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 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-14- 0.06% |
$2.06K - $2.28K
|
24.1K
$3.67M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-14- 0.61% |
$2.06K - $2.28K
|
2.28K
$348K
|
|
|
Apr 12, 2024
Q1 2024
|
Delta Capital Management LLC
|
SELL
|
- |
-15- 0.06% |
$2.21K - $2.44K
|
25.7K
$3.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-15- 0.23% |
$2.21K - $2.44K
|
6.62K
$1.01M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-15- 0.62% |
$2.21K - $2.44K
|
2.41K
$367K
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-16- 0.58% |
$2.36K - $2.6K
|
2.73K
$415K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-16- 0.95% |
$2.36K - $2.6K
|
1.67K
$255K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-16- 0.35% |
$2.36K - $2.6K
|
4.54K
$691K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-17- 0.05% |
$2.51K - $2.76K
|
34.3K
$5.22M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-17- 12.78% |
$2.51K - $2.76K
|
116
$17.7K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-17- 0.46% |
$2.51K - $2.76K
|
3.69K
$561K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-17- 0.14% |
$2.51K - $2.76K
|
11.8K
$1.8M
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-17- 0.32% |
$2.51K - $2.76K
|
5.24K
$798K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$2.65K - $2.93K
|
4.28K
$652K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-18- 0.89% |
$2.65K - $2.93K
|
2.01K
$306K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-18- 0.1% |
$2.65K - $2.93K
|
17.8K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-18- 0.79% |
$2.65K - $2.93K
|
2.27K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-18- 0.1% |
$2.65K - $2.93K
|
17.9K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-18- 0.7% |
$2.65K - $2.93K
|
2.56K
$390K
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-19- 0.22% |
$2.8K - $3.09K
|
8.44K
$1.29M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-19- 12.34% |
$2.8K - $3.09K
|
135
$20.6K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-19- 1.02% |
$2.8K - $3.09K
|
1.84K
$281K
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-20- 1.01% |
$2.95K - $3.25K
|
1.97K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-20- 0.32% |
$2.95K - $3.25K
|
6.25K
$952K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-20- 0.15% |
$2.95K - $3.25K
|
13.1K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-20- 0.16% |
$2.95K - $3.25K
|
12.1K
$1.84M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-20- 0.04% |
$2.95K - $3.25K
|
53.5K
$8.14M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-20- 0.11% |
$2.95K - $3.25K
|
17.5K
$2.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-21- 0.08% |
$3.1K - $3.41K
|
27.2K
$4.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-21- 3.26% |
$3.1K - $3.41K
|
623
$94.9K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-21- 4.92% |
$3.1K - $3.41K
|
406
$61.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.24% |
$3.24K - $3.58K
|
9.23K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-22- 1.15% |
$3.24K - $3.58K
|
1.9K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-22- 0.28% |
$3.24K - $3.58K
|
7.72K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.49% |
$3.24K - $3.58K
|
4.43K
$675K
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-22- 0.32% |
$3.24K - $3.58K
|
6.95K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-23- 1.0% |
$3.39K - $3.74K
|
2.27K
$345K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-23- 0.15% |
$3.39K - $3.74K
|
15.3K
$2.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-23- 0.98% |
$3.39K - $3.74K
|
2.33K
$355K
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-23- 0.11% |
$3.39K - $3.74K
|
20.1K
$3.06M
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-23- 1.34% |
$3.39K - $3.74K
|
1.7K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-23- 1.15% |
$3.39K - $3.74K
|
1.98K
$302K
|
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-24- 0.78% |
$3.54K - $3.9K
|
3.05K
$464K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-24- 0.57% |
$3.54K - $3.9K
|
4.16K
$634K
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-24- 0.03% |
$3.54K - $3.9K
|
87.3K
$13.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-25- 1.46% |
$3.69K - $4.07K
|
1.69K
$257K
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-25- 0.27% |
$3.69K - $4.07K
|
9.07K
$1.38M
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-25- 0.08% |
$3.69K - $4.07K
|
29.5K
$4.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-25- 0.04% |
$3.69K - $4.07K
|
67.5K
$10.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-25- 0.98% |
$3.69K - $4.07K
|
2.53K
$386K
|