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 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
10+ 0.58% |
$1.47K - $1.63K
|
1.74K
$276K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
9+ 0.22% |
$1.33K - $1.46K
|
4.05K
$645K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9+ 0.73% |
$1.33K - $1.46K
|
1.25K
$199K
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
9+ 0.46% |
$1.33K - $1.46K
|
1.95K
$310K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
9+ 0.59% |
$1.33K - $1.46K
|
1.53K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
9+ 0.33% |
$1.33K - $1.46K
|
2.7K
$430K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8New |
$1.18K - $1.3K
|
8
$1.27K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
8+ 0.56% |
$1.18K - $1.3K
|
1.43K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8+ 0.55% |
$1.18K - $1.3K
|
1.47K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8+ 0.27% |
$1.18K - $1.3K
|
2.95K
$470K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
8+ 25.0% |
$1.18K - $1.3K
|
40
$6.37K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
8+ 0.23% |
$1.18K - $1.3K
|
3.42K
$544K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
8+ 0.5% |
$1.18K - $1.3K
|
1.62K
$257K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
7+ 0.15% |
$1.03K - $1.14K
|
4.77K
$760K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7+ 0.33% |
$1.03K - $1.14K
|
2.16K
$344K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
7+ 0.16% |
$1.03K - $1.14K
|
4.27K
$680K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
7+ 0.02% |
$1.03K - $1.14K
|
41.9K
$6.68M
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 0.08% |
$1.03K - $1.14K
|
8.37K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.09% |
$1.03K - $1.14K
|
7.86K
$1.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6+ 0.17% |
$885 - $976
|
3.44K
$547K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$885 - $976
|
3.45K
$549K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
6+ 0.23% |
$885 - $976
|
2.65K
$422K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.25% |
$885 - $976
|
2.38K
$379K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
6+ 0.08% |
$885 - $976
|
7.79K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.24% |
$885 - $976
|
2.46K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
6+ 0.38% |
$885 - $976
|
1.58K
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$737 - $813
|
1.84K
$294K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$737 - $813
|
18.1K
$2.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.1% |
$737 - $813
|
5.11K
$814K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.59% |
$737 - $813
|
850
$135K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$737 - $813
|
4.91K
$782K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
5+ 0.1% |
$737 - $813
|
4.81K
$766K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
5+ 0.2% |
$737 - $813
|
2.56K
$407K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
5+ 0.24% |
$737 - $813
|
2.05K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
5+ 0.07% |
$737 - $813
|
7.68K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
5+ 0.05% |
$737 - $813
|
9.81K
$1.56M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5+ 0.14% |
$737 - $813
|
3.46K
$551K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
4+ 0.03% |
$590 - $650
|
12.3K
$1.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
4+ 0.07% |
$590 - $650
|
5.88K
$937K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4+ 0.08% |
$590 - $650
|
5.12K
$816K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.05% |
$590 - $650
|
7.65K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4+ 0.07% |
$590 - $650
|
5.7K
$908K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.18% |
$442 - $488
|
1.67K
$266K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.19% |
$442 - $488
|
1.59K
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.11% |
$442 - $488
|
2.76K
$439K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 4.84% |
$442 - $488
|
65
$10.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.03% |
$442 - $488
|
10.1K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.2% |
$442 - $488
|
1.48K
$235K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$442 - $488
|
20.3K
$3.23M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
3+ 0.13% |
$442 - $488
|
2.37K
$377K
|