Purchases and Sales Made in Q4 2022 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.61K+ 1.54% |
$323K - $401K
|
172K
$27.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.58K+ 6.42% |
$320K - $397K
|
42.8K
$6.97M
|
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
2.55KNew |
$316K - $393K
|
2.55K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
2.54K+ 127150.0% |
$315K - $391K
|
2.55K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.54KNew |
$314K - $391K
|
2.54K
$414K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.52K+ 129.58% |
$312K - $388K
|
4.47K
$728K
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2.52KNew |
$312K - $388K
|
2.52K
$411K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
2.52KNew |
$312K - $388K
|
2.52K
$410K
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.52KNew |
$311K - $387K
|
2.52K
$410K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
2.51K+ 3.65% |
$310K - $386K
|
71.1K
$11.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.5K+ 71.43% |
$310K - $385K
|
6.01K
$978K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.49K+ 7.36% |
$308K - $383K
|
36.3K
$5.92M
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.49K+ 11.69% |
$308K - $383K
|
23.7K
$3.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
2.48K+ 7.93% |
$307K - $382K
|
33.8K
$5.5M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.47KNew |
$306K - $381K
|
2.47K
$403K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2.47KNew |
$305K - $380K
|
2.47K
$402K
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
2.46K+ 2.27% |
$305K - $379K
|
111K
$18.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
2.45K+ 8.64% |
$304K - $378K
|
30.8K
$5.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.45K+ 3.75% |
$303K - $377K
|
67.9K
$11.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.45K+ 8.02% |
$303K - $377K
|
33K
$5.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
2.44K+ 24.42% |
$302K - $376K
|
12.4K
$2.03M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
2.43K+ 78.29% |
$300K - $374K
|
5.53K
$900K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.42K+ 23.68% |
$299K - $372K
|
12.6K
$2.06M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
2.4K+ 12.38% |
$297K - $369K
|
21.8K
$3.55M
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
2.38KNew |
$294K - $366K
|
2.38K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.37KNew |
$294K - $365K
|
2.37K
$387K
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.37K+ 5930.0% |
$294K - $365K
|
2.41K
$393K
|
|
|
Jan 31, 2023
Q4 2022
|
F
|
BUY
|
- |
2.37KNew |
$293K - $365K
|
2.37K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 20.27% |
$291K - $362K
|
14K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.35K+ 30.7% |
$291K - $362K
|
10K
$1.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
2.35K+ 13.21% |
$291K - $361K
|
20.1K
$3.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
2.33KNew |
$288K - $358K
|
2.33K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.32KNew |
$287K - $357K
|
2.32K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
2.31K+ 17.46% |
$286K - $356K
|
15.6K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.3K+ 10.73% |
$285K - $354K
|
23.7K
$3.87M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.3K+ 26.88% |
$284K - $353K
|
10.8K
$1.77M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
2.29K+ 2.39% |
$284K - $353K
|
98.3K
$16M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.29K+ 0.28% |
$284K - $353K
|
808K
$132M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.29K+ 20.42% |
$284K - $353K
|
13.5K
$2.2M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
2.28KNew |
$282K - $350K
|
2.28K
$371K
|
|
|
Jan 25, 2023
Q4 2022
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.27KNew |
$281K - $349K
|
2.27K
$369K
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
2.27K+ 1.9% |
$280K - $349K
|
122K
$19.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.26K+ 4.09% |
$280K - $348K
|
57.5K
$9.37M
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$279K - $348K
|
2.26K
$368K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.25K+ 11.12% |
$279K - $347K
|
22.5K
$3.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.24K+ 0.63% |
$278K - $345K
|
358K
$58.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.24K+ 8.32% |
$277K - $345K
|
29.1K
$4.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.22K+ 0.76% |
$275K - $342K
|
293K
$47.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Citizens & Northern Corp
|
BUY
|
- |
2.22K+ 13.12% |
$275K - $342K
|
19.2K
$3.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.22K+ 0.53% |
$275K - $342K
|
423K
$68.8M
|