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 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
115+ 2.58% |
$17.9K - $19.4K
|
4.58K
$732K
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
115+ 2.61% |
$17.9K - $19.4K
|
4.52K
$722K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
115+ 0.26% |
$17.9K - $19.4K
|
43.9K
$7.02M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
114+ 3.42% |
$17.7K - $19.2K
|
3.45K
$552K
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
114+ 0.54% |
$17.7K - $19.2K
|
21.3K
$3.4M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
114+ 0.01% |
$17.7K - $19.2K
|
1.35M
$215M
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
113+ 4.85% |
$17.6K - $19K
|
2.44K
$390K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
113+ 0.54% |
$17.6K - $19K
|
21K
$3.36M
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
113+ 0.41% |
$17.6K - $19K
|
27.8K
$4.45M
|
|
Jul 29, 2024
Q2 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
112+ 0.28% |
$17.4K - $18.9K
|
40.3K
$6.45M
|
|
Aug 13, 2024
Q2 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
111+ 1.45% |
$17.2K - $18.7K
|
7.77K
$1.24M
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
110+ 7.92% |
$17.1K - $18.5K
|
1.5K
$240K
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
110+ 1.79% |
$17.1K - $18.5K
|
6.24K
$997K
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
109+ 1.19% |
$16.9K - $18.4K
|
9.3K
$1.49M
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
109+ 0.2% |
$16.9K - $18.4K
|
55.2K
$8.82M
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
108+ 1.72% |
$16.8K - $18.2K
|
6.37K
$1.02M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
108+ 4.64% |
$16.8K - $18.2K
|
2.44K
$389K
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
107+ 1.87% |
$16.6K - $18K
|
5.82K
$930K
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
105+ 17.47% |
$16.3K - $17.7K
|
706
$113K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
104+ 1.1% |
$16.2K - $17.5K
|
9.54K
$1.52M
|
|
Aug 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
104+ 0.54% |
$16.2K - $17.5K
|
19.3K
$3.08M
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
102+ 2.28% |
$15.8K - $17.2K
|
4.58K
$733K
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
101+ 0.61% |
$15.7K - $17K
|
16.6K
$2.65M
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
101+ 1.67% |
$15.7K - $17K
|
6.16K
$984K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 2.09% |
$15.5K - $16.9K
|
4.89K
$782K
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
100+ 1.5% |
$15.5K - $16.9K
|
6.76K
$1.08M
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
99+ 7.94% |
$15.4K - $16.7K
|
1.35K
$215K
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
99+ 2.51% |
$15.4K - $16.7K
|
4.05K
$647K
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
99+ 2.95% |
$15.4K - $16.7K
|
3.45K
$552K
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
97+ 7.09% |
$15.1K - $16.4K
|
1.47K
$234K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
97+ 0.86% |
$15.1K - $16.4K
|
11.4K
$1.82M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
97New |
$15.1K - $16.4K
|
97
$15.5K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
96+ 1.21% |
$14.9K - $16.2K
|
8.02K
$1.28M
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
95+ 7.01% |
$14.8K - $16K
|
1.45K
$232K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
95+ 1.32% |
$14.8K - $16K
|
7.32K
$1.17M
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
95+ 3.71% |
$14.8K - $16K
|
2.66K
$425K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.64% |
$14.6K - $15.8K
|
5.84K
$934K
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
94+ 3.28% |
$14.6K - $15.8K
|
2.96K
$473K
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
93+ 4.64% |
$14.4K - $15.7K
|
2.1K
$335K
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
BUY
|
- |
92+ 0.08% |
$14.3K - $15.5K
|
114K
$18.3M
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
91+ 1.03% |
$14.1K - $15.3K
|
8.9K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
90+ 1.51% |
$14K - $15.2K
|
6.03K
$965K
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
89+ 2.61% |
$13.8K - $15K
|
3.5K
$559K
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
88+ 1.36% |
$13.7K - $14.8K
|
6.58K
$1.05M
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
88+ 5.42% |
$13.7K - $14.8K
|
1.71K
$274K
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
87+ 1.95% |
$13.5K - $14.7K
|
4.54K
$726K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
86+ 0.8% |
$13.4K - $14.5K
|
10.9K
$1.74M
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
86+ 0.09% |
$13.4K - $14.5K
|
92.9K
$14.8M
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
86+ 4.26% |
$13.4K - $14.5K
|
2.11K
$337K
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
85+ 5.01% |
$13.2K - $14.3K
|
1.78K
$285K
|