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 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
48+ 0.56% |
$7.08K - $7.81K
|
8.56K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
48+ 1.16% |
$7.08K - $7.81K
|
4.18K
$700K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
48+ 0.39% |
$7.08K - $7.81K
|
12.3K
$2.07M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
47+ 2.15% |
$6.93K - $7.64K
|
2.23K
$374K
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
47+ 13.82% |
$6.93K - $7.64K
|
387
$64.8K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
47+ 2.51% |
$6.93K - $7.64K
|
1.92K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
47+ 1.14% |
$6.93K - $7.64K
|
4.18K
$700K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
47+ 11.35% |
$6.93K - $7.64K
|
461
$77.2K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
46+ 0.69% |
$6.78K - $7.48K
|
6.72K
$1.13M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
46+ 1.28% |
$6.78K - $7.48K
|
3.63K
$608K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
45+ 2.05% |
$6.63K - $7.32K
|
2.24K
$376K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
45+ 0.09% |
$6.63K - $7.32K
|
51.8K
$8.68M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
45+ 0.06% |
$6.63K - $7.32K
|
75.1K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45+ 0.93% |
$6.63K - $7.32K
|
4.86K
$814K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44+ 0.29% |
$6.49K - $7.15K
|
15.2K
$2.55M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
44+ 0.22% |
$6.49K - $7.15K
|
19.7K
$3.3M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
43+ 0.12% |
$6.34K - $6.99K
|
35K
$5.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
41+ 0.09% |
$6.04K - $6.67K
|
44.9K
$7.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
41New |
$6.04K - $6.67K
|
41
$6.87K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
41+ 1.3% |
$6.04K - $6.67K
|
3.19K
$534K
|
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
40+ 1.49% |
$5.9K - $6.5K
|
2.73K
$457K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
40+ 2.76% |
$5.9K - $6.5K
|
1.49K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
BUY
|
- |
40+ 0.16% |
$5.9K - $6.5K
|
25.4K
$4.25M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 0.61% |
$5.75K - $6.34K
|
6.42K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
38+ 1.22% |
$5.6K - $6.18K
|
3.16K
$529K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
38+ 0.27% |
$5.6K - $6.18K
|
13.9K
$2.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
37+ 1.9% |
$5.45K - $6.02K
|
1.98K
$332K
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
37+ 0.04% |
$5.45K - $6.02K
|
88.6K
$14.8M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
37+ 0.66% |
$5.45K - $6.02K
|
5.67K
$950K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
37+ 2.69% |
$5.45K - $6.02K
|
1.41K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
37+ 0.44% |
$5.45K - $6.02K
|
8.38K
$1.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
36+ 0.6% |
$5.31K - $5.85K
|
6.01K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
36+ 2.18% |
$5.31K - $5.85K
|
1.69K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
36+ 1.43% |
$5.31K - $5.85K
|
2.55K
$428K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
35+ 2.15% |
$5.16K - $5.69K
|
1.67K
$279K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
35+ 0.49% |
$5.16K - $5.69K
|
7.14K
$1.2M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
35+ 2.3% |
$5.16K - $5.69K
|
1.56K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
35+ 1.11% |
$5.16K - $5.69K
|
3.2K
$536K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
34+ 1.81% |
$5.01K - $5.53K
|
1.91K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
34+ 1.07% |
$5.01K - $5.53K
|
3.21K
$537K
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
34+ 0.5% |
$5.01K - $5.53K
|
6.83K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
34+ 6.28% |
$5.01K - $5.53K
|
575
$96.3K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
34+ 14.29% |
$5.01K - $5.53K
|
272
$45.6K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
34+ 0.7% |
$5.01K - $5.53K
|
4.9K
$821K
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
32+ 0.53% |
$4.72K - $5.2K
|
6.03K
$1.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32+ 1.15% |
$4.72K - $5.2K
|
2.82K
$472K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
31+ 0.53% |
$4.57K - $5.04K
|
5.87K
$983K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
31+ 1.16% |
$4.57K - $5.04K
|
2.71K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
31+ 0.59% |
$4.57K - $5.04K
|
5.26K
$881K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30+ 1.09% |
$4.42K - $4.88K
|
2.79K
$468K
|