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
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 0.55% |
$2.95K - $3.25K
|
3.65K
$579K
|
|
|
Apr 29, 2024
Q1 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
19+ 0.47% |
$2.8K - $3.09K
|
4.05K
$641K
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
19+ 0.39% |
$2.8K - $3.09K
|
4.95K
$784K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
19+ 0.12% |
$2.8K - $3.09K
|
15.2K
$2.41M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
18+ 0.82% |
$2.65K - $2.93K
|
2.21K
$349K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
18+ 0.32% |
$2.65K - $2.93K
|
5.73K
$907K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
18+ 0.54% |
$2.65K - $2.93K
|
3.35K
$530K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
18+ 0.34% |
$2.65K - $2.93K
|
5.38K
$852K
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
17+ 0.06% |
$2.51K - $2.76K
|
30.3K
$4.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
17+ 0.45% |
$2.51K - $2.76K
|
3.79K
$600K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
17+ 0.57% |
$2.51K - $2.76K
|
3.01K
$476K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 0.49% |
$2.51K - $2.76K
|
3.51K
$555K
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
16+ 0.59% |
$2.36K - $2.6K
|
2.74K
$434K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
16+ 0.55% |
$2.36K - $2.6K
|
2.91K
$461K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16+ 0.97% |
$2.36K - $2.6K
|
1.67K
$265K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
16+ 0.05% |
$2.36K - $2.6K
|
34.9K
$5.53M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
16+ 0.28% |
$2.36K - $2.6K
|
5.78K
$914K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
16+ 0.25% |
$2.36K - $2.6K
|
6.49K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
16+ 1.17% |
$2.36K - $2.6K
|
1.38K
$219K
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
16+ 0.71% |
$2.36K - $2.6K
|
2.26K
$358K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
15+ 0.74% |
$2.21K - $2.44K
|
2.05K
$324K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
15+ 0.51% |
$2.21K - $2.44K
|
2.97K
$470K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
15+ 0.35% |
$2.21K - $2.44K
|
4.36K
$689K
|
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
15+ 0.87% |
$2.21K - $2.44K
|
1.73K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15+ 0.58% |
$2.21K - $2.44K
|
2.58K
$408K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
15+ 0.42% |
$2.21K - $2.44K
|
3.62K
$573K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
14+ 0.13% |
$2.06K - $2.28K
|
10.6K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
14+ 0.17% |
$2.06K - $2.28K
|
8.49K
$1.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
14+ 0.13% |
$2.06K - $2.28K
|
10.8K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
14+ 0.25% |
$2.06K - $2.28K
|
5.68K
$899K
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
14+ 0.6% |
$2.06K - $2.28K
|
2.36K
$374K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
14+ 0.51% |
$2.06K - $2.28K
|
2.75K
$435K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.21% |
$2.06K - $2.28K
|
6.64K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
14+ 0.09% |
$2.06K - $2.28K
|
15.2K
$2.41M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
14+ 0.59% |
$2.06K - $2.28K
|
2.38K
$377K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.15% |
$1.92K - $2.11K
|
8.59K
$1.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
12+ 0.41% |
$1.77K - $1.95K
|
2.92K
$462K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
12+ 0.04% |
$1.77K - $1.95K
|
32.5K
$5.15M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
12+ 0.11% |
$1.77K - $1.95K
|
10.9K
$1.72M
|
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
12+ 0.73% |
$1.77K - $1.95K
|
1.66K
$262K
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
11+ 0.29% |
$1.62K - $1.79K
|
3.74K
$592K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
11+ 0.18% |
$1.62K - $1.79K
|
6.13K
$971K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
11+ 0.2% |
$1.62K - $1.79K
|
5.49K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
11+ 0.15% |
$1.62K - $1.79K
|
7.39K
$1.17M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
11+ 84.62% |
$1.62K - $1.79K
|
24
$3.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
10+ 0.4% |
$1.47K - $1.63K
|
2.51K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
10+ 0.03% |
$1.47K - $1.63K
|
31.7K
$5.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
10+ 0.14% |
$1.47K - $1.63K
|
7.25K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
10+ 0.4% |
$1.47K - $1.63K
|
2.51K
$398K
|
|
|
May 03, 2024
Q1 2024
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
10+ 0.02% |
$1.47K - $1.63K
|
44.4K
$7.02M
|