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
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
13+ 0.47% |
$1.61K - $2K
|
2.8K
$470K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 0.51% |
$1.49K - $1.85K
|
2.37K
$397K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
12+ 240.0% |
$1.49K - $1.85K
|
17
$2.85K
|
|
|
Feb 13, 2023
Q4 2022
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
12+ 0.34% |
$1.49K - $1.85K
|
3.51K
$587K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
11+ 0.62% |
$1.36K - $1.69K
|
1.79K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
11+ 0.1% |
$1.36K - $1.69K
|
10.8K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
11+ 0.32% |
$1.36K - $1.69K
|
3.41K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
11+ 9.73% |
$1.36K - $1.69K
|
124
$20.8K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
11+ 1.75% |
$1.36K - $1.69K
|
640
$107K
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
11+ 0.26% |
$1.36K - $1.69K
|
4.2K
$704K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.18% |
$1.24K - $1.54K
|
5.54K
$929K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.63% |
$1.24K - $1.54K
|
1.6K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.22% |
$1.24K - $1.54K
|
4.52K
$757K
|
|
|
Jan 20, 2023
Q4 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
9+ 0.2% |
$1.11K - $1.39K
|
4.58K
$766K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
9+ 0.23% |
$1.11K - $1.39K
|
3.9K
$654K
|
|
|
Jan 27, 2023
Q4 2022
|
Altus Wealth Management, LLC
|
BUY
|
- |
9+ 0.03% |
$1.11K - $1.39K
|
28K
$4.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
9+ 0.46% |
$1.11K - $1.39K
|
1.96K
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
9+ 0.1% |
$1.11K - $1.39K
|
9.16K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
9+ 0.19% |
$1.11K - $1.39K
|
4.75K
$796K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
9+ 0.27% |
$1.11K - $1.39K
|
3.37K
$565K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.73% |
$990 - $1.23K
|
1.1K
$184K
|
|
|
Jan 18, 2023
Q4 2022
|
Tandem Capital Management Corp
|
BUY
|
- |
8+ 0.41% |
$990 - $1.23K
|
1.94K
$325K
|
|
|
Jan 27, 2023
Q4 2022
|
Eads & Heald Wealth Management
|
BUY
|
- |
8+ 0.04% |
$990 - $1.23K
|
17.9K
$3M
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
8+ 0.04% |
$990 - $1.23K
|
20.3K
$3.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.1% |
$990 - $1.23K
|
8.33K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
8+ 0.12% |
$990 - $1.23K
|
6.72K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8+ 0.29% |
$990 - $1.23K
|
2.76K
$462K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 0.2% |
$866 - $1.08K
|
3.48K
$583K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.4% |
$866 - $1.08K
|
1.74K
$292K
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
7+ 0.2% |
$866 - $1.08K
|
3.43K
$575K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7+ 0.32% |
$866 - $1.08K
|
2.23K
$373K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7+ 0.28% |
$866 - $1.08K
|
2.5K
$418K
|
|
|
Feb 09, 2023
Q4 2022
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
7+ 0.04% |
$866 - $1.08K
|
18.7K
$3.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.21% |
$866 - $1.08K
|
3.32K
$557K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 0.57% |
$866 - $1.08K
|
1.24K
$208K
|
|
|
Jan 10, 2023
Q4 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
6+ 0.15% |
$743 - $924
|
4.08K
$684K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.36% |
$743 - $924
|
1.68K
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.15% |
$743 - $924
|
4.01K
$672K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.28% |
$743 - $924
|
2.18K
$366K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
6+ 0.13% |
$743 - $924
|
4.57K
$766K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
6+ 0.39% |
$743 - $924
|
1.55K
$260K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
6New |
$743 - $924
|
6
$1.01K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
6+ 0.05% |
$743 - $924
|
11.1K
$1.85M
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.04% |
$619 - $770
|
14.2K
$2.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5+ 0.08% |
$619 - $770
|
6.45K
$1.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.23% |
$619 - $770
|
2.18K
$364K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.06% |
$619 - $770
|
8.08K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
5+ 0.09% |
$619 - $770
|
5.5K
$921K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$619 - $770
|
2.14K
$358K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4+ 0.02% |
$495 - $616
|
21.1K
$3.54M
|