Purchases and Sales Made in Q4 2022 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.95K+ 3.27% |
$489K - $608K
|
125K
$21.1M
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
3.92KNew |
$486K - $604K
|
3.92K
$665K
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.92K+ 10.17% |
$485K - $603K
|
42.5K
$7.2M
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3.9KNew |
$483K - $600K
|
3.9K
$661K
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.89K+ 95.35% |
$482K - $599K
|
7.97K
$1.35M
|
|
May 08, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.88KNew |
$481K - $598K
|
3.88K
$658K
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
3.87K+ 55.18% |
$479K - $596K
|
10.9K
$1.85M
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.85K+ 1.64% |
$477K - $593K
|
239K
$40.6M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.84K+ 7.46% |
$475K - $591K
|
55.3K
$9.38M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.84K+ 3.41% |
$475K - $591K
|
117K
$19.8M
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.83KNew |
$474K - $590K
|
3.83K
$650K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.81KNew |
$472K - $587K
|
3.81K
$647K
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3.81K+ 10.86% |
$472K - $587K
|
38.9K
$6.6M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
3.8K+ 88.44% |
$471K - $585K
|
8.1K
$1.37M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 41.96% |
$469K - $583K
|
12.8K
$2.17M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.75K+ 213.05% |
$465K - $578K
|
5.52K
$935K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.73K+ 4.69% |
$462K - $574K
|
83.2K
$14.1M
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.7KNew |
$457K - $569K
|
3.7K
$626K
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
3.7K+ 53.41% |
$457K - $569K
|
10.6K
$1.8M
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
3.69KNew |
$457K - $569K
|
3.69K
$626K
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.63K+ 1.32% |
$449K - $559K
|
279K
$47.2M
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.61K+ 1.56% |
$447K - $556K
|
235K
$39.9M
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.58K+ 3.75% |
$443K - $551K
|
99K
$16.8M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.57K+ 1.13% |
$442K - $549K
|
319K
$54.1M
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.57K+ 28.64% |
$441K - $549K
|
16K
$2.72M
|
|
Jan 19, 2023
Q4 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
3.55KNew |
$439K - $546K
|
3.55K
$602K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.55KNew |
$439K - $546K
|
3.55K
$601K
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.51K+ 117.48% |
$434K - $540K
|
6.49K
$1.1M
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
3.51KNew |
$434K - $540K
|
3.51K
$594K
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
3.49K+ 1.8% |
$432K - $537K
|
198K
$33.5M
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.48KNew |
$430K - $535K
|
3.48K
$589K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.42K+ 6.66% |
$424K - $527K
|
54.9K
$9.3M
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.41KNew |
$422K - $525K
|
3.41K
$578K
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
3.4K+ 4.92% |
$421K - $524K
|
72.6K
$12.3M
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.4K+ 1.34% |
$421K - $524K
|
258K
$43.8M
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.4K+ 9.36% |
$421K - $524K
|
39.7K
$6.74M
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
3.39K+ 45.76% |
$419K - $521K
|
10.8K
$1.83M
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.38KNew |
$419K - $521K
|
3.38K
$574K
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.37K+ 5.18% |
$417K - $519K
|
68.5K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.36K+ 13.31% |
$416K - $518K
|
28.6K
$4.85M
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
3.36KNew |
$416K - $518K
|
3.36K
$570K
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.36KNew |
$415K - $517K
|
3.36K
$569K
|
|
Feb 02, 2023
Q4 2022
|
Sonnipe LTD
Douglas, Y8 |
BUY
|
- |
3.31KNew |
$410K - $510K
|
3.31K
$562K
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.31KNew |
$409K - $509K
|
3.31K
$560K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.3K+ 1.82% |
$408K - $508K
|
185K
$31.3M
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
3.27K+ 5.24% |
$404K - $503K
|
65.6K
$11.1M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.27KNew |
$404K - $503K
|
3.27K
$554K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3.26K+ 23.79% |
$404K - $502K
|
17K
$2.88M
|
|
Feb 08, 2023
Q4 2022
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
3.25K+ 3.47% |
$402K - $500K
|
96.8K
$16.4M
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.23KNew |
$400K - $498K
|
3.23K
$548K
|