Purchases and Sales Made in Q4 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
4.31K+ 1.15% |
$695K - $775K
|
379K
$60.6M
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.28KNew |
$689K - $768K
|
4.28K
$684K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
4.27KNew |
$688K - $767K
|
4.27K
$682K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
4.26K+ 5.19% |
$686K - $765K
|
86.2K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4.23KNew |
$681K - $760K
|
4.23K
$676K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.2K+ 12.85% |
$676K - $755K
|
36.9K
$5.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
4.14K+ 1.14% |
$667K - $744K
|
369K
$59M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.14KNew |
$666K - $743K
|
4.14K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
4.13KNew |
$665K - $742K
|
4.13K
$660K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.11K+ 7.76% |
$662K - $738K
|
57K
$9.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
4.11K+ 19561.9% |
$662K - $738K
|
4.13K
$660K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.06KNew |
$654K - $730K
|
4.06K
$649K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.06K+ 349.31% |
$654K - $729K
|
5.22K
$835K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.04K+ 14.1% |
$650K - $725K
|
32.7K
$5.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
4.01K+ 6.5% |
$646K - $721K
|
65.7K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.97KNew |
$639K - $713K
|
3.97K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
3.95KNew |
$637K - $710K
|
3.95K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.94KNew |
$634K - $708K
|
3.94K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
3.92KNew |
$631K - $704K
|
3.92K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
3.91K+ 7.88% |
$629K - $702K
|
53.4K
$8.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.9K+ 13.0% |
$627K - $700K
|
33.8K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.89K+ 4.59% |
$627K - $699K
|
88.7K
$14.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.89K+ 0.46% |
$626K - $699K
|
849K
$136M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.78K+ 10.01% |
$609K - $680K
|
41.6K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.78KNew |
$609K - $680K
|
3.78K
$605K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.77K+ 11.63% |
$608K - $678K
|
36.2K
$5.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3.73K+ 14.57% |
$601K - $670K
|
29.3K
$4.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
3.73K+ 6.53% |
$600K - $670K
|
60.7K
$9.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
3.72KNew |
$599K - $668K
|
3.72K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.69K+ 13.13% |
$595K - $664K
|
31.8K
$5.09M
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
3.69KNew |
$595K - $663K
|
3.69K
$590K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
3.69K+ 1.95% |
$594K - $663K
|
193K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.67K+ 8.19% |
$591K - $659K
|
48.5K
$7.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.64K+ 23.98% |
$586K - $654K
|
18.8K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.62KNew |
$583K - $651K
|
3.62K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
3.6KNew |
$580K - $647K
|
3.6K
$575K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
3.55K+ 189.07% |
$571K - $637K
|
5.42K
$867K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.54KNew |
$571K - $637K
|
3.54K
$566K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
3.49KNew |
$562K - $627K
|
3.49K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.48K+ 4.34% |
$560K - $625K
|
83.6K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.48K+ 1.51% |
$560K - $625K
|
234K
$37.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.47KNew |
$559K - $624K
|
3.47K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
3.47KNew |
$558K - $623K
|
3.47K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.46K+ 147.09% |
$557K - $621K
|
5.81K
$929K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.45KNew |
$556K - $620K
|
3.45K
$552K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.4KNew |
$547K - $610K
|
3.4K
$543K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.39K+ 3.39% |
$546K - $610K
|
103K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.39KNew |
$546K - $609K
|
3.39K
$542K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.38KNew |
$545K - $608K
|
3.38K
$540K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.37K+ 1.9% |
$543K - $606K
|
181K
$29M
|