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 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-207- 5.63% |
$30.5K - $33.7K
|
3.47K
$581K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-208- 0.18% |
$30.7K - $33.8K
|
118K
$19.8M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-208- 1.7% |
$30.7K - $33.8K
|
12K
$2.01M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-210- 5.74% |
$31K - $34.1K
|
3.45K
$578K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-210- 0.69% |
$31K - $34.1K
|
30.4K
$5.1M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-210- 0.31% |
$31K - $34.1K
|
67.8K
$11.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-211- 4.67% |
$31.1K - $34.3K
|
4.3K
$721K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-212- 9.04% |
$31.3K - $34.5K
|
2.13K
$357K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-214- 10.06% |
$31.5K - $34.8K
|
1.91K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-215- 2.28% |
$31.7K - $35K
|
9.22K
$1.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-218- 9.64% |
$32.1K - $35.4K
|
2.04K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-219- 2.79% |
$32.3K - $35.6K
|
7.63K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-221- 0.82% |
$32.6K - $35.9K
|
26.6K
$4.46M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-221- 10.14% |
$32.6K - $35.9K
|
1.96K
$328K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-223- 15.58% |
$32.9K - $36.3K
|
1.21K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-223- 0.2% |
$32.9K - $36.3K
|
110K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-223- 8.07% |
$32.9K - $36.3K
|
2.54K
$426K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-224- 0.72% |
$33K - $36.4K
|
30.8K
$5.16M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-225- 3.7% |
$33.2K - $36.6K
|
5.86K
$982K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-225- 2.69% |
$33.2K - $36.6K
|
8.13K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-225- 2.91% |
$33.2K - $36.6K
|
7.5K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-227- 4.8% |
$33.5K - $36.9K
|
4.5K
$754K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-228- 0.06% |
$33.6K - $37.1K
|
381K
$63.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-229- 0.92% |
$33.8K - $37.2K
|
24.6K
$4.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-231- 8.62% |
$34.1K - $37.6K
|
2.45K
$410K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-231- 0.26% |
$34.1K - $37.6K
|
89.9K
$15.1M
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-233- 1.08% |
$34.3K - $37.9K
|
21.4K
$3.59M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-234- 0.05% |
$34.5K - $38.1K
|
486K
$81.5M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-235- 7.34% |
$34.6K - $38.2K
|
2.97K
$497K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-239- 4.67% |
$35.2K - $38.9K
|
4.88K
$817K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-239- 8.5% |
$35.2K - $38.9K
|
2.57K
$431K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-240- 0.76% |
$35.4K - $39K
|
31.4K
$5.26M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-240- 1.06% |
$35.4K - $39K
|
22.4K
$3.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-241- 0.54% |
$35.5K - $39.2K
|
44.8K
$7.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-243- 2.13% |
$35.8K - $39.5K
|
11.2K
$1.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-243- 7.5% |
$35.8K - $39.5K
|
3K
$502K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-244- 2.01% |
$36K - $39.7K
|
11.9K
$1.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-245- 4.27% |
$36.1K - $39.8K
|
5.5K
$921K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-246- 0.4% |
$36.3K - $40K
|
60.9K
$10.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-249- 9.16% |
$36.7K - $40.5K
|
2.47K
$413K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 5.6% |
$36.9K - $40.7K
|
4.21K
$706K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-250- 5.79% |
$36.9K - $40.7K
|
4.07K
$682K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-250- 0.19% |
$36.9K - $40.7K
|
130K
$21.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-250- 4.31% |
$36.9K - $40.7K
|
5.55K
$929K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-251- 8.91% |
$37K - $40.8K
|
2.57K
$430K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-251- 2.11% |
$37K - $40.8K
|
11.7K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-252- 0.85% |
$37.1K - $41K
|
29.4K
$4.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-254- 0.14% |
$37.4K - $41.3K
|
175K
$29.4M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-254- 5.17% |
$37.4K - $41.3K
|
4.66K
$780K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-256- 4.38% |
$37.7K - $41.6K
|
5.59K
$937K
|