Purchases and Sales Made in Q3 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
2.23K+ 6.13% |
$358K - $397K
|
38.6K
$6.17M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.22K+ 2.75% |
$357K - $395K
|
82.9K
$13.2M
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.17K+ 19.03% |
$349K - $387K
|
13.6K
$2.17M
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
2.17K+ 2.72% |
$348K - $385K
|
82K
$13.1M
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.13K+ 28.16% |
$343K - $379K
|
9.7K
$1.55M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
2.12K+ 10.72% |
$340K - $376K
|
21.8K
$3.49M
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.11K+ 1.23% |
$340K - $376K
|
174K
$27.8M
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
2.11K+ 3.55% |
$340K - $376K
|
61.7K
$9.86M
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.11K+ 4.02% |
$339K - $375K
|
54.6K
$8.72M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.11K+ 0.83% |
$338K - $374K
|
256K
$40.8M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.1KNew |
$337K - $373K
|
2.1K
$335K
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
2.1KNew |
$337K - $373K
|
2.1K
$335K
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
2.08K+ 2.34% |
$335K - $371K
|
91.2K
$14.6M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.08KNew |
$334K - $369K
|
2.08K
$332K
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.07K+ 9.89% |
$333K - $368K
|
23K
$3.68M
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.06K+ 87.85% |
$331K - $366K
|
4.41K
$704K
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.06K+ 3.05% |
$331K - $366K
|
69.4K
$11.1M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.05K+ 1.1% |
$330K - $365K
|
188K
$30.1M
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.05K+ 15.48% |
$329K - $364K
|
15.3K
$2.44M
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.03K+ 4.78% |
$326K - $361K
|
44.4K
$7.1M
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
2.03K+ 6.6% |
$326K - $360K
|
32.8K
$5.24M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.03K+ 4.85% |
$326K - $360K
|
43.8K
$7M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.02K+ 43.88% |
$325K - $359K
|
6.62K
$1.06M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.99K+ 4.63% |
$319K - $353K
|
44.8K
$7.16M
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.98K+ 36.7% |
$319K - $352K
|
7.38K
$1.18M
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.96K+ 3.34% |
$315K - $349K
|
60.8K
$9.71M
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.96KNew |
$314K - $348K
|
1.96K
$313K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 0.55% |
$314K - $347K
|
356K
$56.8M
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.95K+ 5.11% |
$313K - $346K
|
40K
$6.4M
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.93K+ 37.44% |
$311K - $344K
|
7.1K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.93K+ 14.78% |
$311K - $344K
|
15K
$2.4M
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.93KNew |
$311K - $344K
|
1.93K
$309K
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.93K+ 32.04% |
$310K - $343K
|
7.95K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
1.93KNew |
$310K - $343K
|
1.93K
$309K
|
|
Nov 13, 2024
Q3 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.93KNew |
$310K - $343K
|
1.93K
$308K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.92K+ 5.72% |
$309K - $341K
|
35.5K
$5.67M
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
1.92K+ 1.38% |
$308K - $341K
|
141K
$22.6M
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.9K+ 2.25% |
$305K - $338K
|
86.4K
$13.8M
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.9KNew |
$305K - $337K
|
1.9K
$303K
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
BUY
|
- |
1.88K+ 24.47% |
$302K - $334K
|
9.55K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.88K+ 54.78% |
$302K - $334K
|
5.31K
$848K
|
|
Apr 29, 2025
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.87K+ 3.77% |
$300K - $332K
|
51.4K
$8.22M
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.87K+ 2.6% |
$300K - $332K
|
73.5K
$11.8M
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.86KNew |
$299K - $331K
|
1.86K
$298K
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.86K+ 13.72% |
$298K - $330K
|
15.4K
$2.46M
|
|
Oct 09, 2024
Q3 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.84K+ 20.64% |
$296K - $328K
|
10.8K
$1.72M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.81K+ 15.49% |
$290K - $321K
|
13.5K
$2.15M
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.81KNew |
$290K - $321K
|
1.81K
$289K
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
1.8K+ 2.02% |
$289K - $320K
|
90.7K
$14.5M
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.8K+ 3.65% |
$289K - $319K
|
51K
$8.16M
|