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 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-280- 5.87% |
$41.3K - $45.5K
|
4.49K
$763K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-281- 67.39% |
$41.4K - $45.7K
|
136
$23.1K
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-282- 3.66% |
$41.6K - $45.9K
|
7.43K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-282- 12.9% |
$41.6K - $45.9K
|
1.9K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-283- 0.24% |
$41.7K - $46K
|
117K
$19.9M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-284- 2.26% |
$41.9K - $46.2K
|
12.3K
$2.08M
|
|
|
May 09, 2024
Q1 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-284- 0.67% |
$41.9K - $46.2K
|
41.9K
$7.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-285- 2.04% |
$42K - $46.3K
|
13.7K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-285- 0.67% |
$42K - $46.3K
|
42.1K
$7.15M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-285- 1.86% |
$42K - $46.3K
|
15.1K
$2.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-286- 3.1% |
$42.2K - $46.5K
|
8.94K
$1.52M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-286- 3.76% |
$42.2K - $46.5K
|
7.31K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-288- 0.85% |
$42.5K - $46.8K
|
33.6K
$5.71M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-288- 1.8% |
$42.5K - $46.8K
|
15.7K
$2.67M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-290- 5.22% |
$42.8K - $47.2K
|
5.27K
$895K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-290- 6.35% |
$42.8K - $47.2K
|
4.28K
$727K
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-292- 0.36% |
$43K - $47.5K
|
80.9K
$13.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-296- 0.44% |
$43.6K - $48.1K
|
67.5K
$11.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-297- 0.57% |
$43.8K - $48.3K
|
52.1K
$8.85M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-297- 2.45% |
$43.8K - $48.3K
|
11.8K
$2.01M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-298- 3.36% |
$43.9K - $48.5K
|
8.58K
$1.46M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 1.38% |
$44.2K - $48.8K
|
21.5K
$3.65M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-300- 8.37% |
$44.2K - $48.8K
|
3.28K
$558K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-300- 3.04% |
$44.2K - $48.8K
|
9.58K
$1.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-300- 1.96% |
$44.2K - $48.8K
|
15K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 14.3% |
$44.2K - $48.8K
|
1.8K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-300- 14.3% |
$44.2K - $48.8K
|
1.8K
$305K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-301- 6.19% |
$44.4K - $48.9K
|
4.56K
$775K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-302- 3.55% |
$44.5K - $49.1K
|
8.21K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-302- 4.25% |
$44.5K - $49.1K
|
6.8K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-302- 1.02% |
$44.5K - $49.1K
|
29.4K
$5M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-303- 11.04% |
$44.7K - $49.3K
|
2.44K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-303- 2.68% |
$44.7K - $49.3K
|
11K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-304- 11.85% |
$44.8K - $49.4K
|
2.26K
$384K
|
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-307- 1.15% |
$45.3K - $49.9K
|
26.4K
$4.49M
|
|
|
Apr 12, 2024
Q1 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-308- 4.49% |
$45.4K - $50.1K
|
6.56K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-308- 7.89% |
$45.4K - $50.1K
|
3.6K
$611K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-310- 1.63% |
$45.7K - $50.4K
|
18.7K
$3.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-311- 3.57% |
$45.8K - $50.6K
|
8.4K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-311- 0.62% |
$45.8K - $50.6K
|
50K
$8.49M
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-312- 0.08% |
$46K - $50.7K
|
377K
$64.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-317- 0.75% |
$46.7K - $51.5K
|
42.2K
$7.16M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-317- 0.96% |
$46.7K - $51.5K
|
32.7K
$5.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-320- 43.48% |
$47.2K - $52K
|
416
$70.7K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-320- 1.26% |
$47.2K - $52K
|
25K
$4.25M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-323- 1.07% |
$47.6K - $52.5K
|
29.9K
$5.08M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-323- 1.66% |
$47.6K - $52.5K
|
19.1K
$3.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-324- 1.93% |
$47.8K - $52.7K
|
16.5K
$2.8M
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-325- 0.14% |
$47.9K - $52.8K
|
231K
$39.2M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-325- 3.27% |
$47.9K - $52.8K
|
9.61K
$1.63M
|