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
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$124 - $154
|
2.06K
$349K
|
|
Feb 10, 2023
Q4 2022
|
United Bank
|
BUY
|
- |
1+ 0.01% |
$124 - $154
|
13.1K
$2.23M
|
|
Feb 13, 2023
Q4 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
1+ 0.01% |
$124 - $154
|
10.4K
$1.75M
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1+ 0.0% |
$124 - $154
|
30K
$5.08M
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1+ 0.05% |
$124 - $154
|
1.87K
$317K
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-1- 0.01% |
$124 - $154
|
14.4K
$2.44M
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1- 0.04% |
$124 - $154
|
2.38K
$404K
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-1- -0.0% |
$124 - $154
|
57.9K
$9.81M
|
|
Feb 14, 2023
Q4 2022
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-1- 0.03% |
$124 - $154
|
3.71K
$628K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.03% |
$248 - $308
|
6.16K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3- 0.09% |
$371 - $462
|
3.41K
$578K
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.16% |
$495 - $616
|
2.53K
$428K
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5- 0.14% |
$619 - $770
|
3.68K
$624K
|
|
Jan 24, 2023
Q4 2022
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.01% |
$619 - $770
|
80.1K
$13.6M
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
SELL
|
- |
-5- 0.21% |
$619 - $770
|
2.32K
$394K
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-5- 0.08% |
$619 - $770
|
6.31K
$1.07M
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-5- 0.06% |
$619 - $770
|
7.76K
$1.31M
|
|
Feb 14, 2023
Q4 2022
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-5- 0.02% |
$619 - $770
|
26.9K
$4.56M
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-5- 0.06% |
$619 - $770
|
7.78K
$1.32M
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-6- 0.16% |
$743 - $924
|
3.74K
$633K
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-6- 0.04% |
$743 - $924
|
14K
$2.37M
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-6- 0.17% |
$743 - $924
|
3.53K
$598K
|
|
Feb 14, 2023
Q4 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-6- 0.06% |
$743 - $924
|
9.43K
$1.6M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-7- 0.07% |
$866 - $1.08K
|
10.1K
$1.7M
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-7- 0.2% |
$866 - $1.08K
|
3.41K
$578K
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-7- 0.09% |
$866 - $1.08K
|
7.83K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-7- 53.85% |
$866 - $1.08K
|
6
$1.02K
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-8- 0.07% |
$990 - $1.23K
|
10.9K
$1.85M
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-8- 0.12% |
$990 - $1.23K
|
6.87K
$1.16M
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-8- 0.4% |
$990 - $1.23K
|
1.98K
$335K
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-9- 0.23% |
$1.11K - $1.39K
|
3.89K
$659K
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-9- 0.04% |
$1.11K - $1.39K
|
22K
$3.73M
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-9- 0.04% |
$1.11K - $1.39K
|
22.3K
$3.78M
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-9- 0.04% |
$1.11K - $1.39K
|
24.6K
$4.16M
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-9- 0.03% |
$1.11K - $1.39K
|
31.6K
$5.35M
|
|
Feb 14, 2023
Q4 2022
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-9- 0.04% |
$1.11K - $1.39K
|
21.4K
$3.63M
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-10- 4.0% |
$1.24K - $1.54K
|
240
$40.7K
|
|
Feb 01, 2023
Q4 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-10- 0.11% |
$1.24K - $1.54K
|
9.46K
$1.6M
|
|
Feb 01, 2023
Q4 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-10- 0.23% |
$1.24K - $1.54K
|
4.41K
$747K
|
|
Feb 09, 2023
Q4 2022
|
Delaney Dennis R
Boston, MA |
SELL
|
- |
-10- 0.03% |
$1.24K - $1.54K
|
33.2K
$5.62M
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-10- 0.06% |
$1.24K - $1.54K
|
17.3K
$2.93M
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-10- 0.12% |
$1.24K - $1.54K
|
8.31K
$1.41M
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-11- 0.09% |
$1.36K - $1.69K
|
12.9K
$2.18M
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-11- 0.6% |
$1.36K - $1.69K
|
1.81K
$307K
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-13- 0.04% |
$1.61K - $2K
|
35.3K
$5.98M
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-13- 0.27% |
$1.61K - $2K
|
4.74K
$803K
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-13- 0.19% |
$1.61K - $2K
|
7.01K
$1.19M
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-14- 0.06% |
$1.73K - $2.16K
|
22.1K
$3.75M
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-14- 0.12% |
$1.73K - $2.16K
|
11.9K
$2.02M
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-14- 0.11% |
$1.73K - $2.16K
|
12.8K
$2.17M
|