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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-14- 1.02% |
$1.91K - $2.15K
|
1.36K
$230K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-15- 0.15% |
$2.05K - $2.31K
|
10.1K
$1.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-15- 0.13% |
$2.05K - $2.31K
|
11.4K
$1.93M
|
|
|
May 08, 2023
Q1 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-15- 0.1% |
$2.05K - $2.31K
|
14.4K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-15- 0.06% |
$2.05K - $2.31K
|
26.9K
$4.56M
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-15- 0.6% |
$2.05K - $2.31K
|
2.5K
$424K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-15- 0.57% |
$2.05K - $2.31K
|
2.61K
$442K
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-16- 0.94% |
$2.19K - $2.46K
|
1.68K
$284K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-16- 0.02% |
$2.19K - $2.46K
|
66.7K
$11.3M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16- -0.0% |
$2.19K - $2.46K
|
619K
$105M
|
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-17- 1.05% |
$2.32K - $2.62K
|
1.61K
$272K
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-17- 0.01% |
$2.32K - $2.62K
|
208K
$35.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-18- 0.35% |
$2.46K - $2.77K
|
5.19K
$880K
|
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-18- 0.51% |
$2.46K - $2.77K
|
3.48K
$590K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-18- 0.36% |
$2.46K - $2.77K
|
5.04K
$854K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-18- 0.23% |
$2.46K - $2.77K
|
7.76K
$1.32M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-18- 0.53% |
$2.46K - $2.77K
|
3.4K
$575K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-19- 1.02% |
$2.59K - $2.92K
|
1.84K
$312K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-20- 0.89% |
$2.73K - $3.08K
|
2.24K
$379K
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-20- 0.88% |
$2.73K - $3.08K
|
2.25K
$381K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-20- 0.51% |
$2.73K - $3.08K
|
3.88K
$658K
|
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-20- 0.5% |
$2.73K - $3.08K
|
3.98K
$675K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-20- 1.11% |
$2.73K - $3.08K
|
1.77K
$301K
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-21- 0.63% |
$2.87K - $3.23K
|
3.3K
$560K
|
|
|
May 05, 2023
Q1 2023
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-21- 0.3% |
$2.87K - $3.23K
|
6.99K
$1.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-23- 1.49% |
$3.14K - $3.54K
|
1.52K
$257K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-24- 0.44% |
$3.28K - $3.69K
|
5.42K
$918K
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-24- 1.03% |
$3.28K - $3.69K
|
2.3K
$390K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-24- 0.42% |
$3.28K - $3.69K
|
5.68K
$963K
|
|
|
Apr 13, 2023
Q1 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-25- 0.39% |
$3.41K - $3.85K
|
6.38K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-25- 0.71% |
$3.41K - $3.85K
|
3.51K
$594K
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-25- 1.15% |
$3.41K - $3.85K
|
2.15K
$364K
|
|
|
Apr 27, 2023
Q1 2023
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-25- 0.05% |
$3.41K - $3.85K
|
54.6K
$9.24M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-25- 0.77% |
$3.41K - $3.85K
|
3.2K
$542K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-27- 0.06% |
$3.69K - $4.16K
|
47.8K
$8.11M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-27- 1.6% |
$3.69K - $4.16K
|
1.66K
$281K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-27- 0.23% |
$3.69K - $4.16K
|
11.9K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
SELL
|
- |
-27- 0.66% |
$3.69K - $4.16K
|
4.09K
$693K
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-28- 0.65% |
$3.82K - $4.31K
|
4.3K
$728K
|
|
|
Apr 13, 2023
Q1 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-28- 2.01% |
$3.82K - $4.31K
|
1.37K
$231K
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-28- 0.31% |
$3.82K - $4.31K
|
8.98K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-28- 1.4% |
$3.82K - $4.31K
|
1.97K
$333K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-28- 1.48% |
$3.82K - $4.31K
|
1.87K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-29- 1.41% |
$3.96K - $4.46K
|
2.03K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-29- 0.65% |
$3.96K - $4.46K
|
4.45K
$755K
|
|
|
May 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-29- 0.14% |
$3.96K - $4.46K
|
21.4K
$3.62M
|
|
|
May 15, 2023
Q1 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-29- 1.29% |
$3.96K - $4.46K
|
2.22K
$376K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-30- 0.97% |
$4.1K - $4.62K
|
3.06K
$518K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-30- 0.99% |
$4.1K - $4.62K
|
3.01K
$510K
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-30- 0.82% |
$4.1K - $4.62K
|
3.62K
$614K
|