Purchases and Sales Made in Q2 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.31K+ 1.33% |
$514K - $557K
|
252K
$42.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.27K+ 3.09% |
$508K - $552K
|
109K
$18.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.26K+ 65.09% |
$506K - $549K
|
8.26K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.23K+ 39.38% |
$501K - $544K
|
11.4K
$1.91M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.19K+ 6.54% |
$496K - $538K
|
51.9K
$8.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
3.19KNew |
$495K - $538K
|
3.19K
$534K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.18KNew |
$493K - $535K
|
3.18K
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.17K+ 111.93% |
$493K - $535K
|
6K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.15K+ 9.36% |
$490K - $531K
|
36.8K
$6.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.13K+ 11.69% |
$487K - $528K
|
29.9K
$5.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.1K+ 134.81% |
$481K - $522K
|
5.4K
$904K
|
|
|
Jul 19, 2024
Q2 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3.09K+ 9.66% |
$480K - $521K
|
35.1K
$5.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.08K+ 9.47% |
$478K - $518K
|
35.5K
$5.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.01K+ 31.09% |
$467K - $507K
|
12.7K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
3.01K+ 4.66% |
$467K - $507K
|
67.6K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3K+ 18.95% |
$466K - $506K
|
18.8K
$3.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2.99K+ 98.88% |
$464K - $504K
|
6.01K
$1.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.98K+ 12.52% |
$462K - $501K
|
26.7K
$4.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.97K+ 2.49% |
$461K - $500K
|
122K
$20.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.96KNew |
$460K - $499K
|
2.96K
$496K
|
|
|
Jul 31, 2024
Q2 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
2.96K+ 26.11% |
$459K - $498K
|
14.3K
$2.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.91K+ 7.9% |
$452K - $491K
|
39.8K
$6.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.88K+ 3.87% |
$447K - $485K
|
77.4K
$13M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.87K+ 1.0% |
$446K - $484K
|
291K
$48.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
2.87K+ 6.01% |
$446K - $484K
|
50.7K
$8.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.84K+ 20.06% |
$441K - $478K
|
17K
$2.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.81K+ 4.17% |
$437K - $474K
|
70.2K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
2.81K+ 17.48% |
$437K - $474K
|
18.9K
$3.16M
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.74K+ 132.03% |
$426K - $462K
|
4.82K
$807K
|
|
|
Jul 17, 2024
Q2 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.73K+ 23.88% |
$424K - $461K
|
14.2K
$2.37M
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.7KNew |
$419K - $454K
|
2.7K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.69K+ 39.63% |
$418K - $454K
|
9.48K
$1.59M
|
|
|
Jul 15, 2024
Q2 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2.68K+ 42.92% |
$416K - $452K
|
8.93K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.67KNew |
$415K - $450K
|
2.67K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.67K+ 13.53% |
$414K - $450K
|
22.4K
$3.75M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 9.0% |
$410K - $444K
|
31.9K
$5.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.62K+ 3.55% |
$406K - $441K
|
76.2K
$12.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.61K+ 19.52% |
$406K - $440K
|
16K
$2.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.61K+ 29.38% |
$406K - $440K
|
11.5K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.59K+ 51.77% |
$403K - $437K
|
7.6K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.58K+ 2.3% |
$401K - $435K
|
115K
$19.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
2.57K+ 4.98% |
$400K - $434K
|
54.2K
$9.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
2.57KNew |
$399K - $433K
|
2.57K
$430K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.55K+ 42.31% |
$396K - $430K
|
8.58K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.54K+ 33.25% |
$394K - $427K
|
10.2K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.53K+ 26.76% |
$393K - $426K
|
12K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
2.5KNew |
$389K - $422K
|
2.5K
$419K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.47K+ 1.76% |
$384K - $417K
|
143K
$24M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.46KNew |
$382K - $414K
|
2.46K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.42K+ 1.44% |
$376K - $408K
|
170K
$28.5M
|