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 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5.47K+ 13.75% |
$746K - $841K
|
45.2K
$7.64M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
5.43K+ 1.22% |
$742K - $836K
|
449K
$75.9M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
5.41K+ 45.37% |
$739K - $833K
|
17.3K
$2.93M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5.36KNew |
$732K - $824K
|
5.36K
$905K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.33K+ 6.58% |
$728K - $821K
|
86.4K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.32K+ 2.22% |
$727K - $819K
|
245K
$41.4M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
5.31K+ 14.09% |
$726K - $818K
|
43K
$7.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.2K+ 12.55% |
$710K - $801K
|
46.7K
$7.89M
|
|
|
May 11, 2023
Q1 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.15KNew |
$704K - $793K
|
5.15K
$871K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5.14KNew |
$702K - $791K
|
5.14K
$869K
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.12KNew |
$699K - $788K
|
5.12K
$865K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.11K+ 9.76% |
$697K - $786K
|
57.4K
$9.7M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
5.09K+ 3.05% |
$696K - $784K
|
172K
$29.1M
|
|
|
May 11, 2023
Q1 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
5KNew |
$683K - $770K
|
5K
$845K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
4.96K+ 1.23% |
$678K - $764K
|
409K
$69.1M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.95KNew |
$676K - $762K
|
4.95K
$836K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.92K+ 0.55% |
$672K - $757K
|
892K
$151M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
4.92K+ 13.65% |
$672K - $757K
|
41K
$6.93M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.92K+ 0.55% |
$672K - $757K
|
892K
$151M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.92KNew |
$671K - $756K
|
4.92K
$831K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
4.9K+ 94.47% |
$670K - $755K
|
10.1K
$1.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.9K+ 13.49% |
$669K - $754K
|
41.2K
$6.97M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.89K+ 1.17% |
$667K - $752K
|
424K
$71.7M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.88K+ 5.48% |
$667K - $752K
|
93.9K
$15.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.88K+ 20.13% |
$667K - $751K
|
29.1K
$4.92M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
4.86KNew |
$664K - $748K
|
4.86K
$821K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.74K+ 5.83% |
$647K - $730K
|
86.1K
$14.6M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.69K+ 15.88% |
$641K - $722K
|
34.2K
$5.79M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.69K+ 8.05% |
$640K - $722K
|
63K
$10.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.69KNew |
$640K - $721K
|
4.69K
$792K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.68K+ 3.88% |
$639K - $720K
|
125K
$21.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
4.68K+ 16.73% |
$638K - $720K
|
32.6K
$5.51M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
4.67K+ 7778.33% |
$637K - $718K
|
4.73K
$799K
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
4.64K+ 112.15% |
$634K - $715K
|
8.79K
$1.48M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
4.62K+ 18.09% |
$631K - $712K
|
30.2K
$5.1M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.6K+ 198.36% |
$629K - $709K
|
6.93K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
4.6K+ 138.74% |
$628K - $707K
|
7.91K
$1.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
4.59K+ 84.91% |
$627K - $707K
|
10K
$1.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.56K+ 185.13% |
$622K - $701K
|
7.02K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.55K+ 2.46% |
$621K - $700K
|
189K
$32M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.54KNew |
$620K - $698K
|
4.54K
$767K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.53K+ 78.63% |
$619K - $698K
|
10.3K
$1.74M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4.52K+ 264.39% |
$617K - $696K
|
6.23K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4.5KNew |
$614K - $692K
|
4.5K
$760K
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
4.47K+ 156.23% |
$610K - $687K
|
7.32K
$1.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
4.45K+ 59.21% |
$607K - $684K
|
12K
$2.02M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.43K+ 155.11% |
$605K - $682K
|
7.29K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.38K+ 18.32% |
$598K - $674K
|
28.3K
$4.78M
|
|
|
May 15, 2023
Q1 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
4.35K+ 9.55% |
$594K - $670K
|
49.9K
$8.43M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.35K+ 11.39% |
$594K - $669K
|
42.5K
$7.18M
|