Purchases and Sales Made in Q3 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.42K+ 7.8% |
$228K - $253K
|
19.6K
$3.33M
|
|
Nov 14, 2024
Q3 2024
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
1.42K+ 8.21% |
$228K - $253K
|
18.7K
$3.17M
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.42K+ 13.23% |
$228K - $253K
|
12.2K
$2.06M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.42K+ 4.34% |
$228K - $252K
|
34.1K
$5.78M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.41KNew |
$227K - $251K
|
1.41K
$239K
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.41K+ 45.08% |
$226K - $250K
|
4.53K
$768K
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.4K+ 3.05% |
$226K - $249K
|
47.4K
$8.04M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.4K+ 0.43% |
$225K - $249K
|
325K
$55M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.4K+ 1.48% |
$225K - $249K
|
96K
$16.3M
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.4K+ 32.97% |
$225K - $248K
|
5.63K
$955K
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 11.17% |
$224K - $248K
|
13.9K
$2.35M
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.39KNew |
$223K - $246K
|
1.39K
$235K
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.38K+ 6.25% |
$222K - $246K
|
23.5K
$3.99M
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.38KNew |
$222K - $246K
|
1.38K
$234K
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.38K+ 11.98% |
$222K - $245K
|
12.9K
$2.18M
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.38KNew |
$222K - $245K
|
1.38K
$233K
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.38K+ 12.82% |
$222K - $245K
|
12.1K
$2.05M
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.36K+ 10.37% |
$218K - $242K
|
14.5K
$2.45M
|
|
Nov 14, 2024
Q3 2024
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
1.36K+ 5.5% |
$218K - $241K
|
26K
$4.41M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.36K+ 1.71% |
$218K - $241K
|
80.8K
$13.7M
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.35KNew |
$217K - $240K
|
1.35K
$229K
|
|
Nov 07, 2024
Q3 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.35K+ 3.01% |
$217K - $240K
|
46.2K
$7.83M
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.34K+ 23.98% |
$215K - $237K
|
6.9K
$1.17M
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.33K+ 7.04% |
$214K - $237K
|
20.3K
$3.44M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.33K+ 19.64% |
$214K - $237K
|
8.11K
$1.37M
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
1.33KNew |
$213K - $236K
|
1.33K
$224K
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 4.15% |
$213K - $236K
|
33.2K
$5.63M
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.32K+ 8.75% |
$213K - $235K
|
16.4K
$2.79M
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.32KNew |
$212K - $235K
|
1.32K
$224K
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.32K+ 3.42% |
$212K - $234K
|
39.8K
$6.75M
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.31K+ 5.87% |
$211K - $233K
|
23.7K
$4.01M
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
1.31KNew |
$211K - $233K
|
1.31K
$222K
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.31KNew |
$210K - $233K
|
1.31K
$222K
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.3KNew |
$210K - $232K
|
1.3K
$221K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 1.51% |
$209K - $231K
|
87.4K
$14.8M
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.3KNew |
$209K - $231K
|
1.3K
$220K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.3K+ 2.12% |
$209K - $231K
|
62.5K
$10.6M
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.29K+ 6.57% |
$208K - $230K
|
21K
$3.55M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.29K+ 15.35% |
$208K - $230K
|
9.7K
$1.64M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.29K+ 3.64% |
$207K - $229K
|
36.7K
$6.22M
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.29K+ 2.11% |
$207K - $229K
|
62.2K
$10.5M
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.29KNew |
$207K - $229K
|
1.29K
$218K
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.29K+ 0.14% |
$207K - $229K
|
921K
$156M
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.28K+ 19.62% |
$206K - $228K
|
7.82K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.28KNew |
$206K - $228K
|
1.28K
$217K
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.28KNew |
$206K - $227K
|
1.28K
$217K
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.28KNew |
$205K - $227K
|
1.28K
$216K
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.25K+ 17.37% |
$200K - $222K
|
8.43K
$1.43M
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
1.24KNew |
$200K - $221K
|
1.24K
$211K
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.24K+ 12.39% |
$199K - $220K
|
11.2K
$1.9M
|