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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
567+ 10.38% |
$91.2K - $101K
|
6.03K
$963K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
564+ 0.74% |
$90.7K - $100K
|
76.6K
$12.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
559+ 3.59% |
$89.9K - $99.4K
|
16.1K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
556+ 12.37% |
$89.4K - $98.9K
|
5.05K
$807K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
556+ 1.76% |
$89.4K - $98.9K
|
32.2K
$5.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
556+ 20.68% |
$89.4K - $98.9K
|
3.24K
$519K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
554+ 13.07% |
$89.1K - $98.5K
|
4.79K
$766K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
552+ 7.26% |
$88.7K - $98.2K
|
8.15K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
543+ 2.52% |
$87.3K - $96.6K
|
22.1K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
534+ 3.77% |
$85.8K - $95K
|
14.7K
$2.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
531+ 11.13% |
$85.4K - $94.4K
|
5.3K
$848K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
531+ 39.13% |
$85.4K - $94.4K
|
1.89K
$302K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
530+ 42.5% |
$85.2K - $94.2K
|
1.78K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
528+ 8.02% |
$84.9K - $93.9K
|
7.11K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
524+ 0.43% |
$84.2K - $93.2K
|
121K
$19.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
520+ 15.59% |
$83.6K - $92.5K
|
3.86K
$616K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
512+ 28.72% |
$82.3K - $91K
|
2.3K
$367K
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
511+ 0.73% |
$82.1K - $90.9K
|
70.3K
$11.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
511+ 4.97% |
$82.1K - $90.9K
|
10.8K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
507+ 0.81% |
$81.5K - $90.2K
|
63.4K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
507+ 6.14% |
$81.5K - $90.2K
|
8.77K
$1.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
506+ 18.13% |
$81.3K - $90K
|
3.3K
$527K
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
502+ 1.86% |
$80.7K - $89.3K
|
27.5K
$4.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
502+ 194.57% |
$80.7K - $89.3K
|
760
$121K
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
501+ 2.6% |
$80.5K - $89.1K
|
19.7K
$3.16M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
500+ 15.38% |
$80.4K - $88.9K
|
3.75K
$600K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
500+ 2.6% |
$80.4K - $88.9K
|
19.8K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
500+ 0.45% |
$80.4K - $88.9K
|
111K
$17.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
500New |
$80.4K - $88.9K
|
500
$79.9K
|
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
500+ 19.54% |
$80.4K - $88.9K
|
3.06K
$489K
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
497+ 1.63% |
$79.9K - $88.4K
|
31K
$4.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
496+ 10.54% |
$79.7K - $88.2K
|
5.2K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
495+ 4.88% |
$79.6K - $88K
|
10.6K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
494+ 2.83% |
$79.4K - $87.8K
|
17.9K
$2.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
492+ 0.91% |
$79.1K - $87.5K
|
54.7K
$8.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
491+ 2.96% |
$78.9K - $87.3K
|
17.1K
$2.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
490+ 1.53% |
$78.8K - $87.1K
|
32.5K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
490+ 2.07% |
$78.8K - $87.1K
|
24.2K
$3.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
486+ 4.14% |
$78.1K - $86.4K
|
12.2K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
486+ 20.46% |
$78.1K - $86.4K
|
2.86K
$457K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
478+ 7.27% |
$76.8K - $85K
|
7.05K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
477+ 10.72% |
$76.7K - $84.8K
|
4.93K
$787K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
477+ 4.63% |
$76.7K - $84.8K
|
10.8K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
475+ 9.4% |
$76.4K - $84.5K
|
5.53K
$884K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
473+ 4.74% |
$76K - $84.1K
|
10.5K
$1.67M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
470+ 2.5% |
$75.6K - $83.6K
|
19.2K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
461+ 2.04% |
$74.1K - $82K
|
23K
$3.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
460+ 5.5% |
$73.9K - $81.8K
|
8.82K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
457+ 2.34% |
$73.5K - $81.3K
|
20K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
454+ 3.33% |
$73K - $80.7K
|
14.1K
$2.25M
|