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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
1.91K+ 0.79% |
$236K - $294K
|
243K
$39.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
1.91K+ 6.85% |
$236K - $293K
|
29.7K
$4.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
1.9K+ 21.82% |
$235K - $293K
|
10.6K
$1.73M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.9KNew |
$235K - $292K
|
1.9K
$309K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.9K+ 14.04% |
$235K - $292K
|
15.4K
$2.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.89K+ 6.28% |
$234K - $292K
|
32K
$5.22M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.89KNew |
$234K - $291K
|
1.89K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.89K+ 1.95% |
$234K - $291K
|
99K
$16.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.88K+ 7.08% |
$233K - $290K
|
28.5K
$4.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.88K+ 11.39% |
$233K - $289K
|
18.4K
$2.99M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.88KNew |
$232K - $289K
|
1.88K
$306K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.87K+ 5.14% |
$231K - $287K
|
38.2K
$6.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
1.86K+ 2.77% |
$231K - $287K
|
69.2K
$11.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.86K+ 3.42% |
$230K - $286K
|
56.1K
$9.14M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.85KNew |
$229K - $285K
|
1.85K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.85KNew |
$228K - $284K
|
1.85K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
1.84KNew |
$228K - $283K
|
1.84K
$300K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.82K+ 5.11% |
$225K - $280K
|
37.4K
$6.1M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.82K+ 10.38% |
$225K - $280K
|
19.4K
$3.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.82KNew |
$225K - $280K
|
1.82K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
BUY
|
- |
1.81KNew |
$224K - $279K
|
1.81K
$295K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.81KNew |
$224K - $279K
|
1.81K
$295K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.81KNew |
$224K - $278K
|
1.81K
$295K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.8KNew |
$223K - $278K
|
1.8K
$294K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.8K+ 17.51% |
$222K - $277K
|
12.1K
$1.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.79K+ 2.22% |
$222K - $276K
|
82.5K
$13.4M
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
1.79K+ 2.87% |
$222K - $276K
|
64.2K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.78KNew |
$220K - $274K
|
1.78K
$290K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.78K+ 91.61% |
$220K - $274K
|
3.72K
$606K
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.78KNew |
$220K - $274K
|
1.78K
$290K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.78KNew |
$220K - $274K
|
1.78K
$290K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.78KNew |
$220K - $274K
|
1.78K
$289K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.77K+ 10.84% |
$220K - $273K
|
18.1K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.76K+ 1.57% |
$217K - $270K
|
114K
$18.5M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.75KNew |
$216K - $269K
|
1.75K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Atwater Malick LLC
|
BUY
|
- |
1.75K+ 3.21% |
$216K - $269K
|
56.1K
$9.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 27.96% |
$216K - $268K
|
7.98K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.74K+ 2.9% |
$216K - $268K
|
61.8K
$10.1M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.74KNew |
$215K - $267K
|
1.74K
$283K
|
|
|
Feb 09, 2023
Q4 2022
|
Broderick Brian C
|
BUY
|
- |
1.74K+ 2.01% |
$215K - $267K
|
88.2K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.71K+ 21.85% |
$212K - $264K
|
9.55K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.71K+ 4.89% |
$212K - $263K
|
36.7K
$5.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.7KNew |
$210K - $261K
|
1.7K
$277K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$210K - $261K
|
1.69K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.69KNew |
$210K - $261K
|
1.69K
$276K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$209K - $260K
|
1.69K
$276K
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.69KNew |
$209K - $260K
|
1.69K
$275K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.69KNew |
$209K - $260K
|
1.69K
$275K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
1.69K+ 29.69% |
$209K - $260K
|
7.38K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.69K+ 2.36% |
$209K - $260K
|
73.1K
$11.9M
|