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 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
228+ 0.62% |
$33.6K - $37.1K
|
37.3K
$6.22M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
228+ 2.52% |
$33.6K - $37.1K
|
9.29K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
227+ 5.72% |
$33.5K - $36.9K
|
4.2K
$700K
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
226+ 1.84% |
$33.3K - $36.7K
|
12.5K
$2.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
225+ 2.57% |
$33.2K - $36.6K
|
8.99K
$1.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
225+ 2.37% |
$33.2K - $36.6K
|
9.73K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
225+ 5.69% |
$33.2K - $36.6K
|
4.18K
$697K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
225+ 1.59% |
$33.2K - $36.6K
|
14.4K
$2.4M
|
|
|
Aug 12, 2024
Q1 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
223+ 4.92% |
$32.9K - $36.3K
|
4.75K
$793K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
222+ 7.4% |
$32.7K - $36.1K
|
3.22K
$538K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
222+ 11.81% |
$32.7K - $36.1K
|
2.1K
$351K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
222+ 15.28% |
$32.7K - $36.1K
|
1.68K
$279K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
220+ 1.11% |
$32.4K - $35.8K
|
20.1K
$3.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
BUY
|
- |
220+ 14.63% |
$32.4K - $35.8K
|
1.72K
$288K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
219+ 7.4% |
$32.3K - $35.6K
|
3.18K
$531K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
219+ 144.08% |
$32.3K - $35.6K
|
371
$61.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
218+ 2.23% |
$32.1K - $35.4K
|
10K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
218+ 1.36% |
$32.1K - $35.4K
|
16.3K
$2.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
217+ 6.36% |
$32K - $35.3K
|
3.63K
$605K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
216+ 0.41% |
$31.8K - $35.1K
|
52.3K
$8.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
214+ 11.44% |
$31.5K - $34.8K
|
2.09K
$348K
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
213+ 0.42% |
$31.4K - $34.6K
|
51.4K
$8.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
212+ 13.66% |
$31.3K - $34.5K
|
1.76K
$294K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
211+ 5.01% |
$31.1K - $34.3K
|
4.43K
$738K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
211+ 2.63% |
$31.1K - $34.3K
|
8.25K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
210+ 1.92% |
$31K - $34.1K
|
11.1K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
210+ 3.41% |
$31K - $34.1K
|
6.37K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
206+ 9.73% |
$30.4K - $33.5K
|
2.32K
$388K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
206+ 1.97% |
$30.4K - $33.5K
|
10.7K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
205+ 1.48% |
$30.2K - $33.3K
|
14K
$2.34M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
205+ 1.68% |
$30.2K - $33.3K
|
12.4K
$2.07M
|
|
|
May 09, 2024
Q1 2024
|
Wills Financial Group, Inc.
|
BUY
|
- |
205+ 0.41% |
$30.2K - $33.3K
|
50.4K
$8.4M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
205+ 3.99% |
$30.2K - $33.3K
|
5.35K
$892K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
203+ 0.73% |
$29.9K - $33K
|
28.1K
$4.69M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
203+ 3.5% |
$29.9K - $33K
|
6.01K
$1M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
202+ 4.35% |
$29.8K - $32.8K
|
4.84K
$808K
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
BUY
|
- |
201+ 1.06% |
$29.6K - $32.7K
|
19.2K
$3.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
200+ 0.11% |
$29.5K - $32.5K
|
182K
$30.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
200+ 3.13% |
$29.5K - $32.5K
|
6.59K
$1.1M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
200+ 5.4% |
$29.5K - $32.5K
|
3.91K
$652K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
200+ 3.67% |
$29.5K - $32.5K
|
5.65K
$942K
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.05% |
$29.5K - $32.5K
|
409K
$68.2M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
200+ 94.79% |
$29.5K - $32.5K
|
411
$68.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
198+ 0.33% |
$29.2K - $32.2K
|
59.4K
$9.9M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
197+ 1.62% |
$29K - $32K
|
12.4K
$2.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
196+ 5.82% |
$28.9K - $31.9K
|
3.56K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
194+ 11.09% |
$28.6K - $31.5K
|
1.94K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
193+ 2.96% |
$28.5K - $31.4K
|
6.72K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
192+ 0.08% |
$28.3K - $31.2K
|
251K
$41.8M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
192+ 6.86% |
$28.3K - $31.2K
|
2.99K
$499K
|