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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$192K
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$192K
|
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$185K - $204K
|
1.26K
$191K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.26K+ 1.27% |
$185K - $204K
|
100K
$15.2M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
1.26K+ 3.81% |
$185K - $204K
|
34.2K
$5.21M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.26KNew |
$185K - $204K
|
1.26K
$191K
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.25KNew |
$185K - $204K
|
1.25K
$191K
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.25K+ 29.93% |
$184K - $203K
|
5.43K
$826K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.25KNew |
$184K - $203K
|
1.25K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$184K - $203K
|
1.25K
$190K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
1.25K+ 12.3% |
$184K - $203K
|
11.4K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
1.25KNew |
$184K - $202K
|
1.25K
$190K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
BUY
|
- |
1.25KNew |
$184K - $202K
|
1.25K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
1.24KNew |
$183K - $202K
|
1.24K
$189K
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
1.24KNew |
$182K - $201K
|
1.24K
$188K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.23K+ 1.99% |
$182K - $200K
|
63.2K
$9.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.23K+ 2.93% |
$181K - $200K
|
43.2K
$6.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.22K+ 71.81% |
$180K - $199K
|
2.93K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1.22K+ 60.95% |
$180K - $198K
|
3.22K
$490K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
1.2K+ 24.47% |
$177K - $195K
|
6.11K
$930K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.2K+ 0.56% |
$177K - $195K
|
216K
$32.9M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.19K+ 55.6% |
$176K - $194K
|
3.34K
$508K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
1.19K+ 19.85% |
$175K - $193K
|
7.17K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.19K+ 52.2% |
$175K - $193K
|
3.46K
$527K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.19K+ 32.2% |
$175K - $193K
|
4.87K
$741K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1.18K+ 21.14% |
$174K - $192K
|
6.77K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.18K+ 59.46% |
$174K - $192K
|
3.17K
$483K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.18K+ 13.69% |
$173K - $191K
|
9.76K
$1.49M
|
|
|
Jul 25, 2025
Q1 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.18K+ 30.37% |
$173K - $191K
|
5.04K
$768K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.17K+ 116.97% |
$172K - $189K
|
2.16K
$329K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.16K+ 3.95% |
$171K - $189K
|
30.5K
$4.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 2.6% |
$170K - $188K
|
45.6K
$6.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.15K+ 0.28% |
$170K - $187K
|
414K
$63M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1.15K+ 34.1% |
$169K - $186K
|
4.5K
$686K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 15.02% |
$168K - $186K
|
8.75K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.14K+ 1.72% |
$168K - $185K
|
67.4K
$10.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.14K+ 7.06% |
$168K - $185K
|
17.2K
$2.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.13K+ 2.68% |
$166K - $184K
|
43.3K
$6.59M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.13K+ 2.57% |
$166K - $183K
|
44.9K
$6.84M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.12K+ 6.12% |
$165K - $181K
|
19.4K
$2.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
1.11K+ 2.18% |
$164K - $181K
|
52K
$7.91M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.11K+ 2.07% |
$163K - $180K
|
54.6K
$8.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.11K+ 2.89% |
$163K - $180K
|
39.4K
$6M
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 25.33% |
$162K - $179K
|
5.44K
$829K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.09K+ 1.73% |
$161K - $178K
|
64.1K
$9.77M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.09K+ 39.6% |
$161K - $177K
|
3.85K
$586K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.09K+ 7.94% |
$160K - $176K
|
14.7K
$2.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.08K+ 4.59% |
$160K - $176K
|
24.7K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.08K+ 37.72% |
$160K - $176K
|
3.95K
$602K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.08K+ 5.75% |
$159K - $175K
|
19.8K
$3.02M
|