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 29, 2024
Q2 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-118- 1.2% |
$18.3K - $19.9K
|
9.68K
$1.54M
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-119- 0.26% |
$18.5K - $20.1K
|
44.8K
$7.14M
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-119- 3.09% |
$18.5K - $20.1K
|
3.73K
$594K
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-120- 7.36% |
$18.6K - $20.2K
|
1.51K
$241K
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-121- 4.1% |
$18.8K - $20.4K
|
2.83K
$451K
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-122- 1.7% |
$19K - $20.6K
|
7.06K
$1.12M
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-122- 1.63% |
$19K - $20.6K
|
7.37K
$1.17M
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-124- 0.46% |
$19.3K - $20.9K
|
26.7K
$4.25M
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-124- 2.89% |
$19.3K - $20.9K
|
4.16K
$663K
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-124- 1.7% |
$19.3K - $20.9K
|
7.18K
$1.14M
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-125- 0.67% |
$19.4K - $21.1K
|
18.6K
$2.96M
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-125- 4.42% |
$19.4K - $21.1K
|
2.7K
$430K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-125- 1.75% |
$19.4K - $21.1K
|
7.01K
$1.12M
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-125- 0.65% |
$19.4K - $21.1K
|
19K
$3.02M
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-125- 1.14% |
$19.4K - $21.1K
|
10.9K
$1.73M
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-125- 0.24% |
$19.4K - $21.1K
|
51.9K
$8.27M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-127- 0.69% |
$19.7K - $21.4K
|
18.3K
$2.91M
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-127- 0.15% |
$19.7K - $21.4K
|
87.2K
$13.9M
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-128- 2.42% |
$19.9K - $21.6K
|
5.15K
$821K
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-128- 3.87% |
$19.9K - $21.6K
|
3.18K
$507K
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-128- 0.19% |
$19.9K - $21.6K
|
66.7K
$10.6M
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-129- 2.3% |
$20K - $21.7K
|
5.47K
$871K
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-129- 33.33% |
$20K - $21.7K
|
258
$41.1K
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-129- 3.32% |
$20K - $21.7K
|
3.75K
$598K
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-130- 2.59% |
$20.2K - $21.9K
|
4.88K
$778K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-131- 2.34% |
$20.3K - $22.1K
|
5.46K
$870K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-131- 2.44% |
$20.3K - $22.1K
|
5.24K
$835K
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-132- 0.76% |
$20.5K - $22.2K
|
17.3K
$2.76M
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-133- 1.71% |
$20.7K - $22.4K
|
7.66K
$1.22M
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-133- 0.78% |
$20.7K - $22.4K
|
16.9K
$2.69M
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-133- 2.08% |
$20.7K - $22.4K
|
6.26K
$997K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-134- 0.17% |
$20.8K - $22.6K
|
76.5K
$12.2M
|
|
Jul 19, 2024
Q2 2024
|
Demars Financial Group, LLC
|
SELL
|
- |
-134- 8.95% |
$20.8K - $22.6K
|
1.36K
$217K
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-134- 0.05% |
$20.8K - $22.6K
|
252K
$40.2M
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
SELL
|
- |
-134- 1.31% |
$20.8K - $22.6K
|
10.1K
$1.61M
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-134- 0.89% |
$20.8K - $22.6K
|
15K
$2.39M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-135- 3.89% |
$21K - $22.8K
|
3.34K
$531K
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-135- 0.28% |
$21K - $22.8K
|
48.6K
$7.74M
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-136- 1.67% |
$21.1K - $22.9K
|
7.99K
$1.27M
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-136- 6.18% |
$21.1K - $22.9K
|
2.07K
$329K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-137- 0.43% |
$21.3K - $23.1K
|
31.9K
$5.08M
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-139- 0.5% |
$21.6K - $23.4K
|
27.9K
$4.44M
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-139- 3.88% |
$21.6K - $23.4K
|
3.44K
$548K
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-139- 0.66% |
$21.6K - $23.4K
|
20.8K
$3.32M
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-140- 0.36% |
$21.7K - $23.6K
|
38.6K
$6.16M
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-140- 0.9% |
$21.7K - $23.6K
|
15.4K
$2.45M
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-141- 6.71% |
$21.9K - $23.8K
|
1.96K
$312K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-141- 0.17% |
$21.9K - $23.8K
|
81.9K
$13M
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-142- 2.04% |
$22.1K - $23.9K
|
6.82K
$1.09M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-143- 2.97% |
$22.2K - $24.1K
|
4.68K
$745K
|