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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-197- 2.08% |
$29K - $32K
|
9.27K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-199- 3.48% |
$29.3K - $32.4K
|
5.51K
$839K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-199- 0.79% |
$29.3K - $32.4K
|
24.9K
$3.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-199- 0.91% |
$29.3K - $32.4K
|
21.6K
$3.29M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-200- 6.04% |
$29.5K - $32.5K
|
3.11K
$474K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-200- 0.67% |
$29.5K - $32.5K
|
29.7K
$4.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-200- 1.95% |
$29.5K - $32.5K
|
10.1K
$1.53M
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-200- 1.06% |
$29.5K - $32.5K
|
18.6K
$2.84M
|
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-200- 7.73% |
$29.5K - $32.5K
|
2.39K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-200- 1.46% |
$29.5K - $32.5K
|
13.5K
$2.05M
|
|
|
Feb 14, 2025
Q1 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-200- 2.71% |
$29.5K - $32.5K
|
7.19K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-201- 1.14% |
$29.6K - $32.7K
|
17.5K
$2.66M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-201- 1.03% |
$29.6K - $32.7K
|
19.4K
$2.95M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-201- 1.13% |
$29.6K - $32.7K
|
17.7K
$2.69M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-201- 2.74% |
$29.6K - $32.7K
|
7.12K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-202- 2.38% |
$29.8K - $32.8K
|
8.28K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-202- 0.4% |
$29.8K - $32.8K
|
50.4K
$7.67M
|
|
|
May 03, 2024
Q1 2024
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-203- 1.09% |
$29.9K - $33K
|
18.5K
$2.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-204- 8.49% |
$30.1K - $33.2K
|
2.2K
$335K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-204- 3.06% |
$30.1K - $33.2K
|
6.46K
$983K
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-204- 0.99% |
$30.1K - $33.2K
|
20.5K
$3.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-204- 0.58% |
$30.1K - $33.2K
|
35.2K
$5.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-205- 2.11% |
$30.2K - $33.3K
|
9.5K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-205- 1.03% |
$30.2K - $33.3K
|
19.8K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-206- 0.14% |
$30.4K - $33.5K
|
143K
$21.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-207- 3.23% |
$30.5K - $33.7K
|
6.2K
$944K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-207- 1.23% |
$30.5K - $33.7K
|
16.6K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-207- 5.63% |
$30.5K - $33.7K
|
3.47K
$528K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-208- 0.18% |
$30.7K - $33.8K
|
118K
$18M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-208- 1.7% |
$30.7K - $33.8K
|
12K
$1.83M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-210- 5.74% |
$31K - $34.1K
|
3.45K
$525K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-210- 0.69% |
$31K - $34.1K
|
30.4K
$4.63M
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-210- 0.31% |
$31K - $34.1K
|
67.8K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-211- 4.67% |
$31.1K - $34.3K
|
4.3K
$655K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-212- 9.04% |
$31.3K - $34.5K
|
2.13K
$325K
|
|
|
Sep 09, 2025
Q1 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-212- 8.25% |
$31.3K - $34.5K
|
2.36K
$359K
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-214- 10.06% |
$31.5K - $34.8K
|
1.91K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-215- 2.28% |
$31.7K - $35K
|
9.22K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-218- 9.64% |
$32.1K - $35.4K
|
2.04K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-219- 2.79% |
$32.3K - $35.6K
|
7.63K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-221- 0.82% |
$32.6K - $35.9K
|
26.6K
$4.06M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-221- 10.14% |
$32.6K - $35.9K
|
1.96K
$298K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-223- 15.58% |
$32.9K - $36.3K
|
1.21K
$184K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-223- 0.2% |
$32.9K - $36.3K
|
110K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-223- 8.07% |
$32.9K - $36.3K
|
2.54K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-224- 0.72% |
$33K - $36.4K
|
30.8K
$4.69M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-225- 3.7% |
$33.2K - $36.6K
|
5.86K
$892K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-225- 2.69% |
$33.2K - $36.6K
|
8.13K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-225- 2.91% |
$33.2K - $36.6K
|
7.5K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-227- 4.8% |
$33.5K - $36.9K
|
4.5K
$685K
|