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 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-8- 0.15% |
$1.18K - $1.3K
|
5.35K
$897K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-8- 0.35% |
$1.18K - $1.3K
|
2.31K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8- 0.02% |
$1.18K - $1.3K
|
33.4K
$5.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-9- 0.19% |
$1.33K - $1.46K
|
4.68K
$784K
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-9- 0.18% |
$1.33K - $1.46K
|
5.01K
$840K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-9- 1.15% |
$1.33K - $1.46K
|
772
$129K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-9- 0.47% |
$1.33K - $1.46K
|
1.92K
$322K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-9- 3.4% |
$1.33K - $1.46K
|
256
$42.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.3% |
$1.47K - $1.63K
|
3.3K
$553K
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-10- 0.01% |
$1.47K - $1.63K
|
119K
$19.9M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-10- 0.25% |
$1.47K - $1.63K
|
4.01K
$671K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-10- 0.13% |
$1.47K - $1.63K
|
7.51K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-11- 0.08% |
$1.62K - $1.79K
|
14.3K
$2.4M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-11- 0.31% |
$1.62K - $1.79K
|
3.52K
$590K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.17% |
$1.62K - $1.79K
|
6.61K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-13- 0.45% |
$1.92K - $2.11K
|
2.86K
$480K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-13- 0.28% |
$1.92K - $2.11K
|
4.59K
$768K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-13- 0.14% |
$1.92K - $2.11K
|
9.41K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-13- 0.47% |
$1.92K - $2.11K
|
2.75K
$461K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-13- 0.02% |
$1.92K - $2.11K
|
74.1K
$12.4M
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-13Closed |
$1.92K - $2.11K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-13- 0.63% |
$1.92K - $2.11K
|
2.05K
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-14- 0.03% |
$2.06K - $2.28K
|
52K
$8.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-14- 1.29% |
$2.06K - $2.28K
|
1.07K
$179K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-14- 0.81% |
$2.06K - $2.28K
|
1.71K
$286K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-14- 0.21% |
$2.06K - $2.28K
|
6.63K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-14- 0.06% |
$2.06K - $2.28K
|
24.1K
$4.04M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-14- 0.61% |
$2.06K - $2.28K
|
2.28K
$383K
|
|
|
Apr 12, 2024
Q1 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-15- 0.06% |
$2.21K - $2.44K
|
25.7K
$4.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-15- 0.23% |
$2.21K - $2.44K
|
6.62K
$1.11M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-15- 0.62% |
$2.21K - $2.44K
|
2.41K
$403K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16- 0.58% |
$2.36K - $2.6K
|
2.73K
$457K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-16- 0.95% |
$2.36K - $2.6K
|
1.67K
$280K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-16- 0.35% |
$2.36K - $2.6K
|
4.54K
$760K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-17- 0.05% |
$2.51K - $2.76K
|
34.3K
$5.75M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-17- 12.78% |
$2.51K - $2.76K
|
116
$19.4K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-17- 0.46% |
$2.51K - $2.76K
|
3.69K
$617K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-17- 0.14% |
$2.51K - $2.76K
|
11.8K
$1.98M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-17- 0.32% |
$2.51K - $2.76K
|
5.24K
$878K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$2.65K - $2.93K
|
4.28K
$718K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-18- 0.89% |
$2.65K - $2.93K
|
2.01K
$336K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-18- 0.1% |
$2.65K - $2.93K
|
17.8K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-18- 0.79% |
$2.65K - $2.93K
|
2.27K
$380K
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-18- 0.1% |
$2.65K - $2.93K
|
17.9K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-18- 0.7% |
$2.65K - $2.93K
|
2.56K
$430K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-19- 0.22% |
$2.8K - $3.09K
|
8.44K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-19- 12.34% |
$2.8K - $3.09K
|
135
$22.6K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-19- 1.02% |
$2.8K - $3.09K
|
1.84K
$309K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-20- 1.01% |
$2.95K - $3.25K
|
1.97K
$330K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-20- 0.32% |
$2.95K - $3.25K
|
6.25K
$1.05M
|