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
|
Delta Investment Management, LLC
|
BUY
|
- |
63+ 0.54% |
$7.8K - $9.7K
|
11.8K
$1.98M
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
62+ 0.11% |
$7.67K - $9.54K
|
57.7K
$9.67M
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
62+ 0.84% |
$7.67K - $9.54K
|
7.47K
$1.25M
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
60+ 0.24% |
$7.43K - $9.24K
|
25.6K
$4.28M
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
59+ 1.31% |
$7.3K - $9.08K
|
4.57K
$765K
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
59+ 1.05% |
$7.3K - $9.08K
|
5.7K
$955K
|
|
Jan 10, 2023
Q4 2022
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
58+ 2.9% |
$7.18K - $8.93K
|
2.06K
$345K
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
BUY
|
- |
57+ 3.37% |
$7.05K - $8.78K
|
1.75K
$293K
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
57+ 2.81% |
$7.05K - $8.78K
|
2.09K
$350K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
57+ 0.39% |
$7.05K - $8.78K
|
14.7K
$2.47M
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
56New |
$6.93K - $8.62K
|
56
$9.38K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
56+ 0.92% |
$6.93K - $8.62K
|
6.15K
$1.03M
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
56+ 3.52% |
$6.93K - $8.62K
|
1.65K
$276K
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
55+ 0.47% |
$6.81K - $8.47K
|
11.7K
$1.95M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
54+ 0.63% |
$6.68K - $8.31K
|
8.57K
$1.44M
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
54+ 0.39% |
$6.68K - $8.31K
|
13.8K
$2.31M
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
54+ 1.27% |
$6.68K - $8.31K
|
4.32K
$724K
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
53+ 0.85% |
$6.56K - $8.16K
|
6.29K
$1.05M
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
53+ 2.18% |
$6.56K - $8.16K
|
2.48K
$415K
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
53+ 0.56% |
$6.56K - $8.16K
|
9.54K
$1.6M
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
53+ 0.73% |
$6.56K - $8.16K
|
7.32K
$1.23M
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
53+ 5.12% |
$6.56K - $8.16K
|
1.09K
$182K
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
52+ 1.91% |
$6.44K - $8.01K
|
2.78K
$465K
|
|
Jan 26, 2023
Q4 2022
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
52+ 2.06% |
$6.44K - $8.01K
|
2.58K
$432K
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
52+ 0.95% |
$6.44K - $8.01K
|
5.55K
$930K
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
51+ 0.97% |
$6.31K - $7.85K
|
5.32K
$891K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
51+ 0.1% |
$6.31K - $7.85K
|
51.7K
$8.66M
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
50+ 294.12% |
$6.19K - $7.7K
|
67
$11.2K
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
BUY
|
- |
50+ 0.19% |
$6.19K - $7.7K
|
26.5K
$4.44M
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
50+ 2.66% |
$6.19K - $7.7K
|
1.93K
$323K
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
BUY
|
- |
50+ 0.67% |
$6.19K - $7.7K
|
7.51K
$1.26M
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
50+ 0.46% |
$6.19K - $7.7K
|
10.9K
$1.83M
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
50+ 2.33% |
$6.19K - $7.7K
|
2.19K
$368K
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
49+ 1.94% |
$6.06K - $7.54K
|
2.58K
$431K
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
49+ 0.56% |
$6.06K - $7.54K
|
8.88K
$1.49M
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
48+ 0.38% |
$5.94K - $7.39K
|
12.6K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
48+ 0.86% |
$5.94K - $7.39K
|
5.64K
$945K
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
47+ 1.22% |
$5.82K - $7.24K
|
3.89K
$652K
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
47+ 5.84% |
$5.82K - $7.24K
|
852
$143K
|
|
Feb 01, 2023
Q4 2022
|
Orca Investment Management, LLC
|
BUY
|
- |
46+ 1.35% |
$5.69K - $7.08K
|
3.45K
$577K
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
45+ 0.27% |
$5.57K - $6.93K
|
16.8K
$2.82M
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
45+ 2.67% |
$5.57K - $6.93K
|
1.73K
$290K
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
45+ 0.1% |
$5.57K - $6.93K
|
43.8K
$7.33M
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
45+ 0.24% |
$5.57K - $6.93K
|
18.8K
$3.15M
|
|
Jan 11, 2023
Q4 2022
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
44+ 0.75% |
$5.45K - $6.77K
|
5.93K
$993K
|
|
Jan 12, 2023
Q4 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
44+ 1.58% |
$5.45K - $6.77K
|
2.83K
$474K
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
44+ 2.21% |
$5.45K - $6.77K
|
2.04K
$342K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
44+ 4.29% |
$5.45K - $6.77K
|
1.07K
$179K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
44+ 2.65% |
$5.45K - $6.77K
|
1.7K
$285K
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
44+ 0.62% |
$5.45K - $6.77K
|
7.16K
$1.2M
|