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 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.35K+ 11.39% |
$594K - $669K
|
42.5K
$7.04M
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
4.32K+ 162.4% |
$589K - $664K
|
6.97K
$1.15M
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.3K+ 91.08% |
$587K - $662K
|
9.02K
$1.49M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.28K+ 572.69% |
$584K - $658K
|
5.03K
$832K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.26K+ 2.8% |
$582K - $656K
|
156K
$25.9M
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
4.25KNew |
$581K - $654K
|
4.25K
$704K
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
4.24K+ 260.26% |
$579K - $652K
|
5.87K
$972K
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
4.23K+ 16.58% |
$577K - $651K
|
29.7K
$4.92M
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.22K+ 129.74% |
$576K - $649K
|
7.47K
$1.24M
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.16K+ 1.48% |
$568K - $640K
|
286K
$47.3M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.13K+ 25.56% |
$564K - $635K
|
20.3K
$3.36M
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.08K+ 1.61% |
$557K - $628K
|
257K
$42.6M
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.06K+ 11.28% |
$555K - $625K
|
40.1K
$6.64M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.04K+ 10.29% |
$552K - $622K
|
43.3K
$7.18M
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
4.04KNew |
$551K - $621K
|
4.04K
$669K
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
4.01K+ 1.5% |
$548K - $617K
|
271K
$44.9M
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
4K+ 69.93% |
$546K - $616K
|
9.72K
$1.61M
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
3.99K+ 2.48% |
$545K - $614K
|
165K
$27.4M
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.98K+ 17.09% |
$543K - $612K
|
27.3K
$4.51M
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.96KNew |
$540K - $609K
|
3.96K
$655K
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.91K+ 1.96% |
$533K - $601K
|
203K
$33.7M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.9K+ 20.62% |
$532K - $599K
|
22.8K
$3.77M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.89K+ 5.85% |
$531K - $598K
|
70.3K
$11.6M
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
3.86K+ 48.36% |
$527K - $593K
|
11.8K
$1.96M
|
|
May 11, 2023
Q1 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.84KNew |
$525K - $591K
|
3.84K
$636K
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.82KNew |
$522K - $588K
|
3.82K
$633K
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.81K+ 48.81% |
$521K - $587K
|
11.6K
$1.93M
|
|
May 02, 2023
Q1 2023
|
Jacobsen Capital Management
|
BUY
|
- |
3.81KNew |
$520K - $586K
|
3.81K
$631K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
3.8K+ 0.59% |
$519K - $585K
|
648K
$107M
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
3.76K+ 24.39% |
$513K - $579K
|
19.2K
$3.18M
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
3.72K+ 2.86% |
$507K - $572K
|
134K
$22.1M
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.67K+ 7.44% |
$501K - $564K
|
52.9K
$8.77M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
3.67K+ 8.88% |
$501K - $564K
|
44.9K
$7.44M
|
|
May 05, 2023
Q1 2023
|
Guardian Investment Management
|
BUY
|
- |
3.66K+ 19.01% |
$500K - $564K
|
22.9K
$3.8M
|
|
May 15, 2023
Q1 2023
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
3.64KNew |
$497K - $560K
|
3.64K
$603K
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.64K+ 30.53% |
$496K - $559K
|
15.5K
$2.57M
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.6K+ 4.72% |
$491K - $554K
|
79.7K
$13.2M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.59KNew |
$491K - $553K
|
3.59K
$595K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.52K+ 2.11% |
$481K - $542K
|
170K
$28.2M
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
3.51K+ 11.89% |
$479K - $540K
|
33K
$5.47M
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.5K+ 3.39% |
$478K - $539K
|
107K
$17.7M
|
|
May 12, 2023
Q1 2023
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
3.47K+ 8.86% |
$474K - $534K
|
42.6K
$7.06M
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.46K+ 161.4% |
$473K - $533K
|
5.61K
$929K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
3.46K+ 5.39% |
$472K - $532K
|
67.5K
$11.2M
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.44K+ 19.46% |
$470K - $529K
|
21.1K
$3.5M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.4K+ 6.71% |
$465K - $524K
|
54.1K
$8.96M
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.38K+ 23.71% |
$462K - $521K
|
17.7K
$2.92M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.36K+ 111.02% |
$458K - $516K
|
6.38K
$1.06M
|
|
May 10, 2023
Q1 2023
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.28K+ 1.66% |
$448K - $504K
|
200K
$33.2M
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.27K+ 72.29% |
$446K - $503K
|
7.78K
$1.29M
|