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 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
826+ 20.84% |
$122K - $134K
|
4.79K
$804K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
821+ 0.55% |
$121K - $134K
|
150K
$25.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
814+ 14.98% |
$120K - $132K
|
6.25K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
810+ 21.28% |
$119K - $132K
|
4.62K
$774K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
800+ 1.08% |
$118K - $130K
|
75.1K
$12.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
798+ 0.59% |
$118K - $130K
|
137K
$23M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
793+ 4.27% |
$117K - $129K
|
19.4K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
791+ 1.68% |
$117K - $129K
|
47.8K
$8.03M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
786+ 2.86% |
$116K - $128K
|
28.3K
$4.74M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
784+ 8.77% |
$116K - $127K
|
9.73K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
766+ 1.51% |
$113K - $125K
|
51.6K
$8.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
752+ 3.49% |
$111K - $122K
|
22.3K
$3.74M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
739+ 4.89% |
$109K - $120K
|
15.9K
$2.66M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
738+ 4.25% |
$109K - $120K
|
18.1K
$3.04M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
724+ 9.98% |
$107K - $118K
|
7.98K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
722+ 2.77% |
$106K - $117K
|
26.8K
$4.5M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
720+ 1.53% |
$106K - $117K
|
47.9K
$8.03M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
720+ 5.26% |
$106K - $117K
|
14.4K
$2.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
719+ 1.68% |
$106K - $117K
|
43.6K
$7.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
717+ 0.78% |
$106K - $117K
|
92.8K
$15.6M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
704+ 0.56% |
$104K - $114K
|
127K
$21.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
702+ 1.59% |
$103K - $114K
|
44.9K
$7.54M
|
|
|
Aug 12, 2024
Q1 2024
|
Mirabaud Asset Management LTD
London, X0 |
BUY
|
- |
701+ 9.9% |
$103K - $114K
|
7.78K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
698+ 1.32% |
$103K - $114K
|
53.5K
$8.98M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
698+ 50.62% |
$103K - $114K
|
2.08K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
697+ 0.33% |
$103K - $113K
|
213K
$35.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
692+ 1.54% |
$102K - $113K
|
45.7K
$7.67M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
692+ 23.66% |
$102K - $113K
|
3.62K
$607K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
687+ 5.78% |
$101K - $112K
|
12.6K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
684+ 49.82% |
$101K - $111K
|
2.06K
$345K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
683+ 12.78% |
$101K - $111K
|
6.03K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
681New |
$100K - $111K
|
681
$114K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
BUY
|
- |
679+ 3.64% |
$100K - $110K
|
19.3K
$3.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
677+ 4.19% |
$99.8K - $110K
|
16.8K
$2.82M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
675+ 26.68% |
$99.5K - $110K
|
3.21K
$538K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
675+ 8.1% |
$99.5K - $110K
|
9.01K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
671+ 17.78% |
$98.9K - $109K
|
4.44K
$746K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
668+ 7.59% |
$98.5K - $109K
|
9.47K
$1.59M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
665+ 16.38% |
$98K - $108K
|
4.72K
$793K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
661+ 19.14% |
$97.4K - $107K
|
4.11K
$690K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
656+ 5.73% |
$96.7K - $107K
|
12.1K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
655+ 26.31% |
$96.6K - $107K
|
3.15K
$528K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
646+ 4.47% |
$95.2K - $105K
|
15.1K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
645+ 4.11% |
$95.1K - $105K
|
16.3K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
641+ 2.56% |
$94.5K - $104K
|
25.7K
$4.31M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
641+ 2.56% |
$94.5K - $104K
|
25.7K
$4.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
634+ 9.18% |
$93.5K - $103K
|
7.54K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
633+ 9.39% |
$93.3K - $103K
|
7.37K
$1.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
630+ 0.84% |
$92.9K - $102K
|
75.9K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
630+ 3.24% |
$92.9K - $102K
|
20.1K
$3.37M
|