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 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-133- 2.56% |
$19.6K - $21.6K
|
5.07K
$861K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-134- 6.15% |
$19.8K - $21.8K
|
2.04K
$347K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-134- 0.83% |
$19.8K - $21.8K
|
15.9K
$2.71M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-134- 8.36% |
$19.8K - $21.8K
|
1.47K
$250K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-135- 1.48% |
$19.9K - $22K
|
8.97K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-135- 1.73% |
$19.9K - $22K
|
7.66K
$1.3M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-136- 0.63% |
$20K - $22.1K
|
21.3K
$3.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-137- 0.69% |
$20.2K - $22.3K
|
19.8K
$3.36M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-139- 5.42% |
$20.5K - $22.6K
|
2.43K
$412K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-140- 2.11% |
$20.6K - $22.8K
|
6.51K
$1.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-142- 0.8% |
$20.9K - $23.1K
|
17.6K
$2.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-143- 6.47% |
$21.1K - $23.3K
|
2.07K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-143- 3.74% |
$21.1K - $23.3K
|
3.68K
$625K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-144- 2.1% |
$21.2K - $23.4K
|
6.73K
$1.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-144- 3.09% |
$21.2K - $23.4K
|
4.52K
$767K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-144- 0.28% |
$21.2K - $23.4K
|
50.8K
$8.63M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-144- 1.74% |
$21.2K - $23.4K
|
8.14K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-145- 1.0% |
$21.4K - $23.6K
|
14.3K
$2.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
SELL
|
- |
-145- 4.19% |
$21.4K - $23.6K
|
3.32K
$564K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-145- 1.51% |
$21.4K - $23.6K
|
9.43K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-145- 0.88% |
$21.4K - $23.6K
|
16.4K
$2.79M
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-145- 4.79% |
$21.4K - $23.6K
|
2.89K
$490K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-146- 1.01% |
$21.5K - $23.7K
|
14.3K
$2.42M
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-146- 0.48% |
$21.5K - $23.7K
|
30.3K
$5.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-148- 32.53% |
$21.8K - $24.1K
|
307
$52.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-148- 1.47% |
$21.8K - $24.1K
|
9.94K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-148- 0.65% |
$21.8K - $24.1K
|
22.8K
$3.87M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-148- 1.83% |
$21.8K - $24.1K
|
7.95K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-148- 4.55% |
$21.8K - $24.1K
|
3.1K
$527K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-149- 0.82% |
$22K - $24.2K
|
17.9K
$3.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-150- 1.0% |
$22.1K - $24.4K
|
14.8K
$2.51M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-150- 4.82% |
$22.1K - $24.4K
|
2.96K
$503K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-150- 1.38% |
$22.1K - $24.4K
|
10.7K
$1.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-152- 3.43% |
$22.4K - $24.7K
|
4.28K
$727K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-154- 7.57% |
$22.7K - $25K
|
1.88K
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-155- 4.09% |
$22.9K - $25.2K
|
3.64K
$618K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-155- 0.47% |
$22.9K - $25.2K
|
32.7K
$5.55M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-156- 0.74% |
$23K - $25.4K
|
20.9K
$3.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-157- 19.19% |
$23.1K - $25.5K
|
661
$112K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-158- 3.21% |
$23.3K - $25.7K
|
4.76K
$809K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-159- 3.97% |
$23.4K - $25.9K
|
3.85K
$654K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-160- 3.74% |
$23.6K - $26K
|
4.11K
$699K
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-160- 2.81% |
$23.6K - $26K
|
5.54K
$940K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-161- 0.25% |
$23.7K - $26.2K
|
64.3K
$10.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-162- 2.77% |
$23.9K - $26.3K
|
5.68K
$965K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-162- 3.29% |
$23.9K - $26.3K
|
4.76K
$809K
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-162- 0.73% |
$23.9K - $26.3K
|
22K
$3.74M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-162- 3.98% |
$23.9K - $26.3K
|
3.91K
$664K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-163- 1.62% |
$24K - $26.5K
|
9.89K
$1.68M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-164- 6.7% |
$24.2K - $26.7K
|
2.28K
$388K
|