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 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.6K+ 18.16% |
$2.67M - $3.01M
|
127K
$21.8M
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
19.3K+ 66.67% |
$2.63M - $2.97M
|
48.2K
$8.24M
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
19.1K+ 55.38% |
$2.61M - $2.94M
|
53.6K
$9.17M
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
19.1K+ 1.82% |
$2.61M - $2.94M
|
1.07M
$182M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
19K+ 1.27% |
$2.59M - $2.92M
|
1.52M
$260M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
18.8K+ 2.04% |
$2.57M - $2.89M
|
939K
$161M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
18.7K+ 7.79% |
$2.56M - $2.88M
|
259K
$44.3M
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
18.5K+ 54.72% |
$2.53M - $2.85M
|
52.4K
$8.96M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.3K+ 22.07% |
$2.5M - $2.82M
|
101K
$17.3M
|
|
May 12, 2023
Q1 2023
|
Carmignac Gestion
Paris, I0 |
BUY
|
- |
18.1K+ 37.25% |
$2.47M - $2.79M
|
66.8K
$11.4M
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
17.8KNew |
$2.44M - $2.74M
|
17.8K
$3.05M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17.8K+ 4.97% |
$2.43M - $2.74M
|
376K
$64.3M
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
17.6K+ 10.64% |
$2.41M - $2.71M
|
183K
$31.3M
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
17.3K+ 0.59% |
$2.36M - $2.66M
|
2.96M
$506M
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
17.2K+ 16.48% |
$2.34M - $2.64M
|
121K
$20.7M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.6K+ 79.23% |
$2.27M - $2.56M
|
37.6K
$6.44M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 14.58% |
$2.26M - $2.55M
|
130K
$22.2M
|
|
May 05, 2023
Q1 2023
|
Artemis Investment Management LLP
|
BUY
|
- |
16.4K+ 9.93% |
$2.24M - $2.52M
|
181K
$31M
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
16.3K+ 0.01% |
$2.23M - $2.51M
|
225M
$38.6B
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
16.3K+ 5.44% |
$2.22M - $2.5M
|
315K
$53.9M
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
16.1KNew |
$2.19M - $2.47M
|
16.1K
$2.75M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.1K+ 0.76% |
$2.19M - $2.47M
|
2.12M
$363M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
15.8K+ 6.92% |
$2.16M - $2.44M
|
245K
$41.9M
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
15.6K+ 83.4% |
$2.13M - $2.4M
|
34.4K
$5.88M
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
15.4K+ 10.4% |
$2.1M - $2.37M
|
163K
$27.9M
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
15.3K+ 15.41% |
$2.09M - $2.36M
|
115K
$19.6M
|
|
May 15, 2023
Q1 2023
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
15.3K+ 0.16% |
$2.08M - $2.35M
|
9.51M
$1.63B
|
|
Apr 24, 2023
Q1 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$2.03M - $2.29M
|
14.9K
$2.55M
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
14.8K+ 5.56% |
$2.02M - $2.27M
|
280K
$47.9M
|
|
May 15, 2023
Q1 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.4KNew |
$1.97M - $2.22M
|
14.4K
$2.47M
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
14.4KNew |
$1.97M - $2.22M
|
14.4K
$2.47M
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
14.4K+ 20.38% |
$1.97M - $2.22M
|
85.2K
$14.6M
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
14.4KNew |
$1.97M - $2.22M
|
14.4K
$2.46M
|
|
May 12, 2023
Q1 2023
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
14.4K+ 29.3% |
$1.96M - $2.21M
|
63.4K
$10.8M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.2KNew |
$1.94M - $2.19M
|
14.2K
$2.43M
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
14.2K+ 5.93% |
$1.94M - $2.18M
|
254K
$43.4M
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
13.8KNew |
$1.89M - $2.13M
|
13.8K
$2.36M
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
13.8K+ 5.15% |
$1.88M - $2.12M
|
281K
$48.1M
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13.7K+ 4.3% |
$1.87M - $2.11M
|
333K
$56.9M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.7K+ 5.12% |
$1.87M - $2.11M
|
281K
$48.1M
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
13.6K+ 20.75% |
$1.86M - $2.09M
|
79.1K
$13.5M
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
13K+ 14.72% |
$1.78M - $2.01M
|
102K
$17.4M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12.9K+ 139.53% |
$1.77M - $1.99M
|
22.2K
$3.8M
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
12.9K+ 43.23% |
$1.76M - $1.98M
|
42.7K
$7.3M
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
12.6K+ 32.25% |
$1.73M - $1.94M
|
51.8K
$8.86M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
12.6K+ 9.74% |
$1.72M - $1.94M
|
142K
$24.3M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.5K+ 9.69% |
$1.71M - $1.93M
|
142K
$24.3M
|
|
May 15, 2023
Q1 2023
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
12.3K+ 9.28% |
$1.68M - $1.89M
|
145K
$24.7M
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
12.2KNew |
$1.67M - $1.88M
|
12.2K
$2.09M
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
12.1K+ 5.58% |
$1.65M - $1.86M
|
229K
$39.2M
|