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 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
982+ 6.46% |
$122K - $151K
|
16.2K
$2.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
975+ 2.19% |
$121K - $150K
|
45.4K
$7.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
973+ 28.8% |
$120K - $150K
|
4.35K
$738K
|
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
963+ 12.18% |
$119K - $148K
|
8.87K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
960+ 5.53% |
$119K - $148K
|
18.3K
$3.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
960New |
$119K - $148K
|
960
$163K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
957+ 7.62% |
$118K - $147K
|
13.5K
$2.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
955+ 9.4% |
$118K - $147K
|
11.1K
$1.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
952+ 17.15% |
$118K - $147K
|
6.5K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
950New |
$118K - $146K
|
950
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Bell Asset Management LTD
Melbourne, C3 |
BUY
|
- |
945+ 1.96% |
$117K - $145K
|
49K
$8.32M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
944+ 18.7% |
$117K - $145K
|
5.99K
$1.02M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
930+ 18.22% |
$115K - $143K
|
6.04K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
912+ 1.54% |
$113K - $140K
|
60.1K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
907+ 4.22% |
$112K - $140K
|
22.4K
$3.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
906+ 2.01% |
$112K - $139K
|
46K
$7.79M
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
887+ 7.96% |
$110K - $137K
|
12K
$2.04M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
887+ 4.14% |
$110K - $137K
|
22.3K
$3.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
886+ 2.52% |
$110K - $136K
|
36K
$6.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
872+ 2.0% |
$108K - $134K
|
44.4K
$7.53M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
867+ 49.6% |
$107K - $133K
|
2.62K
$443K
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
862+ 2.86% |
$107K - $133K
|
31K
$5.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
860+ 2.27% |
$106K - $132K
|
38.8K
$6.57M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
855New |
$106K - $132K
|
855
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
855+ 5.51% |
$106K - $132K
|
16.4K
$2.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
842+ 8.52% |
$104K - $130K
|
10.7K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
838New |
$104K - $129K
|
838
$142K
|
|
|
Jan 24, 2023
Q4 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
834+ 2.86% |
$103K - $128K
|
30K
$5.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
832+ 46.07% |
$103K - $128K
|
2.64K
$447K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
831+ 0.67% |
$103K - $128K
|
125K
$21.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
821+ 0.44% |
$102K - $126K
|
188K
$31.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
819+ 2.47% |
$101K - $126K
|
34K
$5.77M
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
815+ 7.96% |
$101K - $125K
|
11K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
815+ 12.21% |
$101K - $125K
|
7.49K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
813+ 0.26% |
$101K - $125K
|
311K
$52.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
811+ 2.54% |
$100K - $125K
|
32.8K
$5.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
BUY
|
- |
808+ 2.85% |
$100K - $124K
|
29.1K
$4.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
802+ 7.89% |
$99.3K - $123K
|
11K
$1.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
798+ 10.04% |
$98.8K - $123K
|
8.74K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
797+ 5.6% |
$98.6K - $123K
|
15K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
796+ 16.44% |
$98.5K - $123K
|
5.64K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
791+ 1.89% |
$97.9K - $122K
|
42.6K
$7.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
779+ 25.52% |
$96.4K - $120K
|
3.83K
$650K
|
|
|
Jan 24, 2023
Q4 2022
|
Dock Street Asset Management Inc
|
BUY
|
- |
776+ 2.07% |
$96K - $119K
|
38.3K
$6.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
775+ 3.7% |
$95.9K - $119K
|
21.7K
$3.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
774+ 0.57% |
$95.8K - $119K
|
136K
$23.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
771+ 1.43% |
$95.4K - $119K
|
54.8K
$9.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
768+ 1.89% |
$95K - $118K
|
41.5K
$7.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
766New |
$94.8K - $118K
|
766
$130K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
764+ 1.8% |
$94.6K - $118K
|
43.3K
$7.34M
|