
$410 - $462
|
1.52K
$257K
|
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3+ 0.06% |
$410 - $462
|
4.76K
$807K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
3+ 0.07% |
$410 - $462
|
4.01K
$680K
|
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3+ 0.08% |
$410 - $462
|
3.78K
$641K
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3+ 0.13% |
$410 - $462
|
2.38K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
3+ 0.01% |
$410 - $462
|
22.9K
$3.87M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$273 - $308
|
3.61K
$612K
|
|
|
Apr 12, 2023
Q1 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.13% |
$273 - $308
|
1.6K
$271K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.13% |
$273 - $308
|
1.52K
$257K
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
2+ 0.08% |
$273 - $308
|
2.67K
$452K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$273 - $308
|
6.32K
$1.07M
|