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 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
$746K
|
|
|
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
$433K
|
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-338- 13.32% |
$49.8K - $55K
|
2.2K
$368K
|
|
|
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
$4.14M
|
|
|
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
$9.7M
|
|
|
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
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-355- 2.59% |
$52.3K - $57.7K
|
13.3K
$2.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-356- 0.73% |
$52.5K - $57.9K
|
48.7K
$8.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-358- 0.7% |
$52.8K - $58.2K
|
50.8K
$8.51M
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-359- 5.63% |
$52.9K - $58.4K
|
6.02K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-360- 4.85% |
$53.1K - $58.5K
|
7.06K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-360- 2.39% |
$53.1K - $58.5K
|
14.7K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-360- 4.29% |
$53.1K - $58.5K
|
8.03K
$1.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-363- 1.35% |
$53.5K - $59K
|
26.5K
$4.44M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-363- 1.16% |
$53.5K - $59K
|
30.8K
$5.16M
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-364- 6.22% |
$53.7K - $59.2K
|
5.49K
$919K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-365- 0.38% |
$53.8K - $59.4K
|
95.1K
$15.9M
|
|
|
May 19, 2025
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-365- 22.67% |
$53.8K - $59.4K
|
1.25K
$208K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-367- 3.51% |
$54.1K - $59.7K
|
10.1K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-367- 15.75% |
$54.1K - $59.7K
|
1.96K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-371- 15.22% |
$54.7K - $60.3K
|
2.07K
$346K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-375- 3.37% |
$55.3K - $61K
|
10.8K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-375- 0.65% |
$55.3K - $61K
|
57.2K
$9.57M
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-377- 5.84% |
$55.6K - $61.3K
|
6.08K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-377- 6.94% |
$55.6K - $61.3K
|
5.06K
$846K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-378- 3.23% |
$55.7K - $61.5K
|
11.3K
$1.9M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-380- 2.08% |
$56K - $61.8K
|
17.9K
$3M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-380- 16.18% |
$56K - $61.8K
|
1.97K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-381- 0.33% |
$56.2K - $62K
|
116K
$19.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-383- 36.06% |
$56.5K - $62.3K
|
679
$114K
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-385- 1.03% |
$56.8K - $62.6K
|
36.9K
$6.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Insight Folios Inc
|
SELL
|
- |
-385- 7.78% |
$56.8K - $62.6K
|
4.56K
$763K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
SELL
|
- |
-386- 3.13% |
$56.9K - $62.8K
|
12K
$2M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-390- 1.21% |
$57.5K - $63.4K
|
31.8K
$5.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-390- 0.72% |
$57.5K - $63.4K
|
54.1K
$9.05M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-390- 14.48% |
$57.5K - $63.4K
|
2.3K
$385K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-392- 3.97% |
$57.8K - $63.7K
|
9.48K
$1.59M
|