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 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-165- 0.28% |
$24.3K - $26.8K
|
59K
$10M
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-166- 8.59% |
$24.5K - $27K
|
1.77K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-168- 4.08% |
$24.8K - $27.3K
|
3.95K
$671K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-169- 1.65% |
$24.9K - $27.5K
|
10.1K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-169- 3.92% |
$24.9K - $27.5K
|
4.14K
$704K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-170- 7.15% |
$25.1K - $27.6K
|
2.21K
$375K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-170- 5.85% |
$25.1K - $27.6K
|
2.74K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-170- 2.49% |
$25.1K - $27.6K
|
6.66K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-171- 0.67% |
$25.2K - $27.8K
|
25.2K
$4.29M
|
|
|
May 01, 2024
Q1 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-172- 8.63% |
$25.4K - $28K
|
1.82K
$309K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-174- 3.26% |
$25.7K - $28.3K
|
5.16K
$876K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-175- 1.75% |
$25.8K - $28.5K
|
9.85K
$1.67M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-175- 1.5% |
$25.8K - $28.5K
|
11.5K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-175- 1.14% |
$25.8K - $28.5K
|
15.2K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-175- 8.51% |
$25.8K - $28.5K
|
1.88K
$320K
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-175- 2.81% |
$25.8K - $28.5K
|
6.06K
$1.03M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-176- 6.06% |
$25.9K - $28.6K
|
2.73K
$463K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-177- 1.38% |
$26.1K - $28.8K
|
12.7K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-177- 0.39% |
$26.1K - $28.8K
|
44.8K
$7.61M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-179- 3.87% |
$26.4K - $29.1K
|
4.45K
$756K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-180- 9.06% |
$26.5K - $29.3K
|
1.81K
$307K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-180- 0.67% |
$26.5K - $29.3K
|
26.8K
$4.55M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-180- 3.58% |
$26.5K - $29.3K
|
4.84K
$823K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-180- 0.33% |
$26.5K - $29.3K
|
54K
$9.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-181- 0.33% |
$26.7K - $29.4K
|
55K
$9.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-183- 12.13% |
$27K - $29.8K
|
1.33K
$225K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-183- 0.28% |
$27K - $29.8K
|
65.4K
$11.1M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-184- 0.76% |
$27.1K - $29.9K
|
24K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-184- 1.66% |
$27.1K - $29.9K
|
10.9K
$1.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-185- 0.48% |
$27.3K - $30.1K
|
38.5K
$6.54M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-187- 22.0% |
$27.6K - $30.4K
|
663
$113K
|
|
|
May 13, 2024
Q1 2024
|
Sl Advisors, LLC
|
SELL
|
- |
-187- 7.09% |
$27.6K - $30.4K
|
2.45K
$416K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-188- 7.06% |
$27.7K - $30.6K
|
2.48K
$421K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-189- 1.86% |
$27.9K - $30.7K
|
9.97K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-189- 1.15% |
$27.9K - $30.7K
|
16.3K
$2.77M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-190- 0.26% |
$28K - $30.9K
|
73.4K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Todd Asset Management LLC
|
SELL
|
- |
-190- 4.59% |
$28K - $30.9K
|
3.95K
$670K
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-193- 1.02% |
$28.5K - $31.4K
|
18.7K
$3.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-195- 3.73% |
$28.7K - $31.7K
|
5.03K
$855K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-197- 2.08% |
$29K - $32K
|
9.27K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-199- 3.48% |
$29.3K - $32.4K
|
5.51K
$937K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-199- 0.79% |
$29.3K - $32.4K
|
24.9K
$4.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-199- 0.91% |
$29.3K - $32.4K
|
21.6K
$3.67M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-200- 6.04% |
$29.5K - $32.5K
|
3.11K
$529K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-200- 0.67% |
$29.5K - $32.5K
|
29.7K
$5.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-200- 1.95% |
$29.5K - $32.5K
|
10.1K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-200- 1.06% |
$29.5K - $32.5K
|
18.6K
$3.17M
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-200- 7.73% |
$29.5K - $32.5K
|
2.39K
$406K
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-200- 1.46% |
$29.5K - $32.5K
|
13.5K
$2.29M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-200- 2.71% |
$29.5K - $32.5K
|
7.19K
$1.22M
|