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 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
35+ 2.3% |
$5.16K - $5.69K
|
1.56K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
35+ 1.11% |
$5.16K - $5.69K
|
3.2K
$510K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
34+ 1.81% |
$5.01K - $5.53K
|
1.91K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
34+ 1.07% |
$5.01K - $5.53K
|
3.21K
$511K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
34+ 0.5% |
$5.01K - $5.53K
|
6.83K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
34+ 6.28% |
$5.01K - $5.53K
|
575
$91.6K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
34+ 14.29% |
$5.01K - $5.53K
|
272
$43.3K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
34+ 0.7% |
$5.01K - $5.53K
|
4.9K
$780K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
32+ 0.53% |
$4.72K - $5.2K
|
6.03K
$960K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32+ 1.15% |
$4.72K - $5.2K
|
2.82K
$449K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
31+ 0.53% |
$4.57K - $5.04K
|
5.87K
$935K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
31+ 1.16% |
$4.57K - $5.04K
|
2.71K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
31+ 0.59% |
$4.57K - $5.04K
|
5.26K
$838K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30+ 1.09% |
$4.42K - $4.88K
|
2.79K
$445K
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
30+ 0.58% |
$4.42K - $4.88K
|
5.21K
$829K
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
30+ 1.97% |
$4.42K - $4.88K
|
1.55K
$247K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
30+ 0.65% |
$4.42K - $4.88K
|
4.67K
$744K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
30+ 2.05% |
$4.42K - $4.88K
|
1.49K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
30+ 0.82% |
$4.42K - $4.88K
|
3.69K
$588K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
29+ 1.05% |
$4.28K - $4.72K
|
2.78K
$443K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
BUY
|
- |
29+ 0.44% |
$4.28K - $4.72K
|
6.61K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29+ 0.66% |
$4.28K - $4.72K
|
4.44K
$707K
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
BUY
|
- |
29+ 0.31% |
$4.28K - $4.72K
|
9.53K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
29+ 1.49% |
$4.28K - $4.72K
|
1.98K
$315K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
28+ 1.97% |
$4.13K - $4.55K
|
1.45K
$231K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
28+ 0.24% |
$4.13K - $4.55K
|
11.8K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
27+ 0.79% |
$3.98K - $4.39K
|
3.43K
$546K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
26+ 2.29% |
$3.83K - $4.23K
|
1.16K
$185K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.59% |
$3.83K - $4.23K
|
4.4K
$700K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
26+ 0.26% |
$3.83K - $4.23K
|
10.2K
$1.63M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
26+ 1.75% |
$3.83K - $4.23K
|
1.51K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
25+ 0.04% |
$3.69K - $4.07K
|
64.8K
$10.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
25+ 0.04% |
$3.69K - $4.07K
|
64.6K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
25+ 3.2% |
$3.69K - $4.07K
|
806
$128K
|
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
25+ 0.46% |
$3.69K - $4.07K
|
5.41K
$862K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
24+ 0.15% |
$3.54K - $3.9K
|
16.3K
$2.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
24+ 0.28% |
$3.54K - $3.9K
|
8.57K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
23+ 0.39% |
$3.39K - $3.74K
|
5.86K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
23+ 0.22% |
$3.39K - $3.74K
|
10.7K
$1.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
22+ 0.36% |
$3.24K - $3.58K
|
6.09K
$971K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
22+ 0.14% |
$3.24K - $3.58K
|
15.5K
$2.48M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
22+ 0.5% |
$3.24K - $3.58K
|
4.42K
$704K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
21+ 0.03% |
$3.1K - $3.41K
|
80.6K
$12.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Ghe, LLC
|
BUY
|
- |
21+ 0.24% |
$3.1K - $3.41K
|
8.63K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
21+ 0.31% |
$3.1K - $3.41K
|
6.89K
$1.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
20+ 0.69% |
$2.95K - $3.25K
|
2.93K
$466K
|
|
|
Apr 29, 2024
Q1 2024
|
Bull Street Advisors, LLC
|
BUY
|
- |
20+ 0.08% |
$2.95K - $3.25K
|
23.6K
$3.76M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
20New |
$2.95K - $3.25K
|
20
$3.19K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 0.55% |
$2.95K - $3.25K
|
3.65K
$582K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
19+ 0.47% |
$2.8K - $3.09K
|
4.05K
$645K
|