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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
110+ 1.45% |
$16.2K - $17.9K
|
7.7K
$1.23M
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
110+ 6.96% |
$16.2K - $17.9K
|
1.69K
$270K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
108+ 12.68% |
$15.9K - $17.6K
|
960
$153K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
106+ 2.04% |
$15.6K - $17.2K
|
5.3K
$847K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
105+ 16.72% |
$15.5K - $17.1K
|
733
$117K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
105+ 3.77% |
$15.5K - $17.1K
|
2.89K
$462K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 0.52% |
$15.5K - $17.1K
|
20.2K
$3.23M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
104+ 1.08% |
$15.3K - $16.9K
|
9.69K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
103+ 0.07% |
$15.2K - $16.7K
|
157K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
102+ 4.38% |
$15K - $16.6K
|
2.43K
$389K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
101+ 0.86% |
$14.9K - $16.4K
|
11.8K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
101+ 5.09% |
$14.9K - $16.4K
|
2.09K
$334K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
100+ 1.47% |
$14.7K - $16.3K
|
6.88K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
100+ 0.92% |
$14.7K - $16.3K
|
11K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
BUY
|
- |
100+ 0.47% |
$14.7K - $16.3K
|
21.6K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
100+ 3.89% |
$14.7K - $16.3K
|
2.67K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
100+ 2.86% |
$14.7K - $16.3K
|
3.6K
$575K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
100+ 0.61% |
$14.7K - $16.3K
|
16.4K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
100+ 3.01% |
$14.7K - $16.3K
|
3.43K
$548K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
99New |
$14.6K - $16.1K
|
99
$15.8K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
98+ 1.81% |
$14.4K - $15.9K
|
5.5K
$880K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
97+ 0.4% |
$14.3K - $15.8K
|
24.2K
$3.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
95+ 0.63% |
$14K - $15.4K
|
15.2K
$2.43M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
95+ 0.33% |
$14K - $15.4K
|
29.2K
$4.67M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
94+ 4.03% |
$13.9K - $15.3K
|
2.43K
$388K
|
|
|
Apr 11, 2024
Q1 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
90+ 0.75% |
$13.3K - $14.6K
|
12.1K
$1.94M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
90+ 6.27% |
$13.3K - $14.6K
|
1.53K
$244K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
89+ 1.96% |
$13.1K - $14.5K
|
4.62K
$739K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
89+ 0.38% |
$13.1K - $14.5K
|
23.6K
$3.77M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
89+ 3.03% |
$13.1K - $14.5K
|
3.03K
$485K
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
89+ 3.32% |
$13.1K - $14.5K
|
2.77K
$443K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
87+ 6.84% |
$12.8K - $14.1K
|
1.36K
$217K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
86+ 1.11% |
$12.7K - $14K
|
7.82K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
86+ 1.0% |
$12.7K - $14K
|
8.7K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
86+ 0.28% |
$12.7K - $14K
|
30.5K
$4.88M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
86+ 0.87% |
$12.7K - $14K
|
9.99K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
85+ 4.71% |
$12.5K - $13.8K
|
1.89K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
85New |
$12.5K - $13.8K
|
85
$13.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
82+ 1.88% |
$12.1K - $13.3K
|
4.45K
$712K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
82+ 0.81% |
$12.1K - $13.3K
|
10.2K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
81+ 2.94% |
$11.9K - $13.2K
|
2.84K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
81+ 1.06% |
$11.9K - $13.2K
|
7.72K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
81+ 2.6% |
$11.9K - $13.2K
|
3.2K
$511K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
80+ 1.45% |
$11.8K - $13K
|
5.6K
$895K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
80+ 5.03% |
$11.8K - $13K
|
1.67K
$267K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
80+ 2.95% |
$11.8K - $13K
|
2.8K
$447K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
80+ 3.56% |
$11.8K - $13K
|
2.33K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
79+ 0.71% |
$11.6K - $12.8K
|
11.2K
$1.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Professional Advisory Services Inc
|
BUY
|
- |
78+ 0.68% |
$11.5K - $12.7K
|
11.6K
$1.85M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
78+ 0.49% |
$11.5K - $12.7K
|
16.1K
$2.57M
|