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 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
323+ 13.22% |
$40K - $49.7K
|
2.77K
$469K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
321+ 2.47% |
$39.7K - $49.4K
|
13.3K
$2.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
320+ 4.03% |
$39.6K - $49.3K
|
8.26K
$1.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
320+ 7.46% |
$39.6K - $49.3K
|
4.61K
$781K
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
316+ 1.12% |
$39.1K - $48.6K
|
28.5K
$4.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
316+ 8.92% |
$39.1K - $48.6K
|
3.86K
$653K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
316+ 20.11% |
$39.1K - $48.6K
|
1.89K
$320K
|
|
|
Jan 19, 2023
Q4 2022
|
Garland Capital Management Inc
|
BUY
|
- |
315+ 0.7% |
$39K - $48.5K
|
45.5K
$7.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
315+ 4.11% |
$39K - $48.5K
|
7.98K
$1.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
312+ 1.51% |
$38.6K - $48K
|
20.9K
$3.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
312+ 4.12% |
$38.6K - $48K
|
7.88K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
311+ 0.67% |
$38.5K - $47.9K
|
46.4K
$7.86M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
311+ 388.75% |
$38.5K - $47.9K
|
391
$66.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
306+ 3.19% |
$37.9K - $47.1K
|
9.89K
$1.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
304+ 0.96% |
$37.6K - $46.8K
|
31.8K
$5.39M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
301+ 38.69% |
$37.3K - $46.3K
|
1.08K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
301+ 246.72% |
$37.3K - $46.3K
|
423
$71.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
300+ 1.1% |
$37.1K - $46.2K
|
27.5K
$4.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
300+ 2.52% |
$37.1K - $46.2K
|
12.2K
$2.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
300+ 1.02% |
$37.1K - $46.2K
|
29.7K
$5.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
298+ 3.55% |
$36.9K - $45.9K
|
8.7K
$1.47M
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
297+ 11.65% |
$36.8K - $45.7K
|
2.85K
$482K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
297+ 0.72% |
$36.8K - $45.7K
|
41.5K
$7.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
297+ 0.68% |
$36.8K - $45.7K
|
43.9K
$7.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
295+ 0.87% |
$36.5K - $45.4K
|
34.1K
$5.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Lindenwold Advisors
|
BUY
|
- |
292+ 1.65% |
$36.1K - $45K
|
18K
$3.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
291+ 1.62% |
$36K - $44.8K
|
18.2K
$3.09M
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
290+ 4.43% |
$35.9K - $44.6K
|
6.84K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
289+ 10.86% |
$35.8K - $44.5K
|
2.95K
$500K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
288+ 5.12% |
$35.6K - $44.3K
|
5.92K
$1M
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
288+ 0.96% |
$35.6K - $44.3K
|
30.3K
$5.13M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
287+ 7.78% |
$35.5K - $44.2K
|
3.98K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
287New |
$35.5K - $44.2K
|
287
$48.6K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
285+ 0.23% |
$35.3K - $43.9K
|
125K
$21.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
283+ 1.47% |
$35K - $43.6K
|
19.5K
$3.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
283+ 1.99% |
$35K - $43.6K
|
14.5K
$2.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
280+ 0.96% |
$34.7K - $43.1K
|
29.6K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
280+ 6.55% |
$34.7K - $43.1K
|
4.55K
$772K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
278+ 5.69% |
$34.4K - $42.8K
|
5.17K
$876K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
275+ 1.43% |
$34K - $42.3K
|
19.4K
$3.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Insight Folios Inc
|
BUY
|
- |
274+ 4.99% |
$33.9K - $42.2K
|
5.76K
$977K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
274+ 9.1% |
$33.9K - $42.2K
|
3.29K
$557K
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
272+ 1.43% |
$33.7K - $41.9K
|
19.3K
$3.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
271+ 0.5% |
$33.5K - $41.7K
|
54.8K
$9.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
268+ 0.48% |
$33.2K - $41.3K
|
56.1K
$9.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
267+ 1.53% |
$33K - $41.1K
|
17.7K
$3M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
265+ 1.4% |
$32.8K - $40.8K
|
19.2K
$3.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
263+ 1.86% |
$32.5K - $40.5K
|
14.4K
$2.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
263+ 0.86% |
$32.5K - $40.5K
|
30.8K
$5.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Nbw Capital LLC
|
BUY
|
- |
261+ 13.78% |
$32.3K - $40.2K
|
2.16K
$365K
|