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
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.86K+ 5.34% |
$460K - $514K
|
56.4K
$9.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
2.85KNew |
$459K - $512K
|
2.85K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.84K+ 0.58% |
$458K - $511K
|
495K
$79.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 6.78% |
$457K - $510K
|
44.7K
$7.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
2.84KNew |
$457K - $510K
|
2.84K
$454K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
2.83KNew |
$456K - $509K
|
2.83K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.83KNew |
$456K - $508K
|
2.83K
$452K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.83KNew |
$455K - $508K
|
2.83K
$452K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.82K+ 1.33% |
$454K - $507K
|
215K
$34.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Tang Capital Management LLC
San Diego, CA |
BUY
|
- |
2.82K+ 54.75% |
$454K - $506K
|
7.96K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
2.82K+ 15.03% |
$454K - $506K
|
21.6K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.8KNew |
$451K - $503K
|
2.8K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
2.8KNew |
$451K - $503K
|
2.8K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
2.8KNew |
$450K - $502K
|
2.8K
$447K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.79K+ 6.39% |
$450K - $502K
|
46.5K
$7.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.78KNew |
$448K - $500K
|
2.78K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.77KNew |
$445K - $497K
|
2.77K
$442K
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
2.76KNew |
$444K - $495K
|
2.76K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.74K+ 7.7% |
$441K - $493K
|
38.3K
$6.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
2.74K+ 6.7% |
$441K - $492K
|
43.6K
$6.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.74K+ 1.56% |
$441K - $492K
|
178K
$28.5M
|
|
|
May 20, 2025
Q4 2024
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
2.74KNew |
$440K - $491K
|
2.74K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
2.73KNew |
$439K - $490K
|
2.73K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.72K+ 12.64% |
$438K - $489K
|
24.2K
$3.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.71K+ 13.23% |
$437K - $487K
|
23.2K
$3.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.7K+ 49.61% |
$435K - $486K
|
8.15K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.69K+ 4.17% |
$433K - $483K
|
67.1K
$10.7M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2.69KNew |
$433K - $483K
|
2.69K
$429K
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.68KNew |
$432K - $482K
|
2.68K
$429K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.67K+ 7.52% |
$429K - $479K
|
38.1K
$6.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.65K+ 0.89% |
$427K - $476K
|
302K
$48.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.64K+ 74.83% |
$425K - $474K
|
6.16K
$985K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.63K+ 219.88% |
$424K - $473K
|
3.83K
$612K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.6K+ 1.5% |
$419K - $467K
|
176K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.59K+ 19.49% |
$418K - $466K
|
15.9K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
2.59K+ 11.4% |
$417K - $466K
|
25.3K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
2.59KNew |
$417K - $466K
|
2.59K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 6.13% |
$416K - $464K
|
44.7K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
2.58K+ 45.04% |
$416K - $464K
|
8.31K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.57K+ 8.0% |
$415K - $463K
|
34.7K
$5.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
2.57K+ 0.2% |
$414K - $462K
|
1.3M
$208M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.57K+ 2.12% |
$414K - $461K
|
124K
$19.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.56K+ 4.09% |
$412K - $460K
|
65.1K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
2.54K+ 2.47% |
$409K - $456K
|
105K
$16.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
2.53KNew |
$408K - $455K
|
2.53K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.51K+ 8.21% |
$404K - $451K
|
33.1K
$5.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.51KNew |
$404K - $450K
|
2.51K
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.5K+ 11.19% |
$403K - $450K
|
24.9K
$3.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.5K+ 56.92% |
$403K - $449K
|
6.89K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.48K+ 6.82% |
$400K - $446K
|
38.9K
$6.21M
|