Purchases and Sales Made in Q1 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
1.85K+ 4.87% |
$273K - $301K
|
39.9K
$6.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.85K+ 8.65% |
$272K - $301K
|
23.2K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.83K+ 2.69% |
$269K - $297K
|
69.8K
$11.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$269K - $297K
|
1.82K
$310K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.8K+ 45.95% |
$266K - $293K
|
5.73K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.8K+ 37.52% |
$265K - $293K
|
6.59K
$1.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.8K+ 10.17% |
$265K - $292K
|
19.5K
$3.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.8KNew |
$265K - $292K
|
1.8K
$305K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.8K+ 3.12% |
$265K - $292K
|
59.3K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.79KNew |
$264K - $291K
|
1.79K
$304K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.78K+ 5.05% |
$262K - $289K
|
37K
$6.29M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
1.77K+ 38.71% |
$261K - $288K
|
6.35K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.77K+ 18.94% |
$261K - $288K
|
11.1K
$1.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.77K+ 8.26% |
$261K - $287K
|
23.2K
$3.94M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.76KNew |
$260K - $287K
|
1.76K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.75K+ 2.67% |
$258K - $285K
|
67.4K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
1.75KNew |
$258K - $285K
|
1.75K
$298K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.75KNew |
$258K - $284K
|
1.75K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.74K+ 0.58% |
$257K - $284K
|
301K
$51.2M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.74K+ 5.19% |
$257K - $283K
|
35.3K
$6M
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.74KNew |
$256K - $282K
|
1.74K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.73KNew |
$256K - $282K
|
1.73K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.73K+ 59.83% |
$255K - $282K
|
4.63K
$786K
|
|
|
May 13, 2024
Q1 2024
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
BUY
|
- |
1.71K+ 0.84% |
$252K - $278K
|
205K
$34.8M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.7K+ 2.16% |
$250K - $276K
|
80.5K
$13.7M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.69KNew |
$249K - $274K
|
1.69K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.69KNew |
$249K - $274K
|
1.69K
$286K
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.68KNew |
$248K - $274K
|
1.68K
$286K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.68KNew |
$248K - $273K
|
1.68K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.67K+ 58.81% |
$246K - $272K
|
4.52K
$767K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.67KNew |
$246K - $272K
|
1.67K
$284K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.67KNew |
$246K - $271K
|
1.67K
$283K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
1.66KNew |
$245K - $270K
|
1.66K
$283K
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.66K+ 5.46% |
$244K - $269K
|
32K
$5.44M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.66KNew |
$244K - $269K
|
1.66K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.64KNew |
$242K - $267K
|
1.64K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.62K+ 0.54% |
$239K - $263K
|
301K
$51.2M
|
|
|
May 15, 2024
Q1 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.62KNew |
$239K - $263K
|
1.62K
$275K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.6KNew |
$236K - $260K
|
1.6K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.59KNew |
$235K - $259K
|
1.59K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.59K+ 11.66% |
$234K - $258K
|
15.2K
$2.58M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.57K+ 1.27% |
$232K - $256K
|
125K
$21.3M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.57K+ 4.24% |
$231K - $254K
|
38.5K
$6.54M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.56K+ 265.99% |
$231K - $254K
|
2.15K
$366K
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.55KNew |
$228K - $251K
|
1.55K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.53KNew |
$225K - $248K
|
1.53K
$259K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.52KNew |
$224K - $247K
|
1.52K
$259K
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.52K+ 25.37% |
$224K - $247K
|
7.52K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.51K+ 1.28% |
$223K - $246K
|
119K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
1.51KNew |
$223K - $246K
|
1.51K
$257K
|