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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
1.21K+ 23.31% |
$195K - $217K
|
6.4K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.21KNew |
$195K - $217K
|
1.21K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.21K+ 1.11% |
$194K - $217K
|
110K
$18.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 1.75% |
$194K - $216K
|
69.8K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
1.2KNew |
$193K - $216K
|
1.2K
$204K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.66% |
$193K - $215K
|
13.6K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.2KNew |
$193K - $215K
|
1.2K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2K+ 5.63% |
$192K - $215K
|
22.4K
$3.82M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
1.19KNew |
$192K - $215K
|
1.19K
$203K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.19KNew |
$192K - $214K
|
1.19K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.19K+ 0.63% |
$191K - $213K
|
190K
$32.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.18K+ 8.6% |
$191K - $213K
|
14.9K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 7.75% |
$189K - $211K
|
16.3K
$2.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.17K+ 8.61% |
$189K - $211K
|
14.8K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.16K+ 9.45% |
$187K - $209K
|
13.5K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.16K+ 0.74% |
$187K - $208K
|
158K
$26.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.16K+ 58.39% |
$187K - $208K
|
3.14K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.14K+ 130.33% |
$184K - $205K
|
2.02K
$344K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.12K+ 13.34% |
$180K - $201K
|
9.51K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.12K+ 0.49% |
$180K - $201K
|
230K
$39.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.12K+ 28.1% |
$180K - $200K
|
5.08K
$865K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.11K+ 1.24% |
$178K - $199K
|
90.5K
$15.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 2.41% |
$176K - $197K
|
46.5K
$7.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 0.52% |
$176K - $196K
|
210K
$35.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 42.51% |
$174K - $194K
|
3.61K
$615K
|
|
|
Jan 14, 2025
Q4 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
1.08K+ 7.66% |
$173K - $194K
|
15.1K
$2.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.08K+ 5.45% |
$173K - $193K
|
20.8K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.08K+ 4.36% |
$173K - $193K
|
25.8K
$4.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.06K+ 69.1% |
$171K - $191K
|
2.6K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.06K+ 5.05% |
$171K - $190K
|
22K
$3.75M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.06K+ 5.82% |
$171K - $190K
|
19.3K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.05K+ 0.4% |
$169K - $189K
|
263K
$44.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.04K+ 0.19% |
$168K - $188K
|
539K
$91.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.04K+ 47.26% |
$168K - $188K
|
3.25K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.04K+ 2.45% |
$167K - $186K
|
43.3K
$7.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.04K+ 21.3% |
$167K - $186K
|
5.9K
$1M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.03K+ 0.81% |
$166K - $185K
|
128K
$21.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.02K+ 16.57% |
$164K - $183K
|
7.18K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.02K+ 1.69% |
$164K - $183K
|
61.3K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.02K+ 2.0% |
$164K - $183K
|
51.8K
$8.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.02KNew |
$164K - $183K
|
1.02K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.02K+ 5.19% |
$163K - $182K
|
20.6K
$3.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.01K+ 60.0% |
$162K - $181K
|
2.69K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1K+ 0.26% |
$161K - $180K
|
391K
$66.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
993+ 9.72% |
$160K - $178K
|
11.2K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
988+ 30.46% |
$159K - $178K
|
4.23K
$720K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
984+ 7.36% |
$158K - $177K
|
14.4K
$2.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
979+ 2.12% |
$158K - $176K
|
47.2K
$8.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
976+ 3.77% |
$157K - $175K
|
26.8K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
969+ 3.17% |
$156K - $174K
|
31.6K
$5.38M
|