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 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
66+ 1.15% |
$10.6K - $11.9K
|
5.79K
$985K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
66+ 1.12% |
$10.6K - $11.9K
|
5.97K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
66+ 2.52% |
$10.6K - $11.9K
|
2.69K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
66+ 2.01% |
$10.6K - $11.9K
|
3.34K
$569K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
65+ 0.56% |
$10.5K - $11.7K
|
11.6K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
64+ 1.13% |
$10.3K - $11.5K
|
5.74K
$977K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
64+ 1.38% |
$10.3K - $11.5K
|
4.7K
$801K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
63+ 0.25% |
$10.1K - $11.3K
|
25.7K
$4.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
62+ 2.12% |
$9.99K - $11.1K
|
2.99K
$509K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
62+ 3.21% |
$9.99K - $11.1K
|
2K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
61New |
$9.82K - $11K
|
61
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
61+ 0.45% |
$9.82K - $11K
|
13.5K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
60+ 0.41% |
$9.66K - $10.8K
|
14.6K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
60+ 0.56% |
$9.66K - $10.8K
|
10.8K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
59+ 0.39% |
$9.5K - $10.6K
|
15.3K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
59+ 1.13% |
$9.5K - $10.6K
|
5.3K
$902K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
58+ 1.27% |
$9.34K - $10.4K
|
4.62K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
57+ 2.91% |
$9.18K - $10.2K
|
2.01K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
57+ 2.01% |
$9.18K - $10.2K
|
2.89K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
56+ 0.9% |
$9.02K - $10.1K
|
6.29K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
56+ 1.27% |
$9.02K - $10.1K
|
4.45K
$758K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
55+ 0.71% |
$8.86K - $9.88K
|
7.81K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
55+ 0.81% |
$8.86K - $9.88K
|
6.81K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
55+ 4.0% |
$8.86K - $9.88K
|
1.43K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
55New |
$8.86K - $9.88K
|
55
$9.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
55+ 1.73% |
$8.86K - $9.88K
|
3.24K
$551K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
54+ 0.47% |
$8.7K - $9.7K
|
11.5K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
54+ 4.2% |
$8.7K - $9.7K
|
1.34K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
54+ 0.59% |
$8.7K - $9.7K
|
9.25K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
54+ 4.37% |
$8.7K - $9.7K
|
1.29K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
54+ 1.72% |
$8.7K - $9.7K
|
3.2K
$545K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
53+ 1.83% |
$8.54K - $9.52K
|
2.94K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
53+ 0.36% |
$8.54K - $9.52K
|
14.6K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
53+ 0.62% |
$8.54K - $9.52K
|
8.64K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
53+ 3.0% |
$8.54K - $9.52K
|
1.82K
$309K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
52+ 0.3% |
$8.37K - $9.34K
|
17.2K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 0.16% |
$8.37K - $9.34K
|
33.5K
$5.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
52+ 2.0% |
$8.37K - $9.34K
|
2.66K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
52+ 2.53% |
$8.37K - $9.34K
|
2.11K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
51+ 1.28% |
$8.21K - $9.16K
|
4.02K
$684K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
51+ 0.02% |
$8.21K - $9.16K
|
222K
$37.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
51+ 5.24% |
$8.21K - $9.16K
|
1.02K
$174K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
51+ 0.33% |
$8.21K - $9.16K
|
15.7K
$2.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
51+ 2.87% |
$8.21K - $9.16K
|
1.83K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
51+ 0.39% |
$8.21K - $9.16K
|
13K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
51+ 3.3% |
$8.21K - $9.16K
|
1.6K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
51+ 0.12% |
$8.21K - $9.16K
|
43K
$7.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50+ 47.62% |
$8.05K - $8.99K
|
155
$26.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50+ 1.93% |
$8.05K - $8.99K
|
2.65K
$451K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
50+ 1.14% |
$8.05K - $8.99K
|
4.44K
$755K
|