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 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-125- 0.13% |
$17.1K - $19.2K
|
93.3K
$15.5M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-125- 1.24% |
$17.1K - $19.2K
|
9.98K
$1.66M
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-126- 0.9% |
$17.2K - $19.4K
|
13.8K
$2.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-127- 0.43% |
$17.3K - $19.5K
|
29.7K
$4.94M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-127- 1.73% |
$17.3K - $19.5K
|
7.22K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
SELL
|
- |
-128- 3.65% |
$17.5K - $19.7K
|
3.38K
$562K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-129- 3.01% |
$17.6K - $19.9K
|
4.15K
$691K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-129- 0.33% |
$17.6K - $19.9K
|
38.8K
$6.46M
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-130- 0.63% |
$17.8K - $20K
|
20.5K
$3.42M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-131- 1.05% |
$17.9K - $20.2K
|
12.3K
$2.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-132- 1.33% |
$18K - $20.3K
|
9.81K
$1.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-133- 1.31% |
$18.2K - $20.5K
|
10K
$1.67M
|
|
|
May 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-133- 2.71% |
$18.2K - $20.5K
|
4.77K
$794K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-134- 1.9% |
$18.3K - $20.6K
|
6.93K
$1.15M
|
|
|
Apr 12, 2023
Q1 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-135- 0.94% |
$18.4K - $20.8K
|
14.3K
$2.37M
|
|
|
Apr 18, 2023
Q1 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-135- 1.25% |
$18.4K - $20.8K
|
10.6K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-135- 4.62% |
$18.4K - $20.8K
|
2.79K
$464K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-135- 0.46% |
$18.4K - $20.8K
|
29.2K
$4.86M
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-135- 4.01% |
$18.4K - $20.8K
|
3.23K
$538K
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-135- 7.58% |
$18.4K - $20.8K
|
1.65K
$274K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-136- 1.51% |
$18.6K - $20.9K
|
8.9K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-136- 1.74% |
$18.6K - $20.9K
|
7.7K
$1.28M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-137- 1.98% |
$18.7K - $21.1K
|
6.78K
$1.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-138- 1.35% |
$18.8K - $21.2K
|
10.1K
$1.68M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-138- 8.07% |
$18.8K - $21.2K
|
1.57K
$262K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-138- 0.37% |
$18.8K - $21.2K
|
37.4K
$6.23M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-138- 5.47% |
$18.8K - $21.2K
|
2.39K
$397K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-140- 2.34% |
$19.1K - $21.5K
|
5.85K
$974K
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-140- 3.24% |
$19.1K - $21.5K
|
4.18K
$696K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-140- 0.12% |
$19.1K - $21.5K
|
116K
$19.4M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-141- 3.12% |
$19.3K - $21.7K
|
4.38K
$729K
|
|
|
May 12, 2023
Q1 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-141- 0.47% |
$19.3K - $21.7K
|
30.1K
$5.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-146- 0.52% |
$19.9K - $22.5K
|
27.9K
$4.64M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-146- 2.15% |
$19.9K - $22.5K
|
6.63K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-147- 2.85% |
$20.1K - $22.6K
|
5.01K
$834K
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-148- 0.47% |
$20.2K - $22.8K
|
31.4K
$5.23M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-149- 3.02% |
$20.3K - $22.9K
|
4.78K
$796K
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-149- 9.65% |
$20.3K - $22.9K
|
1.4K
$232K
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-150- 2.09% |
$20.5K - $23.1K
|
7.01K
$1.17M
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-150- 2.77% |
$20.5K - $23.1K
|
5.26K
$876K
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-152- 1.51% |
$20.8K - $23.4K
|
9.91K
$1.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-152- 0.51% |
$20.8K - $23.4K
|
29.6K
$4.93M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-152- 8.31% |
$20.8K - $23.4K
|
1.68K
$279K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-152- 4.07% |
$20.8K - $23.4K
|
3.59K
$597K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-153- 0.46% |
$20.9K - $23.5K
|
33.3K
$5.54M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-153- 0.78% |
$20.9K - $23.5K
|
19.6K
$3.26M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-153- 8.39% |
$20.9K - $23.5K
|
1.67K
$278K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-154- 5.5% |
$21K - $23.7K
|
2.65K
$441K
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-154- 1.65% |
$21K - $23.7K
|
9.16K
$1.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-155- 0.38% |
$21.2K - $23.9K
|
40.8K
$6.79M
|