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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q1 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.48KNew |
$219K - $241K
|
1.48K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.48K+ 4.86% |
$219K - $241K
|
32K
$5.42M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.48K+ 2.47% |
$218K - $241K
|
61.3K
$10.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.47KNew |
$217K - $240K
|
1.47K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.47K+ 20.21% |
$217K - $239K
|
8.74K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.46K+ 13.28% |
$215K - $237K
|
12.5K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.44K+ 2.17% |
$212K - $234K
|
67.7K
$11.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.44K+ 2.39% |
$212K - $234K
|
61.5K
$10.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.44KNew |
$212K - $234K
|
1.44K
$244K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.44K+ 44.76% |
$212K - $234K
|
4.65K
$788K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.44KNew |
$212K - $234K
|
1.44K
$243K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.43KNew |
$211K - $233K
|
1.43K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.42K+ 3.6% |
$210K - $231K
|
41K
$6.94M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.42K+ 0.03% |
$209K - $231K
|
5.5M
$932M
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
1.42K+ 2.45% |
$209K - $230K
|
59.3K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.41K+ 8.91% |
$208K - $230K
|
17.3K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.41K+ 6.92% |
$208K - $229K
|
21.7K
$3.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.4KNew |
$207K - $228K
|
1.4K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.4KNew |
$207K - $228K
|
1.4K
$238K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.4K+ 41.5% |
$206K - $227K
|
4.77K
$808K
|
|
|
Apr 16, 2024
Q1 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1.4KNew |
$206K - $227K
|
1.4K
$237K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.39K+ 1.26% |
$205K - $226K
|
112K
$19M
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.38KNew |
$203K - $224K
|
1.38K
$234K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.38KNew |
$203K - $224K
|
1.38K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$203K - $224K
|
1.38K
$233K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.38KNew |
$203K - $224K
|
1.38K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.37K+ 11.84% |
$202K - $223K
|
13K
$2.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.37KNew |
$202K - $223K
|
1.37K
$232K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.37KNew |
$202K - $223K
|
1.37K
$232K
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.37KNew |
$201K - $222K
|
1.37K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
1.37K+ 9.4% |
$201K - $222K
|
15.9K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.36KNew |
$200K - $221K
|
1.36K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
1.36K+ 6.05% |
$200K - $221K
|
23.8K
$4.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.35KNew |
$199K - $220K
|
1.35K
$229K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
1.35K+ 1.02% |
$199K - $220K
|
134K
$22.8M
|
|
|
Apr 02, 2024
Q1 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.35KNew |
$199K - $219K
|
1.35K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.34KNew |
$197K - $218K
|
1.34K
$227K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.34KNew |
$197K - $218K
|
1.34K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.34K+ 9.51% |
$197K - $217K
|
15.4K
$2.61M
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1.34KNew |
$197K - $217K
|
1.34K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.33KNew |
$196K - $216K
|
1.33K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.32KNew |
$195K - $215K
|
1.32K
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.32KNew |
$195K - $215K
|
1.32K
$224K
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.32KNew |
$195K - $215K
|
1.32K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
1.32K+ 5.67% |
$195K - $215K
|
24.6K
$4.17M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.32K+ 2.94% |
$194K - $214K
|
46.1K
$7.81M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.31K+ 29.45% |
$194K - $214K
|
5.78K
$979K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.31K+ 49.58% |
$193K - $213K
|
3.96K
$671K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.31KNew |
$193K - $213K
|
1.31K
$222K
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.31KNew |
$193K - $213K
|
1.31K
$222K
|