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 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
59+ 1.13% |
$9.5K - $10.6K
|
5.3K
$854K
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
58+ 1.27% |
$9.34K - $10.4K
|
4.62K
$744K
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
57+ 2.91% |
$9.18K - $10.2K
|
2.01K
$325K
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
57+ 2.01% |
$9.18K - $10.2K
|
2.89K
$466K
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
56+ 0.9% |
$9.02K - $10.1K
|
6.29K
$1.01M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
56+ 1.27% |
$9.02K - $10.1K
|
4.45K
$718K
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
56New |
$9.02K - $10.1K
|
56
$9.03K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
55+ 0.71% |
$8.86K - $9.88K
|
7.81K
$1.26M
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
55+ 0.81% |
$8.86K - $9.88K
|
6.81K
$1.1M
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
55+ 4.0% |
$8.86K - $9.88K
|
1.43K
$230K
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
55New |
$8.86K - $9.88K
|
55
$8.87K
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
55+ 1.73% |
$8.86K - $9.88K
|
3.24K
$522K
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
54+ 0.47% |
$8.7K - $9.7K
|
11.5K
$1.86M
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
54+ 4.2% |
$8.7K - $9.7K
|
1.34K
$216K
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
54+ 0.59% |
$8.7K - $9.7K
|
9.25K
$1.49M
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
54+ 4.37% |
$8.7K - $9.7K
|
1.29K
$208K
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
54+ 1.72% |
$8.7K - $9.7K
|
3.2K
$516K
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
53+ 1.83% |
$8.54K - $9.52K
|
2.94K
$474K
|
|
Jan 22, 2025
Q4 2024
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
53+ 0.36% |
$8.54K - $9.52K
|
14.6K
$2.35M
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
53+ 0.62% |
$8.54K - $9.52K
|
8.64K
$1.39M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
53+ 3.0% |
$8.54K - $9.52K
|
1.82K
$293K
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
52+ 0.3% |
$8.37K - $9.34K
|
17.2K
$2.77M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 0.16% |
$8.37K - $9.34K
|
33.5K
$5.4M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
52+ 2.0% |
$8.37K - $9.34K
|
2.66K
$428K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
52+ 2.53% |
$8.37K - $9.34K
|
2.11K
$340K
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
51+ 1.28% |
$8.21K - $9.16K
|
4.02K
$648K
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
51+ 0.02% |
$8.21K - $9.16K
|
222K
$35.9M
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
51+ 5.24% |
$8.21K - $9.16K
|
1.02K
$165K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
51+ 0.33% |
$8.21K - $9.16K
|
15.7K
$2.54M
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
51+ 2.87% |
$8.21K - $9.16K
|
1.83K
$295K
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
51+ 0.39% |
$8.21K - $9.16K
|
13K
$2.1M
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
51+ 3.3% |
$8.21K - $9.16K
|
1.6K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
51+ 0.12% |
$8.21K - $9.16K
|
43K
$6.94M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50+ 47.62% |
$8.05K - $8.99K
|
155
$25K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
50+ 1.93% |
$8.05K - $8.99K
|
2.65K
$427K
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
50+ 1.14% |
$8.05K - $8.99K
|
4.44K
$715K
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
50+ 0.93% |
$8.05K - $8.99K
|
5.41K
$872K
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
50+ 0.41% |
$8.05K - $8.99K
|
12.2K
$1.97M
|
|
Feb 10, 2025
Q4 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
50+ 5.25% |
$8.05K - $8.99K
|
1K
$162K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 0.9% |
$7.89K - $8.81K
|
5.49K
$884K
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
49+ 0.06% |
$7.89K - $8.81K
|
86.5K
$13.9M
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
49+ 0.34% |
$7.89K - $8.81K
|
14.6K
$2.36M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
49+ 0.87% |
$7.89K - $8.81K
|
5.68K
$916K
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
49+ 0.77% |
$7.89K - $8.81K
|
6.39K
$1.03M
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
49+ 3.37% |
$7.89K - $8.81K
|
1.51K
$243K
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
48+ 2.81% |
$7.73K - $8.63K
|
1.76K
$283K
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
48+ 2.01% |
$7.73K - $8.63K
|
2.44K
$394K
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
48+ 0.44% |
$7.73K - $8.63K
|
10.9K
$1.76M
|
|
Jan 31, 2025
Q4 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
48+ 1.28% |
$7.73K - $8.63K
|
3.79K
$610K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
48+ 1.73% |
$7.73K - $8.63K
|
2.83K
$456K
|