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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-93- 7.65% |
$13.7K - $15.1K
|
1.12K
$191K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-94- 2.5% |
$13.9K - $15.3K
|
3.67K
$624K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-94- 0.24% |
$13.9K - $15.3K
|
38.5K
$6.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-95- 2.6% |
$14K - $15.4K
|
3.56K
$605K
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-95- 0.48% |
$14K - $15.4K
|
19.6K
$3.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-96- 0.28% |
$14.2K - $15.6K
|
34.1K
$5.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-96- 4.4% |
$14.2K - $15.6K
|
2.09K
$354K
|
|
|
Apr 11, 2024
Q1 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-97- 1.55% |
$14.3K - $15.8K
|
6.15K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-97- 5.78% |
$14.3K - $15.8K
|
1.58K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-97- 2.85% |
$14.3K - $15.8K
|
3.31K
$562K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-98- 4.1% |
$14.4K - $15.9K
|
2.3K
$390K
|
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-98- 1.48% |
$14.4K - $15.9K
|
6.54K
$1.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-99- 2.33% |
$14.6K - $16.1K
|
4.14K
$704K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-99- 0.3% |
$14.6K - $16.1K
|
32.4K
$5.5M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-99- 6.34% |
$14.6K - $16.1K
|
1.46K
$249K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-99- 1.32% |
$14.6K - $16.1K
|
7.41K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-99- 5.76% |
$14.6K - $16.1K
|
1.62K
$275K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-100- 8.85% |
$14.7K - $16.3K
|
1.03K
$175K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-100- 0.43% |
$14.7K - $16.3K
|
23.3K
$3.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-100- 2.72% |
$14.7K - $16.3K
|
3.58K
$608K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-100- 1.61% |
$14.7K - $16.3K
|
6.12K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-100- 1.39% |
$14.7K - $16.3K
|
7.12K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-100- 2.11% |
$14.7K - $16.3K
|
4.64K
$788K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-100- 0.71% |
$14.7K - $16.3K
|
13.9K
$2.36M
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 1.48% |
$14.7K - $16.3K
|
6.67K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-100- 1.45% |
$14.7K - $16.3K
|
6.81K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-100- 2.29% |
$14.7K - $16.3K
|
4.26K
$724K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 2.97% |
$14.7K - $16.3K
|
3.27K
$556K
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-100- 4.91% |
$14.7K - $16.3K
|
1.94K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-100- 0.14% |
$14.7K - $16.3K
|
69.7K
$11.8M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-100- 2.0% |
$14.7K - $16.3K
|
4.9K
$832K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-101- 58.72% |
$14.9K - $16.4K
|
71
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-101- 3.85% |
$14.9K - $16.4K
|
2.52K
$428K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-102- 1.22% |
$15K - $16.6K
|
8.27K
$1.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-103- 0.72% |
$15.2K - $16.7K
|
14.3K
$2.42M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-103- 0.53% |
$15.2K - $16.7K
|
19.5K
$3.31M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-103- 2.65% |
$15.2K - $16.7K
|
3.79K
$644K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-104- 1.64% |
$15.3K - $16.9K
|
6.22K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-104- 0.44% |
$15.3K - $16.9K
|
23.4K
$3.98M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-105- 5.14% |
$15.5K - $17.1K
|
1.94K
$329K
|
|
|
Apr 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-105- 2.71% |
$15.5K - $17.1K
|
3.77K
$641K
|
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-105- 2.14% |
$15.5K - $17.1K
|
4.81K
$817K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-105- 3.78% |
$15.5K - $17.1K
|
2.67K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-105- 6.16% |
$15.5K - $17.1K
|
1.6K
$272K
|
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-107- 0.25% |
$15.8K - $17.4K
|
41.9K
$7.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-107- 1.19% |
$15.8K - $17.4K
|
8.9K
$1.51M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-107- 0.33% |
$15.8K - $17.4K
|
32.2K
$5.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-108- 0.78% |
$15.9K - $17.6K
|
13.8K
$2.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-108- 3.24% |
$15.9K - $17.6K
|
3.23K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-109- 1.58% |
$16.1K - $17.7K
|
6.79K
$1.15M
|