Purchases and Sales Made in Q2 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
639+ 22.01% |
$99.3K - $108K
|
3.54K
$566K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
633New |
$98.3K - $107K
|
633
$101K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
624+ 16.46% |
$96.9K - $105K
|
4.42K
$706K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
624+ 7.27% |
$96.9K - $105K
|
9.2K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
616+ 11.85% |
$95.7K - $104K
|
5.81K
$929K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
615+ 2.12% |
$95.5K - $104K
|
29.7K
$4.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
615+ 0.45% |
$95.5K - $104K
|
138K
$22.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
612+ 0.52% |
$95.1K - $103K
|
119K
$19M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
610New |
$94.8K - $103K
|
610
$97.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
607+ 19.7% |
$94.3K - $102K
|
3.69K
$590K
|
|
|
Feb 26, 2025
Q2 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
603+ 20.32% |
$93.7K - $102K
|
3.57K
$571K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
600+ 0.41% |
$93.2K - $101K
|
146K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
600+ 8.14% |
$93.2K - $101K
|
7.97K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
597+ 1.56% |
$92.7K - $101K
|
38.8K
$6.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
597+ 3.73% |
$92.7K - $101K
|
16.6K
$2.65M
|
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
597+ 27.21% |
$92.7K - $101K
|
2.79K
$446K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
593+ 1.22% |
$92.1K - $100K
|
49.2K
$7.87M
|
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
592+ 0.41% |
$92K - $99.8K
|
144K
$22.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
591+ 3.85% |
$91.8K - $99.6K
|
16K
$2.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
591+ 36.5% |
$91.8K - $99.6K
|
2.21K
$353K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
588+ 23.52% |
$91.3K - $99.1K
|
3.09K
$494K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
588+ 26.65% |
$91.3K - $99.1K
|
2.79K
$447K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
586+ 3.76% |
$91K - $98.8K
|
16.2K
$2.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
585+ 6.0% |
$90.9K - $98.6K
|
10.3K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
585+ 21.38% |
$90.9K - $98.6K
|
3.32K
$531K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
582+ 9.39% |
$90.4K - $98.1K
|
6.78K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
579+ 13.01% |
$89.9K - $97.6K
|
5.03K
$804K
|
|
|
Jul 16, 2024
Q2 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
572+ 8.6% |
$88.8K - $96.4K
|
7.22K
$1.15M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
570+ 0.93% |
$88.5K - $96.1K
|
62.1K
$9.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
569+ 13.93% |
$88.4K - $95.9K
|
4.66K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
568+ 0.58% |
$88.2K - $95.7K
|
98.9K
$15.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
567+ 25.6% |
$88.1K - $95.6K
|
2.78K
$445K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
566+ 1.11% |
$87.9K - $95.4K
|
51.4K
$8.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
559+ 14.13% |
$86.8K - $94.2K
|
4.52K
$722K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
559+ 0.82% |
$86.8K - $94.2K
|
68.3K
$10.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Asio Capital, LLC
|
BUY
|
- |
556+ 2.9% |
$86.4K - $93.7K
|
19.7K
$3.15M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
554New |
$86.1K - $93.4K
|
554
$88.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
554+ 2.08% |
$86.1K - $93.4K
|
27.2K
$4.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
551+ 5.53% |
$85.6K - $92.9K
|
10.5K
$1.68M
|
|
|
Jul 22, 2024
Q2 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
547+ 28.99% |
$85K - $92.2K
|
2.43K
$389K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
544+ 4.32% |
$84.5K - $91.7K
|
13.1K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
543+ 4.85% |
$84.3K - $91.5K
|
11.7K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
543+ 4.07% |
$84.3K - $91.5K
|
13.9K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
541+ 1.42% |
$84K - $91.2K
|
38.7K
$6.19M
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
537+ 3.13% |
$83.4K - $90.5K
|
17.7K
$2.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
535+ 7.32% |
$83.1K - $90.2K
|
7.85K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
532+ 4.1% |
$82.6K - $89.7K
|
13.5K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
529+ 11.04% |
$82.2K - $89.2K
|
5.32K
$851K
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
528+ 7.01% |
$82K - $89K
|
8.07K
$1.29M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
525+ 25.68% |
$81.5K - $88.5K
|
2.57K
$411K
|