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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
590+ 14.85% |
$73K - $90.8K
|
4.56K
$773K
|
|
|
Feb 02, 2023
Q4 2022
|
Stack Financial Management, Inc
|
BUY
|
- |
583+ 0.61% |
$72.2K - $89.8K
|
96.8K
$16.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
581+ 12.82% |
$71.9K - $89.4K
|
5.11K
$866K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
578+ 0.87% |
$71.5K - $89K
|
67.1K
$11.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
573+ 0.76% |
$70.9K - $88.2K
|
76.1K
$12.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
571+ 5.57% |
$70.7K - $87.9K
|
10.8K
$1.83M
|
|
|
Feb 07, 2023
Q4 2022
|
Oak Asset Management, LLC
|
BUY
|
- |
569+ 2.85% |
$70.4K - $87.6K
|
20.6K
$3.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Goepper Burkhardt LLC
|
BUY
|
- |
566+ 11.75% |
$70K - $87.1K
|
5.38K
$912K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
559+ 1.14% |
$69.2K - $86.1K
|
49.5K
$8.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
559+ 4.48% |
$69.2K - $86.1K
|
13K
$2.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
556+ 1.85% |
$68.8K - $85.6K
|
30.7K
$5.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
BUY
|
- |
555+ 6.54% |
$68.7K - $85.4K
|
9.04K
$1.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
555+ 18.71% |
$68.7K - $85.4K
|
3.52K
$597K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
552+ 7.58% |
$68.3K - $85K
|
7.84K
$1.33M
|
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
550+ 10.18% |
$68.1K - $84.7K
|
5.96K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
BUY
|
- |
550+ 1.91% |
$68.1K - $84.7K
|
29.4K
$4.97M
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
546New |
$67.6K - $84.1K
|
546
$92.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
545+ 10.88% |
$67.4K - $83.9K
|
5.55K
$941K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
- |
545+ 2.13% |
$67.4K - $83.9K
|
26.1K
$4.43M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
537New |
$66.5K - $82.7K
|
537
$91K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
532+ 1.6% |
$65.8K - $81.9K
|
33.8K
$5.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
531+ 12.22% |
$65.7K - $81.7K
|
4.88K
$826K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
530+ 1.75% |
$65.6K - $81.6K
|
30.8K
$5.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
527New |
$65.2K - $81.1K
|
527
$89.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
524+ 20.66% |
$64.9K - $80.7K
|
3.06K
$518K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
522+ 13.94% |
$64.6K - $80.4K
|
4.27K
$723K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
521+ 6.52% |
$64.5K - $80.2K
|
8.52K
$1.44M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
519+ 1.71% |
$64.2K - $79.9K
|
30.9K
$5.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
519+ 1.15% |
$64.2K - $79.9K
|
45.6K
$7.72M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
518+ 17.27% |
$64.1K - $79.7K
|
3.52K
$596K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
516+ 16.83% |
$63.9K - $79.4K
|
3.58K
$607K
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
515+ 6.95% |
$63.7K - $79.3K
|
7.93K
$1.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
510+ 4.48% |
$63.1K - $78.5K
|
11.9K
$2.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
510+ 0.4% |
$63.1K - $78.5K
|
129K
$21.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
509+ 4.21% |
$63K - $78.4K
|
12.6K
$2.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
503+ 15.39% |
$62.3K - $77.4K
|
3.77K
$639K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
502+ 20.12% |
$62.1K - $77.3K
|
3K
$508K
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
501+ 0.96% |
$62K - $77.1K
|
52.9K
$8.96M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
499+ 16.67% |
$61.8K - $76.8K
|
3.49K
$592K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
499+ 1.22% |
$61.8K - $76.8K
|
41.5K
$7.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
498+ 5.83% |
$61.6K - $76.7K
|
9.04K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
497+ 4.29% |
$61.5K - $76.5K
|
12.1K
$2.05M
|
|
|
Feb 09, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
495+ 8.22% |
$61.3K - $76.2K
|
6.52K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
494+ 4.19% |
$61.1K - $76.1K
|
12.3K
$2.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
490+ 4.73% |
$60.6K - $75.4K
|
10.8K
$1.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
488+ 3.15% |
$60.4K - $75.1K
|
16K
$2.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
486+ 3.21% |
$60.1K - $74.8K
|
15.6K
$2.64M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
485New |
$60K - $74.7K
|
485
$82.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
480+ 3.46% |
$59.4K - $73.9K
|
14.4K
$2.43M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
475+ 2.32% |
$58.8K - $73.1K
|
20.9K
$3.55M
|