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 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
115+ 2.85% |
$18.5K - $20.4K
|
4.15K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
115+ 2.19% |
$18.5K - $20.4K
|
5.36K
$856K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
114+ 1.53% |
$18.3K - $20.3K
|
7.57K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
113+ 1.22% |
$18.2K - $20.1K
|
9.41K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
113+ 0.53% |
$18.2K - $20.1K
|
21.4K
$3.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
112+ 8.96% |
$18K - $19.9K
|
1.36K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
111+ 5.15% |
$17.8K - $19.7K
|
2.27K
$362K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
111+ 1.45% |
$17.8K - $19.7K
|
7.78K
$1.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
110+ 1.9% |
$17.7K - $19.6K
|
5.9K
$943K
|
|
|
Oct 28, 2024
Q3 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
110+ 0.43% |
$17.7K - $19.6K
|
25.9K
$4.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
109+ 2.6% |
$17.5K - $19.4K
|
4.31K
$688K
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
109+ 3.18% |
$17.5K - $19.4K
|
3.53K
$565K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
108+ 4.9% |
$17.4K - $19.2K
|
2.31K
$370K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
108+ 5.93% |
$17.4K - $19.2K
|
1.93K
$309K
|
|
|
Feb 26, 2025
Q3 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
108+ 3.03% |
$17.4K - $19.2K
|
3.68K
$588K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
107+ 4.36% |
$17.2K - $19K
|
2.56K
$409K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
107+ 1.78% |
$17.2K - $19K
|
6.12K
$979K
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
106+ 12.44% |
$17K - $18.8K
|
958
$153K
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
105+ 3.87% |
$16.9K - $18.7K
|
2.82K
$451K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
104+ 1.55% |
$16.7K - $18.5K
|
6.83K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
104+ 1.99% |
$16.7K - $18.5K
|
5.33K
$852K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
104+ 29.55% |
$16.7K - $18.5K
|
456
$72.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
103+ 8.07% |
$16.6K - $18.3K
|
1.38K
$220K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
103+ 0.65% |
$16.6K - $18.3K
|
15.9K
$2.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
102+ 4.12% |
$16.4K - $18.1K
|
2.58K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
102+ 0.4% |
$16.4K - $18.1K
|
25.5K
$4.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
101+ 0.56% |
$16.2K - $18K
|
18K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
101+ 8.54% |
$16.2K - $18K
|
1.28K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
101+ 2.26% |
$16.2K - $18K
|
4.57K
$731K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
100+ 7.53% |
$16.1K - $17.8K
|
1.43K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
100+ 0.97% |
$16.1K - $17.8K
|
10.4K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
100+ 1.1% |
$16.1K - $17.8K
|
9.2K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
100New |
$16.1K - $17.8K
|
100
$16K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 2.7% |
$16.1K - $17.8K
|
3.8K
$607K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
99+ 0.73% |
$15.9K - $17.6K
|
13.6K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
99+ 2.51% |
$15.9K - $17.6K
|
4.05K
$647K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
98+ 2.58% |
$15.8K - $17.4K
|
3.89K
$622K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
98+ 6.93% |
$15.8K - $17.4K
|
1.51K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
97+ 8.68% |
$15.6K - $17.2K
|
1.21K
$194K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
97+ 3.45% |
$15.6K - $17.2K
|
2.91K
$466K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
97+ 4.53% |
$15.6K - $17.2K
|
2.24K
$357K
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
96+ 3.72% |
$15.4K - $17.1K
|
2.68K
$428K
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
95+ 0.94% |
$15.3K - $16.9K
|
10.1K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
95+ 0.61% |
$15.3K - $16.9K
|
15.7K
$2.51M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
94+ 0.9% |
$15.1K - $16.7K
|
10.6K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
94+ 0.82% |
$15.1K - $16.7K
|
11.6K
$1.85M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
93+ 11.02% |
$15K - $16.5K
|
937
$150K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
92+ 6.94% |
$14.8K - $16.4K
|
1.42K
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
91+ 2.58% |
$14.6K - $16.2K
|
3.62K
$578K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
91+ 0.52% |
$14.6K - $16.2K
|
17.6K
$2.81M
|