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 14, 2023
Q4 2022
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-508- 13.02% |
$62.9K - $78.2K
|
3.39K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-510- 1.05% |
$63.1K - $78.5K
|
48K
$8.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-511- 25.6% |
$63.2K - $78.7K
|
1.49K
$249K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-511- 13.97% |
$63.2K - $78.7K
|
3.15K
$527K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-512- 2.37% |
$63.4K - $78.8K
|
21.1K
$3.54M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-516- 2.16% |
$63.9K - $79.4K
|
23.3K
$3.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-518- 1.64% |
$64.1K - $79.7K
|
31K
$5.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-520- 4.67% |
$64.4K - $80.1K
|
10.6K
$1.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-523- 5.36% |
$64.7K - $80.5K
|
9.24K
$1.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-524- 0.69% |
$64.9K - $80.7K
|
75.5K
$12.6M
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-524- 10.58% |
$64.9K - $80.7K
|
4.43K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Unigestion Holding Sa
|
SELL
|
- |
-524- 3.77% |
$64.9K - $80.7K
|
13.4K
$2.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-527- 0.78% |
$65.2K - $81.1K
|
67K
$11.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-528- 4.06% |
$65.3K - $81.3K
|
12.5K
$2.09M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-528- 3.92% |
$65.3K - $81.3K
|
13K
$2.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-530- 6.27% |
$65.6K - $81.6K
|
7.92K
$1.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-536- 3.96% |
$66.3K - $82.5K
|
13K
$2.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-536- 8.46% |
$66.3K - $82.5K
|
5.8K
$972K
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-536- 16.79% |
$66.3K - $82.5K
|
2.66K
$445K
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-539- 9.06% |
$66.7K - $83K
|
5.41K
$906K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-540- 11.9% |
$66.8K - $83.1K
|
4K
$670K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-542- 4.24% |
$67.1K - $83.4K
|
12.2K
$2.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-542- 8.03% |
$67.1K - $83.4K
|
6.21K
$1.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-542- 3.35% |
$67.1K - $83.4K
|
15.6K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-548- 15.3% |
$67.8K - $84.4K
|
3.03K
$508K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-550- 83.84% |
$68.1K - $84.7K
|
106
$17.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-550- 6.1% |
$68.1K - $84.7K
|
8.46K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Zevin Asset Management LLC
|
SELL
|
- |
-552- 6.68% |
$68.3K - $85K
|
7.71K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-552- 5.15% |
$68.3K - $85K
|
10.2K
$1.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-554- 6.88% |
$68.6K - $85.3K
|
7.5K
$1.26M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-556- 4.43% |
$68.8K - $85.6K
|
12K
$2.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-560- 1.52% |
$69.3K - $86.2K
|
36.3K
$6.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-560- 0.66% |
$69.3K - $86.2K
|
84K
$14.1M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-561- 2.78% |
$69.4K - $86.4K
|
19.6K
$3.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-562- 3.9% |
$69.6K - $86.5K
|
13.9K
$2.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-563- 2.19% |
$69.7K - $86.7K
|
25.1K
$4.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
SELL
|
- |
-565- 5.86% |
$69.9K - $87K
|
9.07K
$1.52M
|
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-565- 1.69% |
$69.9K - $87K
|
32.8K
$5.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-566- 3.49% |
$70K - $87.1K
|
15.6K
$2.62M
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-566- 14.33% |
$70K - $87.1K
|
3.38K
$567K
|
|
|
Jan 20, 2023
Q4 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-578- 2.9% |
$71.5K - $89K
|
19.3K
$3.24M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-579- 0.76% |
$71.7K - $89.1K
|
75.1K
$12.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-581- 1.93% |
$71.9K - $89.4K
|
29.5K
$4.95M
|
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-582- 14.49% |
$72K - $89.6K
|
3.43K
$575K
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-588- 13.91% |
$72.8K - $90.5K
|
3.64K
$609K
|
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-590- 0.85% |
$73K - $90.8K
|
68.9K
$11.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-595- 5.57% |
$73.6K - $91.6K
|
10.1K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
SELL
|
- |
-596- 2.23% |
$73.8K - $91.8K
|
26.2K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-599- 1.5% |
$74.1K - $92.2K
|
39.3K
$6.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-600- 9.38% |
$74.3K - $92.4K
|
5.8K
$972K
|