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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
112+ 1.18% |
$15.3K - $17.2K
|
9.58K
$1.6M
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
112+ 5.92% |
$15.3K - $17.2K
|
2K
$335K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
111+ 0.88% |
$15.2K - $17.1K
|
12.7K
$2.13M
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
111+ 0.4% |
$15.2K - $17.1K
|
27.7K
$4.64M
|
|
Apr 12, 2023
Q1 2023
|
Ocean Capital Management, LLC
|
BUY
|
- |
110+ 7.08% |
$15K - $16.9K
|
1.66K
$278K
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
110+ 5.48% |
$15K - $16.9K
|
2.12K
$354K
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
109New |
$14.9K - $16.8K
|
109
$18.2K
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
109+ 2.61% |
$14.9K - $16.8K
|
4.29K
$717K
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
107+ 0.58% |
$14.6K - $16.5K
|
18.5K
$3.1M
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
106+ 2.69% |
$14.5K - $16.3K
|
4.04K
$676K
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
106+ 3.11% |
$14.5K - $16.3K
|
3.52K
$588K
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
105+ 0.71% |
$14.3K - $16.2K
|
14.8K
$2.48M
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
105+ 0.5% |
$14.3K - $16.2K
|
21.1K
$3.52M
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
105New |
$14.3K - $16.2K
|
105
$17.6K
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
102+ 3.1% |
$13.9K - $15.7K
|
3.39K
$567K
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
102+ 1.81% |
$13.9K - $15.7K
|
5.75K
$961K
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
102+ 1.81% |
$13.9K - $15.7K
|
5.75K
$961K
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
101+ 0.5% |
$13.8K - $15.5K
|
20.2K
$3.37M
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
101+ 7.57% |
$13.8K - $15.5K
|
1.44K
$240K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
101+ 1.39% |
$13.8K - $15.5K
|
7.36K
$1.23M
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
101+ 2.06% |
$13.8K - $15.5K
|
5.01K
$838K
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
BUY
|
- |
100+ 0.7% |
$13.7K - $15.4K
|
14.4K
$2.4M
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
100+ 6.85% |
$13.7K - $15.4K
|
1.56K
$261K
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
100+ 4.45% |
$13.7K - $15.4K
|
2.35K
$392K
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
100+ 2.89% |
$13.7K - $15.4K
|
3.57K
$596K
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.53% |
$13.7K - $15.4K
|
6.63K
$1.11M
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
100+ 1.53% |
$13.7K - $15.4K
|
6.62K
$1.11M
|
|
May 05, 2023
Q1 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
100+ 4.39% |
$13.7K - $15.4K
|
2.38K
$397K
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
100+ 5.77% |
$13.7K - $15.4K
|
1.83K
$306K
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
100+ 0.31% |
$13.7K - $15.4K
|
32.4K
$5.41M
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
100+ 0.22% |
$13.7K - $15.4K
|
45.8K
$7.66M
|
|
Apr 21, 2023
Q1 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
97+ 6.79% |
$13.2K - $14.9K
|
1.53K
$255K
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
96+ 2.83% |
$13.1K - $14.8K
|
3.49K
$584K
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
96+ 3.04% |
$13.1K - $14.8K
|
3.25K
$544K
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
96+ 51.34% |
$13.1K - $14.8K
|
283
$47.3K
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
95+ 1.84% |
$13K - $14.6K
|
5.27K
$881K
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
95+ 0.18% |
$13K - $14.6K
|
52.2K
$8.72M
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
94+ 0.3% |
$12.8K - $14.5K
|
31.1K
$5.21M
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
93+ 0.76% |
$12.7K - $14.3K
|
12.3K
$2.06M
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
92+ 1.95% |
$12.6K - $14.2K
|
4.8K
$803K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
90+ 58.82% |
$12.3K - $13.9K
|
243
$40.6K
|
|
May 01, 2023
Q1 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
90+ 0.78% |
$12.3K - $13.9K
|
11.6K
$1.94M
|
|
May 11, 2023
Q1 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
90+ 0.51% |
$12.3K - $13.9K
|
17.8K
$2.98M
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
90+ 0.23% |
$12.3K - $13.9K
|
38.7K
$6.47M
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
89+ 0.56% |
$12.2K - $13.7K
|
16.1K
$2.68M
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
89+ 1.07% |
$12.2K - $13.7K
|
8.41K
$1.41M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
89+ 0.36% |
$12.2K - $13.7K
|
25K
$4.17M
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
89+ 0.71% |
$12.2K - $13.7K
|
12.6K
$2.11M
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
88+ 2.19% |
$12K - $13.5K
|
4.1K
$686K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
88+ 6.71% |
$12K - $13.5K
|
1.4K
$234K
|