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 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-70- 1.43% |
$10.3K - $11.4K
|
4.82K
$734K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-70- 0.33% |
$10.3K - $11.4K
|
20.9K
$3.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-71- 0.79% |
$10.5K - $11.5K
|
8.9K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-71- 3.56% |
$10.5K - $11.5K
|
1.92K
$293K
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
SELL
|
- |
-72- 1.59% |
$10.6K - $11.7K
|
4.47K
$680K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-72- 0.13% |
$10.6K - $11.7K
|
55.7K
$8.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-74- 0.27% |
$10.9K - $12K
|
26.9K
$4.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-74- 1.11% |
$10.9K - $12K
|
6.58K
$1M
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-74- 3.86% |
$10.9K - $12K
|
1.84K
$280K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-75- 0.79% |
$11.1K - $12.2K
|
9.46K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-75- 0.12% |
$11.1K - $12.2K
|
63.4K
$9.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-75- 1.33% |
$11.1K - $12.2K
|
5.57K
$848K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-75- 3.57% |
$11.1K - $12.2K
|
2.02K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Grand Jean Capital Management Inc
San Francisco, CA |
SELL
|
- |
-75- 0.51% |
$11.1K - $12.2K
|
14.5K
$2.21M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-76- 0.28% |
$11.2K - $12.4K
|
26.8K
$4.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-76- 2.33% |
$11.2K - $12.4K
|
3.19K
$486K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-76- 0.73% |
$11.2K - $12.4K
|
10.4K
$1.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-78- 0.27% |
$11.5K - $12.7K
|
29.1K
$4.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-78- 1.63% |
$11.5K - $12.7K
|
4.7K
$715K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-78- 5.44% |
$11.5K - $12.7K
|
1.36K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-78- 0.44% |
$11.5K - $12.7K
|
17.5K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-78- 4.45% |
$11.5K - $12.7K
|
1.67K
$255K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-78- 1.25% |
$11.5K - $12.7K
|
6.17K
$939K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-79- 4.56% |
$11.6K - $12.8K
|
1.65K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-79- 1.22% |
$11.6K - $12.8K
|
6.39K
$973K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
SELL
|
- |
-79- 0.4% |
$11.6K - $12.8K
|
19.6K
$2.99M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-79- 1.84% |
$11.6K - $12.8K
|
4.21K
$641K
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-79- 0.88% |
$11.6K - $12.8K
|
8.91K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-79- 0.16% |
$11.6K - $12.8K
|
50.3K
$7.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-80- 1.21% |
$11.8K - $13K
|
6.53K
$994K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-80- 0.43% |
$11.8K - $13K
|
18.6K
$2.83M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-80- 0.54% |
$11.8K - $13K
|
14.9K
$2.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-81- 1.04% |
$11.9K - $13.2K
|
7.73K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-81- 3.75% |
$11.9K - $13.2K
|
2.08K
$317K
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-81- 0.29% |
$11.9K - $13.2K
|
27.9K
$4.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-82- 2.09% |
$12.1K - $13.3K
|
3.83K
$584K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-82- 0.45% |
$12.1K - $13.3K
|
18.2K
$2.77M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-84- 0.84% |
$12.4K - $13.7K
|
9.97K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-85- 0.44% |
$12.5K - $13.8K
|
19.4K
$2.96M
|
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-85- 0.22% |
$12.5K - $13.8K
|
38K
$5.79M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-85- 2.73% |
$12.5K - $13.8K
|
3.03K
$462K
|
|
|
Apr 17, 2024
Q1 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-86- 0.43% |
$12.7K - $14K
|
19.8K
$3.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-86- 3.16% |
$12.7K - $14K
|
2.64K
$401K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-86- 0.48% |
$12.7K - $14K
|
17.7K
$2.7M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-87- 1.47% |
$12.8K - $14.1K
|
5.82K
$887K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-87- 2.88% |
$12.8K - $14.1K
|
2.94K
$447K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-88- 2.18% |
$13K - $14.3K
|
3.94K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-88- 0.47% |
$13K - $14.3K
|
18.5K
$2.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-89- 2.4% |
$13.1K - $14.5K
|
3.62K
$552K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-90- 3.95% |
$13.3K - $14.6K
|
2.19K
$333K
|