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 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-270- 5.5% |
$39.8K - $43.9K
|
4.64K
$707K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-270- 3.13% |
$39.8K - $43.9K
|
8.35K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-270- 7.8% |
$39.8K - $43.9K
|
3.19K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-272- 1.97% |
$40.1K - $44.2K
|
13.5K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-273- 0.5% |
$40.2K - $44.4K
|
54.2K
$8.25M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-274- 0.92% |
$40.4K - $44.6K
|
29.4K
$4.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-275- 1.11% |
$40.5K - $44.7K
|
24.6K
$3.74M
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-275- 2.15% |
$40.5K - $44.7K
|
12.5K
$1.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-279- 1.19% |
$41.1K - $45.4K
|
23.2K
$3.54M
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-280- 0.39% |
$41.3K - $45.5K
|
70.7K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-280- 7.63% |
$41.3K - $45.5K
|
3.39K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-280- 12.36% |
$41.3K - $45.5K
|
1.99K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-280- 5.87% |
$41.3K - $45.5K
|
4.49K
$684K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-281- 67.39% |
$41.4K - $45.7K
|
136
$20.7K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-282- 3.66% |
$41.6K - $45.9K
|
7.43K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-282- 12.9% |
$41.6K - $45.9K
|
1.9K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-283- 0.24% |
$41.7K - $46K
|
117K
$17.8M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-284- 2.26% |
$41.9K - $46.2K
|
12.3K
$1.87M
|
|
|
May 09, 2024
Q1 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-284- 0.67% |
$41.9K - $46.2K
|
41.9K
$6.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-285- 2.04% |
$42K - $46.3K
|
13.7K
$2.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-285- 0.67% |
$42K - $46.3K
|
42.1K
$6.41M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-285- 1.86% |
$42K - $46.3K
|
15.1K
$2.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-286- 3.1% |
$42.2K - $46.5K
|
8.94K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-286- 3.76% |
$42.2K - $46.5K
|
7.31K
$1.11M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-288- 0.85% |
$42.5K - $46.8K
|
33.6K
$5.12M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-288- 1.8% |
$42.5K - $46.8K
|
15.7K
$2.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-290- 5.22% |
$42.8K - $47.2K
|
5.27K
$802K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-290- 6.35% |
$42.8K - $47.2K
|
4.28K
$652K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-292- 0.36% |
$43K - $47.5K
|
80.9K
$12.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-296- 0.44% |
$43.6K - $48.1K
|
67.5K
$10.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-297- 0.57% |
$43.8K - $48.3K
|
52.1K
$7.94M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-297- 2.45% |
$43.8K - $48.3K
|
11.8K
$1.8M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-298- 3.36% |
$43.9K - $48.5K
|
8.58K
$1.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 1.38% |
$44.2K - $48.8K
|
21.5K
$3.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-300- 8.37% |
$44.2K - $48.8K
|
3.28K
$500K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-300- 3.04% |
$44.2K - $48.8K
|
9.58K
$1.46M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-300- 1.96% |
$44.2K - $48.8K
|
15K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 14.3% |
$44.2K - $48.8K
|
1.8K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 14.3% |
$44.2K - $48.8K
|
1.8K
$274K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-301- 6.19% |
$44.4K - $48.9K
|
4.56K
$694K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-302- 3.55% |
$44.5K - $49.1K
|
8.21K
$1.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-302- 4.25% |
$44.5K - $49.1K
|
6.8K
$1.04M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-302- 1.02% |
$44.5K - $49.1K
|
29.4K
$4.48M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-303- 11.04% |
$44.7K - $49.3K
|
2.44K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-303- 2.68% |
$44.7K - $49.3K
|
11K
$1.67M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-304- 11.85% |
$44.8K - $49.4K
|
2.26K
$344K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-307- 1.15% |
$45.3K - $49.9K
|
26.4K
$4.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-308- 4.49% |
$45.4K - $50.1K
|
6.56K
$998K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-308- 7.89% |
$45.4K - $50.1K
|
3.6K
$548K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-310- 1.63% |
$45.7K - $50.4K
|
18.7K
$2.85M
|