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 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-49- 0.8% |
$7.22K - $7.97K
|
6.06K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-49- 1.57% |
$7.22K - $7.97K
|
3.08K
$521K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-49- 1.26% |
$7.22K - $7.97K
|
3.83K
$650K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-49- 1.76% |
$7.22K - $7.97K
|
2.74K
$464K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-49- 0.95% |
$7.22K - $7.97K
|
5.12K
$867K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-49- 3.5% |
$7.22K - $7.97K
|
1.35K
$229K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 0.22% |
$7.37K - $8.13K
|
22.2K
$3.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-50- 1.41% |
$7.37K - $8.13K
|
3.48K
$590K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-50- 0.51% |
$7.37K - $8.13K
|
9.69K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 1.19% |
$7.37K - $8.13K
|
4.16K
$705K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-50- 1.47% |
$7.37K - $8.13K
|
3.34K
$566K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 0.14% |
$7.37K - $8.13K
|
36.7K
$6.22M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-50- 0.14% |
$7.37K - $8.13K
|
36.5K
$6.19M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-50- 0.34% |
$7.37K - $8.13K
|
14.8K
$2.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-51- 0.25% |
$7.52K - $8.29K
|
20.3K
$3.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-51- 3.24% |
$7.52K - $8.29K
|
1.52K
$258K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-51- 1.29% |
$7.52K - $8.29K
|
3.91K
$662K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-51- 0.6% |
$7.52K - $8.29K
|
8.47K
$1.44M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-51- 0.42% |
$7.52K - $8.29K
|
12K
$2.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-52- 1.35% |
$7.67K - $8.46K
|
3.8K
$643K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-52- 0.57% |
$7.67K - $8.46K
|
9.01K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-53- 0.56% |
$7.81K - $8.62K
|
9.49K
$1.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-54- 3.26% |
$7.96K - $8.78K
|
1.6K
$272K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-54- 1.17% |
$7.96K - $8.78K
|
4.55K
$771K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-54- 0.61% |
$7.96K - $8.78K
|
8.76K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-54- 1.71% |
$7.96K - $8.78K
|
3.1K
$526K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-54- 0.58% |
$7.96K - $8.78K
|
9.23K
$1.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-55- 0.88% |
$8.11K - $8.94K
|
6.18K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-55- 1.57% |
$8.11K - $8.94K
|
3.46K
$585K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-55- 0.18% |
$8.11K - $8.94K
|
30.7K
$5.19M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-55- 0.36% |
$8.11K - $8.94K
|
15.3K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-55- 1.79% |
$8.11K - $8.94K
|
3.02K
$512K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-56- 52.83% |
$8.26K - $9.11K
|
50
$8.47K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-56- 0.62% |
$8.26K - $9.11K
|
9.05K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-56- 4.4% |
$8.26K - $9.11K
|
1.22K
$206K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-57- 0.61% |
$8.4K - $9.27K
|
9.22K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-57- 0.53% |
$8.4K - $9.27K
|
10.6K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-58- 0.5% |
$8.55K - $9.43K
|
11.5K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-58- 1.42% |
$8.55K - $9.43K
|
4.03K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-58- 2.57% |
$8.55K - $9.43K
|
2.2K
$373K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-59- 1.54% |
$8.7K - $9.59K
|
3.78K
$641K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-59- 1.62% |
$8.7K - $9.59K
|
3.58K
$606K
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
SELL
|
- |
-59- 1.12% |
$8.7K - $9.59K
|
5.19K
$879K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 0.71% |
$8.7K - $9.59K
|
8.25K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-59- 0.31% |
$8.7K - $9.59K
|
19.2K
$3.25M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-59- 2.44% |
$8.7K - $9.59K
|
2.36K
$399K
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-59- 0.14% |
$8.7K - $9.59K
|
41.2K
$6.98M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-59- 0.33% |
$8.7K - $9.59K
|
17.8K
$3.02M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.51% |
$8.85K - $9.76K
|
11.6K
$1.97M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-60- 0.37% |
$8.85K - $9.76K
|
16K
$2.71M
|