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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-40- 1.77% |
$6.21K - $6.74K
|
2.23K
$355K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-41- 13.58% |
$6.37K - $6.91K
|
261
$41.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-41- 0.73% |
$6.37K - $6.91K
|
5.57K
$887K
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-42- 3.0% |
$6.52K - $7.08K
|
1.36K
$217K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-42- 0.19% |
$6.52K - $7.08K
|
22.6K
$3.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-42- 3.62% |
$6.52K - $7.08K
|
1.12K
$178K
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-42- 1.61% |
$6.52K - $7.08K
|
2.57K
$409K
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-43- 3.12% |
$6.68K - $7.25K
|
1.34K
$213K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-44- 0.37% |
$6.83K - $7.42K
|
11.8K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-44- 0.16% |
$6.83K - $7.42K
|
27.9K
$4.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-45- 0.67% |
$6.99K - $7.59K
|
6.68K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-45- 1.13% |
$6.99K - $7.59K
|
3.95K
$629K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-45- 0.97% |
$6.99K - $7.59K
|
4.61K
$735K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-46- 0.53% |
$7.15K - $7.75K
|
8.7K
$1.39M
|
|
|
Jul 22, 2024
Q2 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-47- 1.77% |
$7.3K - $7.92K
|
2.6K
$415K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-48- 0.29% |
$7.46K - $8.09K
|
16.5K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-48- 0.58% |
$7.46K - $8.09K
|
8.26K
$1.32M
|
|
|
Jul 08, 2024
Q2 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-49- 0.23% |
$7.61K - $8.26K
|
20.9K
$3.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-49- 0.25% |
$7.61K - $8.26K
|
19.4K
$3.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-49- 2.4% |
$7.61K - $8.26K
|
2K
$318K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-49- 0.27% |
$7.61K - $8.26K
|
17.8K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-49- 2.6% |
$7.61K - $8.26K
|
1.83K
$292K
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-50- 0.38% |
$7.77K - $8.43K
|
13.1K
$2.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-50- 2.19% |
$7.77K - $8.43K
|
2.23K
$356K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-50- 1.07% |
$7.77K - $8.43K
|
4.62K
$737K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 2.32% |
$7.77K - $8.43K
|
2.11K
$336K
|
|
|
Aug 05, 2024
Q2 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-50- 2.61% |
$7.77K - $8.43K
|
1.86K
$297K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-50- 1.28% |
$7.77K - $8.43K
|
3.86K
$615K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-51- 0.61% |
$7.92K - $8.6K
|
8.35K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.02% |
$7.92K - $8.6K
|
4.95K
$789K
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-51- 3.63% |
$7.92K - $8.6K
|
1.35K
$216K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-51- 1.66% |
$7.92K - $8.6K
|
3.02K
$482K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-51- 2.24% |
$7.92K - $8.6K
|
2.22K
$354K
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-52- 0.48% |
$8.08K - $8.77K
|
10.7K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-52- 1.94% |
$8.08K - $8.77K
|
2.63K
$418K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-52- 3.79% |
$8.08K - $8.77K
|
1.32K
$210K
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-53- 1.46% |
$8.23K - $8.93K
|
3.57K
$569K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-53- 0.25% |
$8.23K - $8.93K
|
21.6K
$3.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-53- 0.03% |
$8.23K - $8.93K
|
158K
$25.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-54- 0.5% |
$8.39K - $9.1K
|
10.7K
$1.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-54- 2.61% |
$8.39K - $9.1K
|
2.01K
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-54- 0.36% |
$8.39K - $9.1K
|
15.2K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-54- 2.64% |
$8.39K - $9.1K
|
2K
$318K
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-56- 0.8% |
$8.7K - $9.44K
|
6.93K
$1.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-57- 0.24% |
$8.85K - $9.61K
|
24.2K
$3.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-58- 2.84% |
$9.01K - $9.78K
|
1.99K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-58- 0.08% |
$9.01K - $9.78K
|
75.3K
$12M
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-59- 0.31% |
$9.16K - $9.95K
|
18.9K
$3.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
SELL
|
- |
-59- 1.56% |
$9.16K - $9.95K
|
3.73K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-59- 2.28% |
$9.16K - $9.95K
|
2.53K
$403K
|