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 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
48+ 1.33% |
$7.46K - $8.09K
|
3.65K
$618K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
48+ 0.82% |
$7.46K - $8.09K
|
5.91K
$1M
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
46+ 0.91% |
$7.15K - $7.75K
|
5.1K
$864K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
46+ 0.1% |
$7.15K - $7.75K
|
47.9K
$8.12M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 0.26% |
$7.15K - $7.75K
|
17.8K
$3.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
45+ 0.78% |
$6.99K - $7.59K
|
5.84K
$989K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
45+ 0.4% |
$6.99K - $7.59K
|
11.4K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
45+ 0.16% |
$6.99K - $7.59K
|
28.8K
$4.88M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
44+ 0.3% |
$6.83K - $7.42K
|
14.8K
$2.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
43+ 2.55% |
$6.68K - $7.25K
|
1.73K
$293K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
43+ 1.03% |
$6.68K - $7.25K
|
4.22K
$716K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 21.43% |
$6.52K - $7.08K
|
238
$40.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
42+ 0.91% |
$6.52K - $7.08K
|
4.67K
$792K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
42+ 0.54% |
$6.52K - $7.08K
|
7.78K
$1.32M
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
42+ 0.74% |
$6.52K - $7.08K
|
5.74K
$973K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
42+ 3.29% |
$6.52K - $7.08K
|
1.32K
$223K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
41+ 0.92% |
$6.37K - $6.91K
|
4.49K
$761K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
41+ 0.1% |
$6.37K - $6.91K
|
41.5K
$7.02M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
41+ 1.89% |
$6.37K - $6.91K
|
2.22K
$375K
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
41+ 2.23% |
$6.37K - $6.91K
|
1.88K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
41+ 8.89% |
$6.37K - $6.91K
|
502
$85.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
40+ 0.43% |
$6.21K - $6.74K
|
9.27K
$1.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
40+ 1.59% |
$6.21K - $6.74K
|
2.55K
$432K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
40+ 0.71% |
$6.21K - $6.74K
|
5.64K
$955K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
40New |
$6.21K - $6.74K
|
40
$6.78K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
40+ 2.91% |
$6.21K - $6.74K
|
1.42K
$240K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
40+ 0.15% |
$6.21K - $6.74K
|
27.4K
$4.64M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
40+ 0.33% |
$6.21K - $6.74K
|
12K
$2.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
39+ 0.86% |
$6.06K - $6.57K
|
4.59K
$778K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
39+ 2.26% |
$6.06K - $6.57K
|
1.77K
$300K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.12% |
$5.75K - $6.24K
|
1.78K
$302K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
37+ 0.07% |
$5.75K - $6.24K
|
54.6K
$9.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37+ 9.97% |
$5.75K - $6.24K
|
408
$69.1K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
37+ 0.41% |
$5.75K - $6.24K
|
9.05K
$1.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
36+ 1.18% |
$5.59K - $6.07K
|
3.09K
$523K
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
35+ 1.71% |
$5.44K - $5.9K
|
2.08K
$353K
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
35+ 2.1% |
$5.44K - $5.9K
|
1.7K
$289K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
35+ 1.92% |
$5.44K - $5.9K
|
1.86K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
35+ 0.66% |
$5.44K - $5.9K
|
5.35K
$906K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
34+ 0.55% |
$5.28K - $5.73K
|
6.2K
$1.05M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
34+ 1.69% |
$5.28K - $5.73K
|
2.04K
$346K
|
|
|
Jul 30, 2024
Q2 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
34+ 0.36% |
$5.28K - $5.73K
|
9.38K
$1.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
34+ 0.94% |
$5.28K - $5.73K
|
3.64K
$616K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
33+ 0.2% |
$5.13K - $5.56K
|
16.6K
$2.81M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.67% |
$5.13K - $5.56K
|
4.99K
$845K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
33+ 0.74% |
$5.13K - $5.56K
|
4.49K
$761K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
33+ 1.21% |
$5.13K - $5.56K
|
2.76K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
33+ 2.04% |
$5.13K - $5.56K
|
1.65K
$280K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
32New |
$4.97K - $5.39K
|
32
$5.42K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
32+ 1.15% |
$4.97K - $5.39K
|
2.81K
$477K
|