Purchases and Sales Made in Q1 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.7K+ 4.25% |
$546K - $602K
|
90.8K
$15.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.69K+ 32.3% |
$545K - $601K
|
15.1K
$2.53M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.68K+ 37.91% |
$542K - $598K
|
13.4K
$2.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.67K+ 35.91% |
$542K - $597K
|
13.9K
$2.33M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.66K+ 18.19% |
$539K - $595K
|
23.8K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.62K+ 77.88% |
$534K - $589K
|
8.28K
$1.39M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.61K+ 30.48% |
$532K - $586K
|
15.4K
$2.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
3.61K+ 16.77% |
$531K - $586K
|
25.1K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
3.58K+ 59.83% |
$528K - $582K
|
9.57K
$1.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.54K+ 21.24% |
$522K - $576K
|
20.2K
$3.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
3.54K+ 85.12% |
$521K - $575K
|
7.69K
$1.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.52KNew |
$519K - $572K
|
3.52K
$590K
|
|
|
Apr 29, 2024
Q1 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
3.49K+ 2.21% |
$515K - $568K
|
161K
$27M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 48.24% |
$513K - $566K
|
10.7K
$1.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Coerente Capital Management
|
BUY
|
- |
3.47K+ 23.72% |
$512K - $565K
|
18.1K
$3.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.45K+ 56.51% |
$508K - $560K
|
9.54K
$1.6M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.44K+ 302.55% |
$507K - $559K
|
4.57K
$766K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3.37K+ 4.05% |
$496K - $547K
|
86.5K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.37K+ 34.32% |
$496K - $547K
|
13.2K
$2.21M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.35KNew |
$494K - $545K
|
3.35K
$562K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
3.32K+ 15.99% |
$490K - $540K
|
24.1K
$4.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
3.2K+ 12.47% |
$472K - $520K
|
28.9K
$4.83M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.2K+ 17.92% |
$472K - $520K
|
21.1K
$3.53M
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
BUY
|
- |
3.18K+ 4.19% |
$469K - $517K
|
79.1K
$13.2M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.17K+ 18.93% |
$467K - $515K
|
19.9K
$3.33M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.17KNew |
$467K - $515K
|
3.17K
$530K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
3.14KNew |
$463K - $510K
|
3.14K
$526K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.11K+ 6.33% |
$459K - $506K
|
52.3K
$8.76M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
3.11K+ 30.56% |
$458K - $506K
|
13.3K
$2.23M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
3.11K+ 6.24% |
$458K - $505K
|
52.8K
$8.85M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.1KNew |
$457K - $504K
|
3.1K
$520K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.1K+ 14.95% |
$457K - $504K
|
23.8K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.06K+ 16.9% |
$452K - $498K
|
21.2K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
3.06K+ 155.47% |
$451K - $497K
|
5.03K
$842K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.05K+ 3.94% |
$450K - $496K
|
80.6K
$13.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.01K+ 23.12% |
$444K - $489K
|
16K
$2.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3K+ 13.34% |
$442K - $488K
|
25.5K
$4.27M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
3K+ 2.01% |
$442K - $487K
|
152K
$25.5M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.98K+ 9.69% |
$440K - $485K
|
33.7K
$5.65M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.96K+ 9.64% |
$437K - $481K
|
33.7K
$5.64M
|
|
|
Sep 20, 2024
Q1 2024
|
Windward Capital Management CO
|
BUY
|
- |
2.96K+ 2.12% |
$436K - $481K
|
142K
$23.8M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.96KNew |
$436K - $481K
|
2.96K
$495K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.95KNew |
$435K - $480K
|
2.95K
$494K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.95K+ 4.97% |
$435K - $480K
|
62.3K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.95K+ 32.85% |
$435K - $480K
|
11.9K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.91KNew |
$429K - $474K
|
2.91K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
2.9KNew |
$428K - $472K
|
2.9K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
2.89K+ 16.23% |
$426K - $469K
|
20.7K
$3.46M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.88K+ 7.63% |
$424K - $468K
|
40.6K
$6.81M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.87K+ 21.11% |
$423K - $467K
|
16.5K
$2.76M
|