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 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-201- 1.14% |
$29.6K - $32.7K
|
17.5K
$2.97M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-201- 1.03% |
$29.6K - $32.7K
|
19.4K
$3.29M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-201- 1.13% |
$29.6K - $32.7K
|
17.7K
$3M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-201- 2.74% |
$29.6K - $32.7K
|
7.12K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-202- 2.38% |
$29.8K - $32.8K
|
8.28K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-202- 0.4% |
$29.8K - $32.8K
|
50.4K
$8.56M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-203- 1.09% |
$29.9K - $33K
|
18.5K
$3.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-204- 8.49% |
$30.1K - $33.2K
|
2.2K
$374K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-204- 3.06% |
$30.1K - $33.2K
|
6.46K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-204- 0.99% |
$30.1K - $33.2K
|
20.5K
$3.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-204- 0.58% |
$30.1K - $33.2K
|
35.2K
$5.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-205- 2.11% |
$30.2K - $33.3K
|
9.5K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-205- 1.03% |
$30.2K - $33.3K
|
19.8K
$3.36M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-206- 0.14% |
$30.4K - $33.5K
|
143K
$24.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-207- 3.23% |
$30.5K - $33.7K
|
6.2K
$1.05M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-207- 1.23% |
$30.5K - $33.7K
|
16.6K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-207- 5.63% |
$30.5K - $33.7K
|
3.47K
$589K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-208- 0.18% |
$30.7K - $33.8K
|
118K
$20.1M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-208- 1.7% |
$30.7K - $33.8K
|
12K
$2.04M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-210- 5.74% |
$31K - $34.1K
|
3.45K
$586K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-210- 0.69% |
$31K - $34.1K
|
30.4K
$5.17M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-210- 0.31% |
$31K - $34.1K
|
67.8K
$11.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-211- 4.67% |
$31.1K - $34.3K
|
4.3K
$731K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-212- 9.04% |
$31.3K - $34.5K
|
2.13K
$362K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-214- 10.06% |
$31.5K - $34.8K
|
1.91K
$325K
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-215- 2.28% |
$31.7K - $35K
|
9.22K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-218- 9.64% |
$32.1K - $35.4K
|
2.04K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-219- 2.79% |
$32.3K - $35.6K
|
7.63K
$1.3M
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-221- 0.82% |
$32.6K - $35.9K
|
26.6K
$4.53M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-221- 10.14% |
$32.6K - $35.9K
|
1.96K
$333K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-223- 15.58% |
$32.9K - $36.3K
|
1.21K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-223- 0.2% |
$32.9K - $36.3K
|
110K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-223- 8.07% |
$32.9K - $36.3K
|
2.54K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-224- 0.72% |
$33K - $36.4K
|
30.8K
$5.23M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-225- 3.7% |
$33.2K - $36.6K
|
5.86K
$996K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-225- 2.69% |
$33.2K - $36.6K
|
8.13K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-225- 2.91% |
$33.2K - $36.6K
|
7.5K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-227- 4.8% |
$33.5K - $36.9K
|
4.5K
$764K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-227- 2.35% |
$33.5K - $36.9K
|
9.43K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-228- 0.06% |
$33.6K - $37.1K
|
381K
$64.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-229- 0.92% |
$33.8K - $37.2K
|
24.6K
$4.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-231- 8.62% |
$34.1K - $37.6K
|
2.45K
$416K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-231- 0.26% |
$34.1K - $37.6K
|
89.9K
$15.3M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-232- 12.47% |
$34.2K - $37.7K
|
1.63K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-233- 1.08% |
$34.3K - $37.9K
|
21.4K
$3.64M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-234- 0.05% |
$34.5K - $38.1K
|
486K
$82.6M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-235- 7.34% |
$34.6K - $38.2K
|
2.97K
$504K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-239- 4.67% |
$35.2K - $38.9K
|
4.88K
$829K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-239- 8.5% |
$35.2K - $38.9K
|
2.57K
$437K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-239- 6.16% |
$35.2K - $38.9K
|
3.64K
$618K
|