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 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.29K- 4.54% |
$450K - $507K
|
69.2K
$11.3M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3.31K- 29.74% |
$452K - $509K
|
7.81K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.31K- 1.2% |
$452K - $510K
|
272K
$44.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Gratus Capital LLC
|
SELL
|
- |
-3.33K- 28.22% |
$455K - $512K
|
8.47K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.33K- 70.91% |
$455K - $512K
|
1.37K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-3.34K- 32.72% |
$457K - $515K
|
6.88K
$1.12M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-3.36K- 0.78% |
$458K - $516K
|
428K
$69.7M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.42K- 42.32% |
$467K - $526K
|
4.66K
$759K
|
|
|
May 09, 2023
Q1 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-3.47K- 25.94% |
$474K - $534K
|
9.91K
$1.61M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-3.5K- 3.09% |
$478K - $539K
|
110K
$17.9M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-3.52K- 1.2% |
$480K - $541K
|
289K
$47.1M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-3.55K- 20.18% |
$485K - $547K
|
14.1K
$2.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.58K- 3.62% |
$489K - $551K
|
95.4K
$15.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-3.6K- 42.55% |
$492K - $554K
|
4.86K
$792K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-3.62K- 0.24% |
$495K - $558K
|
1.48M
$242M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.63K- 1.96% |
$496K - $559K
|
181K
$29.5M
|
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-3.7K- 1.32% |
$505K - $569K
|
277K
$45.1M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.71K- 18.72% |
$506K - $570K
|
16.1K
$2.62M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.72K- 5.78% |
$507K - $572K
|
60.6K
$9.86M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.81K- 69.45% |
$521K - $587K
|
1.68K
$273K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.98K- 17.18% |
$543K - $612K
|
19.2K
$3.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-4.04K- 23.78% |
$551K - $621K
|
12.9K
$2.11M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-4.05K- 7.45% |
$553K - $623K
|
50.4K
$8.2M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-4.11K- 9.2% |
$561K - $632K
|
40.5K
$6.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
SELL
|
- |
-4.16K- 7.38% |
$568K - $640K
|
52.2K
$8.5M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.19K- 6.93% |
$573K - $645K
|
56.3K
$9.17M
|
|
|
May 17, 2023
Q1 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-4.22K- 2.14% |
$576K - $649K
|
193K
$31.5M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.22K- 7.56% |
$576K - $649K
|
51.6K
$8.41M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-4.23K- 45.67% |
$577K - $650K
|
5.03K
$819K
|
|
|
May 05, 2023
Q1 2023
|
Crystal Rock Capital Management
|
SELL
|
- |
-4.25K- 14.37% |
$580K - $654K
|
25.3K
$4.13M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-4.25K- 19.55% |
$580K - $654K
|
17.5K
$2.85M
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-4.3K- 22.33% |
$587K - $662K
|
15K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4.33K- 85.27% |
$591K - $666K
|
747
$122K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.37K- 30.28% |
$597K - $673K
|
10.1K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-4.4K- 54.26% |
$600K - $677K
|
3.71K
$604K
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.42K- 74.4% |
$603K - $680K
|
1.52K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-4.42K- 11.93% |
$604K - $681K
|
32.7K
$5.32M
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-4.44K- 90.9% |
$606K - $683K
|
444
$72.3K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.44K- 7.65% |
$607K - $684K
|
53.6K
$8.74M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.54K- 3.57% |
$620K - $699K
|
123K
$20M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.62K- 5.14% |
$631K - $711K
|
85.2K
$13.9M
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-4.65K- 7.01% |
$635K - $716K
|
61.7K
$10M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.66K- 50.64% |
$637K - $718K
|
4.55K
$740K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-4.67K- 1.92% |
$638K - $719K
|
239K
$38.9M
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-4.71K- 38.07% |
$644K - $725K
|
7.66K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-4.71K- 6.99% |
$644K - $725K
|
62.7K
$10.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Advocate Group LLC
|
SELL
|
- |
-4.72K- 9.91% |
$644K - $726K
|
42.9K
$6.98M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-4.74K- 34.09% |
$648K - $730K
|
9.17K
$1.49M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-4.75K- 64.21% |
$649K - $731K
|
2.65K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-4.79K- 0.9% |
$654K - $737K
|
529K
$86.2M
|