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 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.36K+ 7.98% |
$938K - $1.03M
|
86.1K
$14.4M
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.36K+ 2.76% |
$937K - $1.03M
|
237K
$39.6M
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
6.35K+ 12.17% |
$935K - $1.03M
|
58.5K
$9.8M
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.34K+ 70.24% |
$934K - $1.03M
|
15.4K
$2.57M
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
6.26K+ 5.79% |
$923K - $1.02M
|
115K
$19.2M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.25K+ 15.94% |
$922K - $1.02M
|
45.5K
$7.62M
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
6.25KNew |
$921K - $1.02M
|
6.25K
$1.05M
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.24KNew |
$920K - $1.02M
|
6.24K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.23K+ 64.97% |
$919K - $1.01M
|
15.8K
$2.65M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
6.22K+ 13.63% |
$916K - $1.01M
|
51.8K
$8.68M
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
6.19K+ 15.43% |
$912K - $1.01M
|
46.3K
$7.75M
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
6.16K+ 2.09% |
$908K - $1M
|
300K
$50.3M
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
6.15KNew |
$907K - $1M
|
6.15K
$1.03M
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6.15K+ 0.88% |
$907K - $1M
|
706K
$118M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
6.14K+ 27.9% |
$906K - $999K
|
28.2K
$4.72M
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.14K+ 52.14% |
$906K - $999K
|
17.9K
$3M
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.09K+ 78.9% |
$897K - $990K
|
13.8K
$2.31M
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
6.07K+ 9.33% |
$895K - $987K
|
71.1K
$11.9M
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
6.05K+ 16.27% |
$891K - $983K
|
43.2K
$7.24M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.02K+ 1.93% |
$887K - $978K
|
318K
$53.3M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.91K+ 5.64% |
$872K - $962K
|
111K
$18.6M
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.87KNew |
$865K - $954K
|
5.87K
$983K
|
|
May 15, 2024
Q1 2024
|
Sirios Capital Management L P
Boston, MA |
BUY
|
- |
5.67KNew |
$836K - $922K
|
5.67K
$950K
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
5.65K+ 11.25% |
$833K - $919K
|
55.9K
$9.37M
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
5.51K+ 11.94% |
$812K - $895K
|
51.6K
$8.65M
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
5.46K+ 18.24% |
$805K - $888K
|
35.4K
$5.93M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.45K+ 3.73% |
$803K - $886K
|
151K
$25.3M
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.42K+ 122.31% |
$799K - $882K
|
9.86K
$1.65M
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.41K+ 14.04% |
$797K - $879K
|
43.9K
$7.36M
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.36KNew |
$790K - $871K
|
5.36K
$897K
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
5.36KNew |
$790K - $871K
|
5.36K
$897K
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
5.35K+ 121.03% |
$788K - $869K
|
9.77K
$1.64M
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.35K+ 171.02% |
$788K - $869K
|
8.47K
$1.42M
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.34K+ 5.25% |
$786K - $868K
|
107K
$17.9M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.3K+ 17.81% |
$781K - $861K
|
35K
$5.87M
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.26K+ 27.71% |
$775K - $855K
|
24.2K
$4.06M
|
|
May 14, 2024
Q1 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
5.25K+ 5.7% |
$774K - $854K
|
97.4K
$16.3M
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
5.23KNew |
$770K - $850K
|
5.23K
$875K
|
|
May 06, 2024
Q1 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
5.2KNew |
$766K - $845K
|
5.2K
$871K
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.12K+ 8.57% |
$755K - $833K
|
64.9K
$10.9M
|
|
May 13, 2024
Q1 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
BUY
|
- |
5.11K+ 1.31% |
$753K - $831K
|
394K
$66.1M
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.06K+ 92.27% |
$746K - $823K
|
10.6K
$1.77M
|
|
May 14, 2024
Q1 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
5.03KNew |
$742K - $818K
|
5.03K
$843K
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
4.99KNew |
$736K - $812K
|
4.99K
$836K
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.86K+ 131.32% |
$716K - $789K
|
8.55K
$1.43M
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.83KNew |
$712K - $786K
|
4.83K
$810K
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
4.78K+ 5.53% |
$704K - $777K
|
91.1K
$15.3M
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
4.71K+ 26.62% |
$694K - $766K
|
22.4K
$3.75M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.62K+ 16.57% |
$681K - $751K
|
32.5K
$5.44M
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
4.61K+ 6.43% |
$680K - $750K
|
76.3K
$12.8M
|