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 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$442 - $488
|
20.3K
$3.21M
|
|
|
May 08, 2024
Q1 2024
|
Univest Financial Corp
|
BUY
|
- |
3+ 0.13% |
$442 - $488
|
2.37K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3+ 0.01% |
$442 - $488
|
38.9K
$6.16M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3+ 0.18% |
$442 - $488
|
1.67K
$265K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.17% |
$442 - $488
|
1.8K
$285K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
3+ 0.66% |
$442 - $488
|
455
$72K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
2+ 0.08% |
$295 - $325
|
2.45K
$387K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2+ 0.02% |
$295 - $325
|
8.87K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.14% |
$295 - $325
|
1.41K
$223K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
2+ 0.13% |
$295 - $325
|
1.52K
$241K
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2+ 0.08% |
$295 - $325
|
2.62K
$415K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.07% |
$295 - $325
|
3.02K
$478K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.5% |
$295 - $325
|
403
$63.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
2+ 0.05% |
$295 - $325
|
4.03K
$639K
|
|
|
Apr 30, 2024
Q1 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2+ 0.13% |
$295 - $325
|
1.55K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
2+ 0.02% |
$295 - $325
|
8.3K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.03% |
$295 - $325
|
7.33K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 0.52% |
$295 - $325
|
386
$61.1K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.51% |
$295 - $325
|
392
$62.1K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.07% |
$295 - $325
|
2.84K
$449K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
2+ 0.09% |
$295 - $325
|
2.17K
$344K
|
|
|
May 13, 2024
Q1 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
2+ 0.12% |
$295 - $325
|
1.67K
$264K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.03% |
$295 - $325
|
7.23K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.47% |
$295 - $325
|
426
$67.4K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.12% |
$147 - $163
|
843
$133K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1+ 0.05% |
$147 - $163
|
2.2K
$348K
|
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.03% |
$147 - $163
|
3.85K
$609K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.0% |
$147 - $163
|
30.2K
$4.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$147 - $163
|
2.35K
$372K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.17% |
$147 - $163
|
601
$95.2K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1+ 0.03% |
$147 - $163
|
3.78K
$599K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.1% |
$147 - $163
|
1.05K
$166K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.06% |
$147 - $163
|
1.55K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$147 - $163
|
8.16K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$147 - $163
|
2.18K
$346K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$147 - $163
|
6.44K
$1.02M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1+ 0.04% |
$147 - $163
|
2.3K
$364K
|
|
|
Apr 15, 2024
Q1 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1- -0.0% |
$147 - $163
|
38.8K
$6.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1- 0.01% |
$147 - $163
|
8.74K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$147 - $163
|
13.1K
$2.07M
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-1- 0.02% |
$147 - $163
|
4.31K
$683K
|
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1- 0.03% |
$147 - $163
|
3.34K
$528K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-1- 0.03% |
$147 - $163
|
3.79K
$600K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.01% |
$147 - $163
|
11.1K
$1.76M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2- 0.03% |
$295 - $325
|
5.72K
$906K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-2- -0.0% |
$295 - $325
|
49.9K
$7.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-3- 0.03% |
$442 - $488
|
11.1K
$1.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-3- 0.15% |
$442 - $488
|
2.06K
$326K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3- 0.18% |
$442 - $488
|
1.64K
$260K
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-3- 0.14% |
$442 - $488
|
2.19K
$347K
|