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 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-221- 3.4% |
$34.3K - $37.3K
|
6.28K
$1M
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-221- 1.7% |
$34.3K - $37.3K
|
12.7K
$2.04M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-222- 0.31% |
$34.5K - $37.4K
|
70.4K
$11.2M
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-222- 0.85% |
$34.5K - $37.4K
|
25.8K
$4.13M
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-223- 4.69% |
$34.6K - $37.6K
|
4.53K
$724K
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-224- 1.68% |
$34.8K - $37.8K
|
13.1K
$2.1M
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-224- 4.08% |
$34.8K - $37.8K
|
5.27K
$842K
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-224- 1.5% |
$34.8K - $37.8K
|
14.8K
$2.36M
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-225- 13.34% |
$34.9K - $37.9K
|
1.46K
$234K
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-226- 0.21% |
$35.1K - $38.1K
|
109K
$17.4M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-226- 1.12% |
$35.1K - $38.1K
|
20K
$3.2M
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-226- 2.45% |
$35.1K - $38.1K
|
8.99K
$1.44M
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-227- 3.7% |
$35.3K - $38.3K
|
5.91K
$944K
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-229- 0.45% |
$35.6K - $38.6K
|
50.9K
$8.14M
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-229- 11.13% |
$35.6K - $38.6K
|
1.83K
$292K
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-231- 1.96% |
$35.9K - $38.9K
|
11.5K
$1.84M
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-232- 5.14% |
$36K - $39.1K
|
4.28K
$685K
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-232- 0.78% |
$36K - $39.1K
|
29.5K
$4.72M
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-233- 9.54% |
$36.2K - $39.3K
|
2.21K
$353K
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-234- 17.22% |
$36.3K - $39.4K
|
1.13K
$180K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-234- 0.46% |
$36.3K - $39.4K
|
51.1K
$8.16M
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-234- 5.24% |
$36.3K - $39.4K
|
4.23K
$677K
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-234- 0.62% |
$36.3K - $39.4K
|
37.3K
$5.97M
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-235- 5.49% |
$36.5K - $39.6K
|
4.05K
$647K
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-236- 8.61% |
$36.7K - $39.8K
|
2.51K
$401K
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-236- 4.61% |
$36.7K - $39.8K
|
4.88K
$780K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-237- 0.35% |
$36.8K - $39.9K
|
67.2K
$10.7M
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-237- 7.64% |
$36.8K - $39.9K
|
2.87K
$458K
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-237- 9.06% |
$36.8K - $39.9K
|
2.38K
$380K
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-238- 2.57% |
$37K - $40.1K
|
9.03K
$1.44M
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-239- 5.77% |
$37.1K - $40.3K
|
3.91K
$624K
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-239- 8.01% |
$37.1K - $40.3K
|
2.75K
$439K
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-240- 4.99% |
$37.3K - $40.5K
|
4.57K
$731K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-241- 0.9% |
$37.4K - $40.6K
|
26.5K
$4.23M
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-241- 4.23% |
$37.4K - $40.6K
|
5.46K
$872K
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-241- 3.82% |
$37.4K - $40.6K
|
6.06K
$969K
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-241- 0.82% |
$37.4K - $40.6K
|
29.2K
$4.66M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-241- 2.1% |
$37.4K - $40.6K
|
11.2K
$1.79M
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-241- 2.17% |
$37.4K - $40.6K
|
10.9K
$1.74M
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-242- 12.29% |
$37.6K - $40.8K
|
1.73K
$276K
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-242- 3.73% |
$37.6K - $40.8K
|
6.25K
$999K
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-243- 0.82% |
$37.7K - $41K
|
29.5K
$4.72M
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-243- 9.93% |
$37.7K - $41K
|
2.21K
$352K
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-244- 4.97% |
$37.9K - $41.1K
|
4.67K
$747K
|
|
Jul 16, 2024
Q2 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-246- 3.68% |
$38.2K - $41.5K
|
6.44K
$1.03M
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-247- 0.82% |
$38.4K - $41.6K
|
30K
$4.8M
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-247- 20.36% |
$38.4K - $41.6K
|
966
$154K
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-248- 3.01% |
$38.5K - $41.8K
|
8K
$1.28M
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-248- 1.27% |
$38.5K - $41.8K
|
19.4K
$3.09M
|
|
Aug 07, 2024
Q2 2024
|
Montis Financial, LLC
|
SELL
|
- |
-248- 7.06% |
$38.5K - $41.8K
|
3.26K
$522K
|