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 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-18- 0.89% |
$2.65K - $2.93K
|
2.01K
$343K
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-18- 0.1% |
$2.65K - $2.93K
|
17.8K
$3.04M
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-18- 0.79% |
$2.65K - $2.93K
|
2.27K
$387K
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-18- 0.1% |
$2.65K - $2.93K
|
17.9K
$3.05M
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-18- 0.7% |
$2.65K - $2.93K
|
2.56K
$437K
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-19- 0.22% |
$2.8K - $3.09K
|
8.44K
$1.44M
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-19- 12.34% |
$2.8K - $3.09K
|
135
$23K
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-19- 1.02% |
$2.8K - $3.09K
|
1.84K
$314K
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-20- 1.01% |
$2.95K - $3.25K
|
1.97K
$336K
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-20- 0.32% |
$2.95K - $3.25K
|
6.25K
$1.07M
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-20- 0.15% |
$2.95K - $3.25K
|
13.1K
$2.24M
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.16% |
$2.95K - $3.25K
|
12.1K
$2.07M
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-20- 0.04% |
$2.95K - $3.25K
|
53.5K
$9.12M
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-20- 0.11% |
$2.95K - $3.25K
|
17.5K
$2.98M
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-21- 0.08% |
$3.1K - $3.41K
|
27.2K
$4.64M
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-21- 3.26% |
$3.1K - $3.41K
|
623
$106K
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-21- 4.92% |
$3.1K - $3.41K
|
406
$69.3K
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.24% |
$3.24K - $3.58K
|
9.23K
$1.58M
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-22- 1.15% |
$3.24K - $3.58K
|
1.9K
$324K
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-22- 0.28% |
$3.24K - $3.58K
|
7.72K
$1.32M
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.49% |
$3.24K - $3.58K
|
4.43K
$756K
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-22- 0.32% |
$3.24K - $3.58K
|
6.95K
$1.19M
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-23- 1.0% |
$3.39K - $3.74K
|
2.27K
$387K
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-23- 0.15% |
$3.39K - $3.74K
|
15.3K
$2.61M
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-23- 0.98% |
$3.39K - $3.74K
|
2.33K
$398K
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-23- 0.11% |
$3.39K - $3.74K
|
20.1K
$3.43M
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-23- 1.34% |
$3.39K - $3.74K
|
1.7K
$289K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-23- 1.15% |
$3.39K - $3.74K
|
1.98K
$339K
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-24- 0.78% |
$3.54K - $3.9K
|
3.05K
$520K
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-24- 0.57% |
$3.54K - $3.9K
|
4.16K
$710K
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-24- 0.03% |
$3.54K - $3.9K
|
87.3K
$14.9M
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-25- 1.46% |
$3.69K - $4.07K
|
1.69K
$288K
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 0.27% |
$3.69K - $4.07K
|
9.07K
$1.55M
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-25- 0.08% |
$3.69K - $4.07K
|
29.5K
$5.03M
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-25- 0.04% |
$3.69K - $4.07K
|
67.5K
$11.5M
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-25- 0.98% |
$3.69K - $4.07K
|
2.53K
$432K
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-25- 0.59% |
$3.69K - $4.07K
|
4.2K
$716K
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-25- 1.46% |
$3.69K - $4.07K
|
1.69K
$288K
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-25- 0.18% |
$3.69K - $4.07K
|
14.2K
$2.42M
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-26- 0.48% |
$3.83K - $4.23K
|
5.41K
$923K
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-26- 1.28% |
$3.83K - $4.23K
|
2.01K
$343K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-26- 1.83% |
$3.83K - $4.23K
|
1.4K
$239K
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-26- 1.13% |
$3.83K - $4.23K
|
2.27K
$388K
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-27- 0.35% |
$3.98K - $4.39K
|
7.62K
$1.3M
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-27- 0.42% |
$3.98K - $4.39K
|
6.33K
$1.08M
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-27- 1.73% |
$3.98K - $4.39K
|
1.54K
$262K
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-28- 0.51% |
$4.13K - $4.55K
|
5.47K
$933K
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-28- 0.59% |
$4.13K - $4.55K
|
4.73K
$807K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-28- 0.94% |
$4.13K - $4.55K
|
2.96K
$505K
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-29- 0.48% |
$4.28K - $4.72K
|
5.96K
$1.02M
|