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 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-69- 0.36% |
$9.42K - $10.6K
|
19.2K
$3.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-69- 1.35% |
$9.42K - $10.6K
|
5.03K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-69- 1.56% |
$9.42K - $10.6K
|
4.34K
$736K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-69- 2.05% |
$9.42K - $10.6K
|
3.3K
$559K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-70- 4.3% |
$9.56K - $10.8K
|
1.56K
$264K
|
|
|
Apr 19, 2023
Q1 2023
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-71- 0.7% |
$9.7K - $10.9K
|
10.1K
$1.7M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-71- 0.38% |
$9.7K - $10.9K
|
18.7K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-71- 0.71% |
$9.7K - $10.9K
|
9.96K
$1.69M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-71- 4.49% |
$9.7K - $10.9K
|
1.51K
$256K
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-72- 4.29% |
$9.83K - $11.1K
|
1.61K
$272K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-73- 1.91% |
$9.97K - $11.2K
|
3.76K
$637K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-74- 3.02% |
$10.1K - $11.4K
|
2.38K
$403K
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-75- 2.44% |
$10.2K - $11.5K
|
3.01K
$509K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-75- 2.69% |
$10.2K - $11.5K
|
2.71K
$459K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-76- 0.22% |
$10.4K - $11.7K
|
34.5K
$5.84M
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-76- 1.98% |
$10.4K - $11.7K
|
3.76K
$638K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-78- 23.93% |
$10.7K - $12K
|
248
$42K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-79- 0.68% |
$10.8K - $12.2K
|
11.6K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-79- 0.26% |
$10.8K - $12.2K
|
30.2K
$5.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-80- 0.18% |
$10.9K - $12.3K
|
45.4K
$7.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-80- 0.82% |
$10.9K - $12.3K
|
9.7K
$1.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-80- 1.13% |
$10.9K - $12.3K
|
6.99K
$1.18M
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-80- 55.56% |
$10.9K - $12.3K
|
64
$10.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-82- 0.6% |
$11.2K - $12.6K
|
13.7K
$2.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-82- 2.11% |
$11.2K - $12.6K
|
3.81K
$645K
|
|
|
Apr 24, 2023
Q1 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-82- 0.25% |
$11.2K - $12.6K
|
32.6K
$5.53M
|
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-82- 1.54% |
$11.2K - $12.6K
|
5.25K
$889K
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-83- 0.08% |
$11.3K - $12.8K
|
108K
$18.4M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-83- 2.43% |
$11.3K - $12.8K
|
3.33K
$564K
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-84- 0.99% |
$11.5K - $12.9K
|
8.39K
$1.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-84- 0.1% |
$11.5K - $12.9K
|
87.3K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-84- 1.82% |
$11.5K - $12.9K
|
4.52K
$766K
|
|
|
Apr 20, 2023
Q1 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-85- 1.07% |
$11.6K - $13.1K
|
7.84K
$1.33M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-85- 2.63% |
$11.6K - $13.1K
|
3.14K
$533K
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-86- 5.61% |
$11.7K - $13.2K
|
1.45K
$245K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-87- 0.32% |
$11.9K - $13.4K
|
27.4K
$4.65M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-88- 10.45% |
$12K - $13.5K
|
754
$128K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-88- 0.91% |
$12K - $13.5K
|
9.63K
$1.63M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-88- 0.18% |
$12K - $13.5K
|
48.9K
$8.28M
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-90- 20.36% |
$12.3K - $13.9K
|
352
$59.6K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-90- 11.35% |
$12.3K - $13.9K
|
703
$119K
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
SELL
|
- |
-92- 1.36% |
$12.6K - $14.2K
|
6.66K
$1.13M
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-94- 2.04% |
$12.8K - $14.5K
|
4.52K
$765K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-95- 0.41% |
$13K - $14.6K
|
22.8K
$3.86M
|
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-95- 5.94% |
$13K - $14.6K
|
1.5K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-96- 1.07% |
$13.1K - $14.8K
|
8.89K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-97- 0.91% |
$13.2K - $14.9K
|
10.5K
$1.78M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-97- 1.74% |
$13.2K - $14.9K
|
5.47K
$927K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-98- 2.3% |
$13.4K - $15.1K
|
4.16K
$704K
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-98- 6.08% |
$13.4K - $15.1K
|
1.51K
$257K
|