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
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-42- 2.5% |
$6.19K - $6.83K
|
1.64K
$273K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-43- 1.81% |
$6.34K - $6.99K
|
2.33K
$389K
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-43- 0.2% |
$6.34K - $6.99K
|
21.6K
$3.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-43- 1.92% |
$6.34K - $6.99K
|
2.19K
$366K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-43- 0.15% |
$6.34K - $6.99K
|
28K
$4.67M
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-43- 0.88% |
$6.34K - $6.99K
|
4.86K
$811K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-44- 0.99% |
$6.49K - $7.15K
|
4.39K
$733K
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-44- 2.01% |
$6.49K - $7.15K
|
2.15K
$359K
|
|
|
May 03, 2024
Q1 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-44- 0.63% |
$6.49K - $7.15K
|
6.92K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-44- 14.81% |
$6.49K - $7.15K
|
253
$42.2K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-45- 5.03% |
$6.63K - $7.32K
|
849
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-46- 0.44% |
$6.78K - $7.48K
|
10.3K
$1.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-46- 0.52% |
$6.78K - $7.48K
|
8.85K
$1.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-47- 2.22% |
$6.93K - $7.64K
|
2.07K
$345K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-47- 0.8% |
$6.93K - $7.64K
|
5.79K
$966K
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-47- 0.98% |
$6.93K - $7.64K
|
4.75K
$793K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-49- 0.8% |
$7.22K - $7.97K
|
6.06K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-49- 1.57% |
$7.22K - $7.97K
|
3.08K
$513K
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-49- 1.26% |
$7.22K - $7.97K
|
3.83K
$640K
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-49- 1.76% |
$7.22K - $7.97K
|
2.74K
$457K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-49- 0.95% |
$7.22K - $7.97K
|
5.12K
$853K
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-49- 3.5% |
$7.22K - $7.97K
|
1.35K
$226K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-50- 0.22% |
$7.37K - $8.13K
|
22.2K
$3.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-50- 1.41% |
$7.37K - $8.13K
|
3.48K
$581K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-50- 0.51% |
$7.37K - $8.13K
|
9.69K
$1.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 1.19% |
$7.37K - $8.13K
|
4.16K
$694K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-50- 1.47% |
$7.37K - $8.13K
|
3.34K
$557K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 0.14% |
$7.37K - $8.13K
|
36.7K
$6.13M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-50- 0.14% |
$7.37K - $8.13K
|
36.5K
$6.1M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-50- 0.34% |
$7.37K - $8.13K
|
14.8K
$2.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-51- 0.25% |
$7.52K - $8.29K
|
20.3K
$3.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-51- 3.24% |
$7.52K - $8.29K
|
1.52K
$254K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-51- 1.29% |
$7.52K - $8.29K
|
3.91K
$652K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-51- 0.6% |
$7.52K - $8.29K
|
8.47K
$1.41M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-51- 0.42% |
$7.52K - $8.29K
|
12K
$2M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-52- 1.35% |
$7.67K - $8.46K
|
3.8K
$634K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-52- 0.57% |
$7.67K - $8.46K
|
9.01K
$1.5M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-53- 0.56% |
$7.81K - $8.62K
|
9.49K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-54- 3.26% |
$7.96K - $8.78K
|
1.6K
$268K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-54- 1.17% |
$7.96K - $8.78K
|
4.55K
$760K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-54- 0.61% |
$7.96K - $8.78K
|
8.76K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-54- 1.71% |
$7.96K - $8.78K
|
3.1K
$518K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-54- 0.58% |
$7.96K - $8.78K
|
9.23K
$1.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-55- 0.88% |
$8.11K - $8.94K
|
6.18K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-55- 1.57% |
$8.11K - $8.94K
|
3.46K
$576K
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-55- 0.18% |
$8.11K - $8.94K
|
30.7K
$5.11M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-55- 0.36% |
$8.11K - $8.94K
|
15.3K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-55- 1.79% |
$8.11K - $8.94K
|
3.02K
$505K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-56- 52.83% |
$8.26K - $9.11K
|
50
$8.34K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-56- 0.62% |
$8.26K - $9.11K
|
9.05K
$1.51M
|