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 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
108+ 0.64% |
$17.4K - $19.4K
|
16.9K
$2.88M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
107+ 1.28% |
$17.2K - $19.2K
|
8.49K
$1.45M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
107+ 2.62% |
$17.2K - $19.2K
|
4.19K
$712K
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
BUY
|
- |
106+ 1.85% |
$17.1K - $19K
|
5.85K
$995K
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
106+ 2.13% |
$17.1K - $19K
|
5.08K
$864K
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
106+ 0.63% |
$17.1K - $19K
|
16.9K
$2.87M
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
106+ 1.84% |
$17.1K - $19K
|
5.87K
$999K
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
105+ 2.16% |
$16.9K - $18.9K
|
4.97K
$846K
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
105+ 0.74% |
$16.9K - $18.9K
|
14.2K
$2.42M
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
105+ 46.67% |
$16.9K - $18.9K
|
330
$56.2K
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
105+ 0.51% |
$16.9K - $18.9K
|
20.7K
$3.52M
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
105+ 0.58% |
$16.9K - $18.9K
|
18.1K
$3.08M
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
103+ 1.25% |
$16.6K - $18.5K
|
8.37K
$1.42M
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
103+ 0.89% |
$16.6K - $18.5K
|
11.7K
$2M
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
103+ 3.25% |
$16.6K - $18.5K
|
3.27K
$557K
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
103+ 4.3% |
$16.6K - $18.5K
|
2.5K
$425K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
102+ 4.8% |
$16.4K - $18.3K
|
2.23K
$379K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
102+ 3.11% |
$16.4K - $18.3K
|
3.38K
$575K
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
101+ 0.31% |
$16.3K - $18.1K
|
32.3K
$5.49M
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
101+ 2.63% |
$16.3K - $18.1K
|
3.95K
$672K
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
101+ 95.28% |
$16.3K - $18.1K
|
207
$35.2K
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
100+ 1.2% |
$16.1K - $18K
|
8.43K
$1.43M
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
100+ 2.49% |
$16.1K - $18K
|
4.12K
$702K
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
100+ 2.76% |
$16.1K - $18K
|
3.72K
$634K
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
100+ 2.5% |
$16.1K - $18K
|
4.1K
$698K
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
100+ 4.39% |
$16.1K - $18K
|
2.38K
$405K
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
100+ 0.79% |
$16.1K - $18K
|
12.8K
$2.17M
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
100+ 1.38% |
$16.1K - $18K
|
7.35K
$1.25M
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
100+ 3.51% |
$16.1K - $18K
|
2.95K
$502K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
100+ 6.32% |
$16.1K - $18K
|
1.68K
$286K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
100+ 0.66% |
$16.1K - $18K
|
15.3K
$2.6M
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
99+ 0.39% |
$15.9K - $17.8K
|
25.2K
$4.29M
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
99+ 0.12% |
$15.9K - $17.8K
|
79.8K
$13.6M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
98+ 2.88% |
$15.8K - $17.6K
|
3.5K
$596K
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
98+ 5.13% |
$15.8K - $17.6K
|
2.01K
$342K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
97+ 3.02% |
$15.6K - $17.4K
|
3.31K
$563K
|
|
Feb 04, 2025
Q4 2024
|
Weil Company, Inc.
|
BUY
|
- |
97+ 1.86% |
$15.6K - $17.4K
|
5.32K
$906K
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
96+ 0.9% |
$15.5K - $17.3K
|
10.7K
$1.83M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
96New |
$15.5K - $17.3K
|
96
$16.3K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
96+ 8.12% |
$15.5K - $17.3K
|
1.28K
$218K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
95+ 0.61% |
$15.3K - $17.1K
|
15.6K
$2.66M
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
95+ 1.57% |
$15.3K - $17.1K
|
6.13K
$1.04M
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
94New |
$15.1K - $16.9K
|
94
$16K
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
94+ 6.07% |
$15.1K - $16.9K
|
1.64K
$280K
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
93+ 5.71% |
$15K - $16.7K
|
1.72K
$293K
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
93+ 2.85% |
$15K - $16.7K
|
3.36K
$572K
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
93+ 1.45% |
$15K - $16.7K
|
6.49K
$1.11M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
92+ 1.54% |
$14.8K - $16.5K
|
6.08K
$1.03M
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
92+ 1.45% |
$14.8K - $16.5K
|
6.44K
$1.1M
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
91+ 0.71% |
$14.7K - $16.4K
|
13K
$2.21M
|