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 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
77+ 3.85% |
$11.4K - $12.5K
|
2.08K
$332K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
77+ 64.71% |
$11.4K - $12.5K
|
196
$31.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
76+ 0.99% |
$11.2K - $12.4K
|
7.79K
$1.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75+ 38.46% |
$11.1K - $12.2K
|
270
$43.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
75+ 4.27% |
$11.1K - $12.2K
|
1.83K
$293K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
75+ 0.28% |
$11.1K - $12.2K
|
26.5K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
75+ 1.24% |
$11.1K - $12.2K
|
6.12K
$979K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
74+ 1.07% |
$10.9K - $12K
|
6.98K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
73+ 2.88% |
$10.8K - $11.9K
|
2.61K
$417K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
73+ 0.55% |
$10.8K - $11.9K
|
13.4K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
73+ 2.39% |
$10.8K - $11.9K
|
3.13K
$500K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
71+ 12.03% |
$10.5K - $11.5K
|
661
$106K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
70+ 10.94% |
$10.3K - $11.4K
|
710
$114K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
70+ 0.74% |
$10.3K - $11.4K
|
9.53K
$1.52M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
70+ 2.68% |
$10.3K - $11.4K
|
2.68K
$429K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
69+ 0.15% |
$10.2K - $11.2K
|
46.5K
$7.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
68+ 0.7% |
$10K - $11.1K
|
9.79K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
68+ 3.74% |
$10K - $11.1K
|
1.89K
$302K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
68+ 2.85% |
$10K - $11.1K
|
2.46K
$392K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
68+ 0.07% |
$10K - $11.1K
|
100K
$16M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
68+ 3.01% |
$10K - $11.1K
|
2.33K
$372K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
67+ 0.29% |
$9.88K - $10.9K
|
23K
$3.67M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
66+ 0.13% |
$9.73K - $10.7K
|
51.1K
$8.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
66+ 0.58% |
$9.73K - $10.7K
|
11.4K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
66+ 0.12% |
$9.73K - $10.7K
|
55K
$8.79M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
65+ 0.69% |
$9.58K - $10.6K
|
9.54K
$1.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
65+ 1.25% |
$9.58K - $10.6K
|
5.27K
$842K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
65+ 0.24% |
$9.58K - $10.6K
|
26.9K
$4.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
64+ 1.13% |
$9.43K - $10.4K
|
5.72K
$915K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
64+ 0.09% |
$9.43K - $10.4K
|
74.7K
$11.9M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
64+ 1.59% |
$9.43K - $10.4K
|
4.08K
$652K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
64+ 1.55% |
$9.43K - $10.4K
|
4.19K
$669K
|
|
|
Apr 01, 2025
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
64+ 2.88% |
$9.43K - $10.4K
|
2.29K
$365K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
63+ 1.12% |
$9.29K - $10.2K
|
5.7K
$911K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
61+ 1.5% |
$8.99K - $9.92K
|
4.14K
$662K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
60+ 0.18% |
$8.85K - $9.76K
|
33.8K
$5.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
60+ 1.58% |
$8.85K - $9.76K
|
3.87K
$618K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
60+ 3.82% |
$8.85K - $9.76K
|
1.63K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
60+ 1.21% |
$8.85K - $9.76K
|
5.01K
$800K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
60+ 0.26% |
$8.85K - $9.76K
|
22.9K
$3.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
59+ 2.98% |
$8.7K - $9.59K
|
2.04K
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
Violich Capital Management, Inc.
|
BUY
|
- |
59+ 0.7% |
$8.7K - $9.59K
|
8.44K
$1.35M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
59+ 1.76% |
$8.7K - $9.59K
|
3.42K
$547K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
BUY
|
- |
58+ 0.29% |
$8.55K - $9.43K
|
20.2K
$3.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
57+ 1.33% |
$8.4K - $9.27K
|
4.33K
$693K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
57+ 0.28% |
$8.4K - $9.27K
|
20.3K
$3.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
55+ 0.51% |
$8.11K - $8.94K
|
10.8K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
55+ 0.21% |
$8.11K - $8.94K
|
26K
$4.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
54+ 2.63% |
$7.96K - $8.78K
|
2.11K
$337K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
54+ 3.26% |
$7.96K - $8.78K
|
1.71K
$274K
|