Purchases and Sales Made in Q4 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.55K+ 189.07% |
$571K - $637K
|
5.42K
$903K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3.49KNew |
$562K - $627K
|
3.49K
$581K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.48K+ 4.34% |
$560K - $625K
|
83.6K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.48K+ 1.51% |
$560K - $625K
|
234K
$38.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.47KNew |
$559K - $624K
|
3.47K
$578K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
3.47KNew |
$558K - $623K
|
3.47K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.46K+ 147.09% |
$557K - $621K
|
5.81K
$967K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.45KNew |
$556K - $620K
|
3.45K
$575K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.4KNew |
$547K - $610K
|
3.4K
$565K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.39K+ 3.39% |
$546K - $610K
|
103K
$17.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.39KNew |
$546K - $609K
|
3.39K
$564K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.38KNew |
$545K - $608K
|
3.38K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.37K+ 1.9% |
$543K - $606K
|
181K
$30.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.37K+ 9.45% |
$542K - $605K
|
39K
$6.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.33KNew |
$536K - $599K
|
3.33K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.33K+ 107.12% |
$536K - $598K
|
6.43K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.33K+ 1.97% |
$536K - $598K
|
172K
$28.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
3.3K+ 24.23% |
$531K - $592K
|
16.9K
$2.81M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.27K+ 7.07% |
$527K - $588K
|
49.5K
$8.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.26KNew |
$525K - $586K
|
3.26K
$543K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
3.25KNew |
$523K - $583K
|
3.25K
$540K
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.23K+ 9.47% |
$520K - $580K
|
37.3K
$6.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.22K+ 5.89% |
$518K - $578K
|
57.8K
$9.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.21K+ 259.34% |
$517K - $576K
|
4.45K
$740K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
3.2KNew |
$515K - $575K
|
3.2K
$533K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.19K+ 20.82% |
$513K - $573K
|
18.5K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
3.18KNew |
$513K - $572K
|
3.18K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
3.18K+ 43.02% |
$512K - $572K
|
10.6K
$1.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.16K+ 3.06% |
$509K - $568K
|
107K
$17.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
3.15KNew |
$508K - $566K
|
3.15K
$525K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3.11K+ 25.59% |
$500K - $558K
|
15.2K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.1KNew |
$500K - $558K
|
3.1K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
3.1KNew |
$499K - $557K
|
3.1K
$516K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.09K+ 5.09% |
$498K - $555K
|
63.8K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.08KNew |
$496K - $554K
|
3.08K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$493K - $550K
|
3.06K
$510K
|
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
3.04KNew |
$490K - $547K
|
3.04K
$507K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
3.01KNew |
$485K - $541K
|
3.01K
$501K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
3.01K+ 5.72% |
$484K - $541K
|
55.6K
$9.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3K+ 198.68% |
$483K - $539K
|
4.51K
$751K
|
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
3KNew |
$483K - $539K
|
3K
$499K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
2.99K+ 9.15% |
$481K - $537K
|
35.6K
$5.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.95K+ 1.59% |
$476K - $531K
|
188K
$31.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.95K+ 12.73% |
$475K - $530K
|
26.1K
$4.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2.94KNew |
$473K - $528K
|
2.94K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
2.94KNew |
$473K - $528K
|
2.94K
$489K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.9K+ 1.67% |
$468K - $522K
|
177K
$29.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.9KNew |
$467K - $521K
|
2.9K
$483K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.9K+ 36.56% |
$467K - $521K
|
10.8K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
2.89K+ 2.49% |
$465K - $519K
|
119K
$19.8M
|