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 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
386+ 3.04% |
$62.2K - $69.4K
|
13.1K
$2.23M
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
384+ 3.41% |
$61.8K - $69K
|
11.7K
$1.98M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
383+ 2.14% |
$61.7K - $68.8K
|
18.3K
$3.12M
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
375+ 25.58% |
$60.4K - $67.4K
|
1.84K
$313K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
373+ 2.29% |
$60.1K - $67K
|
16.7K
$2.84M
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
373+ 5.59% |
$60.1K - $67K
|
7.04K
$1.2M
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
370+ 7.52% |
$59.6K - $66.5K
|
5.29K
$900K
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
370+ 3.86% |
$59.6K - $66.5K
|
9.95K
$1.69M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
370+ 6.99% |
$59.6K - $66.5K
|
5.66K
$964K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
370+ 1.79% |
$59.6K - $66.5K
|
21K
$3.58M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
368+ 6.29% |
$59.3K - $66.1K
|
6.22K
$1.06M
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
366+ 1.34% |
$58.9K - $65.8K
|
27.6K
$4.7M
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
366+ 8.62% |
$58.9K - $65.8K
|
4.61K
$785K
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
365+ 8.28% |
$58.8K - $65.6K
|
4.77K
$813K
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
363+ 4.0% |
$58.5K - $65.2K
|
9.44K
$1.61M
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
363+ 3.36% |
$58.5K - $65.2K
|
11.2K
$1.9M
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
360+ 6.24% |
$58K - $64.7K
|
6.13K
$1.04M
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
360New |
$58K - $64.7K
|
360
$61.3K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
359+ 6.9% |
$57.8K - $64.5K
|
5.56K
$947K
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
358+ 13.5% |
$57.7K - $64.3K
|
3.01K
$512K
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
357+ 0.28% |
$57.5K - $64.2K
|
129K
$21.9M
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
357+ 12.26% |
$57.5K - $64.2K
|
3.27K
$556K
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
357+ 3.91% |
$57.5K - $64.2K
|
9.49K
$1.61M
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
354+ 1.99% |
$57K - $63.6K
|
18.1K
$3.08M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
354+ 6.72% |
$57K - $63.6K
|
5.63K
$958K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
353+ 0.54% |
$56.9K - $63.4K
|
65.3K
$11.1M
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
352+ 2.79% |
$56.7K - $63.3K
|
13K
$2.21M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
351+ 1.24% |
$56.5K - $63.1K
|
28.7K
$4.88M
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
351+ 11.65% |
$56.5K - $63.1K
|
3.37K
$573K
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
348+ 4.97% |
$56K - $62.5K
|
7.34K
$1.25M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
347+ 1.58% |
$55.9K - $62.4K
|
22.3K
$3.8M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
347+ 13.06% |
$55.9K - $62.4K
|
3K
$511K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
345+ 1.25% |
$55.6K - $62K
|
28K
$4.76M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
343+ 4.36% |
$55.2K - $61.6K
|
8.2K
$1.4M
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
342+ 7.87% |
$55.1K - $61.5K
|
4.69K
$798K
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
340+ 27.35% |
$54.8K - $61.1K
|
1.58K
$269K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
338+ 21.28% |
$54.4K - $60.7K
|
1.93K
$328K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
333+ 0.49% |
$53.6K - $59.8K
|
68K
$11.6M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
330+ 0.72% |
$53.1K - $59.3K
|
46.2K
$7.87M
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
330+ 19.04% |
$53.1K - $59.3K
|
2.06K
$351K
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
322+ 22.97% |
$51.9K - $57.9K
|
1.72K
$293K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
322+ 1.79% |
$51.9K - $57.9K
|
18.3K
$3.12M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
322+ 0.32% |
$51.9K - $57.9K
|
100K
$17.1M
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
322+ 3.27% |
$51.9K - $57.9K
|
10.2K
$1.73M
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
321+ 25.87% |
$51.7K - $57.7K
|
1.56K
$266K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
320+ 0.98% |
$51.5K - $57.5K
|
33.1K
$5.63M
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
320+ 7.17% |
$51.5K - $57.5K
|
4.78K
$814K
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
316+ 1.41% |
$50.9K - $56.8K
|
22.8K
$3.88M
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
315+ 21.17% |
$50.7K - $56.6K
|
1.8K
$307K
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
314+ 20.18% |
$50.6K - $56.4K
|
1.87K
$318K
|