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 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
57+ 1.33% |
$8.4K - $9.27K
|
4.33K
$660K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
57+ 0.28% |
$8.4K - $9.27K
|
20.3K
$3.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
55+ 0.51% |
$8.11K - $8.94K
|
10.8K
$1.64M
|
|
|
May 15, 2024
Q1 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
55+ 0.21% |
$8.11K - $8.94K
|
26K
$3.97M
|
|
|
Aug 15, 2025
Q1 2024
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
55+ 3.1% |
$8.11K - $8.94K
|
1.83K
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
54+ 2.63% |
$7.96K - $8.78K
|
2.11K
$321K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
54+ 3.26% |
$7.96K - $8.78K
|
1.71K
$261K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
53+ 6.54% |
$7.81K - $8.62K
|
864
$132K
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
53+ 0.11% |
$7.81K - $8.62K
|
50.2K
$7.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
53+ 0.97% |
$7.81K - $8.62K
|
5.55K
$844K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
53+ 2.2% |
$7.81K - $8.62K
|
2.47K
$375K
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
52+ 2.7% |
$7.67K - $8.46K
|
1.98K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
52+ 2.8% |
$7.67K - $8.46K
|
1.91K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 1.53% |
$7.67K - $8.46K
|
3.45K
$525K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.88% |
$7.37K - $8.13K
|
5.75K
$875K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$7.37K - $8.13K
|
50
$7.61K
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
50+ 1.72% |
$7.37K - $8.13K
|
2.95K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 0.23% |
$7.37K - $8.13K
|
21.5K
$3.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
48+ 0.96% |
$7.08K - $7.81K
|
5.05K
$769K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
48+ 2.83% |
$7.08K - $7.81K
|
1.75K
$266K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
48+ 0.56% |
$7.08K - $7.81K
|
8.56K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
48+ 1.16% |
$7.08K - $7.81K
|
4.18K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
48+ 0.39% |
$7.08K - $7.81K
|
12.3K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
47+ 2.15% |
$6.93K - $7.64K
|
2.23K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
47+ 13.82% |
$6.93K - $7.64K
|
387
$58.9K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
47+ 2.51% |
$6.93K - $7.64K
|
1.92K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
47+ 1.14% |
$6.93K - $7.64K
|
4.18K
$636K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
47+ 11.35% |
$6.93K - $7.64K
|
461
$70.2K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
46+ 0.69% |
$6.78K - $7.48K
|
6.72K
$1.02M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
46+ 1.28% |
$6.78K - $7.48K
|
3.63K
$552K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
45+ 2.05% |
$6.63K - $7.32K
|
2.24K
$342K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
45+ 0.09% |
$6.63K - $7.32K
|
51.8K
$7.89M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
45+ 0.06% |
$6.63K - $7.32K
|
75.1K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45+ 0.93% |
$6.63K - $7.32K
|
4.86K
$740K
|
|
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
45+ 0.93% |
$6.63K - $7.32K
|
4.86K
$740K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44+ 0.29% |
$6.49K - $7.15K
|
15.2K
$2.32M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
44+ 0.22% |
$6.49K - $7.15K
|
19.7K
$3M
|
|
|
May 07, 2025
Q1 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
44+ 0.39% |
$6.49K - $7.15K
|
11.4K
$1.74M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
43+ 0.12% |
$6.34K - $6.99K
|
35K
$5.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
41+ 0.09% |
$6.04K - $6.67K
|
44.9K
$6.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
41New |
$6.04K - $6.67K
|
41
$6.24K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
41+ 1.3% |
$6.04K - $6.67K
|
3.19K
$485K
|
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
40+ 1.49% |
$5.9K - $6.5K
|
2.73K
$415K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
40+ 2.76% |
$5.9K - $6.5K
|
1.49K
$227K
|
|
|
May 13, 2024
Q1 2024
|
Dempze Nancy E
|
BUY
|
- |
40+ 0.16% |
$5.9K - $6.5K
|
25.4K
$3.86M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
39+ 0.61% |
$5.75K - $6.34K
|
6.42K
$977K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
38+ 1.22% |
$5.6K - $6.18K
|
3.16K
$481K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
38+ 0.27% |
$5.6K - $6.18K
|
13.9K
$2.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
37+ 1.9% |
$5.45K - $6.02K
|
1.98K
$301K
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
37+ 0.04% |
$5.45K - $6.02K
|
88.6K
$13.5M
|