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 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
24+ 0.03% |
$3.86K - $4.27K
|
72.6K
$11.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
24+ 0.19% |
$3.86K - $4.27K
|
12.4K
$1.97M
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
24+ 10.57% |
$3.86K - $4.27K
|
251
$40K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
24+ 0.27% |
$3.86K - $4.27K
|
9.07K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
24+ 0.13% |
$3.86K - $4.27K
|
18.5K
$2.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
24+ 0.18% |
$3.86K - $4.27K
|
13.6K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
24+ 0.39% |
$3.86K - $4.27K
|
6.18K
$985K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
24New |
$3.86K - $4.27K
|
24
$3.82K
|
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
23+ 1.68% |
$3.7K - $4.09K
|
1.4K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
23+ 0.38% |
$3.7K - $4.09K
|
6.15K
$979K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
23+ 0.52% |
$3.7K - $4.09K
|
4.46K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
23+ 2.02% |
$3.7K - $4.09K
|
1.16K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
23+ 0.14% |
$3.7K - $4.09K
|
16.8K
$2.68M
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
23+ 0.2% |
$3.7K - $4.09K
|
11.5K
$1.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22+ 0.31% |
$3.54K - $3.91K
|
7.02K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
22+ 0.9% |
$3.54K - $3.91K
|
2.48K
$395K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 0.6% |
$3.54K - $3.91K
|
3.72K
$592K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 2.74% |
$3.54K - $3.91K
|
824
$131K
|
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
22+ 0.28% |
$3.54K - $3.91K
|
8.02K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
22+ 0.32% |
$3.54K - $3.91K
|
6.91K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
21+ 0.4% |
$3.38K - $3.73K
|
5.27K
$839K
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
21+ 1.87% |
$3.38K - $3.73K
|
1.15K
$183K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
21+ 0.91% |
$3.38K - $3.73K
|
2.33K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
21+ 0.04% |
$3.38K - $3.73K
|
50.4K
$8.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
20+ 0.83% |
$3.22K - $3.56K
|
2.43K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
20+ 0.43% |
$3.22K - $3.56K
|
4.71K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
20+ 1.56% |
$3.22K - $3.56K
|
1.3K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
20+ 0.08% |
$3.22K - $3.56K
|
26.3K
$4.19M
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
20+ 0.1% |
$3.22K - $3.56K
|
20.3K
$3.24M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
20+ 1.38% |
$3.22K - $3.56K
|
1.47K
$234K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
18+ 0.45% |
$2.89K - $3.2K
|
4.05K
$645K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 0.55% |
$2.89K - $3.2K
|
3.28K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.02% |
$2.89K - $3.2K
|
1.79K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18+ 0.41% |
$2.89K - $3.2K
|
4.45K
$709K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
17+ 0.37% |
$2.73K - $3.02K
|
4.63K
$737K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
17+ 0.03% |
$2.73K - $3.02K
|
65.2K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
16+ 0.31% |
$2.57K - $2.85K
|
5.19K
$827K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
16+ 0.3% |
$2.57K - $2.85K
|
5.27K
$840K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.32% |
$2.57K - $2.85K
|
5K
$797K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
16+ 0.48% |
$2.57K - $2.85K
|
3.37K
$537K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.05% |
$2.41K - $2.67K
|
29.2K
$4.65M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15+ 0.51% |
$2.41K - $2.67K
|
2.93K
$467K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
15+ 0.29% |
$2.41K - $2.67K
|
5.27K
$840K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
15+ 1.11% |
$2.41K - $2.67K
|
1.37K
$218K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
15+ 0.58% |
$2.41K - $2.67K
|
2.62K
$417K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15+ 0.58% |
$2.41K - $2.67K
|
2.61K
$416K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
15+ 0.5% |
$2.41K - $2.67K
|
3.04K
$485K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
15+ 0.19% |
$2.41K - $2.67K
|
7.75K
$1.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
15+ 0.42% |
$2.41K - $2.67K
|
3.6K
$574K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14+ 0.8% |
$2.25K - $2.49K
|
1.76K
$280K
|