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 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
1.25K+ 64.1% |
$201K - $225K
|
3.2K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.25K+ 18.82% |
$201K - $224K
|
7.87K
$1.26M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
1.25KNew |
$201K - $224K
|
1.25K
$199K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 20.23% |
$200K - $223K
|
7.38K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.24KNew |
$200K - $223K
|
1.24K
$199K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
1.24KNew |
$199K - $222K
|
1.24K
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.23KNew |
$199K - $222K
|
1.23K
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.23KNew |
$198K - $220K
|
1.23K
$196K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.23K+ 1.23% |
$197K - $220K
|
101K
$16.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.23K+ 8.32% |
$197K - $220K
|
16K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.22KNew |
$197K - $220K
|
1.22K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.22K+ 0.21% |
$197K - $220K
|
584K
$93.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.21K+ 5.56% |
$196K - $218K
|
23.1K
$3.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.21K+ 23.34% |
$195K - $218K
|
6.4K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
1.21K+ 23.31% |
$195K - $217K
|
6.4K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.21KNew |
$195K - $217K
|
1.21K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.21K+ 1.11% |
$194K - $217K
|
110K
$17.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
1.2K+ 1.75% |
$194K - $216K
|
69.8K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
1.2KNew |
$193K - $216K
|
1.2K
$192K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.66% |
$193K - $215K
|
13.6K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.2KNew |
$193K - $215K
|
1.2K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2K+ 5.63% |
$192K - $215K
|
22.4K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
1.19KNew |
$192K - $215K
|
1.19K
$191K
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.19KNew |
$192K - $214K
|
1.19K
$191K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.19K+ 0.63% |
$191K - $213K
|
190K
$30.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.18K+ 8.6% |
$191K - $213K
|
14.9K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.18K+ 7.75% |
$189K - $211K
|
16.3K
$2.61M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.17K+ 8.61% |
$189K - $211K
|
14.8K
$2.37M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.17KNew |
$189K - $210K
|
1.17K
$187K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.16K+ 9.45% |
$187K - $209K
|
13.5K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.16K+ 0.74% |
$187K - $208K
|
158K
$25.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.16K+ 58.39% |
$187K - $208K
|
3.14K
$503K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.14K+ 130.33% |
$184K - $205K
|
2.02K
$323K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.12K+ 13.34% |
$180K - $201K
|
9.51K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.12K+ 0.49% |
$180K - $201K
|
230K
$36.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.12K+ 28.1% |
$180K - $200K
|
5.08K
$813K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.11K+ 1.24% |
$178K - $199K
|
90.5K
$14.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 2.41% |
$176K - $197K
|
46.5K
$7.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.09K+ 0.52% |
$176K - $196K
|
210K
$33.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 42.51% |
$174K - $194K
|
3.61K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
1.08K+ 7.66% |
$173K - $194K
|
15.1K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.08K+ 5.45% |
$173K - $193K
|
20.8K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.08K+ 4.36% |
$173K - $193K
|
25.8K
$4.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.06K+ 69.1% |
$171K - $191K
|
2.6K
$415K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.06K+ 5.05% |
$171K - $190K
|
22K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.06K+ 5.82% |
$171K - $190K
|
19.3K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.05K+ 0.4% |
$169K - $189K
|
263K
$42M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.04K+ 0.19% |
$168K - $188K
|
539K
$86.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
1.04K+ 47.26% |
$168K - $188K
|
3.25K
$520K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.04K+ 2.45% |
$167K - $186K
|
43.3K
$6.93M
|