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 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8.11K+ 147.01% |
$1.11M - $1.25M
|
13.6K
$2.33M
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
8.04KNew |
$1.1M - $1.24M
|
8.04K
$1.38M
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
8.04KNew |
$1.1M - $1.24M
|
8.04K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
8K+ 2.28% |
$1.09M - $1.23M
|
359K
$61.3M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.99K+ 0.88% |
$1.09M - $1.23M
|
912K
$156M
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.92K+ 214.4% |
$1.08M - $1.22M
|
11.6K
$1.99M
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
7.91K+ 1.36% |
$1.08M - $1.22M
|
589K
$101M
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
7.86K+ 176.46% |
$1.07M - $1.21M
|
12.3K
$2.1M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
7.82K+ 30.0% |
$1.07M - $1.2M
|
33.9K
$5.79M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
7.57KNew |
$1.03M - $1.16M
|
7.57K
$1.29M
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
7.49KNew |
$1.02M - $1.15M
|
7.49K
$1.28M
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
7.47K+ 1.78% |
$1.02M - $1.15M
|
426K
$72.9M
|
|
May 11, 2023
Q1 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
7.42K+ 2.21% |
$1.01M - $1.14M
|
344K
$58.8M
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
7.4K+ 5.75% |
$1.01M - $1.14M
|
136K
$23.3M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7.39K+ 5.12% |
$1.01M - $1.14M
|
152K
$26M
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.39K+ 6.98% |
$1.01M - $1.14M
|
113K
$19.4M
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.35KNew |
$1M - $1.13M
|
7.35K
$1.26M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.34KNew |
$1M - $1.13M
|
7.34K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.27K+ 11.58% |
$993K - $1.12M
|
70.1K
$12M
|
|
May 15, 2023
Q1 2023
|
Arjuna Capital
|
BUY
|
- |
7.15K+ 49.19% |
$976K - $1.1M
|
21.7K
$3.71M
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.09KNew |
$969K - $1.09M
|
7.09K
$1.21M
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
7.03K+ 1.85% |
$960K - $1.08M
|
387K
$66.2M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.89K+ 14.75% |
$941K - $1.06M
|
53.6K
$9.17M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.88K+ 14.71% |
$939K - $1.06M
|
53.6K
$9.17M
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.63K+ 1.48% |
$905K - $1.02M
|
454K
$77.6M
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
6.42K+ 5.13% |
$877K - $988K
|
132K
$22.5M
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6.41K+ 4.09% |
$875K - $986K
|
163K
$27.9M
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
6.4KNew |
$873K - $984K
|
6.4K
$1.09M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6.36K+ 18.69% |
$869K - $979K
|
40.4K
$6.91M
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
6.36KNew |
$868K - $978K
|
6.36K
$1.09M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
6.32K+ 2.08% |
$863K - $973K
|
310K
$53M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.31K+ 14.87% |
$862K - $972K
|
48.8K
$8.34M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
6.18K+ 2.42% |
$844K - $951K
|
262K
$44.7M
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
6.12KNew |
$835K - $941K
|
6.12K
$1.05M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.07K+ 0.95% |
$829K - $934K
|
646K
$110M
|
|
Apr 17, 2023
Q1 2023
|
Viking Fund Management LLC
|
BUY
|
- |
6K+ 25.0% |
$819K - $923K
|
30K
$5.13M
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
5.94KNew |
$811K - $915K
|
5.94K
$1.02M
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.92K+ 195.25% |
$808K - $911K
|
8.95K
$1.53M
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
5.91K+ 9.03% |
$807K - $910K
|
71.4K
$12.2M
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.91KNew |
$807K - $910K
|
5.91K
$1.01M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.87K+ 1.46% |
$801K - $903K
|
408K
$69.8M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.8K+ 23.06% |
$793K - $893K
|
31K
$5.3M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5.68K+ 3810.07% |
$775K - $874K
|
5.83K
$996K
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.66KNew |
$773K - $871K
|
5.66K
$968K
|
|
Apr 20, 2023
Q1 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5.61KNew |
$767K - $864K
|
5.61K
$960K
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.61K+ 28.89% |
$765K - $863K
|
25K
$4.28M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
5.6K+ 42.73% |
$765K - $863K
|
18.7K
$3.2M
|
|
Apr 21, 2023
Q1 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
5.58KNew |
$762K - $859K
|
5.58K
$954K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.55K+ 11.49% |
$757K - $854K
|
53.8K
$9.2M
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
5.54K+ 23.08% |
$757K - $853K
|
29.6K
$5.05M
|