Purchases and Sales Made in Q1 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 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 |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.26KNew |
$185K - $204K
|
1.26K
$201K
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.25KNew |
$185K - $204K
|
1.25K
$200K
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.25K+ 29.93% |
$184K - $203K
|
5.43K
$867K
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.25KNew |
$184K - $203K
|
1.25K
$199K
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$184K - $203K
|
1.25K
$199K
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.25K+ 12.3% |
$184K - $203K
|
11.4K
$1.82M
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$184K - $202K
|
1.25K
$199K
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
1.25KNew |
$184K - $202K
|
1.25K
$199K
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.24KNew |
$183K - $202K
|
1.24K
$199K
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
1.24KNew |
$182K - $201K
|
1.24K
$197K
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.23K+ 1.99% |
$182K - $200K
|
63.2K
$10.1M
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.23K+ 2.93% |
$181K - $200K
|
43.2K
$6.91M
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.22K+ 71.81% |
$180K - $199K
|
2.93K
$468K
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1.22K+ 60.95% |
$180K - $198K
|
3.22K
$515K
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.2K+ 24.47% |
$177K - $195K
|
6.11K
$977K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2K+ 0.56% |
$177K - $195K
|
216K
$34.5M
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.19K+ 55.6% |
$176K - $194K
|
3.34K
$533K
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.19K+ 19.85% |
$175K - $193K
|
7.17K
$1.15M
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.19K+ 52.2% |
$175K - $193K
|
3.46K
$553K
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.19K+ 32.2% |
$175K - $193K
|
4.87K
$778K
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.18K+ 21.14% |
$174K - $192K
|
6.77K
$1.08M
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.18K+ 59.46% |
$174K - $192K
|
3.17K
$507K
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.18K+ 13.69% |
$173K - $191K
|
9.76K
$1.56M
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.17K+ 116.97% |
$172K - $189K
|
2.16K
$345K
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.16K+ 3.95% |
$171K - $189K
|
30.5K
$4.88M
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 2.6% |
$170K - $188K
|
45.6K
$7.29M
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.15K+ 0.28% |
$170K - $187K
|
414K
$66.2M
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.15K+ 34.1% |
$169K - $186K
|
4.5K
$720K
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 15.02% |
$168K - $186K
|
8.75K
$1.4M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.14K+ 1.72% |
$168K - $185K
|
67.4K
$10.8M
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.14K+ 7.06% |
$168K - $185K
|
17.2K
$2.76M
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.13K+ 2.68% |
$166K - $184K
|
43.3K
$6.92M
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.13K+ 2.57% |
$166K - $183K
|
44.9K
$7.18M
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.12K+ 6.12% |
$165K - $181K
|
19.4K
$3.09M
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.11K+ 2.18% |
$164K - $181K
|
52K
$8.31M
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.11K+ 2.07% |
$163K - $180K
|
54.6K
$8.73M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.11K+ 2.89% |
$163K - $180K
|
39.4K
$6.3M
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 25.33% |
$162K - $179K
|
5.44K
$870K
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.09K+ 1.73% |
$161K - $178K
|
64.1K
$10.3M
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.09K+ 39.6% |
$161K - $177K
|
3.85K
$615K
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.09K+ 7.94% |
$160K - $176K
|
14.7K
$2.36M
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.08K+ 4.59% |
$160K - $176K
|
24.7K
$3.94M
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.08K+ 37.72% |
$160K - $176K
|
3.95K
$632K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.08K+ 5.75% |
$159K - $175K
|
19.8K
$3.17M
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
1.07K+ 4.34% |
$158K - $175K
|
25.8K
$4.13M
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
1.07K+ 65.25% |
$158K - $175K
|
2.72K
$435K
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.07K+ 7.85% |
$158K - $174K
|
14.7K
$2.35M
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.07K+ 0.58% |
$157K - $174K
|
184K
$29.5M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.06K+ 3.0% |
$157K - $173K
|
36.5K
$5.83M
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.06K+ 17.31% |
$156K - $172K
|
7.17K
$1.15M
|