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
|
Guardian Financial Partners, LLC
|
BUY
|
- |
18+ 0.6% |
$2.8K - $3.03K
|
3.03K
$513K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
18+ 0.42% |
$2.8K - $3.03K
|
4.32K
$732K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
BUY
|
- |
18+ 0.54% |
$2.8K - $3.03K
|
3.37K
$570K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
18+ 0.89% |
$2.8K - $3.03K
|
2.03K
$344K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
18+ 0.24% |
$2.8K - $3.03K
|
7.67K
$1.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
17+ 0.89% |
$2.64K - $2.87K
|
1.93K
$326K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
17+ 0.82% |
$2.64K - $2.87K
|
2.1K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 0.52% |
$2.64K - $2.87K
|
3.26K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
17+ 0.11% |
$2.64K - $2.87K
|
15.2K
$2.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
17+ 0.42% |
$2.64K - $2.87K
|
4.02K
$682K
|
|
|
Jul 26, 2024
Q2 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
16+ 0.33% |
$2.49K - $2.7K
|
4.82K
$817K
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
16+ 1.18% |
$2.49K - $2.7K
|
1.37K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
16+ 0.62% |
$2.49K - $2.7K
|
2.6K
$440K
|
|
|
Aug 14, 2024
Q2 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
16+ 0.09% |
$2.49K - $2.7K
|
17.1K
$2.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.05% |
$2.33K - $2.53K
|
29.1K
$4.94M
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
14+ 0.27% |
$2.17K - $2.36K
|
5.13K
$868K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
14+ 0.12% |
$2.17K - $2.36K
|
11.8K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
14+ 0.96% |
$2.17K - $2.36K
|
1.47K
$249K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 0.6% |
$2.02K - $2.19K
|
2.17K
$368K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
13+ 0.13% |
$2.02K - $2.19K
|
10.4K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13New |
$2.02K - $2.19K
|
13
$2.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
12+ 0.11% |
$1.86K - $2.02K
|
11.1K
$1.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
12+ 0.13% |
$1.86K - $2.02K
|
8.96K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.62% |
$1.86K - $2.02K
|
1.96K
$332K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
12+ 0.41% |
$1.86K - $2.02K
|
2.92K
$495K
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
11+ 0.15% |
$1.71K - $1.85K
|
7.16K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
11+ 0.84% |
$1.71K - $1.85K
|
1.32K
$223K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
10+ 0.07% |
$1.55K - $1.69K
|
14.6K
$2.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10+ 0.73% |
$1.55K - $1.69K
|
1.38K
$234K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
10+ 0.57% |
$1.55K - $1.69K
|
1.76K
$299K
|
|
|
Aug 07, 2024
Q2 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
10+ 0.68% |
$1.55K - $1.69K
|
1.48K
$251K
|
|
|
Aug 08, 2024
Q2 2024
|
Chronos Wealth Management, LLC
|
BUY
|
- |
10+ 0.03% |
$1.55K - $1.69K
|
34.1K
$5.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
10+ 0.25% |
$1.55K - $1.69K
|
3.97K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.26% |
$1.55K - $1.69K
|
3.92K
$664K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.37% |
$1.55K - $1.69K
|
2.69K
$456K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
9+ 0.27% |
$1.4K - $1.52K
|
3.32K
$563K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
9+ 0.06% |
$1.4K - $1.52K
|
14.3K
$2.42M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.38% |
$1.4K - $1.52K
|
2.37K
$401K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
9+ 0.24% |
$1.4K - $1.52K
|
3.78K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.14% |
$1.4K - $1.52K
|
6.39K
$1.08M
|
|
|
Oct 24, 2024
Q2 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
9+ 0.5% |
$1.4K - $1.52K
|
1.8K
$305K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
8+ 0.05% |
$1.24K - $1.35K
|
16.5K
$2.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.07% |
$1.24K - $1.35K
|
11.7K
$1.98M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 1.95% |
$1.24K - $1.35K
|
419
$71K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8+ 0.28% |
$1.24K - $1.35K
|
2.82K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8+ 0.64% |
$1.24K - $1.35K
|
1.26K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
8+ 0.23% |
$1.24K - $1.35K
|
3.42K
$580K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 0.85% |
$1.24K - $1.35K
|
944
$160K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.1% |
$1.24K - $1.35K
|
8.38K
$1.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$1.09K - $1.18K
|
3.01K
$510K
|