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 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-256- 9.6% |
$37.7K - $41.6K
|
2.41K
$404K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-258- 3.54% |
$38K - $42K
|
7.04K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-258- 0.44% |
$38K - $42K
|
58K
$9.71M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-260- 0.76% |
$38.3K - $42.3K
|
34.1K
$5.71M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-260- 0.61% |
$38.3K - $42.3K
|
42.1K
$7.05M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-262- 12.96% |
$38.6K - $42.6K
|
1.76K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-262- 1.04% |
$38.6K - $42.6K
|
24.9K
$4.17M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-263- 0.35% |
$38.8K - $42.8K
|
75.3K
$12.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-265- 5.84% |
$39.1K - $43.1K
|
4.27K
$715K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-265- 1.03% |
$39.1K - $43.1K
|
25.4K
$4.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-266- 0.48% |
$39.2K - $43.3K
|
54.9K
$9.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-266- 2.1% |
$39.2K - $43.3K
|
12.4K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-266- 0.75% |
$39.2K - $43.3K
|
35.3K
$5.91M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-267- 0.51% |
$39.4K - $43.4K
|
52K
$8.71M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-268- 1.48% |
$39.5K - $43.6K
|
17.8K
$2.99M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-268- 24.3% |
$39.5K - $43.6K
|
835
$140K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-269- 0.99% |
$39.7K - $43.7K
|
26.8K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-269- 15.2% |
$39.7K - $43.7K
|
1.5K
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-270- 15.65% |
$39.8K - $43.9K
|
1.46K
$244K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-270- 5.5% |
$39.8K - $43.9K
|
4.64K
$778K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-270- 3.13% |
$39.8K - $43.9K
|
8.35K
$1.4M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-270- 7.8% |
$39.8K - $43.9K
|
3.19K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-272- 1.97% |
$40.1K - $44.2K
|
13.5K
$2.27M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-273- 0.5% |
$40.2K - $44.4K
|
54.2K
$9.08M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-274- 0.92% |
$40.4K - $44.6K
|
29.4K
$4.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-275- 1.11% |
$40.5K - $44.7K
|
24.6K
$4.11M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-275- 2.15% |
$40.5K - $44.7K
|
12.5K
$2.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-279- 1.19% |
$41.1K - $45.4K
|
23.2K
$3.89M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-280- 0.39% |
$41.3K - $45.5K
|
70.7K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-280- 7.63% |
$41.3K - $45.5K
|
3.39K
$568K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-280- 12.36% |
$41.3K - $45.5K
|
1.99K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-280- 5.87% |
$41.3K - $45.5K
|
4.49K
$753K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-281- 67.39% |
$41.4K - $45.7K
|
136
$22.8K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-282- 3.66% |
$41.6K - $45.9K
|
7.43K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-282- 12.9% |
$41.6K - $45.9K
|
1.9K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-283- 0.24% |
$41.7K - $46K
|
117K
$19.6M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-284- 2.26% |
$41.9K - $46.2K
|
12.3K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-284- 0.67% |
$41.9K - $46.2K
|
41.9K
$7.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-285- 2.04% |
$42K - $46.3K
|
13.7K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-285- 0.67% |
$42K - $46.3K
|
42.1K
$7.05M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-285- 1.86% |
$42K - $46.3K
|
15.1K
$2.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-286- 3.1% |
$42.2K - $46.5K
|
8.94K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-286- 3.76% |
$42.2K - $46.5K
|
7.31K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-288- 0.85% |
$42.5K - $46.8K
|
33.6K
$5.63M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-288- 1.8% |
$42.5K - $46.8K
|
15.7K
$2.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-290- 5.22% |
$42.8K - $47.2K
|
5.27K
$883K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-290- 6.35% |
$42.8K - $47.2K
|
4.28K
$717K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-292- 0.36% |
$43K - $47.5K
|
80.9K
$13.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-296- 0.44% |
$43.6K - $48.1K
|
67.5K
$11.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-297- 0.57% |
$43.8K - $48.3K
|
52.1K
$8.73M
|