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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
600+ 18.9% |
$96.6K - $108K
|
3.77K
$603K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
599+ 32.38% |
$96.5K - $108K
|
2.45K
$391K
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
587+ 0.95% |
$94.5K - $105K
|
62.1K
$9.94M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
587New |
$94.5K - $105K
|
587
$93.8K
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
570+ 8.46% |
$91.8K - $102K
|
7.31K
$1.17M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
569+ 3.14% |
$91.6K - $102K
|
18.7K
$2.99M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
567+ 5.12% |
$91.3K - $102K
|
11.6K
$1.86M
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
563+ 18.83% |
$90.7K - $101K
|
3.55K
$568K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
561+ 3.58% |
$90.3K - $101K
|
16.2K
$2.59M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
561New |
$90.3K - $101K
|
561
$89.7K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
560+ 2.26% |
$90.2K - $101K
|
25.3K
$4.04M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
559+ 0.88% |
$90K - $100K
|
64.3K
$10.3M
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
558+ 0.16% |
$89.9K - $100K
|
350K
$55.9M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
558+ 0.58% |
$89.9K - $100K
|
97.3K
$15.6M
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
556+ 22.14% |
$89.5K - $99.9K
|
3.07K
$490K
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
556+ 8.32% |
$89.5K - $99.9K
|
7.24K
$1.16M
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
552New |
$88.9K - $99.2K
|
552
$88.2K
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
550New |
$88.6K - $98.8K
|
550
$87.9K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
550New |
$88.6K - $98.8K
|
550
$87.9K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
549+ 2.02% |
$88.4K - $98.7K
|
27.7K
$4.43M
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
548New |
$88.3K - $98.5K
|
548
$87.6K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
548+ 14.44% |
$88.3K - $98.5K
|
4.34K
$694K
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
543+ 10.77% |
$87.5K - $97.6K
|
5.58K
$892K
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
542+ 1.07% |
$87.3K - $97.4K
|
51.1K
$8.17M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
539+ 3.11% |
$86.8K - $96.9K
|
17.9K
$2.86M
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
535+ 14.01% |
$86.2K - $96.1K
|
4.35K
$696K
|
|
Feb 10, 2025
Q4 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
535+ 5.92% |
$86.2K - $96.1K
|
9.57K
$1.53M
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
535New |
$86.2K - $96.1K
|
535
$85.5K
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
530+ 5.01% |
$85.4K - $95.2K
|
11.1K
$1.78M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
527New |
$84.9K - $94.7K
|
527
$84.2K
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
525+ 4.29% |
$84.6K - $94.3K
|
12.8K
$2.04M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
524+ 14.66% |
$84.4K - $94.2K
|
4.1K
$655K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
523+ 2.1% |
$84.2K - $94K
|
25.4K
$4.06M
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
511New |
$82.3K - $91.8K
|
511
$81.7K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
509New |
$82K - $91.5K
|
509
$81.4K
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
508+ 0.39% |
$81.8K - $91.3K
|
131K
$20.9M
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
506+ 0.06% |
$81.5K - $90.9K
|
794K
$127M
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
506+ 5.92% |
$81.5K - $90.9K
|
9.05K
$1.45M
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
503+ 13.05% |
$81K - $90.4K
|
4.36K
$697K
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
499+ 7.21% |
$80.4K - $89.7K
|
7.42K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
499+ 13.91% |
$80.4K - $89.7K
|
4.09K
$653K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
497+ 1.2% |
$80K - $89.3K
|
41.8K
$6.69M
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
497+ 8.32% |
$80K - $89.3K
|
6.47K
$1.03M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
493+ 11.78% |
$79.4K - $88.6K
|
4.68K
$748K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
493+ 2.67% |
$79.4K - $88.6K
|
18.9K
$3.03M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
492+ 2.32% |
$79.2K - $88.4K
|
21.7K
$3.48M
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
485+ 1.48% |
$78.1K - $87.2K
|
33.2K
$5.3M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
485+ 5.47% |
$78.1K - $87.2K
|
9.35K
$1.5M
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
485+ 21.57% |
$78.1K - $87.2K
|
2.73K
$437K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
481+ 476.24% |
$77.5K - $86.4K
|
582
$93K
|