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 10, 2023
Q4 2022
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
95+ 0.75% |
$11.8K - $14.6K
|
12.7K
$2.16M
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
94+ 0.32% |
$11.6K - $14.5K
|
29.5K
$4.99M
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
92+ 0.12% |
$11.4K - $14.2K
|
76.2K
$12.9M
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
92New |
$11.4K - $14.2K
|
92
$15.6K
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
89+ 1.27% |
$11K - $13.7K
|
7.07K
$1.2M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
87+ 2.05% |
$10.8K - $13.4K
|
4.34K
$735K
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
87+ 4.23% |
$10.8K - $13.4K
|
2.15K
$363K
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
86+ 1.86% |
$10.6K - $13.2K
|
4.71K
$798K
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
86+ 0.84% |
$10.6K - $13.2K
|
10.4K
$1.75M
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
85+ 2.22% |
$10.5K - $13.1K
|
3.91K
$662K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
85+ 0.88% |
$10.5K - $13.1K
|
9.78K
$1.66M
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
85+ 7.54% |
$10.5K - $13.1K
|
1.21K
$206K
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
84+ 1.73% |
$10.4K - $12.9K
|
4.95K
$838K
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
84+ 2.3% |
$10.4K - $12.9K
|
3.73K
$632K
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
84+ 0.87% |
$10.4K - $12.9K
|
9.72K
$1.65M
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
83+ 0.53% |
$10.3K - $12.8K
|
15.6K
$2.65M
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
82New |
$10.1K - $12.6K
|
82
$13.9K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
82+ 0.02% |
$10.1K - $12.6K
|
395K
$66.9M
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
82+ 2.7% |
$10.1K - $12.6K
|
3.12K
$529K
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
80+ 320.0% |
$9.9K - $12.3K
|
105
$17.8K
|
|
Jan 24, 2023
Q4 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
80+ 3.52% |
$9.9K - $12.3K
|
2.35K
$399K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
80+ 1.01% |
$9.9K - $12.3K
|
8.02K
$1.36M
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
79+ 0.48% |
$9.78K - $12.2K
|
16.4K
$2.78M
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
78+ 0.4% |
$9.65K - $12K
|
19.8K
$3.35M
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
77+ 0.59% |
$9.53K - $11.9K
|
13.2K
$2.24M
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
77+ 0.24% |
$9.53K - $11.9K
|
32.8K
$5.56M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
76+ 0.59% |
$9.41K - $11.7K
|
12.9K
$2.19M
|
|
Jan 19, 2023
Q4 2022
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
75+ 0.32% |
$9.28K - $11.5K
|
23.7K
$4.01M
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
75+ 0.42% |
$9.28K - $11.5K
|
18K
$3.05M
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
75+ 0.11% |
$9.28K - $11.5K
|
69.2K
$11.7M
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
75+ 1.94% |
$9.28K - $11.5K
|
3.94K
$668K
|
|
Feb 13, 2023
Q4 2022
|
Blue Edge Capital, LLC
Richmond, VA |
BUY
|
- |
75+ 2.95% |
$9.28K - $11.5K
|
2.62K
$444K
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
75+ 0.97% |
$9.28K - $11.5K
|
7.79K
$1.32M
|
|
Feb 06, 2023
Q4 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
73+ 1.69% |
$9.03K - $11.2K
|
4.38K
$742K
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
73+ 0.12% |
$9.03K - $11.2K
|
60.7K
$10.3M
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
71+ 2.05% |
$8.79K - $10.9K
|
3.54K
$599K
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
71+ 39.89% |
$8.79K - $10.9K
|
249
$42.2K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
71+ 0.82% |
$8.79K - $10.9K
|
8.75K
$1.48M
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
69+ 1.84% |
$8.54K - $10.6K
|
3.82K
$648K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
69+ 3.29% |
$8.54K - $10.6K
|
2.16K
$367K
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
68+ 0.79% |
$8.42K - $10.5K
|
8.72K
$1.48M
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
67+ 2.74% |
$8.29K - $10.3K
|
2.51K
$426K
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
67+ 5.38% |
$8.29K - $10.3K
|
1.31K
$222K
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
67+ 1.31% |
$8.29K - $10.3K
|
5.19K
$879K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
67+ 50.38% |
$8.29K - $10.3K
|
200
$33.9K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
65+ 3.95% |
$8.04K - $10K
|
1.71K
$290K
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
65+ 0.71% |
$8.04K - $10K
|
9.25K
$1.57M
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
65+ 1.28% |
$8.04K - $10K
|
5.12K
$868K
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
64+ 1.51% |
$7.92K - $9.85K
|
4.31K
$730K
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
63+ 0.77% |
$7.8K - $9.7K
|
8.28K
$1.4M
|