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 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-144- 0.28% |
$21.2K - $23.4K
|
50.8K
$8.51M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-144- 1.74% |
$21.2K - $23.4K
|
8.14K
$1.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-145- 1.0% |
$21.4K - $23.6K
|
14.3K
$2.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-145- 4.19% |
$21.4K - $23.6K
|
3.32K
$556K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-145- 1.51% |
$21.4K - $23.6K
|
9.43K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-145- 0.88% |
$21.4K - $23.6K
|
16.4K
$2.75M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-145- 4.79% |
$21.4K - $23.6K
|
2.89K
$483K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-146- 1.01% |
$21.5K - $23.7K
|
14.3K
$2.39M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-146- 0.48% |
$21.5K - $23.7K
|
30.3K
$5.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-148- 32.53% |
$21.8K - $24.1K
|
307
$51.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-148- 1.47% |
$21.8K - $24.1K
|
9.94K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-148- 0.65% |
$21.8K - $24.1K
|
22.8K
$3.82M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-148- 1.83% |
$21.8K - $24.1K
|
7.95K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-148- 4.55% |
$21.8K - $24.1K
|
3.1K
$520K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-149- 0.82% |
$22K - $24.2K
|
17.9K
$3M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-150- 1.0% |
$22.1K - $24.4K
|
14.8K
$2.48M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-150- 4.82% |
$22.1K - $24.4K
|
2.96K
$496K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-150- 1.38% |
$22.1K - $24.4K
|
10.7K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-152- 3.43% |
$22.4K - $24.7K
|
4.28K
$717K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-154- 7.57% |
$22.7K - $25K
|
1.88K
$315K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-155- 4.09% |
$22.9K - $25.2K
|
3.64K
$609K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-155- 0.47% |
$22.9K - $25.2K
|
32.7K
$5.48M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-156- 0.74% |
$23K - $25.4K
|
20.9K
$3.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-157- 19.19% |
$23.1K - $25.5K
|
661
$111K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-158- 3.21% |
$23.3K - $25.7K
|
4.76K
$797K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-159- 3.97% |
$23.4K - $25.9K
|
3.85K
$645K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-160- 3.74% |
$23.6K - $26K
|
4.11K
$689K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-160- 2.81% |
$23.6K - $26K
|
5.54K
$927K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-161- 0.25% |
$23.7K - $26.2K
|
64.3K
$10.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-162- 2.77% |
$23.9K - $26.3K
|
5.68K
$952K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-162- 3.29% |
$23.9K - $26.3K
|
4.76K
$798K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-162- 0.73% |
$23.9K - $26.3K
|
22K
$3.69M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-162- 3.98% |
$23.9K - $26.3K
|
3.91K
$655K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-163- 1.62% |
$24K - $26.5K
|
9.89K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-164- 6.7% |
$24.2K - $26.7K
|
2.28K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-165- 0.28% |
$24.3K - $26.8K
|
59K
$9.89M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-166- 8.59% |
$24.5K - $27K
|
1.77K
$296K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-168- 4.08% |
$24.8K - $27.3K
|
3.95K
$662K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-169- 1.65% |
$24.9K - $27.5K
|
10.1K
$1.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-169- 3.92% |
$24.9K - $27.5K
|
4.14K
$694K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-170- 7.15% |
$25.1K - $27.6K
|
2.21K
$370K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-170- 5.85% |
$25.1K - $27.6K
|
2.74K
$458K
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-170- 2.49% |
$25.1K - $27.6K
|
6.66K
$1.12M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-171- 0.67% |
$25.2K - $27.8K
|
25.2K
$4.23M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-172- 8.63% |
$25.4K - $28K
|
1.82K
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-174- 3.26% |
$25.7K - $28.3K
|
5.16K
$864K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-175- 1.75% |
$25.8K - $28.5K
|
9.85K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-175- 1.5% |
$25.8K - $28.5K
|
11.5K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-175- 1.14% |
$25.8K - $28.5K
|
15.2K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-175- 8.51% |
$25.8K - $28.5K
|
1.88K
$315K
|