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
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32+ 0.39% |
$5.15K - $5.75K
|
8.29K
$1.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
32+ 1.03% |
$5.15K - $5.75K
|
3.15K
$508K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
32+ 0.12% |
$5.15K - $5.75K
|
25.8K
$4.15M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
32+ 0.69% |
$5.15K - $5.75K
|
4.67K
$752K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
31+ 0.48% |
$4.99K - $5.57K
|
6.52K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
31+ 0.56% |
$4.99K - $5.57K
|
5.59K
$902K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
31+ 0.23% |
$4.99K - $5.57K
|
13.3K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
31+ 0.26% |
$4.99K - $5.57K
|
12.1K
$1.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
31+ 0.08% |
$4.99K - $5.57K
|
36.5K
$5.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
31+ 0.13% |
$4.99K - $5.57K
|
23.9K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
30+ 0.29% |
$4.83K - $5.39K
|
10.5K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
30+ 0.65% |
$4.83K - $5.39K
|
4.66K
$751K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
30+ 0.49% |
$4.83K - $5.39K
|
6.15K
$992K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
30+ 1.18% |
$4.83K - $5.39K
|
2.58K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
30+ 3.13% |
$4.83K - $5.39K
|
988
$159K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
30+ 1.09% |
$4.83K - $5.39K
|
2.78K
$449K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
29+ 3.09% |
$4.67K - $5.21K
|
966
$156K
|
|
|
Jan 23, 2025
Q4 2024
|
Cortland Associates Inc
|
BUY
|
- |
29+ 0.43% |
$4.67K - $5.21K
|
6.8K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
29+ 2.25% |
$4.67K - $5.21K
|
1.32K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
29+ 1.82% |
$4.67K - $5.21K
|
1.62K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
29+ 0.3% |
$4.67K - $5.21K
|
9.6K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
29+ 0.65% |
$4.67K - $5.21K
|
4.47K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
29+ 2.07% |
$4.67K - $5.21K
|
1.43K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
28+ 0.97% |
$4.51K - $5.03K
|
2.91K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
28+ 0.72% |
$4.51K - $5.03K
|
3.9K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
28New |
$4.51K - $5.03K
|
28
$4.51K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
27+ 0.14% |
$4.35K - $4.85K
|
18.7K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
27+ 1.6% |
$4.35K - $4.85K
|
1.72K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.61% |
$4.35K - $4.85K
|
4.47K
$720K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.58% |
$4.19K - $4.67K
|
4.48K
$721K
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
26+ 0.22% |
$4.19K - $4.67K
|
11.8K
$1.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
26+ 0.1% |
$4.19K - $4.67K
|
26.3K
$4.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
25+ 0.23% |
$4.03K - $4.49K
|
11K
$1.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
25+ 0.08% |
$4.03K - $4.49K
|
29.5K
$4.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
25New |
$4.03K - $4.49K
|
25
$4.03K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
25+ 1.42% |
$4.03K - $4.49K
|
1.78K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25+ 0.16% |
$4.03K - $4.49K
|
16K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
25+ 0.79% |
$4.03K - $4.49K
|
3.19K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
25+ 0.74% |
$4.03K - $4.49K
|
3.38K
$545K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
25+ 1.29% |
$4.03K - $4.49K
|
1.97K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
24+ 0.39% |
$3.87K - $4.31K
|
6.11K
$986K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
24+ 0.19% |
$3.87K - $4.31K
|
12.4K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
24+ 32.0% |
$3.87K - $4.31K
|
99
$16K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
24+ 1.75% |
$3.87K - $4.31K
|
1.39K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
24+ 0.08% |
$3.87K - $4.31K
|
31K
$5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
23+ 0.58% |
$3.7K - $4.13K
|
3.96K
$638K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
23+ 0.34% |
$3.7K - $4.13K
|
6.88K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
22+ 0.09% |
$3.54K - $3.95K
|
25.2K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
22+ 0.07% |
$3.54K - $3.95K
|
32.6K
$5.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 0.59% |
$3.54K - $3.95K
|
3.74K
$603K
|