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 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
225+ 1.59% |
$33.2K - $36.6K
|
14.4K
$2.43M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
223+ 4.92% |
$32.9K - $36.3K
|
4.75K
$801K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
222+ 7.4% |
$32.7K - $36.1K
|
3.22K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
222+ 11.81% |
$32.7K - $36.1K
|
2.1K
$354K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
222+ 15.28% |
$32.7K - $36.1K
|
1.68K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
220+ 1.11% |
$32.4K - $35.8K
|
20.1K
$3.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
220+ 14.63% |
$32.4K - $35.8K
|
1.72K
$291K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
219+ 7.4% |
$32.3K - $35.6K
|
3.18K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
219+ 144.08% |
$32.3K - $35.6K
|
371
$62.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
218+ 2.23% |
$32.1K - $35.4K
|
10K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
218+ 1.36% |
$32.1K - $35.4K
|
16.3K
$2.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
217+ 6.36% |
$32K - $35.3K
|
3.63K
$612K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
216+ 0.41% |
$31.8K - $35.1K
|
52.3K
$8.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
214+ 11.44% |
$31.5K - $34.8K
|
2.09K
$351K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
213+ 0.42% |
$31.4K - $34.6K
|
51.4K
$8.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
212+ 13.66% |
$31.3K - $34.5K
|
1.76K
$297K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
211+ 5.01% |
$31.1K - $34.3K
|
4.43K
$746K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
211+ 2.63% |
$31.1K - $34.3K
|
8.25K
$1.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
210+ 1.92% |
$31K - $34.1K
|
11.1K
$1.88M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
210+ 3.41% |
$31K - $34.1K
|
6.37K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
206+ 9.73% |
$30.4K - $33.5K
|
2.32K
$392K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
206+ 1.97% |
$30.4K - $33.5K
|
10.7K
$1.8M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
205+ 1.48% |
$30.2K - $33.3K
|
14K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
205+ 1.68% |
$30.2K - $33.3K
|
12.4K
$2.09M
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
205+ 0.41% |
$30.2K - $33.3K
|
50.4K
$8.49M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
205+ 3.99% |
$30.2K - $33.3K
|
5.35K
$901K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
203+ 0.73% |
$29.9K - $33K
|
28.1K
$4.74M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
203+ 3.5% |
$29.9K - $33K
|
6.01K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
202+ 4.35% |
$29.8K - $32.8K
|
4.84K
$816K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
201+ 1.06% |
$29.6K - $32.7K
|
19.2K
$3.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
200+ 0.11% |
$29.5K - $32.5K
|
182K
$30.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
200+ 3.13% |
$29.5K - $32.5K
|
6.59K
$1.11M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
200+ 5.4% |
$29.5K - $32.5K
|
3.91K
$659K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
200+ 3.67% |
$29.5K - $32.5K
|
5.65K
$952K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.05% |
$29.5K - $32.5K
|
409K
$68.9M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200+ 94.79% |
$29.5K - $32.5K
|
411
$69.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
198+ 0.33% |
$29.2K - $32.2K
|
59.4K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
197+ 1.62% |
$29K - $32K
|
12.4K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
196+ 5.82% |
$28.9K - $31.9K
|
3.56K
$601K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
194+ 11.09% |
$28.6K - $31.5K
|
1.94K
$328K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
193+ 2.96% |
$28.5K - $31.4K
|
6.72K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
192+ 0.08% |
$28.3K - $31.2K
|
251K
$42.3M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
192+ 6.86% |
$28.3K - $31.2K
|
2.99K
$504K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
191+ 2.14% |
$28.2K - $31.1K
|
9.12K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
190+ 1.61% |
$28K - $30.9K
|
12K
$2.02M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
190+ 4.86% |
$28K - $30.9K
|
4.1K
$690K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
189+ 12.71% |
$27.9K - $30.7K
|
1.68K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
189+ 5.35% |
$27.9K - $30.7K
|
3.73K
$628K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
187+ 0.36% |
$27.6K - $30.4K
|
52.5K
$8.85M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
186New |
$27.4K - $30.2K
|
186
$31.4K
|