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 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-14- 0.35% |
$2.17K - $2.36K
|
4.03K
$643K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-14- 0.1% |
$2.17K - $2.36K
|
13.9K
$2.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-14- 0.2% |
$2.17K - $2.36K
|
6.88K
$1.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-14- 0.71% |
$2.17K - $2.36K
|
1.96K
$313K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-14- 0.34% |
$2.17K - $2.36K
|
4.15K
$661K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-14- 0.34% |
$2.17K - $2.36K
|
4.05K
$645K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 0.26% |
$2.33K - $2.53K
|
5.86K
$933K
|
|
|
Jul 26, 2024
Q2 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-15- 0.06% |
$2.33K - $2.53K
|
23.6K
$3.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-15- 0.02% |
$2.33K - $2.53K
|
64.6K
$10.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-15- 28.3% |
$2.33K - $2.53K
|
38
$6.05K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-15- 0.1% |
$2.33K - $2.53K
|
15.7K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-15- 0.43% |
$2.33K - $2.53K
|
3.45K
$550K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15- 0.66% |
$2.33K - $2.53K
|
2.27K
$361K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-15- 0.13% |
$2.33K - $2.53K
|
11.3K
$1.8M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-15- 5.66% |
$2.33K - $2.53K
|
250
$39.8K
|
|
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-15- 0.66% |
$2.33K - $2.53K
|
2.27K
$362K
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-16- 0.19% |
$2.49K - $2.7K
|
8.25K
$1.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-16- 1.03% |
$2.49K - $2.7K
|
1.54K
$245K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-16- 1.16% |
$2.49K - $2.7K
|
1.36K
$217K
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-17- 0.19% |
$2.64K - $2.87K
|
8.88K
$1.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-17- 0.31% |
$2.64K - $2.87K
|
5.52K
$879K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-17- 1.41% |
$2.64K - $2.87K
|
1.19K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-17- 1.22% |
$2.64K - $2.87K
|
1.38K
$220K
|
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-17- 0.17% |
$2.64K - $2.87K
|
9.79K
$1.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-18- 0.85% |
$2.8K - $3.03K
|
2.11K
$336K
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-18- 0.15% |
$2.8K - $3.03K
|
12.3K
$1.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-18- 0.85% |
$2.8K - $3.03K
|
2.09K
$333K
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-18- 1.16% |
$2.8K - $3.03K
|
1.54K
$245K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-18- 1.05% |
$2.8K - $3.03K
|
1.69K
$270K
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-18- 1.27% |
$2.8K - $3.03K
|
1.4K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-18- 0.53% |
$2.8K - $3.03K
|
3.36K
$535K
|
|
|
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-18- 0.36% |
$2.8K - $3.03K
|
5.03K
$802K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-19- 0.35% |
$2.95K - $3.2K
|
5.45K
$868K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-19- 0.14% |
$2.95K - $3.2K
|
13.2K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-19- 1.56% |
$2.95K - $3.2K
|
1.2K
$191K
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-19- 0.5% |
$2.95K - $3.2K
|
3.77K
$601K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-20- 1.2% |
$3.11K - $3.37K
|
1.65K
$263K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-20- 0.39% |
$3.11K - $3.37K
|
5.14K
$818K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-20- 0.39% |
$3.11K - $3.37K
|
5.17K
$823K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-20- 0.47% |
$3.11K - $3.37K
|
4.26K
$679K
|
|
|
Feb 14, 2025
Q2 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-21- 0.29% |
$3.26K - $3.54K
|
7.17K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-22- 0.42% |
$3.42K - $3.71K
|
5.25K
$836K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-22- 1.53% |
$3.42K - $3.71K
|
1.42K
$226K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-22- 0.12% |
$3.42K - $3.71K
|
18.2K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-22- 1.89% |
$3.42K - $3.71K
|
1.14K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-22- 0.18% |
$3.42K - $3.71K
|
12.1K
$1.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-23- 0.4% |
$3.57K - $3.88K
|
5.77K
$919K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-23- 0.2% |
$3.57K - $3.88K
|
11.5K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-23- 0.45% |
$3.57K - $3.88K
|
5.08K
$809K
|
|
|
Aug 12, 2024
Q2 2024
|
Clifford Group, LLC
Wayland, MA |
SELL
|
- |
-23- 0.51% |
$3.57K - $3.88K
|
4.51K
$719K
|