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 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-434- 7.47% |
$59.3K - $66.8K
|
5.38K
$912K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-438- 1.16% |
$59.8K - $67.4K
|
37.4K
$6.35M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-446- 5.97% |
$60.9K - $68.6K
|
7.02K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-451- 9.25% |
$61.6K - $69.4K
|
4.43K
$751K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-453- 2.11% |
$61.9K - $69.7K
|
21K
$3.56M
|
|
|
May 04, 2023
Q1 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-453- 5.01% |
$61.9K - $69.7K
|
8.59K
$1.46M
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-453- 0.61% |
$61.9K - $69.7K
|
74.1K
$12.6M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-455- 8.01% |
$62.1K - $70K
|
5.23K
$887K
|
|
|
May 10, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-455- 1.83% |
$62.1K - $70K
|
24.4K
$4.13M
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-457- 6.22% |
$62.4K - $70.3K
|
6.89K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-461- 0.14% |
$63K - $71K
|
326K
$55.2M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-463- 8.53% |
$63.2K - $71.3K
|
4.96K
$841K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-463- 17.57% |
$63.2K - $71.3K
|
2.17K
$368K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-467- 2.88% |
$63.8K - $71.9K
|
15.7K
$2.67M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-467- 9.5% |
$63.8K - $71.9K
|
4.45K
$755K
|
|
|
Apr 14, 2023
Q1 2023
|
Mcia Inc
|
SELL
|
- |
-468- 2.98% |
$63.9K - $72K
|
15.3K
$2.59M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-468- 6.38% |
$63.9K - $72K
|
6.87K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-471- 1.1% |
$64.3K - $72.5K
|
42.2K
$7.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-475- 4.47% |
$64.9K - $73.1K
|
10.1K
$1.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-479- 1.24% |
$65.4K - $73.7K
|
38K
$6.45M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-479- 1.54% |
$65.4K - $73.7K
|
30.6K
$5.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-480- 0.8% |
$65.6K - $73.9K
|
59.6K
$10.1M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-487- 3.12% |
$66.5K - $75K
|
15.1K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-493- 1.08% |
$67.3K - $75.9K
|
45.1K
$7.65M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-495- 12.7% |
$67.6K - $76.2K
|
3.4K
$577K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-496- 8.93% |
$67.7K - $76.3K
|
5.06K
$858K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-496- 0.86% |
$67.7K - $76.3K
|
57.5K
$9.75M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-497- 2.64% |
$67.9K - $76.5K
|
18.3K
$3.11M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-497- 5.21% |
$67.9K - $76.5K
|
9.04K
$1.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-499- 3.89% |
$68.1K - $76.8K
|
12.3K
$2.09M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-500- 0.87% |
$68.3K - $77K
|
57.3K
$9.72M
|
|
|
May 10, 2023
Q1 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-500- 8.55% |
$68.3K - $77K
|
5.35K
$907K
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 18.52% |
$68.3K - $77K
|
2.2K
$373K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-503- 8.35% |
$68.7K - $77.4K
|
5.52K
$936K
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-504- 0.47% |
$68.8K - $77.6K
|
107K
$18.1M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-504- 1.95% |
$68.8K - $77.6K
|
25.4K
$4.3M
|
|
|
Sep 07, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-504- 1.95% |
$68.8K - $77.6K
|
25.4K
$4.3M
|
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-508- 0.54% |
$69.4K - $78.2K
|
94.2K
$16M
|
|
|
Apr 11, 2023
Q1 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-510- 4.33% |
$69.7K - $78.5K
|
11.3K
$1.91M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-510- 37.53% |
$69.7K - $78.5K
|
849
$144K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-511- 22.97% |
$69.8K - $78.6K
|
1.71K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-512- 0.79% |
$69.9K - $78.8K
|
64.5K
$10.9M
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-517- 4.57% |
$70.6K - $79.6K
|
10.8K
$1.83M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-518- 6.87% |
$70.7K - $79.7K
|
7.02K
$1.19M
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-519- 27.24% |
$70.9K - $79.9K
|
1.39K
$235K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-521- 2.89% |
$71.2K - $80.2K
|
17.5K
$2.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-522- 5.62% |
$71.3K - $80.3K
|
8.77K
$1.49M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-522- 1.41% |
$71.3K - $80.3K
|
36.5K
$6.18M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-522- 1.78% |
$71.3K - $80.3K
|
28.8K
$4.88M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-523- 0.42% |
$71.4K - $80.5K
|
123K
$20.9M
|