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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-4- 0.28% |
$590 - $650
|
1.42K
$226K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-5- 0.14% |
$737 - $813
|
3.65K
$582K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 0.03% |
$737 - $813
|
17.2K
$2.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-5- 0.25% |
$737 - $813
|
1.99K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-5- 0.08% |
$737 - $813
|
6.25K
$995K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 13.04% |
$885 - $976
|
40
$6.37K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-6- 0.21% |
$885 - $976
|
2.81K
$448K
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-6- 0.12% |
$885 - $976
|
4.99K
$795K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-6- 0.13% |
$885 - $976
|
4.69K
$748K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.18% |
$885 - $976
|
3.4K
$542K
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-6- 0.16% |
$885 - $976
|
3.67K
$585K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-7- 0.45% |
$1.03K - $1.14K
|
1.54K
$246K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-7- 0.07% |
$1.03K - $1.14K
|
10.4K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-7- 0.17% |
$1.03K - $1.14K
|
4.07K
$649K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-7- 0.21% |
$1.03K - $1.14K
|
3.35K
$533K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-8- 0.19% |
$1.18K - $1.3K
|
4.29K
$683K
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-8- 0.15% |
$1.18K - $1.3K
|
5.35K
$853K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-8- 0.35% |
$1.18K - $1.3K
|
2.31K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8- 0.02% |
$1.18K - $1.3K
|
33.4K
$5.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-9- 0.19% |
$1.33K - $1.46K
|
4.68K
$745K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-9- 0.18% |
$1.33K - $1.46K
|
5.01K
$799K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-9- 1.15% |
$1.33K - $1.46K
|
772
$123K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-9- 0.47% |
$1.33K - $1.46K
|
1.92K
$307K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-9- 3.4% |
$1.33K - $1.46K
|
256
$40.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.3% |
$1.47K - $1.63K
|
3.3K
$526K
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-10- 0.01% |
$1.47K - $1.63K
|
119K
$18.9M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.25% |
$1.47K - $1.63K
|
4.01K
$638K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.13% |
$1.47K - $1.63K
|
7.51K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-11- 0.08% |
$1.62K - $1.79K
|
14.3K
$2.28M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-11- 0.31% |
$1.62K - $1.79K
|
3.52K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.17% |
$1.62K - $1.79K
|
6.61K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-13- 0.45% |
$1.92K - $2.11K
|
2.86K
$456K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-13- 0.28% |
$1.92K - $2.11K
|
4.59K
$731K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-13- 0.14% |
$1.92K - $2.11K
|
9.41K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-13- 0.47% |
$1.92K - $2.11K
|
2.75K
$438K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-13- 0.02% |
$1.92K - $2.11K
|
74.1K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-13Closed |
$1.92K - $2.11K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-13- 0.63% |
$1.92K - $2.11K
|
2.05K
$327K
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-14- 0.03% |
$2.06K - $2.28K
|
52K
$8.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-14- 1.29% |
$2.06K - $2.28K
|
1.07K
$170K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-14- 0.81% |
$2.06K - $2.28K
|
1.71K
$272K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-14- 0.21% |
$2.06K - $2.28K
|
6.63K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-14- 0.06% |
$2.06K - $2.28K
|
24.1K
$3.84M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-14- 0.61% |
$2.06K - $2.28K
|
2.28K
$364K
|
|
|
Apr 12, 2024
Q1 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-15- 0.06% |
$2.21K - $2.44K
|
25.7K
$4.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-15- 0.23% |
$2.21K - $2.44K
|
6.62K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-15- 0.62% |
$2.21K - $2.44K
|
2.41K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16- 0.58% |
$2.36K - $2.6K
|
2.73K
$434K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-16- 0.95% |
$2.36K - $2.6K
|
1.67K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-16- 0.35% |
$2.36K - $2.6K
|
4.54K
$723K
|