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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-156- 0.63% |
$21.3K - $24K
|
24.5K
$4.15M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-157- 1.77% |
$21.4K - $24.2K
|
8.72K
$1.48M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-158- 5.27% |
$21.6K - $24.3K
|
2.84K
$482K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-158- 2.79% |
$21.6K - $24.3K
|
5.5K
$931K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-158- 0.41% |
$21.6K - $24.3K
|
38.8K
$6.57M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-158- 0.23% |
$21.6K - $24.3K
|
69.6K
$11.8M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-160- 6.45% |
$21.9K - $24.6K
|
2.32K
$393K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-160- 5.12% |
$21.9K - $24.6K
|
2.97K
$503K
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-160- 3.54% |
$21.9K - $24.6K
|
4.36K
$739K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-165- 8.8% |
$22.5K - $25.4K
|
1.71K
$290K
|
|
|
May 08, 2023
Q1 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
SELL
|
- |
-165- 0.43% |
$22.5K - $25.4K
|
38.1K
$6.45M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-165- 9.84% |
$22.5K - $25.4K
|
1.51K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-165- 3.84% |
$22.5K - $25.4K
|
4.13K
$699K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-168- 0.71% |
$22.9K - $25.9K
|
23.6K
$3.99M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-168- 0.13% |
$22.9K - $25.9K
|
125K
$21.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-168- 1.15% |
$22.9K - $25.9K
|
14.4K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-168- 7.58% |
$22.9K - $25.9K
|
2.05K
$347K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-169- 7.7% |
$23.1K - $26K
|
2.03K
$343K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-169- 4.02% |
$23.1K - $26K
|
4.03K
$683K
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-170- 3.37% |
$23.2K - $26.2K
|
4.87K
$825K
|
|
|
Apr 28, 2023
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-170- 0.76% |
$23.2K - $26.2K
|
22.1K
$3.75M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-170- 0.76% |
$23.2K - $26.2K
|
22.1K
$3.75M
|
|
|
May 10, 2023
Q1 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-172- 8.44% |
$23.5K - $26.5K
|
1.87K
$316K
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-173- 0.13% |
$23.6K - $26.6K
|
138K
$23.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-174- 0.82% |
$23.8K - $26.8K
|
21K
$3.55M
|
|
|
Apr 17, 2023
Q1 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-175- 1.05% |
$23.9K - $26.9K
|
16.5K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-176- 1.23% |
$24K - $27.1K
|
14.2K
$2.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-179- 3.96% |
$24.4K - $27.5K
|
4.34K
$736K
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-181- 9.03% |
$24.7K - $27.9K
|
1.82K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-181- 3.43% |
$24.7K - $27.9K
|
5.1K
$864K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-182- 0.94% |
$24.9K - $28K
|
19.1K
$3.24M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-182- 3.66% |
$24.9K - $28K
|
4.79K
$812K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-184- 4.12% |
$25.1K - $28.3K
|
4.29K
$726K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-185- 1.12% |
$25.3K - $28.5K
|
16.3K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-185- 1.16% |
$25.3K - $28.5K
|
15.8K
$2.68M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-185- 6.13% |
$25.3K - $28.5K
|
2.83K
$480K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-187- 4.96% |
$25.5K - $28.8K
|
3.58K
$607K
|
|
|
Apr 18, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-188- 1.89% |
$25.7K - $28.9K
|
9.74K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-188- 6.89% |
$25.7K - $28.9K
|
2.54K
$430K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-189- 1.08% |
$25.8K - $29.1K
|
17.3K
$2.92M
|
|
|
May 01, 2023
Q1 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-189- 78.75% |
$25.8K - $29.1K
|
51
$8.64K
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-189- 1.24% |
$25.8K - $29.1K
|
15.1K
$2.56M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
SELL
|
- |
-190- 1.9% |
$25.9K - $29.2K
|
9.81K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-190- 4.84% |
$25.9K - $29.2K
|
3.74K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-190- 8.0% |
$25.9K - $29.2K
|
2.18K
$370K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-192- 5.46% |
$26.2K - $29.6K
|
3.33K
$564K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-195- 0.27% |
$26.6K - $30K
|
70.9K
$12M
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-196- 7.75% |
$26.8K - $30.2K
|
2.33K
$395K
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-196- 4.59% |
$26.8K - $30.2K
|
4.07K
$690K
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-196- 4.48% |
$26.8K - $30.2K
|
4.18K
$707K
|