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 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
413+ 18.68% |
$66.5K - $74.2K
|
2.62K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
406+ 7.52% |
$65.4K - $73K
|
5.8K
$924K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
406New |
$65.4K - $73K
|
406
$64.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
405+ 0.68% |
$65.2K - $72.8K
|
60.2K
$9.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
404+ 0.49% |
$65.1K - $72.6K
|
83.4K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
403+ 3.35% |
$64.9K - $72.4K
|
12.4K
$1.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
402+ 0.63% |
$64.7K - $72.2K
|
64.3K
$10.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
BUY
|
- |
401+ 17.36% |
$64.6K - $72.1K
|
2.71K
$432K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
400+ 16.12% |
$64.4K - $71.9K
|
2.88K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
400New |
$64.4K - $71.9K
|
400
$63.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
399+ 2.12% |
$64.3K - $71.7K
|
19.2K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
399+ 6.15% |
$64.3K - $71.7K
|
6.89K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
398+ 16.74% |
$64.1K - $71.5K
|
2.78K
$442K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
396New |
$63.8K - $71.2K
|
396
$63.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
394+ 89.55% |
$63.5K - $70.8K
|
834
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
394+ 6.98% |
$63.5K - $70.8K
|
6.04K
$961K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
393+ 3.48% |
$63.3K - $70.6K
|
11.7K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
393+ 5.53% |
$63.3K - $70.6K
|
7.51K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
393+ 2.04% |
$63.3K - $70.6K
|
19.6K
$3.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
392+ 0.11% |
$63.1K - $70.4K
|
351K
$55.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
389+ 0.36% |
$62.6K - $69.9K
|
110K
$17.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
389+ 10.46% |
$62.6K - $69.9K
|
4.11K
$654K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
388+ 0.84% |
$62.5K - $69.7K
|
46.7K
$7.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
387+ 4.56% |
$62.3K - $69.5K
|
8.87K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
386+ 3.04% |
$62.2K - $69.4K
|
13.1K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
384+ 3.41% |
$61.8K - $69K
|
11.7K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
383+ 2.14% |
$61.7K - $68.8K
|
18.3K
$2.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
375+ 25.58% |
$60.4K - $67.4K
|
1.84K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
373+ 2.29% |
$60.1K - $67K
|
16.7K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
373+ 5.59% |
$60.1K - $67K
|
7.04K
$1.12M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
370+ 7.52% |
$59.6K - $66.5K
|
5.29K
$842K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
370+ 3.86% |
$59.6K - $66.5K
|
9.95K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
370+ 6.99% |
$59.6K - $66.5K
|
5.66K
$902K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
370+ 1.79% |
$59.6K - $66.5K
|
21K
$3.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
368+ 6.29% |
$59.3K - $66.1K
|
6.22K
$990K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
366+ 1.34% |
$58.9K - $65.8K
|
27.6K
$4.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
366+ 8.62% |
$58.9K - $65.8K
|
4.61K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
365+ 8.28% |
$58.8K - $65.6K
|
4.77K
$760K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
363+ 4.0% |
$58.5K - $65.2K
|
9.44K
$1.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
363+ 3.36% |
$58.5K - $65.2K
|
11.2K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
360+ 6.24% |
$58K - $64.7K
|
6.13K
$977K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
360New |
$58K - $64.7K
|
360
$57.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
359+ 6.9% |
$57.8K - $64.5K
|
5.56K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
358+ 13.5% |
$57.7K - $64.3K
|
3.01K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
357+ 0.28% |
$57.5K - $64.2K
|
129K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
357+ 12.26% |
$57.5K - $64.2K
|
3.27K
$521K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
357+ 3.91% |
$57.5K - $64.2K
|
9.49K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
354+ 1.99% |
$57K - $63.6K
|
18.1K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
354+ 6.72% |
$57K - $63.6K
|
5.63K
$896K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
353+ 0.54% |
$56.9K - $63.4K
|
65.3K
$10.4M
|