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 17, 2023
Q1 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-99- 1.71% |
$13.5K - $15.2K
|
5.68K
$963K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-99- 3.12% |
$13.5K - $15.2K
|
3.07K
$521K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-99- 0.94% |
$13.5K - $15.2K
|
10.4K
$1.77M
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-99- 1.33% |
$13.5K - $15.2K
|
7.34K
$1.24M
|
|
|
Apr 07, 2023
Q1 2023
|
Hoese & CO LLP
|
SELL
|
- |
-100- 2.21% |
$13.7K - $15.4K
|
4.42K
$749K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-100- 4.12% |
$13.7K - $15.4K
|
2.33K
$395K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-100- 4.97% |
$13.7K - $15.4K
|
1.91K
$324K
|
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-100- 0.61% |
$13.7K - $15.4K
|
16.4K
$2.78M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-100- 0.2% |
$13.7K - $15.4K
|
50.2K
$8.5M
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-100- 0.62% |
$13.7K - $15.4K
|
16.1K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-100- 0.81% |
$13.7K - $15.4K
|
12.3K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 0.97% |
$13.7K - $15.4K
|
10.2K
$1.72M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-100- 3.21% |
$13.7K - $15.4K
|
3.02K
$512K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-102- 0.91% |
$13.9K - $15.7K
|
11.1K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-102- 5.37% |
$13.9K - $15.7K
|
1.8K
$304K
|
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-104- 0.15% |
$14.2K - $16K
|
68.8K
$11.7M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-105- 1.24% |
$14.3K - $16.2K
|
8.39K
$1.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Hendley & CO Inc
|
SELL
|
- |
-105- 0.44% |
$14.3K - $16.2K
|
23.6K
$4M
|
|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-105- 0.85% |
$14.3K - $16.2K
|
12.2K
$2.07M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-105- 1.43% |
$14.3K - $16.2K
|
7.23K
$1.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-107- 0.68% |
$14.6K - $16.5K
|
15.7K
$2.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-107- 2.08% |
$14.6K - $16.5K
|
5.05K
$855K
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-107- 0.55% |
$14.6K - $16.5K
|
19.2K
$3.26M
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-108- 1.28% |
$14.7K - $16.6K
|
8.31K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-108- 0.08% |
$14.7K - $16.6K
|
143K
$24.2M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-109- 1.48% |
$14.9K - $16.8K
|
7.26K
$1.23M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-110- 0.53% |
$15K - $16.9K
|
20.5K
$3.47M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-110- 0.18% |
$15K - $16.9K
|
60.6K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-110- 2.01% |
$15K - $16.9K
|
5.35K
$906K
|
|
|
May 15, 2023
Q1 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-110- 4.3% |
$15K - $16.9K
|
2.45K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-110- 0.97% |
$15K - $16.9K
|
11.2K
$1.9M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-111- 0.91% |
$15.2K - $17.1K
|
12.1K
$2.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-112- 1.05% |
$15.3K - $17.2K
|
10.6K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-112- 0.4% |
$15.3K - $17.2K
|
27.9K
$4.72M
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-113- 4.85% |
$15.4K - $17.4K
|
2.22K
$376K
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
SELL
|
- |
-114- 1.24% |
$15.6K - $17.5K
|
9.06K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-114- 0.15% |
$15.6K - $17.5K
|
74.2K
$12.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-115- 8.41% |
$15.7K - $17.7K
|
1.25K
$212K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-115- 1.16% |
$15.7K - $17.7K
|
9.84K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-116- 3.21% |
$15.8K - $17.9K
|
3.49K
$592K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-117- 0.73% |
$16K - $18K
|
15.9K
$2.69M
|
|
|
May 04, 2023
Q1 2023
|
Planning Alternatives LTD
|
SELL
|
- |
-119- 5.61% |
$16.3K - $18.3K
|
2K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-119- 1.57% |
$16.3K - $18.3K
|
7.48K
$1.27M
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-121- 1.08% |
$16.5K - $18.6K
|
11.1K
$1.88M
|
|
|
May 04, 2023
Q1 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-121- 0.88% |
$16.5K - $18.6K
|
13.6K
$2.3M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-123- 2.43% |
$16.8K - $18.9K
|
4.94K
$837K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-124- 3.19% |
$16.9K - $19.1K
|
3.77K
$639K
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-125- 0.13% |
$17.1K - $19.2K
|
93.3K
$15.8M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-125- 1.24% |
$17.1K - $19.2K
|
9.98K
$1.69M
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-126- 0.9% |
$17.2K - $19.4K
|
13.8K
$2.34M
|