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 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
764New |
$94.6K - $118K
|
764
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
756+ 3.08% |
$93.6K - $116K
|
25.3K
$4.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
754+ 33.04% |
$93.3K - $116K
|
3.04K
$515K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
742+ 3.46% |
$91.8K - $114K
|
22.2K
$3.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
740+ 11.03% |
$91.6K - $114K
|
7.45K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
740+ 2.59% |
$91.6K - $114K
|
29.3K
$4.97M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
737+ 23.46% |
$91.2K - $113K
|
3.88K
$658K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
735+ 1.12% |
$91K - $113K
|
66.4K
$11.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
730+ 3.14% |
$90.3K - $112K
|
24K
$4.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
728+ 1.31% |
$90.1K - $112K
|
56.1K
$9.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
726+ 1.36% |
$89.8K - $112K
|
54.3K
$9.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
719+ 6.09% |
$89K - $111K
|
12.5K
$2.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
719+ 7.13% |
$89K - $111K
|
10.8K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
717New |
$88.7K - $110K
|
717
$122K
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
707+ 3.81% |
$87.5K - $109K
|
19.3K
$3.27M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
703+ 14.23% |
$87K - $108K
|
5.64K
$957K
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
BUY
|
- |
697+ 2.77% |
$86.3K - $107K
|
25.9K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
687+ 1.28% |
$85K - $106K
|
54.3K
$9.22M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
685+ 1.41% |
$84.8K - $105K
|
49.3K
$8.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
679+ 3.19% |
$84K - $105K
|
22K
$3.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
679New |
$84K - $105K
|
679
$115K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
675+ 20.22% |
$83.5K - $104K
|
4.01K
$681K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
671+ 19.52% |
$83K - $103K
|
4.11K
$697K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
668+ 0.3% |
$82.7K - $103K
|
220K
$37.4M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
666+ 16.55% |
$82.4K - $103K
|
4.69K
$795K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
665+ 17.98% |
$82.3K - $102K
|
4.36K
$740K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
659New |
$81.6K - $101K
|
659
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
649+ 18.46% |
$80.3K - $99.9K
|
4.17K
$706K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
648+ 7.26% |
$80.2K - $99.8K
|
9.57K
$1.62M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
645+ 6.37% |
$79.8K - $99.3K
|
10.8K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
645+ 0.81% |
$79.8K - $99.3K
|
80.4K
$13.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Chronos Wealth Management, LLC
|
BUY
|
- |
641+ 2.0% |
$79.3K - $98.7K
|
32.6K
$5.53M
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
640+ 1.47% |
$79.2K - $98.5K
|
44K
$7.47M
|
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
636+ 5.11% |
$78.7K - $97.9K
|
13.1K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
634+ 14.37% |
$78.5K - $97.6K
|
5.05K
$856K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
633+ 28.45% |
$78.3K - $97.5K
|
2.86K
$485K
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
631+ 13.36% |
$78.1K - $97.1K
|
5.35K
$908K
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
618+ 0.64% |
$76.5K - $95.1K
|
96.8K
$16.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
617+ 5.14% |
$76.4K - $95K
|
12.6K
$2.14M
|
|
|
Jan 11, 2023
Q4 2022
|
Harrington Investments, Inc
|
BUY
|
- |
615+ 7.34% |
$76.1K - $94.7K
|
8.99K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
613+ 3.35% |
$75.9K - $94.4K
|
18.9K
$3.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
608+ 1.41% |
$75.2K - $93.6K
|
43.6K
$7.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
607+ 5.72% |
$75.1K - $93.4K
|
11.2K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
607+ 16.36% |
$75.1K - $93.4K
|
4.32K
$732K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
606+ 10.29% |
$75K - $93.3K
|
6.5K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
604+ 6.5% |
$74.8K - $93K
|
9.9K
$1.68M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
602+ 3.64% |
$74.5K - $92.7K
|
17.1K
$2.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Inlet Private Wealth, LLC
|
BUY
|
- |
601+ 3.78% |
$74.4K - $92.5K
|
16.5K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
600+ 1.1% |
$74.3K - $92.4K
|
55.2K
$9.36M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
594+ 11.49% |
$73.5K - $91.4K
|
5.77K
$978K
|