Purchases and Sales Made in Q1 2023 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
385+ 2.13% |
$52.6K - $59.3K
|
18.4K
$3.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
383+ 7.8% |
$52.3K - $58.9K
|
5.29K
$881K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
380+ 3.24% |
$51.9K - $58.5K
|
12.1K
$2.02M
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
375+ 1.58% |
$51.2K - $57.7K
|
24.1K
$4.02M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
375+ 1.42% |
$51.2K - $57.7K
|
26.7K
$4.45M
|
|
|
May 22, 2023
Q1 2023
|
Whelan Financial
|
BUY
|
- |
375+ 21.43% |
$51.2K - $57.7K
|
2.13K
$354K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
374+ 9.78% |
$51.1K - $57.6K
|
4.2K
$699K
|
|
|
Apr 24, 2023
Q1 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
374+ 2.21% |
$51.1K - $57.6K
|
17.3K
$2.87M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
374+ 0.56% |
$51.1K - $57.6K
|
67.4K
$11.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
372+ 1.73% |
$50.8K - $57.3K
|
21.9K
$3.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
367+ 1.09% |
$50.1K - $56.5K
|
34K
$5.65M
|
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
367+ 1.44% |
$50.1K - $56.5K
|
25.8K
$4.29M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
364+ 2.22% |
$49.7K - $56K
|
16.8K
$2.79M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
364+ 2.22% |
$49.7K - $56K
|
16.8K
$2.79M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
361+ 5.74% |
$49.3K - $55.6K
|
6.65K
$1.11M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
357+ 0.6% |
$48.8K - $54.9K
|
59.6K
$9.93M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
357+ 1.09% |
$48.8K - $54.9K
|
33.2K
$5.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
356+ 2.8% |
$48.6K - $54.8K
|
13.1K
$2.17M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
350+ 1.19% |
$47.8K - $53.9K
|
29.8K
$4.96M
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
BUY
|
- |
349+ 2.29% |
$47.7K - $53.7K
|
15.6K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
349+ 4.86% |
$47.7K - $53.7K
|
7.53K
$1.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
348+ 14.68% |
$47.5K - $53.6K
|
2.72K
$453K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
348+ 26.13% |
$47.5K - $53.6K
|
1.68K
$280K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
348+ 8.05% |
$47.5K - $53.6K
|
4.67K
$778K
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
346+ 3.19% |
$47.3K - $53.3K
|
11.2K
$1.86M
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
345+ 1.19% |
$47.1K - $53.1K
|
29.2K
$4.87M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
344+ 1.5% |
$47K - $52.9K
|
23.3K
$3.87M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
343+ 5.04% |
$46.8K - $52.8K
|
7.15K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
340+ 9.12% |
$46.4K - $52.3K
|
4.07K
$677K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
338+ 2.45% |
$46.2K - $52K
|
14.1K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
United Bank
|
BUY
|
- |
337+ 2.56% |
$46K - $51.9K
|
13.5K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
335+ 1.08% |
$45.8K - $51.6K
|
31.4K
$5.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
330+ 1.66% |
$45.1K - $50.8K
|
20.2K
$3.37M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
328+ 3.92% |
$44.8K - $50.5K
|
8.69K
$1.45M
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
328+ 3.72% |
$44.8K - $50.5K
|
9.14K
$1.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
324+ 1.67% |
$44.2K - $49.9K
|
19.8K
$3.29M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
323+ 0.91% |
$44.1K - $49.7K
|
35.7K
$5.94M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
322+ 11.49% |
$44K - $49.6K
|
3.13K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
321+ 9.46% |
$43.8K - $49.4K
|
3.72K
$619K
|
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
321+ 9.46% |
$43.8K - $49.4K
|
3.72K
$619K
|
|
|
May 05, 2023
Q1 2023
|
Amica Mutual Insurance CO
|
BUY
|
- |
320+ 0.43% |
$43.7K - $49.3K
|
73.9K
$12.3M
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
319+ 7.5% |
$43.6K - $49.1K
|
4.58K
$762K
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
317+ 19.96% |
$43.3K - $48.8K
|
1.91K
$317K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
315+ 3.51% |
$43K - $48.5K
|
9.28K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
315+ 0.96% |
$43K - $48.5K
|
33.2K
$5.52M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
314+ 7.48% |
$42.9K - $48.3K
|
4.51K
$751K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
312+ 0.64% |
$42.6K - $48K
|
48.7K
$8.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
312+ 12.11% |
$42.6K - $48K
|
2.89K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
311+ 0.88% |
$42.5K - $47.9K
|
35.6K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
311+ 3.61% |
$42.5K - $47.9K
|
8.94K
$1.49M
|