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 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
36+ 0.36% |
$5.8K - $6.47K
|
10.1K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
36New |
$5.8K - $6.47K
|
36
$6.13K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
36+ 1.58% |
$5.8K - $6.47K
|
2.32K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
35+ 0.7% |
$5.64K - $6.29K
|
5.04K
$857K
|
|
|
Jan 30, 2025
Q4 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
35+ 0.83% |
$5.64K - $6.29K
|
4.25K
$723K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
35+ 0.36% |
$5.64K - $6.29K
|
9.74K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
35+ 0.53% |
$5.64K - $6.29K
|
6.65K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
34+ 1.04% |
$5.48K - $6.11K
|
3.32K
$564K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
34+ 0.16% |
$5.48K - $6.11K
|
20.8K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
34+ 2.8% |
$5.48K - $6.11K
|
1.25K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
34+ 0.18% |
$5.48K - $6.11K
|
18.9K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
33+ 0.29% |
$5.31K - $5.93K
|
11.5K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
33+ 0.58% |
$5.31K - $5.93K
|
5.69K
$968K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32+ 0.39% |
$5.15K - $5.75K
|
8.29K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
32+ 1.03% |
$5.15K - $5.75K
|
3.15K
$536K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
32+ 0.12% |
$5.15K - $5.75K
|
25.8K
$4.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
32+ 0.69% |
$5.15K - $5.75K
|
4.67K
$794K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
31+ 0.48% |
$4.99K - $5.57K
|
6.52K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
31+ 0.56% |
$4.99K - $5.57K
|
5.59K
$952K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
31+ 0.23% |
$4.99K - $5.57K
|
13.3K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
31+ 0.26% |
$4.99K - $5.57K
|
12.1K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
31+ 0.08% |
$4.99K - $5.57K
|
36.5K
$6.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
31+ 0.13% |
$4.99K - $5.57K
|
23.9K
$4.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
30+ 0.29% |
$4.83K - $5.39K
|
10.5K
$1.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
30+ 0.65% |
$4.83K - $5.39K
|
4.66K
$793K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
30+ 0.49% |
$4.83K - $5.39K
|
6.15K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
30+ 1.18% |
$4.83K - $5.39K
|
2.58K
$439K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 3.13% |
$4.83K - $5.39K
|
988
$168K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
29+ 3.09% |
$4.67K - $5.21K
|
966
$164K
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
BUY
|
- |
29+ 0.43% |
$4.67K - $5.21K
|
6.8K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
29+ 2.25% |
$4.67K - $5.21K
|
1.32K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.82% |
$4.67K - $5.21K
|
1.62K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
29+ 0.3% |
$4.67K - $5.21K
|
9.6K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
29+ 0.65% |
$4.67K - $5.21K
|
4.47K
$760K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
29+ 2.07% |
$4.67K - $5.21K
|
1.43K
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
28+ 0.97% |
$4.51K - $5.03K
|
2.91K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
28+ 0.72% |
$4.51K - $5.03K
|
3.9K
$663K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
28New |
$4.51K - $5.03K
|
28
$4.77K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
27+ 0.14% |
$4.35K - $4.85K
|
18.7K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
27+ 1.6% |
$4.35K - $4.85K
|
1.72K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.61% |
$4.35K - $4.85K
|
4.47K
$760K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.58% |
$4.19K - $4.67K
|
4.48K
$762K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
26+ 0.22% |
$4.19K - $4.67K
|
11.8K
$2.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
26+ 0.1% |
$4.19K - $4.67K
|
26.3K
$4.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
25+ 0.23% |
$4.03K - $4.49K
|
11K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
25+ 0.08% |
$4.03K - $4.49K
|
29.5K
$5.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
25New |
$4.03K - $4.49K
|
25
$4.26K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
25+ 1.42% |
$4.03K - $4.49K
|
1.78K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25+ 0.16% |
$4.03K - $4.49K
|
16K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
25+ 0.79% |
$4.03K - $4.49K
|
3.19K
$543K
|