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
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
697+ 18.02% |
$112K - $125K
|
4.56K
$777K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
693+ 1.38% |
$112K - $125K
|
50.9K
$8.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
692+ 2.41% |
$111K - $124K
|
29.4K
$5M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
684+ 2.88% |
$110K - $123K
|
24.4K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
683+ 2.67% |
$110K - $123K
|
26.2K
$4.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
671+ 26.36% |
$108K - $121K
|
3.22K
$548K
|
|
|
Feb 05, 2025
Q4 2024
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
667New |
$107K - $120K
|
667
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
666+ 9.94% |
$107K - $120K
|
7.36K
$1.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
659+ 90.77% |
$106K - $118K
|
1.39K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
658+ 0.47% |
$106K - $118K
|
141K
$24M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
651+ 14.24% |
$105K - $117K
|
5.22K
$889K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
650+ 63.11% |
$105K - $117K
|
1.68K
$286K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
649+ 1.21% |
$105K - $117K
|
54.2K
$9.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
649+ 0.85% |
$105K - $117K
|
77.2K
$13.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
646+ 12.77% |
$104K - $116K
|
5.71K
$971K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
644+ 1.11% |
$104K - $116K
|
58.8K
$10M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
640+ 1.76% |
$103K - $115K
|
37.1K
$6.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
638+ 3.71% |
$103K - $115K
|
17.9K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
637+ 0.82% |
$103K - $114K
|
78.6K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
634+ 29.37% |
$102K - $114K
|
2.79K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
632+ 1.14% |
$102K - $114K
|
56.1K
$9.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
629+ 1.68% |
$101K - $113K
|
38K
$6.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
628+ 2.2% |
$101K - $113K
|
29.2K
$4.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
628+ 52.03% |
$101K - $113K
|
1.84K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
627+ 3.98% |
$101K - $113K
|
16.4K
$2.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
626+ 1.21% |
$101K - $112K
|
52.3K
$8.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
620+ 6.14% |
$99.9K - $111K
|
10.7K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
620+ 0.75% |
$99.9K - $111K
|
83.1K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
613+ 19.17% |
$98.7K - $110K
|
3.81K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
610+ 37.2% |
$98.2K - $110K
|
2.25K
$383K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
607+ 1.54% |
$97.8K - $109K
|
40.1K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
606+ 0.28% |
$97.6K - $109K
|
220K
$37.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
600+ 38.61% |
$96.6K - $108K
|
2.15K
$367K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
600+ 18.9% |
$96.6K - $108K
|
3.77K
$642K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
599+ 32.38% |
$96.5K - $108K
|
2.45K
$417K
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
587+ 0.95% |
$94.5K - $105K
|
62.1K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
587New |
$94.5K - $105K
|
587
$99.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
570+ 8.46% |
$91.8K - $102K
|
7.31K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
569+ 3.14% |
$91.6K - $102K
|
18.7K
$3.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
567+ 5.12% |
$91.3K - $102K
|
11.6K
$1.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
563+ 18.83% |
$90.7K - $101K
|
3.55K
$605K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
561+ 3.58% |
$90.3K - $101K
|
16.2K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
561New |
$90.3K - $101K
|
561
$95.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
560+ 2.26% |
$90.2K - $101K
|
25.3K
$4.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
559+ 0.88% |
$90K - $100K
|
64.3K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
558+ 0.16% |
$89.9K - $100K
|
350K
$59.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
558+ 0.58% |
$89.9K - $100K
|
97.3K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
556+ 22.14% |
$89.5K - $99.9K
|
3.07K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
556+ 8.32% |
$89.5K - $99.9K
|
7.24K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
552New |
$88.9K - $99.2K
|
552
$94K
|