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
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.01K+ 1.29% |
$149K - $165K
|
79.5K
$13.5M
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.01K+ 2.32% |
$149K - $164K
|
44.5K
$7.54M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
1K+ 23.66% |
$148K - $163K
|
5.24K
$888K
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1K+ 2.68% |
$147K - $163K
|
38.3K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
999+ 0.78% |
$147K - $162K
|
130K
$22M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
998+ 0.82% |
$147K - $162K
|
122K
$20.7M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
994+ 22.3% |
$147K - $162K
|
5.45K
$924K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
971+ 8.36% |
$143K - $158K
|
12.6K
$2.13M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
965+ 7.22% |
$142K - $157K
|
14.3K
$2.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
956+ 7.56% |
$141K - $155K
|
13.6K
$2.3M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
955+ 1.15% |
$141K - $155K
|
84.3K
$14.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
954+ 6.06% |
$141K - $155K
|
16.7K
$2.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
950+ 1.47% |
$140K - $154K
|
65.6K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
946+ 13.05% |
$139K - $154K
|
8.2K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
940+ 2.55% |
$139K - $153K
|
37.7K
$6.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
939+ 2.59% |
$138K - $153K
|
37.2K
$6.3M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
929+ 19.96% |
$137K - $151K
|
5.58K
$946K
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
929+ 0.85% |
$137K - $151K
|
110K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
908+ 53.19% |
$134K - $148K
|
2.62K
$443K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
905+ 25.1% |
$133K - $147K
|
4.51K
$764K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
903+ 7.48% |
$133K - $147K
|
13K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
902+ 2.77% |
$133K - $147K
|
33.5K
$5.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
901+ 9.37% |
$133K - $147K
|
10.5K
$1.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
898+ 19.63% |
$132K - $146K
|
5.47K
$927K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
896+ 17.85% |
$132K - $146K
|
5.92K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
891+ 14.08% |
$131K - $145K
|
7.22K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
890+ 2.33% |
$131K - $145K
|
39K
$6.61M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
885+ 10.34% |
$130K - $144K
|
9.44K
$1.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
868+ 4.94% |
$128K - $141K
|
18.4K
$3.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
867+ 1.0% |
$128K - $141K
|
87.8K
$14.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
867+ 9.43% |
$128K - $141K
|
10.1K
$1.71M
|
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
864+ 0.7% |
$127K - $140K
|
124K
$21.1M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
858+ 5.25% |
$126K - $140K
|
17.2K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
856+ 10.57% |
$126K - $139K
|
8.96K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
853+ 12.0% |
$126K - $139K
|
7.96K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
845+ 2.3% |
$125K - $137K
|
37.6K
$6.37M
|
|
|
May 08, 2024
Q1 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
839+ 2.42% |
$124K - $136K
|
35.6K
$6.03M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
839+ 3.18% |
$124K - $136K
|
27.2K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
838+ 192.64% |
$124K - $136K
|
1.27K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
836+ 5.57% |
$123K - $136K
|
15.8K
$2.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
833+ 3.97% |
$123K - $135K
|
21.8K
$3.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
830+ 15.91% |
$122K - $135K
|
6.05K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
826+ 20.84% |
$122K - $134K
|
4.79K
$812K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
821+ 0.55% |
$121K - $134K
|
150K
$25.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
814+ 14.98% |
$120K - $132K
|
6.25K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
810+ 21.28% |
$119K - $132K
|
4.62K
$782K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
800+ 1.08% |
$118K - $130K
|
75.1K
$12.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
798+ 0.59% |
$118K - $130K
|
137K
$23.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
793+ 4.27% |
$117K - $129K
|
19.4K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
791+ 1.68% |
$117K - $129K
|
47.8K
$8.11M
|