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 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-56- 52.83% |
$8.26K - $9.11K
|
50
$7.92K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-56- 0.62% |
$8.26K - $9.11K
|
9.05K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-56- 4.4% |
$8.26K - $9.11K
|
1.22K
$193K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-57- 0.61% |
$8.4K - $9.27K
|
9.22K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
SELL
|
- |
-57- 0.53% |
$8.4K - $9.27K
|
10.6K
$1.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-58- 0.5% |
$8.55K - $9.43K
|
11.5K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-58- 1.42% |
$8.55K - $9.43K
|
4.03K
$638K
|
|
|
May 14, 2024
Q1 2024
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-58- 2.57% |
$8.55K - $9.43K
|
2.2K
$348K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-59- 1.54% |
$8.7K - $9.59K
|
3.78K
$599K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-59- 1.62% |
$8.7K - $9.59K
|
3.58K
$566K
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
SELL
|
- |
-59- 1.12% |
$8.7K - $9.59K
|
5.19K
$822K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 0.71% |
$8.7K - $9.59K
|
8.25K
$1.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-59- 0.31% |
$8.7K - $9.59K
|
19.2K
$3.04M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-59- 2.44% |
$8.7K - $9.59K
|
2.36K
$373K
|
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-59- 0.14% |
$8.7K - $9.59K
|
41.2K
$6.52M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-59- 0.33% |
$8.7K - $9.59K
|
17.8K
$2.82M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.51% |
$8.85K - $9.76K
|
11.6K
$1.84M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-60- 0.37% |
$8.85K - $9.76K
|
16K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-60- 0.62% |
$8.85K - $9.76K
|
9.66K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-60- 0.58% |
$8.85K - $9.76K
|
10.2K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-60- 1.38% |
$8.85K - $9.76K
|
4.29K
$679K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-61- 0.46% |
$8.99K - $9.92K
|
13.3K
$2.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.66% |
$9.14K - $10.1K
|
9.29K
$1.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-62- 1.89% |
$9.14K - $10.1K
|
3.21K
$508K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-62- 0.47% |
$9.14K - $10.1K
|
13.2K
$2.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-63- 0.13% |
$9.29K - $10.2K
|
48.2K
$7.63M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-63- 1.22% |
$9.29K - $10.2K
|
5.12K
$811K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-64- 1.75% |
$9.43K - $10.4K
|
3.6K
$570K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-64- 0.53% |
$9.43K - $10.4K
|
12.1K
$1.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-64- 3.52% |
$9.43K - $10.4K
|
1.75K
$277K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-64- 1.01% |
$9.43K - $10.4K
|
6.3K
$997K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-64- 0.42% |
$9.43K - $10.4K
|
15.3K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-64- 2.3% |
$9.43K - $10.4K
|
2.72K
$430K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-64- 1.36% |
$9.43K - $10.4K
|
4.63K
$733K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-65- 1.32% |
$9.58K - $10.6K
|
4.88K
$772K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-65- 0.7% |
$9.58K - $10.6K
|
9.21K
$1.46M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-66- 2.85% |
$9.73K - $10.7K
|
2.25K
$356K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-66- 2.0% |
$9.73K - $10.7K
|
3.24K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-67- 1.17% |
$9.88K - $10.9K
|
5.64K
$892K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-68- 4.14% |
$10K - $11.1K
|
1.58K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-68- 2.93% |
$10K - $11.1K
|
2.25K
$356K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-69- 0.35% |
$10.2K - $11.2K
|
19.7K
$3.12M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-70- 0.66% |
$10.3K - $11.4K
|
10.5K
$1.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-70- 2.38% |
$10.3K - $11.4K
|
2.87K
$454K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-70- 1.43% |
$10.3K - $11.4K
|
4.82K
$763K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-70- 0.33% |
$10.3K - $11.4K
|
20.9K
$3.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-71- 0.79% |
$10.5K - $11.5K
|
8.9K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-71- 3.56% |
$10.5K - $11.5K
|
1.92K
$305K
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
SELL
|
- |
-72- 1.59% |
$10.6K - $11.7K
|
4.47K
$707K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-72- 0.13% |
$10.6K - $11.7K
|
55.7K
$8.82M
|