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 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-227- 2.35% |
$33.5K - $36.9K
|
9.43K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-228- 0.06% |
$33.6K - $37.1K
|
381K
$58.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-229- 0.92% |
$33.8K - $37.2K
|
24.6K
$3.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-231- 8.62% |
$34.1K - $37.6K
|
2.45K
$373K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-231- 0.26% |
$34.1K - $37.6K
|
89.9K
$13.7M
|
|
|
Apr 28, 2025
Q1 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-232- 12.47% |
$34.2K - $37.7K
|
1.63K
$248K
|
|
|
May 10, 2024
Q1 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-233- 1.08% |
$34.3K - $37.9K
|
21.4K
$3.26M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-234- 0.05% |
$34.5K - $38.1K
|
486K
$74.1M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-235- 7.34% |
$34.6K - $38.2K
|
2.97K
$452K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-239- 4.67% |
$35.2K - $38.9K
|
4.88K
$743K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-239- 8.5% |
$35.2K - $38.9K
|
2.57K
$392K
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-239- 6.16% |
$35.2K - $38.9K
|
3.64K
$554K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-240- 0.76% |
$35.4K - $39K
|
31.4K
$4.78M
|
|
|
May 02, 2024
Q1 2024
|
Wulff, Hansen & Co.
|
SELL
|
- |
-240- 1.06% |
$35.4K - $39K
|
22.4K
$3.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-241- 0.54% |
$35.5K - $39.2K
|
44.8K
$6.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-243- 2.13% |
$35.8K - $39.5K
|
11.2K
$1.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-243- 7.5% |
$35.8K - $39.5K
|
3K
$456K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-244- 2.01% |
$36K - $39.7K
|
11.9K
$1.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-245- 4.27% |
$36.1K - $39.8K
|
5.5K
$837K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-246- 0.4% |
$36.3K - $40K
|
60.9K
$9.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-249- 9.16% |
$36.7K - $40.5K
|
2.47K
$376K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 5.6% |
$36.9K - $40.7K
|
4.21K
$641K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-250- 5.79% |
$36.9K - $40.7K
|
4.07K
$620K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-250- 0.19% |
$36.9K - $40.7K
|
130K
$19.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-250- 4.31% |
$36.9K - $40.7K
|
5.55K
$844K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-251- 8.91% |
$37K - $40.8K
|
2.57K
$391K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-251- 2.11% |
$37K - $40.8K
|
11.7K
$1.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-252- 0.85% |
$37.1K - $41K
|
29.4K
$4.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-254- 0.14% |
$37.4K - $41.3K
|
175K
$26.7M
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-254- 5.17% |
$37.4K - $41.3K
|
4.66K
$709K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-256- 4.38% |
$37.7K - $41.6K
|
5.59K
$851K
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-256- 9.6% |
$37.7K - $41.6K
|
2.41K
$367K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-258- 3.54% |
$38K - $42K
|
7.04K
$1.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-258- 0.44% |
$38K - $42K
|
58K
$8.83M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-260- 0.76% |
$38.3K - $42.3K
|
34.1K
$5.19M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-260- 0.61% |
$38.3K - $42.3K
|
42.1K
$6.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-262- 12.96% |
$38.6K - $42.6K
|
1.76K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-262- 1.04% |
$38.6K - $42.6K
|
24.9K
$3.79M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-263- 0.35% |
$38.8K - $42.8K
|
75.3K
$11.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-265- 5.84% |
$39.1K - $43.1K
|
4.27K
$650K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-265- 1.03% |
$39.1K - $43.1K
|
25.4K
$3.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-266- 0.48% |
$39.2K - $43.3K
|
54.9K
$8.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-266- 2.1% |
$39.2K - $43.3K
|
12.4K
$1.89M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-266- 0.75% |
$39.2K - $43.3K
|
35.3K
$5.37M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-267- 0.51% |
$39.4K - $43.4K
|
52K
$7.91M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-268- 1.48% |
$39.5K - $43.6K
|
17.8K
$2.72M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-268- 24.3% |
$39.5K - $43.6K
|
835
$127K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-269- 0.99% |
$39.7K - $43.7K
|
26.8K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-269- 15.2% |
$39.7K - $43.7K
|
1.5K
$229K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-270- 15.65% |
$39.8K - $43.9K
|
1.46K
$222K
|