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 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.58K- 2.05% |
$233K - $257K
|
75.4K
$12M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.6K- 4.57% |
$235K - $260K
|
33.3K
$5.33M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.6K- 34.12% |
$235K - $260K
|
3.08K
$493K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.6K- 1.92% |
$236K - $260K
|
81.7K
$13.1M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.62K- 1.36% |
$239K - $264K
|
118K
$18.9M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.63K- 1.05% |
$240K - $265K
|
153K
$24.5M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.64K- 0.2% |
$241K - $266K
|
799K
$128M
|
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.64K- 14.43% |
$242K - $267K
|
9.72K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.64K- 0.53% |
$242K - $267K
|
309K
$49.4M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.65K- 18.69% |
$243K - $268K
|
7.17K
$1.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.65K- 18.41% |
$243K - $268K
|
7.3K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.65K- 20.8% |
$243K - $268K
|
6.28K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-1.66K- 7.22% |
$244K - $269K
|
21.3K
$3.4M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.66K- 4.86% |
$245K - $270K
|
32.5K
$5.19M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.66K- 0.68% |
$245K - $270K
|
244K
$39.1M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-1.67K- 38.9% |
$246K - $271K
|
2.62K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.68K- 3.01% |
$248K - $273K
|
54.2K
$8.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-1.68K- 10.3% |
$248K - $273K
|
14.6K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.7K- 2.83% |
$250K - $276K
|
58.2K
$9.3M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-1.71K- 17.41% |
$252K - $278K
|
8.12K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.71K- 17.73% |
$253K - $279K
|
7.96K
$1.27M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-1.73K- 12.76% |
$255K - $281K
|
11.8K
$1.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.74K- 16.96% |
$256K - $282K
|
8.5K
$1.36M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.74K- 10.27% |
$257K - $283K
|
15.2K
$2.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.75K- 5.06% |
$258K - $284K
|
32.8K
$5.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.75K- 4.34% |
$258K - $285K
|
38.6K
$6.17M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.76K- 23.38% |
$259K - $285K
|
5.75K
$919K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.76K- 2.86% |
$260K - $287K
|
59.8K
$9.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.78K- 7.51% |
$262K - $289K
|
21.9K
$3.5M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.8K- 11.41% |
$265K - $292K
|
14K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.8K- 4.9% |
$266K - $293K
|
35K
$5.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1.81K- 16.59% |
$267K - $295K
|
9.11K
$1.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.83K- 6.77% |
$269K - $297K
|
25.1K
$4.02M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.83K- 8.16% |
$269K - $297K
|
20.5K
$3.28M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.84K- 3.57% |
$271K - $299K
|
49.7K
$7.94M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.84K- 10.64% |
$271K - $299K
|
15.5K
$2.47M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.85K- 1.71% |
$272K - $301K
|
106K
$17M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.85K- 1.56% |
$273K - $301K
|
117K
$18.7M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.85K- 62.18% |
$273K - $301K
|
1.13K
$180K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-1.86K- 36.77% |
$274K - $302K
|
3.19K
$510K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.86K- 1.62% |
$274K - $303K
|
113K
$18.1M
|
|
|
May 13, 2024
Q1 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.86K- 1.6% |
$275K - $303K
|
115K
$18.4M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.87K- 2.7% |
$275K - $303K
|
67.2K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.87K- 4.78% |
$276K - $304K
|
37.3K
$5.97M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.88K- 27.35% |
$278K - $306K
|
5K
$800K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.89K- 25.36% |
$278K - $307K
|
5.55K
$887K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.89K- 8.52% |
$278K - $307K
|
20.3K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.91K- 6.1% |
$281K - $310K
|
29.3K
$4.69M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.91K- 4.76% |
$282K - $311K
|
38.2K
$6.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.92K- 5.45% |
$283K - $313K
|
33.3K
$5.33M
|