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 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12.1K+ 119.87% |
$1.65M - $1.86M
|
22.2K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
12KNew |
$1.64M - $1.85M
|
12K
$2.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
11.9K+ 380.01% |
$1.63M - $1.83M
|
15.1K
$2.52M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.6K+ 67.78% |
$1.59M - $1.79M
|
28.7K
$4.81M
|
|
|
May 04, 2023
Q1 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
11.6KNew |
$1.58M - $1.78M
|
11.6K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
BUY
|
- |
11.4K+ 4.64% |
$1.56M - $1.76M
|
258K
$43.1M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 10.54% |
$1.56M - $1.76M
|
120K
$20.1M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.4KNew |
$1.56M - $1.76M
|
11.4K
$1.91M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
11.1K+ 8.5% |
$1.52M - $1.71M
|
142K
$23.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.1KNew |
$1.51M - $1.7M
|
11.1K
$1.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11K+ 29.81% |
$1.5M - $1.69M
|
47.9K
$8.02M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 2.85% |
$1.49M - $1.68M
|
394K
$66M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 6.94% |
$1.49M - $1.67M
|
168K
$28.1M
|
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.9KNew |
$1.48M - $1.67M
|
10.9K
$1.82M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
10.7K+ 21.53% |
$1.46M - $1.64M
|
60.3K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
10.7K+ 6.96% |
$1.46M - $1.64M
|
164K
$27.5M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
10.6K+ 9.88% |
$1.45M - $1.64M
|
118K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10.6K+ 13.46% |
$1.44M - $1.63M
|
89.1K
$14.9M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
10.5K+ 12.97% |
$1.43M - $1.61M
|
91.2K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
10.4KNew |
$1.42M - $1.6M
|
10.4K
$1.74M
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
10.3K+ 51.59% |
$1.41M - $1.58M
|
30.3K
$5.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
10.3KNew |
$1.4M - $1.58M
|
10.3K
$1.72M
|
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
10.2K+ 7.72% |
$1.4M - $1.57M
|
143K
$23.9M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
10.2KNew |
$1.4M - $1.57M
|
10.2K
$1.71M
|
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
10.2KNew |
$1.39M - $1.57M
|
10.2K
$1.71M
|
|
|
May 12, 2023
Q1 2023
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
10.1K+ 8.75% |
$1.37M - $1.55M
|
125K
$20.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
10K+ 153.24% |
$1.37M - $1.54M
|
16.6K
$2.78M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.98K+ 3.58% |
$1.36M - $1.54M
|
289K
$48.3M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.97K+ 11.99% |
$1.36M - $1.53M
|
93.2K
$15.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
9.97K+ 133.7% |
$1.36M - $1.53M
|
17.4K
$2.92M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
9.87K+ 2.35% |
$1.35M - $1.52M
|
429K
$71.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
9.82K+ 22.12% |
$1.34M - $1.51M
|
54.2K
$9.08M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
9.74K+ 12.53% |
$1.33M - $1.5M
|
87.4K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
9.73K+ 4.98% |
$1.33M - $1.5M
|
205K
$34.3M
|
|
|
May 11, 2023
Q1 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.7K+ 55.99% |
$1.32M - $1.49M
|
27K
$4.53M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
9.63K+ 15.42% |
$1.31M - $1.48M
|
72K
$12.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Oak Thistle LLC
|
BUY
|
- |
9.5KNew |
$1.3M - $1.46M
|
9.5K
$1.59M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
9.17K+ 3.23% |
$1.25M - $1.41M
|
293K
$49.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
8.97K+ 8.04% |
$1.22M - $1.38M
|
120K
$20.2M
|
|
|
Jun 08, 2023
Q1 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
8.94KNew |
$1.22M - $1.38M
|
8.94K
$1.5M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.9K+ 2.74% |
$1.22M - $1.37M
|
333K
$55.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
8.63K+ 8.56% |
$1.18M - $1.33M
|
109K
$18.3M
|
|
|
Apr 12, 2023
Q1 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
8.62K+ 17.08% |
$1.18M - $1.33M
|
59.1K
$9.9M
|
|
|
May 15, 2023
Q1 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
8.55K+ 351.44% |
$1.17M - $1.32M
|
11K
$1.84M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.55K+ 80.33% |
$1.17M - $1.32M
|
19.2K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
8.53KNew |
$1.16M - $1.31M
|
8.53K
$1.43M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
8.49K+ 4.69% |
$1.16M - $1.31M
|
190K
$31.8M
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
8.43K+ 8.78% |
$1.15M - $1.3M
|
104K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
8.4K+ 348.18% |
$1.15M - $1.29M
|
10.8K
$1.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.22K+ 91.23% |
$1.12M - $1.27M
|
17.2K
$2.89M
|