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 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.69K+ 5.97% |
$209K - $259K
|
29.9K
$5.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.68K+ 16.41% |
$208K - $259K
|
11.9K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.68K+ 10.5% |
$208K - $259K
|
17.7K
$3M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.67KNew |
$206K - $257K
|
1.67K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.67KNew |
$206K - $257K
|
1.67K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.65K+ 10.35% |
$204K - $254K
|
17.6K
$2.98M
|
|
|
Feb 01, 2023
Q4 2022
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.65KNew |
$204K - $253K
|
1.65K
$279K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.64KNew |
$203K - $253K
|
1.64K
$278K
|
|
|
Jan 24, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
1.63KNew |
$202K - $251K
|
1.63K
$277K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.62K+ 0.92% |
$200K - $249K
|
177K
$30M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 9.86% |
$200K - $249K
|
18K
$3.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
1.62K+ 2.44% |
$200K - $249K
|
67.8K
$11.5M
|
|
|
Jan 18, 2023
Q4 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.6K+ 48.15% |
$198K - $247K
|
4.93K
$836K
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1.6KNew |
$198K - $246K
|
1.6K
$271K
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.6KNew |
$198K - $246K
|
1.6K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.59KNew |
$197K - $245K
|
1.59K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.59KNew |
$197K - $244K
|
1.59K
$269K
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.59K+ 13.07% |
$196K - $244K
|
13.7K
$2.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.59K+ 1.71% |
$196K - $244K
|
94.2K
$16M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.58KNew |
$196K - $244K
|
1.58K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.58KNew |
$196K - $244K
|
1.58K
$268K
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.58K+ 1.5% |
$196K - $243K
|
107K
$18.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1.58KNew |
$195K - $243K
|
1.58K
$267K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.58KNew |
$195K - $243K
|
1.58K
$267K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.57K+ 48.56% |
$195K - $242K
|
4.81K
$815K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
1.57KNew |
$194K - $242K
|
1.57K
$266K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.57K+ 87.43% |
$194K - $241K
|
3.36K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
BUY
|
- |
1.56KNew |
$193K - $240K
|
1.56K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.56KNew |
$193K - $240K
|
1.56K
$264K
|
|
|
Feb 02, 2023
Q4 2022
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.55KNew |
$192K - $239K
|
1.55K
$263K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
1.55K+ 1.91% |
$192K - $239K
|
82.6K
$14M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.55KNew |
$192K - $239K
|
1.55K
$263K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
1.55KNew |
$191K - $238K
|
1.55K
$262K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
1.54KNew |
$191K - $237K
|
1.54K
$261K
|
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.54KNew |
$191K - $237K
|
1.54K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.54K+ 121.63% |
$191K - $237K
|
2.81K
$476K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.54KNew |
$190K - $237K
|
1.54K
$261K
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.54KNew |
$190K - $236K
|
1.54K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
1.53KNew |
$190K - $236K
|
1.53K
$260K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.53KNew |
$189K - $236K
|
1.53K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.53K+ 3.62% |
$189K - $235K
|
43.8K
$7.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.53K+ 65.87% |
$189K - $235K
|
3.84K
$651K
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.52KNew |
$189K - $235K
|
1.52K
$258K
|
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.52K+ 3.46% |
$188K - $234K
|
45.5K
$7.71M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.52K+ 19.81% |
$188K - $234K
|
9.2K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.52KNew |
$188K - $234K
|
1.52K
$258K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.52KNew |
$187K - $233K
|
1.52K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.51K+ 10.03% |
$187K - $233K
|
16.6K
$2.81M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.51KNew |
$187K - $233K
|
1.51K
$256K
|
|
|
Jan 17, 2023
Q4 2022
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.51KNew |
$187K - $232K
|
1.51K
$256K
|