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 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
70+ 10.94% |
$10.3K - $11.4K
|
710
$120K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
70+ 0.74% |
$10.3K - $11.4K
|
9.53K
$1.62M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
70+ 2.68% |
$10.3K - $11.4K
|
2.68K
$454K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69+ 0.15% |
$10.2K - $11.2K
|
46.5K
$7.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
68+ 0.7% |
$10K - $11.1K
|
9.79K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
68+ 3.74% |
$10K - $11.1K
|
1.89K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
68+ 2.85% |
$10K - $11.1K
|
2.46K
$416K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
68+ 0.07% |
$10K - $11.1K
|
100K
$17M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
68+ 3.01% |
$10K - $11.1K
|
2.33K
$394K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
67+ 0.29% |
$9.88K - $10.9K
|
23K
$3.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
66+ 0.13% |
$9.73K - $10.7K
|
51.1K
$8.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
66+ 0.58% |
$9.73K - $10.7K
|
11.4K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
66+ 0.12% |
$9.73K - $10.7K
|
55K
$9.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
65+ 0.69% |
$9.58K - $10.6K
|
9.54K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
65+ 1.25% |
$9.58K - $10.6K
|
5.27K
$892K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
65+ 0.24% |
$9.58K - $10.6K
|
26.9K
$4.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
64+ 1.13% |
$9.43K - $10.4K
|
5.72K
$970K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
64+ 0.09% |
$9.43K - $10.4K
|
74.7K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
64+ 1.59% |
$9.43K - $10.4K
|
4.08K
$691K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
64+ 1.55% |
$9.43K - $10.4K
|
4.19K
$710K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
63+ 1.12% |
$9.29K - $10.2K
|
5.7K
$966K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
61+ 1.5% |
$8.99K - $9.92K
|
4.14K
$701K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
60+ 0.18% |
$8.85K - $9.76K
|
33.8K
$5.73M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.58% |
$8.85K - $9.76K
|
3.87K
$656K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
60+ 3.82% |
$8.85K - $9.76K
|
1.63K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
60+ 1.21% |
$8.85K - $9.76K
|
5.01K
$848K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
60+ 0.26% |
$8.85K - $9.76K
|
22.9K
$3.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
59+ 2.98% |
$8.7K - $9.59K
|
2.04K
$345K
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
59+ 0.7% |
$8.7K - $9.59K
|
8.44K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
59+ 1.76% |
$8.7K - $9.59K
|
3.42K
$579K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
58+ 0.29% |
$8.55K - $9.43K
|
20.2K
$3.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
57+ 1.33% |
$8.4K - $9.27K
|
4.33K
$734K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
57+ 0.28% |
$8.4K - $9.27K
|
20.3K
$3.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
55+ 0.51% |
$8.11K - $8.94K
|
10.8K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
55+ 0.21% |
$8.11K - $8.94K
|
26K
$4.41M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
54+ 2.63% |
$7.96K - $8.78K
|
2.11K
$357K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
54+ 3.26% |
$7.96K - $8.78K
|
1.71K
$290K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
53+ 6.54% |
$7.81K - $8.62K
|
864
$146K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
53+ 0.11% |
$7.81K - $8.62K
|
50.2K
$8.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
53+ 0.97% |
$7.81K - $8.62K
|
5.55K
$939K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
53+ 2.2% |
$7.81K - $8.62K
|
2.47K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
52+ 2.7% |
$7.67K - $8.46K
|
1.98K
$335K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
52+ 2.8% |
$7.67K - $8.46K
|
1.91K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 1.53% |
$7.67K - $8.46K
|
3.45K
$585K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.88% |
$7.37K - $8.13K
|
5.75K
$974K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$7.37K - $8.13K
|
50
$8.47K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
50+ 1.72% |
$7.37K - $8.13K
|
2.95K
$500K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.23% |
$7.37K - $8.13K
|
21.5K
$3.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
48+ 0.96% |
$7.08K - $7.81K
|
5.05K
$856K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
48+ 2.83% |
$7.08K - $7.81K
|
1.75K
$296K
|