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 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
149+ 2.67% |
$22K - $24.2K
|
5.73K
$908K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
148+ 2.33% |
$21.8K - $24.1K
|
6.49K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
148+ 2.94% |
$21.8K - $24.1K
|
5.19K
$821K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
146+ 0.52% |
$21.5K - $23.7K
|
28K
$4.44M
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
145+ 0.9% |
$21.4K - $23.6K
|
16.2K
$2.56M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
145+ 0.51% |
$21.4K - $23.6K
|
28.8K
$4.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
144New |
$21.2K - $23.4K
|
144
$22.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
144+ 0.62% |
$21.2K - $23.4K
|
23.4K
$3.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
140+ 0.86% |
$20.6K - $22.8K
|
16.4K
$2.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
139+ 7.3% |
$20.5K - $22.6K
|
2.04K
$324K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
138+ 0.43% |
$20.3K - $22.4K
|
32K
$5.06M
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
138+ 2.38% |
$20.3K - $22.4K
|
5.94K
$941K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
137+ 1.24% |
$20.2K - $22.3K
|
11.2K
$1.77M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
137+ 2.1% |
$20.2K - $22.3K
|
6.65K
$1.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
134+ 4.1% |
$19.8K - $21.8K
|
3.41K
$539K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
134+ 0.77% |
$19.8K - $21.8K
|
17.4K
$2.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
133+ 3.1% |
$19.6K - $21.6K
|
4.42K
$700K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
133+ 0.98% |
$19.6K - $21.6K
|
13.7K
$2.17M
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
133+ 4.15% |
$19.6K - $21.6K
|
3.33K
$528K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
132+ 0.94% |
$19.5K - $21.5K
|
14.1K
$2.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
130+ 1.16% |
$19.2K - $21.1K
|
11.4K
$1.8M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
129+ 2.18% |
$19K - $21K
|
6.03K
$955K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
129+ 0.92% |
$19K - $21K
|
14.2K
$2.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
129+ 0.4% |
$19K - $21K
|
32K
$5.07M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
128+ 2.41% |
$18.9K - $20.8K
|
5.44K
$862K
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
128+ 1.16% |
$18.9K - $20.8K
|
11.1K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
125New |
$18.4K - $20.3K
|
125
$19.8K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125+ 6.21% |
$18.4K - $20.3K
|
2.14K
$339K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
125+ 1562.5% |
$18.4K - $20.3K
|
133
$21.1K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
125+ 0.73% |
$18.4K - $20.3K
|
17.2K
$2.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
124+ 0.66% |
$18.3K - $20.2K
|
19K
$3.01M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
123+ 7.47% |
$18.1K - $20K
|
1.77K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
122+ 0.83% |
$18K - $19.8K
|
14.8K
$2.34M
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
122New |
$18K - $19.8K
|
122
$19.3K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
121+ 1.48% |
$17.8K - $19.7K
|
8.31K
$1.32M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
120+ 3.1% |
$17.7K - $19.5K
|
4K
$632K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
120+ 0.97% |
$17.7K - $19.5K
|
12.6K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
119+ 57.49% |
$17.5K - $19.4K
|
326
$51.6K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
119+ 2.43% |
$17.5K - $19.4K
|
5.01K
$793K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
118+ 20.52% |
$17.4K - $19.2K
|
693
$110K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
117+ 76.47% |
$17.2K - $19K
|
270
$42.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
116+ 0.7% |
$17.1K - $18.9K
|
16.6K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
116+ 3.52% |
$17.1K - $18.9K
|
3.42K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
116+ 0.45% |
$17.1K - $18.9K
|
26K
$4.12M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
116+ 2.94% |
$17.1K - $18.9K
|
4.06K
$643K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
115+ 2.93% |
$17K - $18.7K
|
4.04K
$640K
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
113+ 3.06% |
$16.7K - $18.4K
|
3.81K
$603K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
113+ 0.54% |
$16.7K - $18.4K
|
21.2K
$3.35M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
113+ 0.88% |
$16.7K - $18.4K
|
12.9K
$2.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
111+ 1.69% |
$16.4K - $18K
|
6.67K
$1.06M
|