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 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
424+ 0.97% |
$62.5K - $68.9K
|
44K
$7.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
419+ 20.6% |
$61.8K - $68.1K
|
2.45K
$416K
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
419+ 15.78% |
$61.8K - $68.1K
|
3.08K
$521K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
417+ 0.86% |
$61.5K - $67.8K
|
48.9K
$8.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
416+ 5.18% |
$61.3K - $67.6K
|
8.45K
$1.43M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
414+ 19.95% |
$61K - $67.3K
|
2.49K
$422K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
414+ 8.67% |
$61K - $67.3K
|
5.19K
$879K
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
409+ 2.45% |
$60.3K - $66.5K
|
17.1K
$2.89M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
405+ 0.93% |
$59.7K - $65.9K
|
43.8K
$7.42M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
403+ 3.67% |
$59.4K - $65.5K
|
11.4K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
402+ 4.14% |
$59.3K - $65.4K
|
10.1K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
400+ 1.68% |
$59K - $65K
|
24.2K
$4.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
398+ 4.45% |
$58.7K - $64.7K
|
9.34K
$1.58M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
396+ 2.75% |
$58.4K - $64.4K
|
14.8K
$2.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
392+ 12.47% |
$57.8K - $63.7K
|
3.54K
$599K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
388+ 1.75% |
$57.2K - $63.1K
|
22.5K
$3.82M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
387+ 23.27% |
$57.1K - $62.9K
|
2.05K
$347K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
384+ 5.84% |
$56.6K - $62.4K
|
6.95K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
384+ 1.15% |
$56.6K - $62.4K
|
33.9K
$5.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
379+ 27.72% |
$55.9K - $61.6K
|
1.75K
$296K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
379+ 8.11% |
$55.9K - $61.6K
|
5.05K
$856K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
379+ 2.34% |
$55.9K - $61.6K
|
16.6K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
375+ 3.33% |
$55.3K - $61K
|
11.6K
$1.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
373+ 3.42% |
$55K - $60.7K
|
11.3K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
372+ 5.89% |
$54.8K - $60.5K
|
6.68K
$1.13M
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
365+ 2.06% |
$53.8K - $59.4K
|
18.1K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
364+ 1.31% |
$53.7K - $59.2K
|
28.1K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
364+ 5.18% |
$53.7K - $59.2K
|
7.39K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
361+ 1.59% |
$53.2K - $58.7K
|
23.1K
$3.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
361+ 0.62% |
$53.2K - $58.7K
|
58.2K
$9.87M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
361New |
$53.2K - $58.7K
|
361
$61.2K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
359+ 6.84% |
$52.9K - $58.4K
|
5.61K
$951K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
357+ 4.48% |
$52.6K - $58.1K
|
8.32K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
357+ 5.55% |
$52.6K - $58.1K
|
6.8K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
355+ 1.08% |
$52.3K - $57.7K
|
33.1K
$5.62M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
355+ 4.38% |
$52.3K - $57.7K
|
8.46K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
354+ 25.75% |
$52.2K - $57.6K
|
1.73K
$293K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
353+ 0.63% |
$52K - $57.4K
|
56.3K
$9.54M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
352+ 1.34% |
$51.9K - $57.2K
|
26.6K
$4.51M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
352+ 1.76% |
$51.9K - $57.2K
|
20.4K
$3.46M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
348+ 1.33% |
$51.3K - $56.6K
|
26.4K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
348+ 3.94% |
$51.3K - $56.6K
|
9.19K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
347+ 0.8% |
$51.2K - $56.4K
|
43.8K
$7.42M
|
|
|
May 14, 2024
Q1 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
347+ 0.68% |
$51.2K - $56.4K
|
51.3K
$8.69M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
347+ 3.6% |
$51.2K - $56.4K
|
9.99K
$1.69M
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
346+ 20.0% |
$51K - $56.3K
|
2.08K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
345+ 2.21% |
$50.9K - $56.1K
|
16K
$2.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
342+ 3.57% |
$50.4K - $55.6K
|
9.94K
$1.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
342+ 3.54% |
$50.4K - $55.6K
|
9.99K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
340+ 15.64% |
$50.1K - $55.3K
|
2.51K
$426K
|