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 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
14+ 0.95% |
$2.25K - $2.52K
|
1.49K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 0.16% |
$2.25K - $2.52K
|
8.93K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
14+ 0.02% |
$2.25K - $2.52K
|
68.2K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
14New |
$2.25K - $2.52K
|
14
$2.38K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
14+ 0.11% |
$2.25K - $2.52K
|
12.9K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.31% |
$2.09K - $2.34K
|
4.15K
$706K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
13+ 0.05% |
$2.09K - $2.34K
|
24.2K
$4.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13+ 0.16% |
$2.09K - $2.34K
|
8.3K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
13+ 0.45% |
$2.09K - $2.34K
|
2.91K
$495K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
13+ 0.37% |
$2.09K - $2.34K
|
3.53K
$601K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13+ 15.29% |
$2.09K - $2.34K
|
98
$16.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
13+ 0.11% |
$2.09K - $2.34K
|
12.2K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
13+ 0.5% |
$2.09K - $2.34K
|
2.61K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
13+ 0.86% |
$2.09K - $2.34K
|
1.53K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
13+ 0.01% |
$2.09K - $2.34K
|
203K
$34.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12+ 0.91% |
$1.93K - $2.16K
|
1.33K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12+ 0.12% |
$1.93K - $2.16K
|
9.62K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
12+ 0.13% |
$1.93K - $2.16K
|
9.32K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.61% |
$1.93K - $2.16K
|
1.98K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11+ 0.29% |
$1.77K - $1.98K
|
3.79K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
11+ 0.45% |
$1.77K - $1.98K
|
2.44K
$415K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
11+ 0.94% |
$1.77K - $1.98K
|
1.18K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10+ 0.31% |
$1.61K - $1.8K
|
3.28K
$558K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
10+ 0.51% |
$1.61K - $1.8K
|
1.99K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$1.61K - $1.8K
|
10
$1.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
10+ 0.03% |
$1.61K - $1.8K
|
38.6K
$6.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
10+ 0.21% |
$1.61K - $1.8K
|
4.83K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
9+ 0.16% |
$1.45K - $1.62K
|
5.79K
$985K
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
9+ 0.5% |
$1.45K - $1.62K
|
1.82K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9+ 0.24% |
$1.45K - $1.62K
|
3.76K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
9+ 0.12% |
$1.45K - $1.62K
|
7.5K
$1.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8+ 0.63% |
$1.29K - $1.44K
|
1.27K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
8+ 0.58% |
$1.29K - $1.44K
|
1.39K
$236K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
8+ 0.07% |
$1.29K - $1.44K
|
10.7K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 1.03% |
$1.29K - $1.44K
|
785
$134K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
8+ 0.43% |
$1.29K - $1.44K
|
1.87K
$318K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
8+ 0.03% |
$1.29K - $1.44K
|
31.5K
$5.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
8+ 0.6% |
$1.29K - $1.44K
|
1.33K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8+ 0.28% |
$1.29K - $1.44K
|
2.84K
$483K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
8+ 0.23% |
$1.29K - $1.44K
|
3.54K
$603K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.36% |
$1.13K - $1.26K
|
1.93K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$1.13K - $1.26K
|
10.1K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7+ 0.3% |
$1.13K - $1.26K
|
2.36K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
7+ 0.15% |
$1.13K - $1.26K
|
4.72K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
7+ 0.53% |
$1.13K - $1.26K
|
1.33K
$226K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 0.08% |
$1.13K - $1.26K
|
8.4K
$1.43M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 0.52% |
$966 - $1.08K
|
1.15K
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6+ 0.42% |
$966 - $1.08K
|
1.44K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$966 - $1.08K
|
3.47K
$590K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6+ 0.17% |
$966 - $1.08K
|
3.45K
$587K
|