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 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-663- 10.34% |
$97.7K - $108K
|
5.75K
$974K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-669- 13.09% |
$98.6K - $109K
|
4.44K
$753K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-676- 5.18% |
$99.7K - $110K
|
12.4K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-678- 0.22% |
$100K - $110K
|
309K
$52.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-679- 4.45% |
$100K - $110K
|
14.6K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-679- 0.07% |
$100K - $110K
|
907K
$154M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-683- 0.51% |
$101K - $111K
|
134K
$22.7M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-683- 3.47% |
$101K - $111K
|
19K
$3.22M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-686- 7.08% |
$101K - $112K
|
9.01K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-690- 6.45% |
$102K - $112K
|
10K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-690- 28.33% |
$102K - $112K
|
1.75K
$296K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-695- 18.73% |
$102K - $113K
|
3.02K
$511K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-695- 33.35% |
$102K - $113K
|
1.39K
$235K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-699- 1.63% |
$103K - $114K
|
42.2K
$7.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-699- 7.03% |
$103K - $114K
|
9.24K
$1.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-700- 9.47% |
$103K - $114K
|
6.69K
$1.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-700- 2.61% |
$103K - $114K
|
26.1K
$4.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-700- 7.91% |
$103K - $114K
|
8.15K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-700- 29.35% |
$103K - $114K
|
1.69K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-702- 15.32% |
$103K - $114K
|
3.88K
$657K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-704- 21.06% |
$104K - $114K
|
2.64K
$447K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-708- 3.77% |
$104K - $115K
|
18.1K
$3.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-708- 1.04% |
$104K - $115K
|
67.5K
$11.4M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-711- 34.48% |
$105K - $116K
|
1.35K
$229K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-712- 2.26% |
$105K - $116K
|
30.8K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-721- 32.65% |
$106K - $117K
|
1.49K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-722- 2.56% |
$106K - $117K
|
27.5K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-729- 8.41% |
$107K - $119K
|
7.94K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-731- 2.68% |
$108K - $119K
|
26.5K
$4.49M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-743- 17.95% |
$110K - $121K
|
3.4K
$576K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-744- 3.23% |
$110K - $121K
|
22.3K
$3.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-747- 2.44% |
$110K - $121K
|
29.9K
$5.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-750- 6.11% |
$111K - $122K
|
11.5K
$1.95M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-754- 5.24% |
$111K - $123K
|
13.6K
$2.31M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-755- 4.39% |
$111K - $123K
|
16.5K
$2.79M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-765- 13.47% |
$113K - $124K
|
4.91K
$833K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-766- 9.51% |
$113K - $125K
|
7.29K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-775- 24.66% |
$114K - $126K
|
2.37K
$401K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-777- 14.37% |
$115K - $126K
|
4.63K
$784K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-777- 0.49% |
$115K - $126K
|
159K
$26.9M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-782- 1.04% |
$115K - $127K
|
74.5K
$12.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-783- 5.72% |
$115K - $127K
|
12.9K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-784- 14.85% |
$116K - $127K
|
4.5K
$762K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 6.05% |
$116K - $128K
|
12.2K
$2.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-789- 0.25% |
$116K - $128K
|
320K
$54.2M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-790- 9.74% |
$116K - $128K
|
7.32K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-791- 2.31% |
$117K - $129K
|
33.4K
$5.66M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-791- 36.45% |
$117K - $129K
|
1.38K
$234K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-801- 40.95% |
$118K - $130K
|
1.16K
$196K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-806- 0.71% |
$119K - $131K
|
112K
$19M
|