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 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
2+ 0.08% |
$273 - $308
|
2.67K
$454K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.03% |
$273 - $308
|
6.32K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.01% |
$273 - $308
|
16.6K
$2.83M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.06% |
$273 - $308
|
3.58K
$610K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
BUY
|
- |
2+ 0.06% |
$273 - $308
|
3.17K
$540K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2+ 0.05% |
$273 - $308
|
3.89K
$661K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.13% |
$273 - $308
|
1.56K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.03% |
$273 - $308
|
6.95K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2+ 0.04% |
$273 - $308
|
5.65K
$962K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2+ 0.04% |
$273 - $308
|
5.2K
$884K
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.24% |
$273 - $308
|
838
$143K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.5% |
$137 - $154
|
201
$34.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1+ 0.03% |
$137 - $154
|
2.93K
$498K
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
1+ 0.03% |
$137 - $154
|
3.68K
$627K
|
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$137 - $154
|
1.49K
$254K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1+ 0.02% |
$137 - $154
|
4.34K
$738K
|
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$137 - $154
|
3.71K
$631K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$137 - $154
|
4.59K
$781K
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$137 - $154
|
2.44K
$416K
|
|
|
Apr 18, 2023
Q1 2023
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$137 - $154
|
3.02K
$514K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.26% |
$137 - $154
|
383
$65.2K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$137 - $154
|
4.09K
$696K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1+ 0.02% |
$137 - $154
|
4.48K
$763K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$137 - $154
|
2.96K
$505K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.04% |
$137 - $154
|
2.74K
$466K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.01% |
$137 - $154
|
8.57K
$1.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$137 - $154
|
1.93K
$328K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.43% |
$137 - $154
|
233
$39.7K
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.06% |
$137 - $154
|
1.79K
$305K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1+ 0.03% |
$137 - $154
|
3.83K
$652K
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1+ 0.0% |
$137 - $154
|
84K
$14.3M
|
|
|
May 03, 2023
Q1 2023
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1+ 0.02% |
$137 - $154
|
6.64K
$1.13M
|
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
BUY
|
- |
1+ 0.04% |
$137 - $154
|
2.66K
$452K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1+ 0.05% |
$137 - $154
|
1.95K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$137 - $154
|
30.3K
$5.15M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$137 - $154
|
2.91K
$495K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.26% |
$137 - $154
|
387
$65.9K
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.17% |
$137 - $154
|
603
$103K
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.03% |
$137 - $154
|
3.6K
$614K
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1+ 0.04% |
$137 - $154
|
2.66K
$452K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.03% |
$137 - $154
|
3.45K
$586K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
1+ 0.02% |
$137 - $154
|
4.73K
$805K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-1- 16.67% |
$137 - $154
|
5
$851
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1- 0.02% |
$137 - $154
|
5.31K
$904K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2- 0.12% |
$273 - $308
|
1.67K
$284K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2- 0.05% |
$273 - $308
|
4.27K
$727K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-2- 0.02% |
$273 - $308
|
9.88K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2- 0.03% |
$273 - $308
|
6.78K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-2- 33.33% |
$273 - $308
|
4
$681
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-2- 0.1% |
$273 - $308
|
2.07K
$353K
|