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 |
|---|---|---|---|---|---|---|---|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
602+ 7.81% |
$88.7K - $97.9K
|
8.32K
$1.41M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
599+ 21.47% |
$88.3K - $97.4K
|
3.39K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
599+ 31.38% |
$88.3K - $97.4K
|
2.51K
$425K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
592+ 3.2% |
$87.3K - $96.3K
|
19.1K
$3.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
589+ 7.52% |
$86.8K - $95.8K
|
8.42K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
589+ 17.24% |
$86.8K - $95.8K
|
4.01K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
588+ 28.82% |
$86.7K - $95.6K
|
2.63K
$445K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
584+ 2.11% |
$86.1K - $95K
|
28.2K
$4.79M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
581+ 1.66% |
$85.7K - $94.5K
|
35.7K
$6.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
579New |
$85.4K - $94.2K
|
579
$98.1K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
579+ 3.49% |
$85.4K - $94.2K
|
17.2K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
579+ 1.44% |
$85.4K - $94.2K
|
40.7K
$6.89M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
574+ 8.95% |
$84.6K - $93.3K
|
6.99K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
569+ 0.98% |
$83.9K - $92.5K
|
58.7K
$9.95M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
568+ 0.38% |
$83.7K - $92.4K
|
150K
$25.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
562+ 4.62% |
$82.9K - $91.4K
|
12.7K
$2.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
559+ 18.22% |
$82.4K - $90.9K
|
3.63K
$615K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
557+ 3.25% |
$82.1K - $90.6K
|
17.7K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
552+ 1.92% |
$81.4K - $89.8K
|
29.3K
$4.96M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
552+ 1.16% |
$81.4K - $89.8K
|
48K
$8.13M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
550+ 6.23% |
$81.1K - $89.4K
|
9.38K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
549+ 3.09% |
$80.9K - $89.3K
|
18.3K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
549+ 8.65% |
$80.9K - $89.3K
|
6.9K
$1.17M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
549+ 8.9% |
$80.9K - $89.3K
|
6.72K
$1.14M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
549+ 3.31% |
$80.9K - $89.3K
|
17.1K
$2.9M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
542+ 2.04% |
$79.9K - $88.1K
|
27.1K
$4.59M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
541+ 2.06% |
$79.8K - $88K
|
26.8K
$4.55M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
540+ 3.5% |
$79.6K - $87.8K
|
15.9K
$2.7M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
540+ 26.25% |
$79.6K - $87.8K
|
2.6K
$440K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
539+ 2.98% |
$79.5K - $87.6K
|
18.6K
$3.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
537+ 5.03% |
$79.2K - $87.3K
|
11.2K
$1.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
536+ 1.42% |
$79K - $87.2K
|
38.2K
$6.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
530+ 14.96% |
$78.1K - $86.2K
|
4.07K
$690K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
530+ 5.45% |
$78.1K - $86.2K
|
10.3K
$1.74M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
530+ 25.15% |
$78.1K - $86.2K
|
2.64K
$447K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
528+ 3.62% |
$77.8K - $85.9K
|
15.1K
$2.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
526+ 30.11% |
$77.5K - $85.5K
|
2.27K
$385K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
525+ 8.47% |
$77.4K - $85.4K
|
6.73K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
523+ 6.27% |
$77.1K - $85K
|
8.86K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
522+ 2.44% |
$77K - $84.9K
|
21.9K
$3.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
519+ 5.73% |
$76.5K - $84.4K
|
9.57K
$1.62M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
518+ 10.82% |
$76.4K - $84.2K
|
5.31K
$899K
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
518+ 30.87% |
$76.4K - $84.2K
|
2.2K
$372K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
515+ 0.49% |
$75.9K - $83.7K
|
106K
$18M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
513+ 1.89% |
$75.6K - $83.4K
|
27.7K
$4.7M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
511+ 1.35% |
$75.3K - $83.1K
|
38.2K
$6.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
510+ 8.26% |
$75.2K - $82.9K
|
6.68K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
509+ 9.99% |
$75K - $82.8K
|
5.61K
$950K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
507+ 5.22% |
$74.7K - $82.4K
|
10.2K
$1.73M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
505+ 14.91% |
$74.4K - $82.1K
|
3.89K
$659K
|