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 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2.41K+ 1.37% |
$374K - $406K
|
178K
$29.9M
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.38KNew |
$370K - $401K
|
2.38K
$399K
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.38K+ 31.89% |
$369K - $400K
|
9.83K
$1.65M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.37K+ 76.57% |
$369K - $400K
|
5.47K
$917K
|
|
Aug 14, 2024
Q2 2024
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
2.35KNew |
$365K - $396K
|
2.35K
$393K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.32K+ 3.87% |
$361K - $391K
|
62.3K
$10.4M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.29K+ 9.86% |
$355K - $386K
|
25.5K
$4.27M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.28K+ 0.93% |
$354K - $385K
|
247K
$41.3M
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.27K+ 128.38% |
$353K - $383K
|
4.04K
$677K
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.26K+ 53.39% |
$351K - $381K
|
6.5K
$1.09M
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.26K+ 11.36% |
$351K - $381K
|
22.2K
$3.71M
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
2.25KNew |
$349K - $379K
|
2.25K
$377K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.25K+ 13.43% |
$349K - $379K
|
19K
$3.18M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.22K+ 19.22% |
$344K - $374K
|
13.7K
$2.3M
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.21K+ 2.85% |
$344K - $373K
|
79.8K
$13.4M
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.2K+ 12.58% |
$342K - $371K
|
19.7K
$3.3M
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.19K+ 5.52% |
$340K - $369K
|
41.9K
$7.02M
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.18K+ 20.53% |
$339K - $368K
|
12.8K
$2.15M
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.17K+ 153.9% |
$337K - $366K
|
3.58K
$600K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.17K+ 2.41% |
$337K - $365K
|
92.1K
$15.4M
|
|
Aug 12, 2024
Q2 2024
|
Miramar Capital, LLC
|
BUY
|
- |
2.17KNew |
$337K - $365K
|
2.17K
$363K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.15K+ 2.5% |
$335K - $363K
|
88.3K
$14.8M
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.15K+ 13.75% |
$334K - $363K
|
17.8K
$2.98M
|
|
Aug 13, 2024
Q2 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
2.13KNew |
$331K - $360K
|
2.13K
$358K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.11K+ 10.05% |
$328K - $356K
|
23.1K
$3.88M
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.1KNew |
$327K - $354K
|
2.1K
$352K
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
2.1KNew |
$326K - $354K
|
2.1K
$352K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.1K+ 26.63% |
$326K - $354K
|
9.98K
$1.67M
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.09K+ 1.78% |
$324K - $352K
|
119K
$20M
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
2.05K+ 17.37% |
$319K - $346K
|
13.9K
$2.32M
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.02K+ 13.31% |
$314K - $341K
|
17.2K
$2.89M
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.01K+ 3.4% |
$312K - $339K
|
61.2K
$10.2M
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.01KNew |
$312K - $339K
|
2.01K
$337K
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2K+ 58.9% |
$311K - $337K
|
5.4K
$904K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.99K+ 4.35% |
$309K - $336K
|
47.8K
$8.01M
|
|
Aug 12, 2024
Q2 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.99K+ 13.27% |
$309K - $336K
|
17K
$2.85M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.96K+ 10.18% |
$304K - $330K
|
21.2K
$3.55M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.95K+ 4.9% |
$303K - $329K
|
41.8K
$7M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.95K+ 3.72% |
$303K - $328K
|
54.3K
$9.09M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.94K+ 18.35% |
$301K - $326K
|
12.5K
$2.09M
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.93K+ 10.97% |
$300K - $325K
|
19.5K
$3.27M
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.91KNew |
$297K - $323K
|
1.91K
$321K
|
|
Aug 05, 2024
Q2 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.91K+ 0.93% |
$296K - $321K
|
206K
$34.5M
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.9K+ 13.74% |
$295K - $320K
|
15.7K
$2.63M
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.9K+ 2.72% |
$294K - $319K
|
71.6K
$12M
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.9K+ 2.72% |
$294K - $319K
|
71.6K
$12M
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.88K+ 2.54% |
$292K - $317K
|
76K
$12.7M
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
1.87K+ 1.4% |
$291K - $316K
|
136K
$22.8M
|
|
Aug 14, 2024
Q2 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.87K+ 0.32% |
$290K - $315K
|
580K
$97.2M
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.87K+ 94.3% |
$290K - $315K
|
3.85K
$645K
|