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
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
293+ 2.02% |
$43.2K - $47.6K
|
14.8K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
293+ 2.89% |
$43.2K - $47.6K
|
10.4K
$1.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
292+ 5.74% |
$43K - $47.5K
|
5.38K
$820K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
292+ 0.41% |
$43K - $47.5K
|
70.8K
$10.8M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
291+ 16.06% |
$42.9K - $47.3K
|
2.1K
$320K
|
|
|
Apr 18, 2024
Q1 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
290+ 3.28% |
$42.8K - $47.2K
|
9.13K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
288+ 2.17% |
$42.5K - $46.8K
|
13.5K
$2.06M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
287+ 5.75% |
$42.3K - $46.7K
|
5.28K
$804K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
286New |
$42.2K - $46.5K
|
286
$43.5K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
281+ 1873.33% |
$41.4K - $45.7K
|
296
$45.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
280+ 3.16% |
$41.3K - $45.5K
|
9.14K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
280+ 354.43% |
$41.3K - $45.5K
|
359
$54.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
277+ 6.22% |
$40.8K - $45K
|
4.73K
$721K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
275+ 3.17% |
$40.5K - $44.7K
|
8.95K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
275+ 1.66% |
$40.5K - $44.7K
|
16.9K
$2.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
273+ 8.12% |
$40.2K - $44.4K
|
3.64K
$554K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
268+ 0.32% |
$39.5K - $43.6K
|
83.9K
$12.8M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
268+ 2.11% |
$39.5K - $43.6K
|
13K
$1.98M
|
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
268+ 4.52% |
$39.5K - $43.6K
|
6.2K
$944K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
267+ 1.27% |
$39.4K - $43.4K
|
21.3K
$3.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
266+ 5.55% |
$39.2K - $43.3K
|
5.06K
$770K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
266+ 4.44% |
$39.2K - $43.3K
|
6.26K
$953K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
265+ 4.14% |
$39.1K - $43.1K
|
6.66K
$1.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
265+ 0.9% |
$39.1K - $43.1K
|
29.6K
$4.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
264+ 0.02% |
$38.9K - $42.9K
|
1.17M
$179M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
264+ 3.52% |
$38.9K - $42.9K
|
7.77K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
263+ 3.8% |
$38.8K - $42.8K
|
7.19K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
263+ 1.01% |
$38.8K - $42.8K
|
26.2K
$3.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
261+ 2.91% |
$38.5K - $42.4K
|
9.23K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
261+ 2.38% |
$38.5K - $42.4K
|
11.2K
$1.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
261New |
$38.5K - $42.4K
|
261
$39.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Chickasaw Capital Management LLC
|
BUY
|
- |
260+ 2.64% |
$38.3K - $42.3K
|
10.1K
$1.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
258+ 3.4% |
$38K - $42K
|
7.86K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
BUY
|
- |
252+ 0.21% |
$37.1K - $41K
|
123K
$18.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
251+ 6.02% |
$37K - $40.8K
|
4.42K
$673K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
250+ 9.8% |
$36.9K - $40.7K
|
2.8K
$427K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
250+ 12.86% |
$36.9K - $40.7K
|
2.19K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
249+ 0.72% |
$36.7K - $40.5K
|
34.8K
$5.3M
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
248+ 1.89% |
$36.6K - $40.3K
|
13.4K
$2.04M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
247+ 15.62% |
$36.4K - $40.2K
|
1.83K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
247+ 12.36% |
$36.4K - $40.2K
|
2.25K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
245+ 10.7% |
$36.1K - $39.8K
|
2.54K
$386K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
241+ 5.06% |
$35.5K - $39.2K
|
5K
$762K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
241+ 4.42% |
$35.5K - $39.2K
|
5.7K
$867K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
240+ 8.29% |
$35.4K - $39K
|
3.14K
$478K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
240+ 7.9% |
$35.4K - $39K
|
3.28K
$499K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
239+ 2.79% |
$35.2K - $38.9K
|
8.79K
$1.34M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
238+ 2.62% |
$35.1K - $38.7K
|
9.32K
$1.42M
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
236+ 12.7% |
$34.8K - $38.4K
|
2.09K
$319K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
235+ 10.5% |
$34.6K - $38.2K
|
2.47K
$377K
|