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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q1 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-4.8K- 13.14% |
$655K - $738K
|
31.7K
$5.16M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-4.87K- 17.11% |
$665K - $749K
|
23.6K
$3.84M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-4.87K- 4.27% |
$665K - $750K
|
109K
$17.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-4.89K- 19.79% |
$668K - $753K
|
19.8K
$3.23M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-4.97K- 10.45% |
$678K - $765K
|
42.6K
$6.93M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.99K- 6.14% |
$682K - $768K
|
76.3K
$12.4M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.12K- 9.71% |
$700K - $788K
|
47.6K
$7.76M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.13K- 10.72% |
$700K - $789K
|
42.7K
$6.96M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5.2K- 98.93% |
$710K - $800K
|
56
$9.12K
|
|
|
Apr 07, 2023
Q1 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-5.28K- 57.54% |
$721K - $812K
|
3.89K
$634K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.31K- 28.08% |
$725K - $817K
|
13.6K
$2.21M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5.33K- 82.09% |
$728K - $821K
|
1.16K
$190K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.36K- 18.55% |
$732K - $824K
|
23.5K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.38K- 1.42% |
$734K - $827K
|
374K
$60.9M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.48K- 0.45% |
$748K - $843K
|
1.22M
$198M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.54K- 2.24% |
$756K - $852K
|
241K
$39.3M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-5.54K- 4.56% |
$756K - $852K
|
116K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-5.68K- 97.44% |
$775K - $874K
|
149
$24.3K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.68K- 76.74% |
$775K - $874K
|
1.72K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-5.7K- 53.68% |
$778K - $877K
|
4.92K
$801K
|
|
|
May 09, 2023
Q1 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-5.7K- 12.67% |
$778K - $877K
|
39.3K
$6.4M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-5.75K- 0.41% |
$786K - $885K
|
1.4M
$227M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.76K- 10.27% |
$787K - $887K
|
50.3K
$8.2M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.77K- 13.76% |
$787K - $887K
|
36.1K
$5.89M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.77K- 1.64% |
$788K - $888K
|
345K
$56.2M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5.84K- 12.69% |
$797K - $899K
|
40.2K
$6.54M
|
|
|
May 10, 2023
Q1 2023
|
Jupiter Asset Management LTD
|
SELL
|
- |
-5.91K- 24.03% |
$807K - $910K
|
18.7K
$3.05M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-5.94K- 19.65% |
$811K - $914K
|
24.3K
$3.96M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-6.03K- 55.37% |
$824K - $928K
|
4.86K
$792K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-6.08K- 54.0% |
$830K - $935K
|
5.18K
$843K
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-6.2K- 16.06% |
$847K - $954K
|
32.4K
$5.28M
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-6.21K- 81.98% |
$848K - $956K
|
1.37K
$222K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-6.28K- 76.06% |
$858K - $967K
|
1.98K
$322K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
SELL
|
- |
-6.29K- 6.92% |
$859K - $969K
|
84.6K
$13.8M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.31K- 2.91% |
$861K - $971K
|
210K
$34.3M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-6.41K- 1.84% |
$875K - $986K
|
341K
$55.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.47K- 2.83% |
$883K - $995K
|
222K
$36.2M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-6.58K- 45.71% |
$898K - $1.01M
|
7.81K
$1.27M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.62K- 15.69% |
$905K - $1.02M
|
35.6K
$5.8M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.64K- 13.13% |
$907K - $1.02M
|
44K
$7.16M
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-6.66K- 6.63% |
$910K - $1.03M
|
93.9K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.67K- 9.88% |
$910K - $1.03M
|
60.8K
$9.91M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-6.67K- 4.17% |
$911K - $1.03M
|
153K
$25M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-6.72K- 95.73% |
$918K - $1.03M
|
300
$48.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.76K- 4.02% |
$923K - $1.04M
|
161K
$26.3M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-6.77K- 74.82% |
$924K - $1.04M
|
2.28K
$371K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-6.89K- 14.88% |
$941K - $1.06M
|
39.4K
$6.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-6.9K- 92.7% |
$942K - $1.06M
|
543
$88.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-6.97K- 2.31% |
$952K - $1.07M
|
295K
$48.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-7K- 68.77% |
$957K - $1.08M
|
3.18K
$518K
|