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 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
138+ 2.38% |
$20.3K - $22.4K
|
5.94K
$1.01M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
137+ 1.24% |
$20.2K - $22.3K
|
11.2K
$1.9M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
137+ 2.1% |
$20.2K - $22.3K
|
6.65K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
134+ 4.1% |
$19.8K - $21.8K
|
3.41K
$577K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
134+ 0.77% |
$19.8K - $21.8K
|
17.4K
$2.95M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
133+ 3.1% |
$19.6K - $21.6K
|
4.42K
$750K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
133+ 0.98% |
$19.6K - $21.6K
|
13.7K
$2.32M
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
133+ 4.15% |
$19.6K - $21.6K
|
3.33K
$565K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
132+ 0.94% |
$19.5K - $21.5K
|
14.1K
$2.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
130+ 1.16% |
$19.2K - $21.1K
|
11.4K
$1.93M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
129+ 2.18% |
$19K - $21K
|
6.03K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
129+ 0.92% |
$19K - $21K
|
14.2K
$2.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
129+ 0.4% |
$19K - $21K
|
32K
$5.43M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
128+ 2.41% |
$18.9K - $20.8K
|
5.44K
$922K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
125New |
$18.4K - $20.3K
|
125
$21.2K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125+ 6.21% |
$18.4K - $20.3K
|
2.14K
$362K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
125+ 1562.5% |
$18.4K - $20.3K
|
133
$22.5K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
125+ 0.73% |
$18.4K - $20.3K
|
17.2K
$2.91M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
124+ 0.66% |
$18.3K - $20.2K
|
19K
$3.22M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
123+ 7.47% |
$18.1K - $20K
|
1.77K
$300K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
122+ 0.83% |
$18K - $19.8K
|
14.8K
$2.51M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
122New |
$18K - $19.8K
|
122
$20.7K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
121+ 1.48% |
$17.8K - $19.7K
|
8.31K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
120+ 3.1% |
$17.7K - $19.5K
|
4K
$677K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
120+ 0.97% |
$17.7K - $19.5K
|
12.6K
$2.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
119+ 57.49% |
$17.5K - $19.4K
|
326
$55.2K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
119+ 2.43% |
$17.5K - $19.4K
|
5.01K
$849K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
118+ 20.52% |
$17.4K - $19.2K
|
693
$117K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
117+ 76.47% |
$17.2K - $19K
|
270
$45.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
116+ 0.7% |
$17.1K - $18.9K
|
16.6K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
116+ 3.52% |
$17.1K - $18.9K
|
3.42K
$579K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
116+ 0.45% |
$17.1K - $18.9K
|
26K
$4.41M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
116+ 2.94% |
$17.1K - $18.9K
|
4.06K
$688K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
115+ 2.93% |
$17K - $18.7K
|
4.04K
$685K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
113+ 3.06% |
$16.7K - $18.4K
|
3.81K
$646K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
113+ 0.54% |
$16.7K - $18.4K
|
21.2K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
113+ 0.88% |
$16.7K - $18.4K
|
12.9K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
111+ 1.69% |
$16.4K - $18K
|
6.67K
$1.13M
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
111+ 3.7% |
$16.4K - $18K
|
3.12K
$528K
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
111+ 2.24% |
$16.4K - $18K
|
5.08K
$860K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
110+ 1.45% |
$16.2K - $17.9K
|
7.7K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
108+ 12.68% |
$15.9K - $17.6K
|
960
$163K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
106+ 2.04% |
$15.6K - $17.2K
|
5.3K
$897K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
105+ 16.72% |
$15.5K - $17.1K
|
733
$124K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
105+ 3.77% |
$15.5K - $17.1K
|
2.89K
$489K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 0.52% |
$15.5K - $17.1K
|
20.2K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
104+ 1.08% |
$15.3K - $16.9K
|
9.69K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
103+ 0.07% |
$15.2K - $16.7K
|
157K
$26.7M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
102+ 4.38% |
$15K - $16.6K
|
2.43K
$412K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
101+ 0.86% |
$14.9K - $16.4K
|
11.8K
$2M
|