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 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-60- 0.62% |
$8.85K - $9.76K
|
9.66K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-60- 0.58% |
$8.85K - $9.76K
|
10.2K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-60- 1.38% |
$8.85K - $9.76K
|
4.29K
$718K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-61- 0.46% |
$8.99K - $9.92K
|
13.3K
$2.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.66% |
$9.14K - $10.1K
|
9.29K
$1.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-62- 1.89% |
$9.14K - $10.1K
|
3.21K
$538K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-62- 0.47% |
$9.14K - $10.1K
|
13.2K
$2.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-63- 0.13% |
$9.29K - $10.2K
|
48.2K
$8.07M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-63- 1.22% |
$9.29K - $10.2K
|
5.12K
$858K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-64- 1.75% |
$9.43K - $10.4K
|
3.6K
$603K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-64- 0.53% |
$9.43K - $10.4K
|
12.1K
$2.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-64- 3.52% |
$9.43K - $10.4K
|
1.75K
$294K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-64- 1.01% |
$9.43K - $10.4K
|
6.3K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
SELL
|
- |
-64- 0.42% |
$9.43K - $10.4K
|
15.3K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-64- 2.3% |
$9.43K - $10.4K
|
2.72K
$456K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-64- 1.36% |
$9.43K - $10.4K
|
4.63K
$776K
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-65- 1.32% |
$9.58K - $10.6K
|
4.88K
$817K
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-65- 0.7% |
$9.58K - $10.6K
|
9.21K
$1.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-66- 2.85% |
$9.73K - $10.7K
|
2.25K
$377K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-66- 2.0% |
$9.73K - $10.7K
|
3.24K
$543K
|
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-67- 1.17% |
$9.88K - $10.9K
|
5.64K
$944K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-68- 4.14% |
$10K - $11.1K
|
1.58K
$264K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-68- 2.93% |
$10K - $11.1K
|
2.25K
$377K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-69- 0.35% |
$10.2K - $11.2K
|
19.7K
$3.3M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-70- 0.66% |
$10.3K - $11.4K
|
10.5K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-70- 2.38% |
$10.3K - $11.4K
|
2.87K
$480K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-70- 1.43% |
$10.3K - $11.4K
|
4.82K
$807K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-70- 0.33% |
$10.3K - $11.4K
|
20.9K
$3.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-71- 0.79% |
$10.5K - $11.5K
|
8.9K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-71- 3.56% |
$10.5K - $11.5K
|
1.92K
$322K
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
SELL
|
- |
-72- 1.59% |
$10.6K - $11.7K
|
4.47K
$748K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-72- 0.13% |
$10.6K - $11.7K
|
55.7K
$9.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-74- 0.27% |
$10.9K - $12K
|
26.9K
$4.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-74- 1.11% |
$10.9K - $12K
|
6.58K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-74- 3.86% |
$10.9K - $12K
|
1.84K
$309K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-75- 0.79% |
$11.1K - $12.2K
|
9.46K
$1.59M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-75- 0.12% |
$11.1K - $12.2K
|
63.4K
$10.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-75- 1.33% |
$11.1K - $12.2K
|
5.57K
$932K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-75- 3.57% |
$11.1K - $12.2K
|
2.02K
$339K
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-75- 0.51% |
$11.1K - $12.2K
|
14.5K
$2.43M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-76- 0.28% |
$11.2K - $12.4K
|
26.8K
$4.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-76- 2.33% |
$11.2K - $12.4K
|
3.19K
$535K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-76- 0.73% |
$11.2K - $12.4K
|
10.4K
$1.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-78- 0.27% |
$11.5K - $12.7K
|
29.1K
$4.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-78- 1.63% |
$11.5K - $12.7K
|
4.7K
$787K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-78- 5.44% |
$11.5K - $12.7K
|
1.36K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-78- 0.44% |
$11.5K - $12.7K
|
17.5K
$2.93M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-78- 4.45% |
$11.5K - $12.7K
|
1.67K
$280K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-78- 1.25% |
$11.5K - $12.7K
|
6.17K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-79- 4.56% |
$11.6K - $12.8K
|
1.65K
$277K
|