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
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-297- 2.45% |
$43.8K - $48.3K
|
11.8K
$1.98M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-298- 3.36% |
$43.9K - $48.5K
|
8.58K
$1.44M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 1.38% |
$44.2K - $48.8K
|
21.5K
$3.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-300- 8.37% |
$44.2K - $48.8K
|
3.28K
$550K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-300- 3.04% |
$44.2K - $48.8K
|
9.58K
$1.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-300- 1.96% |
$44.2K - $48.8K
|
15K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 14.3% |
$44.2K - $48.8K
|
1.8K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 14.3% |
$44.2K - $48.8K
|
1.8K
$301K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-301- 6.19% |
$44.4K - $48.9K
|
4.56K
$764K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-302- 3.55% |
$44.5K - $49.1K
|
8.21K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-302- 4.25% |
$44.5K - $49.1K
|
6.8K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-302- 1.02% |
$44.5K - $49.1K
|
29.4K
$4.93M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-303- 11.04% |
$44.7K - $49.3K
|
2.44K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-303- 2.68% |
$44.7K - $49.3K
|
11K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-304- 11.85% |
$44.8K - $49.4K
|
2.26K
$379K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-307- 1.15% |
$45.3K - $49.9K
|
26.4K
$4.43M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-308- 4.49% |
$45.4K - $50.1K
|
6.56K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-308- 7.89% |
$45.4K - $50.1K
|
3.6K
$602K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-310- 1.63% |
$45.7K - $50.4K
|
18.7K
$3.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-311- 3.57% |
$45.8K - $50.6K
|
8.4K
$1.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-311- 0.62% |
$45.8K - $50.6K
|
50K
$8.38M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-312- 0.08% |
$46K - $50.7K
|
377K
$63.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-317- 0.75% |
$46.7K - $51.5K
|
42.2K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-317- 0.96% |
$46.7K - $51.5K
|
32.7K
$5.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-320- 43.48% |
$47.2K - $52K
|
416
$69.7K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-320- 1.26% |
$47.2K - $52K
|
25K
$4.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-323- 1.07% |
$47.6K - $52.5K
|
29.9K
$5.01M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-323- 1.66% |
$47.6K - $52.5K
|
19.1K
$3.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-324- 1.93% |
$47.8K - $52.7K
|
16.5K
$2.76M
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-325- 0.14% |
$47.9K - $52.8K
|
231K
$38.6M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-325- 3.27% |
$47.9K - $52.8K
|
9.61K
$1.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-328- 3.68% |
$48.4K - $53.3K
|
8.58K
$1.44M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-328- 1.48% |
$48.4K - $53.3K
|
21.9K
$3.66M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-329- 1.88% |
$48.5K - $53.5K
|
17.1K
$2.87M
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-330- 9.95% |
$48.6K - $53.7K
|
2.99K
$500K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-333- 2.89% |
$49.1K - $54.1K
|
11.2K
$1.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-334- 6.97% |
$49.2K - $54.3K
|
4.46K
$747K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-335- 0.29% |
$49.4K - $54.5K
|
114K
$19.1M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-336- 8.0% |
$49.5K - $54.6K
|
3.86K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-336- 11.48% |
$49.5K - $54.6K
|
2.59K
$434K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-338- 13.32% |
$49.8K - $55K
|
2.2K
$369K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-339- 1.65% |
$50K - $55.1K
|
20.2K
$3.39M
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-339- 3.14% |
$50K - $55.1K
|
10.5K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Dillon & Associates Inc
|
SELL
|
- |
-340- 1.62% |
$50.1K - $55.3K
|
20.6K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-341- 1.78% |
$50.3K - $55.5K
|
18.9K
$3.16M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-342- 1.36% |
$50.4K - $55.6K
|
24.7K
$4.15M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-342- 16.26% |
$50.4K - $55.6K
|
1.76K
$295K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-345- 0.59% |
$50.9K - $56.1K
|
58K
$9.71M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-348- 1.44% |
$51.3K - $56.6K
|
23.8K
$3.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-349- 14.45% |
$51.4K - $56.8K
|
2.07K
$346K
|