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 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14+ 36.84% |
$2.25K - $2.49K
|
52
$8.28K
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.43% |
$2.25K - $2.49K
|
3.27K
$520K
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
14+ 0.13% |
$2.25K - $2.49K
|
10.7K
$1.71M
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
14+ 0.28% |
$2.25K - $2.49K
|
5.03K
$802K
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14+ 0.34% |
$2.25K - $2.49K
|
4.13K
$658K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 0.72% |
$2.25K - $2.49K
|
1.96K
$313K
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
14+ 0.65% |
$2.25K - $2.49K
|
2.16K
$344K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
14+ 3.45% |
$2.25K - $2.49K
|
420
$66.9K
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 1.48% |
$2.25K - $2.49K
|
958
$153K
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 0.54% |
$2.09K - $2.31K
|
2.43K
$388K
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
13+ 0.22% |
$2.09K - $2.31K
|
6.03K
$961K
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
13+ 0.12% |
$2.09K - $2.31K
|
11.1K
$1.77M
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
13+ 0.11% |
$2.09K - $2.31K
|
12.3K
$1.96M
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
13+ 0.78% |
$2.09K - $2.31K
|
1.69K
$269K
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
13+ 0.96% |
$2.09K - $2.31K
|
1.37K
$219K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$1.93K - $2.13K
|
5.41K
$863K
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
12+ 1.07% |
$1.93K - $2.13K
|
1.13K
$180K
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.15% |
$1.93K - $2.13K
|
7.86K
$1.25M
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.61% |
$1.93K - $2.13K
|
1.97K
$314K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.1% |
$1.93K - $2.13K
|
12.4K
$1.97M
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11+ 0.17% |
$1.77K - $1.96K
|
6.47K
$1.03M
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11+ 0.55% |
$1.77K - $1.96K
|
2K
$318K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.37% |
$1.77K - $1.96K
|
3K
$478K
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.12% |
$1.77K - $1.96K
|
9K
$1.43M
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
11+ 0.39% |
$1.77K - $1.96K
|
2.85K
$454K
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.42% |
$1.61K - $1.78K
|
2.38K
$379K
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10+ 0.12% |
$1.61K - $1.78K
|
8.01K
$1.28M
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.37% |
$1.61K - $1.78K
|
2.7K
$429K
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
10+ 0.14% |
$1.61K - $1.78K
|
6.92K
$1.1M
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
10+ 0.14% |
$1.61K - $1.78K
|
6.92K
$1.1M
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
9+ 0.16% |
$1.45K - $1.6K
|
5.78K
$920K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
9+ 0.07% |
$1.45K - $1.6K
|
12.1K
$1.93M
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
9+ 0.02% |
$1.45K - $1.6K
|
37.7K
$6.01M
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
9+ 0.18% |
$1.45K - $1.6K
|
5.13K
$818K
|
|
Oct 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
9+ 0.28% |
$1.45K - $1.6K
|
3.27K
$521K
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
9+ 0.5% |
$1.45K - $1.6K
|
1.81K
$288K
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
9+ 0.17% |
$1.45K - $1.6K
|
5.36K
$853K
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9+ 0.61% |
$1.45K - $1.6K
|
1.49K
$238K
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.14% |
$1.45K - $1.6K
|
6.4K
$1.02M
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
8+ 0.12% |
$1.29K - $1.42K
|
6.75K
$1.07M
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
8+ 0.37% |
$1.29K - $1.42K
|
2.15K
$342K
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
8+ 0.07% |
$1.29K - $1.42K
|
11.8K
$1.88M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 0.21% |
$1.29K - $1.42K
|
3.91K
$622K
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.45% |
$1.29K - $1.42K
|
1.77K
$282K
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
8+ 0.59% |
$1.29K - $1.42K
|
1.37K
$218K
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
8+ 0.02% |
$1.29K - $1.42K
|
32.6K
$5.19M
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8+ 0.07% |
$1.29K - $1.42K
|
11.7K
$1.87M
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
8+ 0.09% |
$1.29K - $1.42K
|
8.55K
$1.36M
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.1% |
$1.29K - $1.42K
|
8.39K
$1.34M
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
7+ 0.56% |
$1.13K - $1.24K
|
1.26K
$201K
|