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
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
185+ 8.5% |
$27.3K - $30.1K
|
2.36K
$400K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
184+ 1.99% |
$27.1K - $29.9K
|
9.43K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
182+ 2.06% |
$26.8K - $29.6K
|
9.01K
$1.53M
|
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
181+ 0.94% |
$26.7K - $29.4K
|
19.4K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
181+ 1.22% |
$26.7K - $29.4K
|
15K
$2.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
179+ 3.74% |
$26.4K - $29.1K
|
4.97K
$842K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
177+ 4.68% |
$26.1K - $28.8K
|
3.96K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
176+ 0.51% |
$25.9K - $28.6K
|
34.9K
$5.91M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
176+ 9.03% |
$25.9K - $28.6K
|
2.12K
$360K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
175+ 4.56% |
$25.8K - $28.5K
|
4.01K
$680K
|
|
|
May 02, 2024
Q1 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
174+ 0.34% |
$25.7K - $28.3K
|
51.1K
$8.66M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
173+ 2.78% |
$25.5K - $28.1K
|
6.4K
$1.08M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
172+ 4.33% |
$25.4K - $28K
|
4.14K
$702K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
172+ 22.51% |
$25.4K - $28K
|
936
$159K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
170+ 4.95% |
$25.1K - $27.6K
|
3.6K
$610K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
170+ 4.02% |
$25.1K - $27.6K
|
4.4K
$745K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
170+ 1.87% |
$25.1K - $27.6K
|
9.24K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
170+ 3.9% |
$25.1K - $27.6K
|
4.53K
$768K
|
|
|
Apr 19, 2024
Q1 2024
|
Rba Wealth Management, LLC
|
BUY
|
- |
167+ 0.6% |
$24.6K - $27.2K
|
27.9K
$4.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
166+ 4.02% |
$24.5K - $27K
|
4.29K
$728K
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
165+ 0.5% |
$24.3K - $26.8K
|
33K
$5.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
164+ 9.6% |
$24.2K - $26.7K
|
1.87K
$317K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
163New |
$24K - $26.5K
|
163
$27.6K
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
161+ 6.07% |
$23.7K - $26.2K
|
2.82K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
161New |
$23.7K - $26.2K
|
161
$27.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
160+ 4.4% |
$23.6K - $26K
|
3.8K
$643K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
160+ 3.23% |
$23.6K - $26K
|
5.11K
$866K
|
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
157+ 1.29% |
$23.1K - $25.5K
|
12.3K
$2.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
156+ 4.97% |
$23K - $25.4K
|
3.29K
$558K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
156+ 0.75% |
$23K - $25.4K
|
21.1K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
156+ 1.51% |
$23K - $25.4K
|
10.5K
$1.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
155+ 5.3% |
$22.9K - $25.2K
|
3.08K
$522K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
153+ 3.98% |
$22.6K - $24.9K
|
4K
$677K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
151+ 2.11% |
$22.3K - $24.6K
|
7.32K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
150+ 3.07% |
$22.1K - $24.4K
|
5.03K
$852K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
150+ 1.55% |
$22.1K - $24.4K
|
9.85K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
150+ 0.99% |
$22.1K - $24.4K
|
15.4K
$2.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
149+ 1.49% |
$22K - $24.2K
|
10.2K
$1.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
149+ 3.83% |
$22K - $24.2K
|
4.04K
$685K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
149+ 2.67% |
$22K - $24.2K
|
5.73K
$971K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
148+ 2.33% |
$21.8K - $24.1K
|
6.49K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
148+ 2.94% |
$21.8K - $24.1K
|
5.19K
$879K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
146+ 0.52% |
$21.5K - $23.7K
|
28K
$4.75M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
145+ 0.9% |
$21.4K - $23.6K
|
16.2K
$2.74M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
145+ 0.51% |
$21.4K - $23.6K
|
28.8K
$4.87M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
144New |
$21.2K - $23.4K
|
144
$24.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
144+ 0.62% |
$21.2K - $23.4K
|
23.4K
$3.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
140+ 0.86% |
$20.6K - $22.8K
|
16.4K
$2.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
139+ 7.3% |
$20.5K - $22.6K
|
2.04K
$346K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
138+ 0.43% |
$20.3K - $22.4K
|
32K
$5.41M
|