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 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
338+ 0.56% |
$49.8K - $55K
|
60.9K
$10.3M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
337+ 18.03% |
$49.7K - $54.8K
|
2.21K
$374K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
336+ 1.09% |
$49.5K - $54.6K
|
31.1K
$5.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
BUY
|
- |
334+ 1.26% |
$49.2K - $54.3K
|
26.8K
$4.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
334+ 0.91% |
$49.2K - $54.3K
|
37K
$6.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
334+ 1.55% |
$49.2K - $54.3K
|
21.8K
$3.7M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
334+ 23.55% |
$49.2K - $54.3K
|
1.75K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
334+ 0.18% |
$49.2K - $54.3K
|
185K
$31.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
333+ 0.95% |
$49.1K - $54.1K
|
35.3K
$5.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
331+ 22.17% |
$48.8K - $53.8K
|
1.82K
$309K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
326+ 4.31% |
$48.1K - $53K
|
7.88K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
326+ 6.15% |
$48.1K - $53K
|
5.63K
$953K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
325+ 17.32% |
$47.9K - $52.8K
|
2.2K
$373K
|
|
|
May 02, 2024
Q1 2024
|
Hendley & CO Inc
|
BUY
|
- |
325+ 1.34% |
$47.9K - $52.8K
|
24.6K
$4.17M
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
324+ 17.13% |
$47.8K - $52.7K
|
2.22K
$375K
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
323+ 3.92% |
$47.6K - $52.5K
|
8.57K
$1.45M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
323+ 2.85% |
$47.6K - $52.5K
|
11.7K
$1.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
319+ 0.25% |
$47K - $51.9K
|
126K
$21.4M
|
|
|
May 02, 2024
Q1 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
319+ 3.64% |
$47K - $51.9K
|
9.09K
$1.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
318+ 5.66% |
$46.9K - $51.7K
|
5.93K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
318+ 14.57% |
$46.9K - $51.7K
|
2.5K
$424K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
317+ 1.57% |
$46.7K - $51.5K
|
20.5K
$3.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
BUY
|
- |
315+ 1.98% |
$46.4K - $51.2K
|
16.2K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
314+ 2.43% |
$46.3K - $51.1K
|
13.2K
$2.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
313+ 5.86% |
$46.1K - $50.9K
|
5.65K
$957K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
313+ 15.94% |
$46.1K - $50.9K
|
2.28K
$386K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
312+ 12.04% |
$46K - $50.7K
|
2.9K
$492K
|
|
|
May 02, 2024
Q1 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
308+ 0.99% |
$45.4K - $50.1K
|
31.6K
$5.35M
|
|
|
May 13, 2024
Q1 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
308+ 2.1% |
$45.4K - $50.1K
|
15K
$2.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
305+ 4.67% |
$45K - $49.6K
|
6.83K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
302+ 14.0% |
$44.5K - $49.1K
|
2.46K
$417K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$44.2K - $48.8K
|
300
$50.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
300+ 2.38% |
$44.2K - $48.8K
|
12.9K
$2.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
297+ 7.84% |
$43.8K - $48.3K
|
4.09K
$692K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
294+ 4.5% |
$43.3K - $47.8K
|
6.83K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
293+ 2.02% |
$43.2K - $47.6K
|
14.8K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
293+ 2.89% |
$43.2K - $47.6K
|
10.4K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
292+ 5.74% |
$43K - $47.5K
|
5.38K
$912K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
292+ 0.41% |
$43K - $47.5K
|
70.8K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
291+ 16.06% |
$42.9K - $47.3K
|
2.1K
$356K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
290+ 3.28% |
$42.8K - $47.2K
|
9.13K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
288+ 2.17% |
$42.5K - $46.8K
|
13.5K
$2.29M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
287+ 5.75% |
$42.3K - $46.7K
|
5.28K
$894K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
286New |
$42.2K - $46.5K
|
286
$48.5K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
281+ 1873.33% |
$41.4K - $45.7K
|
296
$50.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
280+ 3.16% |
$41.3K - $45.5K
|
9.14K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
280+ 354.43% |
$41.3K - $45.5K
|
359
$60.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
277+ 6.22% |
$40.8K - $45K
|
4.73K
$802K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
275+ 3.17% |
$40.5K - $44.7K
|
8.95K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
275+ 1.66% |
$40.5K - $44.7K
|
16.9K
$2.86M
|