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 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
53+ 6.54% |
$7.81K - $8.62K
|
864
$138K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
53+ 0.11% |
$7.81K - $8.62K
|
50.2K
$8M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
53+ 0.97% |
$7.81K - $8.62K
|
5.55K
$883K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
53+ 2.2% |
$7.81K - $8.62K
|
2.47K
$393K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
52+ 2.7% |
$7.67K - $8.46K
|
1.98K
$315K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
52+ 2.8% |
$7.67K - $8.46K
|
1.91K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 1.53% |
$7.67K - $8.46K
|
3.45K
$550K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.88% |
$7.37K - $8.13K
|
5.75K
$916K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$7.37K - $8.13K
|
50
$7.97K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
50+ 1.72% |
$7.37K - $8.13K
|
2.95K
$470K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.23% |
$7.37K - $8.13K
|
21.5K
$3.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
48+ 0.96% |
$7.08K - $7.81K
|
5.05K
$805K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
48+ 2.83% |
$7.08K - $7.81K
|
1.75K
$278K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
48+ 0.56% |
$7.08K - $7.81K
|
8.56K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
48+ 1.16% |
$7.08K - $7.81K
|
4.18K
$666K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
48+ 0.39% |
$7.08K - $7.81K
|
12.3K
$1.97M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
47+ 2.15% |
$6.93K - $7.64K
|
2.23K
$355K
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
47+ 13.82% |
$6.93K - $7.64K
|
387
$61.7K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
47+ 2.51% |
$6.93K - $7.64K
|
1.92K
$306K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
47+ 1.14% |
$6.93K - $7.64K
|
4.18K
$666K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
47+ 11.35% |
$6.93K - $7.64K
|
461
$73.4K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
46+ 0.69% |
$6.78K - $7.48K
|
6.72K
$1.07M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
46+ 1.28% |
$6.78K - $7.48K
|
3.63K
$578K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
45+ 2.05% |
$6.63K - $7.32K
|
2.24K
$358K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
45+ 0.09% |
$6.63K - $7.32K
|
51.8K
$8.25M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
45+ 0.06% |
$6.63K - $7.32K
|
75.1K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45+ 0.93% |
$6.63K - $7.32K
|
4.86K
$774K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44+ 0.29% |
$6.49K - $7.15K
|
15.2K
$2.42M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
44+ 0.22% |
$6.49K - $7.15K
|
19.7K
$3.14M
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
44+ 0.39% |
$6.49K - $7.15K
|
11.4K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
43+ 0.12% |
$6.34K - $6.99K
|
35K
$5.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
41+ 0.09% |
$6.04K - $6.67K
|
44.9K
$7.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
41New |
$6.04K - $6.67K
|
41
$6.53K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
41+ 1.3% |
$6.04K - $6.67K
|
3.19K
$508K
|
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
40+ 1.49% |
$5.9K - $6.5K
|
2.73K
$435K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
40+ 2.76% |
$5.9K - $6.5K
|
1.49K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
BUY
|
- |
40+ 0.16% |
$5.9K - $6.5K
|
25.4K
$4.04M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 0.61% |
$5.75K - $6.34K
|
6.42K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
38+ 1.22% |
$5.6K - $6.18K
|
3.16K
$503K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
38+ 0.27% |
$5.6K - $6.18K
|
13.9K
$2.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
37+ 1.9% |
$5.45K - $6.02K
|
1.98K
$315K
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
37+ 0.04% |
$5.45K - $6.02K
|
88.6K
$14.1M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
37+ 0.66% |
$5.45K - $6.02K
|
5.67K
$903K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
37+ 2.69% |
$5.45K - $6.02K
|
1.41K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
37+ 0.44% |
$5.45K - $6.02K
|
8.38K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
36+ 0.6% |
$5.31K - $5.85K
|
6.01K
$957K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
36+ 2.18% |
$5.31K - $5.85K
|
1.69K
$269K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
36+ 1.43% |
$5.31K - $5.85K
|
2.55K
$407K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
35+ 2.15% |
$5.16K - $5.69K
|
1.67K
$265K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
35+ 0.49% |
$5.16K - $5.69K
|
7.14K
$1.14M
|