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 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-50- 0.38% |
$7.77K - $8.43K
|
13.1K
$2.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-50- 2.19% |
$7.77K - $8.43K
|
2.23K
$378K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-50- 1.07% |
$7.77K - $8.43K
|
4.62K
$783K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 2.32% |
$7.77K - $8.43K
|
2.11K
$357K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-50- 2.61% |
$7.77K - $8.43K
|
1.86K
$316K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-50- 1.28% |
$7.77K - $8.43K
|
3.86K
$654K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-51- 0.61% |
$7.92K - $8.6K
|
8.35K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.02% |
$7.92K - $8.6K
|
4.95K
$839K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-51- 3.63% |
$7.92K - $8.6K
|
1.35K
$229K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-51- 1.66% |
$7.92K - $8.6K
|
3.02K
$512K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-51- 2.24% |
$7.92K - $8.6K
|
2.22K
$377K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-52- 0.48% |
$8.08K - $8.77K
|
10.7K
$1.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-52- 1.94% |
$8.08K - $8.77K
|
2.63K
$445K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-52- 3.79% |
$8.08K - $8.77K
|
1.32K
$223K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-53- 1.46% |
$8.23K - $8.93K
|
3.57K
$606K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-53- 0.25% |
$8.23K - $8.93K
|
21.6K
$3.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-53- 0.03% |
$8.23K - $8.93K
|
158K
$26.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-54- 0.5% |
$8.39K - $9.1K
|
10.7K
$1.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-54- 2.61% |
$8.39K - $9.1K
|
2.01K
$341K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54- 0.36% |
$8.39K - $9.1K
|
15.2K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-54- 2.64% |
$8.39K - $9.1K
|
2K
$338K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-56- 0.8% |
$8.7K - $9.44K
|
6.93K
$1.17M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-57- 0.24% |
$8.85K - $9.61K
|
24.2K
$4.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-58- 2.84% |
$9.01K - $9.78K
|
1.99K
$336K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-58- 0.08% |
$9.01K - $9.78K
|
75.3K
$12.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-59- 0.31% |
$9.16K - $9.95K
|
18.9K
$3.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-59- 1.56% |
$9.16K - $9.95K
|
3.73K
$632K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-59- 2.28% |
$9.16K - $9.95K
|
2.53K
$429K
|
|
|
Jul 12, 2024
Q2 2024
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.55% |
$9.32K - $10.1K
|
3.81K
$645K
|
|
|
Jul 15, 2024
Q2 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-60- 0.19% |
$9.32K - $10.1K
|
32.3K
$5.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-60- 1.58% |
$9.32K - $10.1K
|
3.74K
$633K
|
|
|
Jul 29, 2024
Q2 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-60- 4.77% |
$9.32K - $10.1K
|
1.2K
$203K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-60- 1.36% |
$9.32K - $10.1K
|
4.36K
$739K
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-60- 2.44% |
$9.32K - $10.1K
|
2.4K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-61- 0.31% |
$9.48K - $10.3K
|
19.5K
$3.3M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-62- 0.44% |
$9.63K - $10.5K
|
14.1K
$2.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-62- 22.96% |
$9.63K - $10.5K
|
208
$35.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-62- 0.62% |
$9.63K - $10.5K
|
9.91K
$1.68M
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-62- 0.76% |
$9.63K - $10.5K
|
8.11K
$1.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-63- 3.16% |
$9.79K - $10.6K
|
1.93K
$328K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-63- 2.14% |
$9.79K - $10.6K
|
2.88K
$488K
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-63- 0.21% |
$9.79K - $10.6K
|
30.2K
$5.11M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-63- 0.62% |
$9.79K - $10.6K
|
10.2K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-63- 1.55% |
$9.79K - $10.6K
|
3.99K
$676K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-65- 58.56% |
$10.1K - $11K
|
46
$7.79K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-65- 0.37% |
$10.1K - $11K
|
17.4K
$2.95M
|
|
|
Aug 12, 2024
Q2 2024
|
True North Advisors, LLC
|
SELL
|
- |
-65- 1.07% |
$10.1K - $11K
|
6K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-65- 3.49% |
$10.1K - $11K
|
1.8K
$304K
|
|
|
Jul 17, 2024
Q2 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-66- 2.0% |
$10.3K - $11.1K
|
3.23K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-67- 2.95% |
$10.4K - $11.3K
|
2.2K
$373K
|