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 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
197+ 1.62% |
$29K - $32K
|
12.4K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
196+ 5.82% |
$28.9K - $31.9K
|
3.56K
$543K
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
194+ 11.09% |
$28.6K - $31.5K
|
1.94K
$296K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
193+ 2.96% |
$28.5K - $31.4K
|
6.72K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
192+ 0.08% |
$28.3K - $31.2K
|
251K
$38.2M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
192+ 6.86% |
$28.3K - $31.2K
|
2.99K
$455K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
191+ 2.14% |
$28.2K - $31.1K
|
9.12K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
190+ 1.61% |
$28K - $30.9K
|
12K
$1.83M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
190+ 4.86% |
$28K - $30.9K
|
4.1K
$624K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
189+ 12.71% |
$27.9K - $30.7K
|
1.68K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
189+ 5.35% |
$27.9K - $30.7K
|
3.73K
$567K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
BUY
|
- |
187+ 0.36% |
$27.6K - $30.4K
|
52.5K
$7.99M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
186New |
$27.4K - $30.2K
|
186
$28.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
185+ 14.51% |
$27.3K - $30.1K
|
1.46K
$222K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
185+ 2.28% |
$27.3K - $30.1K
|
8.3K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
185+ 8.5% |
$27.3K - $30.1K
|
2.36K
$360K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
184+ 1.99% |
$27.1K - $29.9K
|
9.43K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
182+ 2.06% |
$26.8K - $29.6K
|
9.01K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
181+ 0.94% |
$26.7K - $29.4K
|
19.4K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
181+ 1.22% |
$26.7K - $29.4K
|
15K
$2.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
179+ 3.74% |
$26.4K - $29.1K
|
4.97K
$757K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
177+ 4.68% |
$26.1K - $28.8K
|
3.96K
$603K
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
176+ 0.51% |
$25.9K - $28.6K
|
34.9K
$5.31M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
176+ 9.03% |
$25.9K - $28.6K
|
2.12K
$323K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
175+ 4.56% |
$25.8K - $28.5K
|
4.01K
$611K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
174+ 0.34% |
$25.7K - $28.3K
|
51.1K
$7.78M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
173+ 2.78% |
$25.5K - $28.1K
|
6.4K
$974K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
172+ 4.33% |
$25.4K - $28K
|
4.14K
$631K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
172+ 22.51% |
$25.4K - $28K
|
936
$143K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
170+ 4.95% |
$25.1K - $27.6K
|
3.6K
$548K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
170+ 4.02% |
$25.1K - $27.6K
|
4.4K
$669K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
170+ 1.87% |
$25.1K - $27.6K
|
9.24K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
170+ 3.9% |
$25.1K - $27.6K
|
4.53K
$690K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
167+ 0.6% |
$24.6K - $27.2K
|
27.9K
$4.25M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
166+ 4.02% |
$24.5K - $27K
|
4.29K
$654K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
165+ 0.5% |
$24.3K - $26.8K
|
33K
$5.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
164+ 9.6% |
$24.2K - $26.7K
|
1.87K
$285K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
163New |
$24K - $26.5K
|
163
$24.8K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
161+ 6.07% |
$23.7K - $26.2K
|
2.82K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
161New |
$23.7K - $26.2K
|
161
$24.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
160+ 4.4% |
$23.6K - $26K
|
3.8K
$578K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
160+ 3.23% |
$23.6K - $26K
|
5.11K
$779K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
157+ 1.29% |
$23.1K - $25.5K
|
12.3K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
156+ 4.97% |
$23K - $25.4K
|
3.29K
$502K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
156+ 0.75% |
$23K - $25.4K
|
21.1K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
156+ 1.51% |
$23K - $25.4K
|
10.5K
$1.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
155+ 5.3% |
$22.9K - $25.2K
|
3.08K
$469K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
153+ 3.98% |
$22.6K - $24.9K
|
4K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
151+ 2.11% |
$22.3K - $24.6K
|
7.32K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
150+ 3.07% |
$22.1K - $24.4K
|
5.03K
$766K
|