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 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
259+ 6.99% |
$41.7K - $46.5K
|
3.96K
$675K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
257+ 2.85% |
$41.4K - $46.2K
|
9.27K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
257+ 6.84% |
$41.4K - $46.2K
|
4.02K
$684K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
256+ 19.02% |
$41.2K - $46K
|
1.6K
$273K
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
255+ 4.81% |
$41.1K - $45.8K
|
5.56K
$947K
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
255+ 4.69% |
$41.1K - $45.8K
|
5.69K
$969K
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
255+ 5.36% |
$41.1K - $45.8K
|
5.01K
$853K
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
254+ 6.94% |
$40.9K - $45.6K
|
3.91K
$666K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
254+ 4.04% |
$40.9K - $45.6K
|
6.55K
$1.11M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
253+ 3.84% |
$40.7K - $45.5K
|
6.85K
$1.17M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
253+ 0.23% |
$40.7K - $45.5K
|
112K
$19.1M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
251+ 16.28% |
$40.4K - $45.1K
|
1.79K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
251+ 16.7% |
$40.4K - $45.1K
|
1.75K
$299K
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
250+ 0.91% |
$40.3K - $44.9K
|
27.8K
$4.73M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
248+ 1.22% |
$39.9K - $44.6K
|
20.5K
$3.49M
|
|
Feb 14, 2025
Q4 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
248+ 3.42% |
$39.9K - $44.6K
|
7.49K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
246+ 6.78% |
$39.6K - $44.2K
|
3.88K
$660K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
245+ 1.36% |
$39.5K - $44K
|
18.2K
$3.1M
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
245+ 1.34% |
$39.5K - $44K
|
18.5K
$3.16M
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
244+ 2.35% |
$39.3K - $43.8K
|
10.6K
$1.81M
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
243+ 972.0% |
$39.1K - $43.7K
|
268
$45.6K
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
243+ 4.87% |
$39.1K - $43.7K
|
5.23K
$891K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
242+ 0.74% |
$39K - $43.5K
|
33.1K
$5.64M
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
242+ 4.91% |
$39K - $43.5K
|
5.17K
$880K
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
242+ 1.17% |
$39K - $43.5K
|
20.9K
$3.56M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
238New |
$38.3K - $42.8K
|
238
$40.5K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
236+ 1.49% |
$38K - $42.4K
|
16K
$2.73M
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
236+ 5.16% |
$38K - $42.4K
|
4.81K
$818K
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
235+ 7.03% |
$37.8K - $42.2K
|
3.58K
$609K
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
235+ 9.33% |
$37.8K - $42.2K
|
2.76K
$469K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
235New |
$37.8K - $42.2K
|
235
$40K
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
234+ 8.68% |
$37.7K - $42K
|
2.93K
$499K
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
234+ 2.37% |
$37.7K - $42K
|
10.1K
$1.72M
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
234+ 15.4% |
$37.7K - $42K
|
1.75K
$298K
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
232+ 6.08% |
$37.4K - $41.7K
|
4.05K
$689K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
231+ 2.03% |
$37.2K - $41.5K
|
11.6K
$1.98M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
229+ 2.75% |
$36.9K - $41.2K
|
8.56K
$1.46M
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
228New |
$36.7K - $41K
|
228
$38.8K
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
226+ 0.58% |
$36.4K - $40.6K
|
39.4K
$6.7M
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
224+ 6.55% |
$36.1K - $40.3K
|
3.64K
$620K
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
224+ 2.47% |
$36.1K - $40.3K
|
9.31K
$1.58M
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
223+ 3.14% |
$35.9K - $40.1K
|
7.32K
$1.25M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
222+ 1.66% |
$35.8K - $39.9K
|
13.6K
$2.31M
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
221+ 1.98% |
$35.6K - $39.7K
|
11.4K
$1.93M
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
221+ 1.43% |
$35.6K - $39.7K
|
15.6K
$2.66M
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
220+ 0.7% |
$35.4K - $39.5K
|
31.5K
$5.36M
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
220+ 5.19% |
$35.4K - $39.5K
|
4.46K
$760K
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
219+ 4.7% |
$35.3K - $39.4K
|
4.88K
$831K
|
|
Jan 13, 2025
Q4 2024
|
Exeter Financial, LLC
|
BUY
|
- |
218+ 1.31% |
$35.1K - $39.2K
|
16.9K
$2.87M
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
218+ 4.95% |
$35.1K - $39.2K
|
4.62K
$787K
|