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
|
Fwl Investment Management, LLC
|
BUY
|
- |
8+ 25.0% |
$1.18K - $1.3K
|
40
$6.74K
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
8+ 0.23% |
$1.18K - $1.3K
|
3.42K
$576K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
8+ 0.5% |
$1.18K - $1.3K
|
1.62K
$272K
|
|
|
Apr 23, 2024
Q1 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
7+ 0.15% |
$1.03K - $1.14K
|
4.77K
$804K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7+ 0.33% |
$1.03K - $1.14K
|
2.16K
$364K
|
|
|
May 08, 2024
Q1 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
7+ 0.16% |
$1.03K - $1.14K
|
4.27K
$720K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
7+ 0.02% |
$1.03K - $1.14K
|
41.9K
$7.07M
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
7+ 0.08% |
$1.03K - $1.14K
|
8.37K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.09% |
$1.03K - $1.14K
|
7.86K
$1.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6+ 0.17% |
$885 - $976
|
3.44K
$579K
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$885 - $976
|
3.45K
$581K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
6+ 0.23% |
$885 - $976
|
2.65K
$447K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.25% |
$885 - $976
|
2.38K
$401K
|
|
|
May 01, 2024
Q1 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
6+ 0.08% |
$885 - $976
|
7.79K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
6+ 0.24% |
$885 - $976
|
2.46K
$415K
|
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
6+ 0.38% |
$885 - $976
|
1.58K
$267K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$737 - $813
|
1.84K
$311K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$737 - $813
|
18.1K
$3.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
5+ 0.1% |
$737 - $813
|
5.11K
$862K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.59% |
$737 - $813
|
850
$143K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$737 - $813
|
4.91K
$828K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
5+ 0.1% |
$737 - $813
|
4.81K
$811K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
5+ 0.2% |
$737 - $813
|
2.56K
$431K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
5+ 0.24% |
$737 - $813
|
2.05K
$345K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
BUY
|
- |
5+ 0.07% |
$737 - $813
|
7.68K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
5+ 0.05% |
$737 - $813
|
9.81K
$1.65M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
5+ 0.14% |
$737 - $813
|
3.46K
$583K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
4+ 0.03% |
$590 - $650
|
12.3K
$2.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
4+ 0.07% |
$590 - $650
|
5.88K
$991K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4+ 0.08% |
$590 - $650
|
5.12K
$863K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.05% |
$590 - $650
|
7.65K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
4+ 0.07% |
$590 - $650
|
5.7K
$961K
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.18% |
$442 - $488
|
1.67K
$281K
|
|
|
Apr 12, 2024
Q1 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.19% |
$442 - $488
|
1.59K
$268K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
3+ 0.11% |
$442 - $488
|
2.76K
$464K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 4.84% |
$442 - $488
|
65
$11K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.03% |
$442 - $488
|
10.1K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.2% |
$442 - $488
|
1.48K
$249K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$442 - $488
|
20.3K
$3.42M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
3+ 0.13% |
$442 - $488
|
2.37K
$399K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3+ 0.01% |
$442 - $488
|
38.9K
$6.56M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3+ 0.18% |
$442 - $488
|
1.67K
$282K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.17% |
$442 - $488
|
1.8K
$303K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3+ 0.66% |
$442 - $488
|
455
$76.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
2+ 0.08% |
$295 - $325
|
2.45K
$412K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2+ 0.02% |
$295 - $325
|
8.87K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.14% |
$295 - $325
|
1.41K
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.13% |
$295 - $325
|
1.52K
$256K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.08% |
$295 - $325
|
2.62K
$442K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.07% |
$295 - $325
|
3.02K
$509K
|