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 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
504+ 6.99% |
$74.3K - $82K
|
7.72K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
BUY
|
- |
502+ 0.57% |
$74K - $81.6K
|
88.1K
$14.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
500+ 10.05% |
$73.7K - $81.3K
|
5.48K
$928K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
500New |
$73.7K - $81.3K
|
500
$84.7K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
497+ 2.5% |
$73.3K - $80.8K
|
20.4K
$3.46M
|
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
496+ 1.86% |
$73.1K - $80.7K
|
27.1K
$4.59M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
493+ 1.4% |
$72.7K - $80.2K
|
35.7K
$6.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
487+ 124.55% |
$71.8K - $79.2K
|
878
$149K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
487+ 1.52% |
$71.8K - $79.2K
|
32.4K
$5.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
487+ 11.08% |
$71.8K - $79.2K
|
4.88K
$827K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
483+ 1.69% |
$71.2K - $78.5K
|
29.1K
$4.92M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
482+ 2.57% |
$71.1K - $78.4K
|
19.2K
$3.26M
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
481+ 21.5% |
$70.9K - $78.2K
|
2.72K
$461K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
477+ 1.28% |
$70.3K - $77.6K
|
37.8K
$6.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
476+ 2.08% |
$70.2K - $77.4K
|
23.4K
$3.96M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
475+ 9.39% |
$70K - $77.2K
|
5.53K
$938K
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
470+ 0.84% |
$69.3K - $76.4K
|
56.6K
$9.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
468+ 2.71% |
$69K - $76.1K
|
17.7K
$3.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
465+ 3.56% |
$68.6K - $75.6K
|
13.5K
$2.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
464+ 4.94% |
$68.4K - $75.5K
|
9.86K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
464+ 9.39% |
$68.4K - $75.5K
|
5.4K
$916K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
464+ 20.55% |
$68.4K - $75.5K
|
2.72K
$461K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
463+ 2.38% |
$68.3K - $75.3K
|
19.9K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
462New |
$68.1K - $75.1K
|
462
$78.3K
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
460+ 25.54% |
$67.8K - $74.8K
|
2.26K
$383K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
459+ 4.41% |
$67.7K - $74.6K
|
10.9K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
458+ 0.67% |
$67.5K - $74.5K
|
69.2K
$11.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
457+ 5.58% |
$67.4K - $74.3K
|
8.65K
$1.47M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
456+ 0.52% |
$67.2K - $74.2K
|
87.8K
$14.9M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
455+ 0.6% |
$67.1K - $74K
|
76.7K
$13M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
453+ 1.15% |
$66.8K - $73.7K
|
40K
$6.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
452+ 1.06% |
$66.6K - $73.5K
|
43.3K
$7.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
452+ 4.75% |
$66.6K - $73.5K
|
9.96K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
452+ 5.31% |
$66.6K - $73.5K
|
8.96K
$1.52M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
448+ 10.76% |
$66K - $72.8K
|
4.61K
$782K
|
|
|
May 13, 2024
Q1 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
447+ 0.6% |
$65.9K - $72.7K
|
75K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
446+ 6.64% |
$65.7K - $72.5K
|
7.16K
$1.21M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
442+ 24.58% |
$65.2K - $71.9K
|
2.24K
$380K
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
440New |
$64.9K - $71.5K
|
440
$74.5K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
439+ 5.4% |
$64.7K - $71.4K
|
8.57K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
438+ 2.19% |
$64.6K - $71.2K
|
20.4K
$3.46M
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
437New |
$64.4K - $71.1K
|
437
$74K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
436+ 8.13% |
$64.3K - $70.9K
|
5.8K
$982K
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
430+ 4.16% |
$63.4K - $69.9K
|
10.8K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
430+ 0.08% |
$63.4K - $69.9K
|
517K
$87.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
428+ 6.34% |
$63.1K - $69.6K
|
7.18K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
425+ 0.36% |
$62.7K - $69.1K
|
119K
$20.2M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
425+ 5.75% |
$62.7K - $69.1K
|
7.81K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
424+ 6.91% |
$62.5K - $68.9K
|
6.56K
$1.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
424+ 21.93% |
$62.5K - $68.9K
|
2.36K
$399K
|