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 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.17% |
$4.23K - $4.77K
|
18.3K
$3.1M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-31- 2.56% |
$4.23K - $4.77K
|
1.18K
$200K
|
|
|
Apr 14, 2023
Q1 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-32- 0.41% |
$4.37K - $4.93K
|
7.79K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-32- 0.51% |
$4.37K - $4.93K
|
6.28K
$1.06M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-32- 0.42% |
$4.37K - $4.93K
|
7.55K
$1.28M
|
|
|
May 10, 2023
Q1 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-32- 0.12% |
$4.37K - $4.93K
|
25.7K
$4.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-33- 1.01% |
$4.51K - $5.08K
|
3.23K
$548K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-33- 1.05% |
$4.51K - $5.08K
|
3.11K
$526K
|
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
SELL
|
- |
-33- 0.7% |
$4.51K - $5.08K
|
4.65K
$788K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-33- 1.06% |
$4.51K - $5.08K
|
3.08K
$523K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-34- 0.68% |
$4.64K - $5.23K
|
4.98K
$843K
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-34- 0.04% |
$4.64K - $5.23K
|
76.6K
$13M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-34- 0.34% |
$4.64K - $5.23K
|
10.1K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-35- 0.11% |
$4.78K - $5.39K
|
30.9K
$5.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-35- 0.21% |
$4.78K - $5.39K
|
16.6K
$2.81M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-35- 0.07% |
$4.78K - $5.39K
|
51.5K
$8.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
SELL
|
- |
-36- 0.36% |
$4.92K - $5.54K
|
9.99K
$1.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-37- 38.54% |
$5.05K - $5.69K
|
59
$10K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-38- 0.46% |
$5.19K - $5.85K
|
8.16K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-38- 0.2% |
$5.19K - $5.85K
|
19.1K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-38- 0.45% |
$5.19K - $5.85K
|
8.48K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-39- 0.13% |
$5.33K - $6K
|
31K
$5.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-40- 0.4% |
$5.46K - $6.16K
|
9.96K
$1.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-41- 1.63% |
$5.6K - $6.31K
|
2.47K
$419K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-41- 1.88% |
$5.6K - $6.31K
|
2.14K
$363K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-42- 0.8% |
$5.74K - $6.46K
|
5.18K
$878K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-42- 0.38% |
$5.74K - $6.46K
|
10.9K
$1.85M
|
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-43- 2.5% |
$5.87K - $6.62K
|
1.67K
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-43- 0.53% |
$5.87K - $6.62K
|
8.09K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-43- 0.3% |
$5.87K - $6.62K
|
14.3K
$2.42M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-44- 0.16% |
$6.01K - $6.77K
|
28K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-44- 2.47% |
$6.01K - $6.77K
|
1.74K
$294K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-45- 1.17% |
$6.15K - $6.93K
|
3.8K
$643K
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-45- 0.67% |
$6.15K - $6.93K
|
6.68K
$1.13M
|
|
|
Apr 09, 2024
Q1 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-45- 0.85% |
$6.15K - $6.93K
|
5.26K
$891K
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-45- 2.43% |
$6.15K - $6.93K
|
1.81K
$306K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-46- 0.41% |
$6.28K - $7.08K
|
11.2K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46- 0.25% |
$6.28K - $7.08K
|
18.1K
$3.06M
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-47- 0.49% |
$6.42K - $7.23K
|
9.53K
$1.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
SELL
|
- |
-47- 1.21% |
$6.42K - $7.23K
|
3.84K
$651K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-47- 0.49% |
$6.42K - $7.23K
|
9.54K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-47- 4.85% |
$6.42K - $7.23K
|
923
$156K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-47- 0.09% |
$6.42K - $7.23K
|
51.8K
$8.78M
|
|
|
Apr 17, 2023
Q1 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-48- 0.4% |
$6.56K - $7.39K
|
11.9K
$2.01M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-49- 2.8% |
$6.69K - $7.54K
|
1.7K
$289K
|
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
SELL
|
- |
-49- 0.27% |
$6.69K - $7.54K
|
17.8K
$3.02M
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-49- 0.68% |
$6.69K - $7.54K
|
7.19K
$1.22M
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-50- 0.18% |
$6.83K - $7.7K
|
27.7K
$4.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 1.64% |
$6.83K - $7.7K
|
3K
$508K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-50- 1.31% |
$6.83K - $7.7K
|
3.78K
$640K
|