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 29, 2024
Q1 2024
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-105- 2.71% |
$15.5K - $17.1K
|
3.77K
$575K
|
|
May 07, 2024
Q1 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
SELL
|
- |
-105- 2.14% |
$15.5K - $17.1K
|
4.81K
$732K
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-105- 3.78% |
$15.5K - $17.1K
|
2.67K
$407K
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-105- 6.16% |
$15.5K - $17.1K
|
1.6K
$244K
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-107- 0.25% |
$15.8K - $17.4K
|
41.9K
$6.38M
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-107- 1.19% |
$15.8K - $17.4K
|
8.9K
$1.36M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-107- 0.33% |
$15.8K - $17.4K
|
32.2K
$4.91M
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-108- 0.78% |
$15.9K - $17.6K
|
13.8K
$2.09M
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-108- 3.24% |
$15.9K - $17.6K
|
3.23K
$492K
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-109- 1.58% |
$16.1K - $17.7K
|
6.79K
$1.03M
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-110- 1.55% |
$16.2K - $17.9K
|
7.01K
$1.07M
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-110- 0.8% |
$16.2K - $17.9K
|
13.7K
$2.08M
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-111- 2.3% |
$16.4K - $18K
|
4.72K
$719K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-111- 1.32% |
$16.4K - $18K
|
8.29K
$1.26M
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-112- 3.13% |
$16.5K - $18.2K
|
3.47K
$529K
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-112- 6.04% |
$16.5K - $18.2K
|
1.74K
$265K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-113- 2.81% |
$16.7K - $18.4K
|
3.9K
$594K
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-113- 0.59% |
$16.7K - $18.4K
|
19K
$2.89M
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-114- 1.46% |
$16.8K - $18.5K
|
7.67K
$1.17M
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-114- 0.27% |
$16.8K - $18.5K
|
41.4K
$6.31M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-114- 0.48% |
$16.8K - $18.5K
|
23.6K
$3.6M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-115- 0.2% |
$17K - $18.7K
|
58.5K
$8.9M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-115- 2.98% |
$17K - $18.7K
|
3.74K
$569K
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-115- 6.27% |
$17K - $18.7K
|
1.72K
$262K
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-117- 1.98% |
$17.2K - $19K
|
5.78K
$880K
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-117- 0.88% |
$17.2K - $19K
|
13.2K
$2M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-117- 0.21% |
$17.2K - $19K
|
56.7K
$8.64M
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-118- 1.17% |
$17.4K - $19.2K
|
9.99K
$1.52M
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-119- 0.82% |
$17.5K - $19.4K
|
14.4K
$2.2M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-119- 0.21% |
$17.5K - $19.4K
|
55.9K
$8.51M
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-119- 1.19% |
$17.5K - $19.4K
|
9.88K
$1.5M
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-120- 5.0% |
$17.7K - $19.5K
|
2.28K
$347K
|
|
Apr 22, 2024
Q1 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-121- 0.75% |
$17.8K - $19.7K
|
16.1K
$2.45M
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-121- 0.97% |
$17.8K - $19.7K
|
12.3K
$1.88M
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-121- 0.18% |
$17.8K - $19.7K
|
68.1K
$10.4M
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-121- 1.24% |
$17.8K - $19.7K
|
9.67K
$1.47M
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-121- 0.42% |
$17.8K - $19.7K
|
28.9K
$4.4M
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-121- 0.4% |
$17.8K - $19.7K
|
30K
$4.57M
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-123- 3.58% |
$18.1K - $20K
|
3.32K
$505K
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-123- 6.31% |
$18.1K - $20K
|
1.83K
$278K
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-123- 5.99% |
$18.1K - $20K
|
1.93K
$294K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-123- 1.35% |
$18.1K - $20K
|
8.99K
$1.37M
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-124- 1.23% |
$18.3K - $20.2K
|
9.98K
$1.52M
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-125- 4.28% |
$18.4K - $20.3K
|
2.8K
$426K
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-125- 0.79% |
$18.4K - $20.3K
|
15.7K
$2.39M
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-125- 0.83% |
$18.4K - $20.3K
|
14.9K
$2.28M
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-126- 6.75% |
$18.6K - $20.5K
|
1.74K
$265K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-126- 9.57% |
$18.6K - $20.5K
|
1.19K
$181K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-126- 1.51% |
$18.6K - $20.5K
|
8.21K
$1.25M
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-128- 1.72% |
$18.9K - $20.8K
|
7.34K
$1.12M
|