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
|
Merriman Wealth Management, LLC
|
BUY
|
- |
633+ 9.39% |
$93.3K - $103K
|
7.37K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
630+ 0.84% |
$92.9K - $102K
|
75.9K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
630+ 3.24% |
$92.9K - $102K
|
20.1K
$3.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
628+ 2.0% |
$92.6K - $102K
|
32K
$5.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
627+ 6.47% |
$92.4K - $102K
|
10.3K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
620+ 1.81% |
$91.4K - $101K
|
34.8K
$5.53M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
613+ 2.46% |
$90.4K - $99.7K
|
25.5K
$4.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
609+ 1.81% |
$89.8K - $99K
|
34.2K
$5.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
608+ 76.96% |
$89.6K - $98.9K
|
1.4K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
605+ 22.83% |
$89.2K - $98.4K
|
3.26K
$517K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
603+ 4.46% |
$88.9K - $98.1K
|
14.1K
$2.24M
|
|
|
Sep 12, 2024
Q1 2024
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
602+ 7.81% |
$88.7K - $97.9K
|
8.32K
$1.32M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
599+ 21.47% |
$88.3K - $97.4K
|
3.39K
$538K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
599+ 31.38% |
$88.3K - $97.4K
|
2.51K
$398K
|
|
|
Apr 25, 2024
Q1 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
592+ 3.2% |
$87.3K - $96.3K
|
19.1K
$3.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
589+ 7.52% |
$86.8K - $95.8K
|
8.42K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
589+ 17.24% |
$86.8K - $95.8K
|
4.01K
$636K
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
588+ 28.82% |
$86.7K - $95.6K
|
2.63K
$417K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
584+ 2.11% |
$86.1K - $95K
|
28.2K
$4.49M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
581+ 1.66% |
$85.7K - $94.5K
|
35.7K
$5.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
579New |
$85.4K - $94.2K
|
579
$92K
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
579+ 3.49% |
$85.4K - $94.2K
|
17.2K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
579+ 1.44% |
$85.4K - $94.2K
|
40.7K
$6.46M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
574+ 8.95% |
$84.6K - $93.3K
|
6.99K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
569+ 0.98% |
$83.9K - $92.5K
|
58.7K
$9.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
568+ 0.38% |
$83.7K - $92.4K
|
150K
$23.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
562+ 4.62% |
$82.9K - $91.4K
|
12.7K
$2.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
559+ 18.22% |
$82.4K - $90.9K
|
3.63K
$576K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
557+ 3.25% |
$82.1K - $90.6K
|
17.7K
$2.81M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
552+ 1.92% |
$81.4K - $89.8K
|
29.3K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
552+ 1.16% |
$81.4K - $89.8K
|
48K
$7.62M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
550+ 6.23% |
$81.1K - $89.4K
|
9.38K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
549+ 3.09% |
$80.9K - $89.3K
|
18.3K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
549+ 8.65% |
$80.9K - $89.3K
|
6.9K
$1.1M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
549+ 8.9% |
$80.9K - $89.3K
|
6.72K
$1.07M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
549+ 3.31% |
$80.9K - $89.3K
|
17.1K
$2.72M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
542+ 2.04% |
$79.9K - $88.1K
|
27.1K
$4.3M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
541+ 2.06% |
$79.8K - $88K
|
26.8K
$4.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
540+ 3.5% |
$79.6K - $87.8K
|
15.9K
$2.53M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
540+ 26.25% |
$79.6K - $87.8K
|
2.6K
$412K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
539+ 2.98% |
$79.5K - $87.6K
|
18.6K
$2.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
537+ 5.03% |
$79.2K - $87.3K
|
11.2K
$1.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
536+ 1.42% |
$79K - $87.2K
|
38.2K
$6.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
530+ 14.96% |
$78.1K - $86.2K
|
4.07K
$647K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
530+ 5.45% |
$78.1K - $86.2K
|
10.3K
$1.63M
|
|
|
Dec 13, 2024
Q1 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
530+ 25.15% |
$78.1K - $86.2K
|
2.64K
$419K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
528+ 3.62% |
$77.8K - $85.9K
|
15.1K
$2.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
526+ 30.11% |
$77.5K - $85.5K
|
2.27K
$361K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
525+ 8.47% |
$77.4K - $85.4K
|
6.73K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
523+ 6.27% |
$77.1K - $85K
|
8.86K
$1.41M
|