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
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16+ 0.97% |
$2.36K - $2.6K
|
1.67K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16+ 0.05% |
$2.36K - $2.6K
|
34.9K
$5.97M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
16+ 0.28% |
$2.36K - $2.6K
|
5.78K
$988K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.25% |
$2.36K - $2.6K
|
6.49K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
16+ 1.17% |
$2.36K - $2.6K
|
1.38K
$236K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
16+ 0.71% |
$2.36K - $2.6K
|
2.26K
$387K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15+ 0.74% |
$2.21K - $2.44K
|
2.05K
$350K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
15+ 0.51% |
$2.21K - $2.44K
|
2.97K
$508K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
15+ 0.35% |
$2.21K - $2.44K
|
4.36K
$745K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15+ 0.87% |
$2.21K - $2.44K
|
1.73K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15+ 0.58% |
$2.21K - $2.44K
|
2.58K
$441K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
15+ 0.42% |
$2.21K - $2.44K
|
3.62K
$619K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.13% |
$2.06K - $2.28K
|
10.6K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
14+ 0.17% |
$2.06K - $2.28K
|
8.49K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
14+ 0.13% |
$2.06K - $2.28K
|
10.8K
$1.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
14+ 0.25% |
$2.06K - $2.28K
|
5.68K
$971K
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
14+ 0.6% |
$2.06K - $2.28K
|
2.36K
$404K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
14+ 0.51% |
$2.06K - $2.28K
|
2.75K
$470K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.21% |
$2.06K - $2.28K
|
6.64K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
14+ 0.09% |
$2.06K - $2.28K
|
15.2K
$2.61M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
14+ 0.59% |
$2.06K - $2.28K
|
2.38K
$407K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.15% |
$1.92K - $2.11K
|
8.59K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
12+ 0.41% |
$1.77K - $1.95K
|
2.92K
$499K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
12+ 0.04% |
$1.77K - $1.95K
|
32.5K
$5.56M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
12+ 0.11% |
$1.77K - $1.95K
|
10.9K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
12+ 0.73% |
$1.77K - $1.95K
|
1.66K
$283K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11+ 0.29% |
$1.62K - $1.79K
|
3.74K
$640K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
11+ 0.18% |
$1.62K - $1.79K
|
6.13K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
11+ 0.2% |
$1.62K - $1.79K
|
5.49K
$939K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
11+ 0.15% |
$1.62K - $1.79K
|
7.39K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
11+ 84.62% |
$1.62K - $1.79K
|
24
$4.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
10+ 0.4% |
$1.47K - $1.63K
|
2.51K
$429K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
10+ 0.03% |
$1.47K - $1.63K
|
31.7K
$5.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10+ 0.14% |
$1.47K - $1.63K
|
7.25K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.4% |
$1.47K - $1.63K
|
2.51K
$430K
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
10+ 0.02% |
$1.47K - $1.63K
|
44.4K
$7.59M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
10+ 23.26% |
$1.47K - $1.63K
|
53
$9.06K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10+ 0.15% |
$1.47K - $1.63K
|
6.72K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
10+ 0.58% |
$1.47K - $1.63K
|
1.74K
$297K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
9+ 0.22% |
$1.33K - $1.46K
|
4.05K
$692K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9+ 0.73% |
$1.33K - $1.46K
|
1.25K
$213K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.46% |
$1.33K - $1.46K
|
1.95K
$333K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$1.33K - $1.46K
|
1.53K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9+ 0.33% |
$1.33K - $1.46K
|
2.7K
$461K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8New |
$1.18K - $1.3K
|
8
$1.37K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8+ 0.56% |
$1.18K - $1.3K
|
1.43K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8+ 0.55% |
$1.18K - $1.3K
|
1.47K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8+ 0.27% |
$1.18K - $1.3K
|
2.95K
$504K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
8+ 25.0% |
$1.18K - $1.3K
|
40
$6.84K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
8+ 0.23% |
$1.18K - $1.3K
|
3.42K
$584K
|