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 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
22+ 0.56% |
$3.54K - $3.95K
|
3.95K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
21+ 0.3% |
$3.38K - $3.77K
|
7.04K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21+ 0.4% |
$3.38K - $3.77K
|
5.27K
$850K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
20+ 0.56% |
$3.22K - $3.59K
|
3.6K
$580K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 0.22% |
$3.22K - $3.59K
|
9.2K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
20+ 2.89% |
$3.22K - $3.59K
|
713
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
20+ 1.27% |
$3.22K - $3.59K
|
1.6K
$257K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
20+ 0.21% |
$3.22K - $3.59K
|
9.53K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
20+ 0.25% |
$3.22K - $3.59K
|
8.07K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
20+ 0.18% |
$3.22K - $3.59K
|
11.2K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
20+ 0.37% |
$3.22K - $3.59K
|
5.38K
$867K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
20+ 0.35% |
$3.22K - $3.59K
|
5.73K
$923K
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
19+ 1.48% |
$3.06K - $3.41K
|
1.31K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
19+ 0.12% |
$3.06K - $3.41K
|
15.9K
$2.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
19+ 1.33% |
$3.06K - $3.41K
|
1.45K
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
19+ 0.21% |
$3.06K - $3.41K
|
9.23K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.54% |
$3.06K - $3.41K
|
3.53K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
18+ 0.41% |
$2.9K - $3.23K
|
4.36K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
18+ 0.96% |
$2.9K - $3.23K
|
1.9K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
18+ 0.37% |
$2.9K - $3.23K
|
4.84K
$779K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
18+ 0.1% |
$2.9K - $3.23K
|
17.3K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
18+ 0.65% |
$2.9K - $3.23K
|
2.8K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
18+ 0.12% |
$2.9K - $3.23K
|
15.6K
$2.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
17+ 0.17% |
$2.74K - $3.05K
|
9.87K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 0.56% |
$2.74K - $3.05K
|
3.07K
$494K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
17+ 0.18% |
$2.74K - $3.05K
|
9.43K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
17New |
$2.74K - $3.05K
|
17
$2.74K
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
17+ 0.9% |
$2.74K - $3.05K
|
1.9K
$307K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
16+ 0.25% |
$2.58K - $2.88K
|
6.46K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
16+ 0.54% |
$2.58K - $2.88K
|
3K
$484K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
16+ 2.89% |
$2.58K - $2.88K
|
570
$91.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
16+ 0.38% |
$2.58K - $2.88K
|
4.22K
$681K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
15+ 0.21% |
$2.42K - $2.7K
|
7.05K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 2.48% |
$2.42K - $2.7K
|
620
$100K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
15+ 0.75% |
$2.42K - $2.7K
|
2.02K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
15+ 0.17% |
$2.42K - $2.7K
|
8.7K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.28% |
$2.25K - $2.52K
|
4.99K
$804K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
14+ 0.69% |
$2.25K - $2.52K
|
2.05K
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
14+ 0.95% |
$2.25K - $2.52K
|
1.49K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 0.16% |
$2.25K - $2.52K
|
8.93K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
14+ 0.02% |
$2.25K - $2.52K
|
68.2K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
14New |
$2.25K - $2.52K
|
14
$2.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
14+ 0.11% |
$2.25K - $2.52K
|
12.9K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.31% |
$2.09K - $2.34K
|
4.15K
$668K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
13+ 0.05% |
$2.09K - $2.34K
|
24.2K
$3.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13+ 0.16% |
$2.09K - $2.34K
|
8.3K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
13+ 0.45% |
$2.09K - $2.34K
|
2.91K
$469K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
13+ 0.37% |
$2.09K - $2.34K
|
3.53K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13+ 15.29% |
$2.09K - $2.34K
|
98
$15.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
BUY
|
- |
13+ 0.11% |
$2.09K - $2.34K
|
12.2K
$1.97M
|