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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.02% |
$466 - $506
|
17.9K
$3.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3+ 0.1% |
$466 - $506
|
2.95K
$500K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.17% |
$466 - $506
|
1.8K
$305K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2+ 0.11% |
$311 - $337
|
1.85K
$314K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2+ 0.09% |
$311 - $337
|
2.13K
$362K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2+ 0.11% |
$311 - $337
|
1.77K
$299K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2+ 0.08% |
$311 - $337
|
2.51K
$426K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.16% |
$311 - $337
|
1.25K
$212K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$311 - $337
|
6.8K
$1.15M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.05% |
$311 - $337
|
3.84K
$650K
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$311 - $337
|
9.99K
$1.69M
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2+ 0.04% |
$311 - $337
|
5.36K
$908K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2+ 0.09% |
$311 - $337
|
2.25K
$382K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$311 - $337
|
29.4K
$4.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2+ 0.02% |
$311 - $337
|
9.13K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.02% |
$311 - $337
|
9.11K
$1.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2+ 0.12% |
$311 - $337
|
1.67K
$284K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.07% |
$311 - $337
|
2.84K
$481K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 0.51% |
$311 - $337
|
391
$66.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.08% |
$311 - $337
|
2.66K
$451K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.08% |
$311 - $337
|
2.44K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 1.52% |
$311 - $337
|
134
$22.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.47% |
$311 - $337
|
428
$72.5K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
2+ 0.04% |
$311 - $337
|
4.64K
$785K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.5% |
$311 - $337
|
405
$68.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.12% |
$155 - $169
|
844
$143K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1+ 0.02% |
$155 - $169
|
5.18K
$877K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
2.19K
$371K
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1+ 0.07% |
$155 - $169
|
1.4K
$237K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
1.83K
$309K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1+ 0.01% |
$155 - $169
|
10.8K
$1.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$155 - $169
|
2.35K
$398K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$155 - $169
|
2.66K
$451K
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
1+ 0.08% |
$155 - $169
|
1.32K
$224K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
1+ 0.01% |
$155 - $169
|
15.1K
$2.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
1.9K
$322K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$155 - $169
|
5.57K
$943K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.03% |
$155 - $169
|
2.89K
$490K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$155 - $169
|
4.72K
$800K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
1.98K
$336K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.01% |
$155 - $169
|
7.33K
$1.24M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 0.74% |
$155 - $169
|
136
$23K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$155 - $169
|
5.17K
$876K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$155 - $169
|
3.02K
$511K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$155 - $169
|
4.67K
$790K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1+ 0.01% |
$155 - $169
|
8.87K
$1.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$155 - $169
|
1.19K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.26% |
$155 - $169
|
393
$66.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.3% |
$155 - $169
|
337
$57.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.18% |
$155 - $169
|
86
$14.6K
|