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 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
$8.16M
|
|
|
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
$1.35M
|
|
|
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
$920K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-365- 0.38% |
$53.8K - $59.4K
|
95.1K
$15.9M
|
|
|
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
$9.58M
|
|
|
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
$847K
|
|
|
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
$764K
|
|
|
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
$9.06M
|
|
|
May 14, 2024
Q1 2024
|
Apricus Wealth, LLC
Beaufort, SC |
SELL
|
- |
-390- 14.48% |
$57.5K - $63.4K
|
2.3K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-392- 3.97% |
$57.8K - $63.7K
|
9.48K
$1.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-393- 2.01% |
$57.9K - $63.9K
|
19.1K
$3.21M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-393- 1.33% |
$57.9K - $63.9K
|
29.2K
$4.89M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-395- 0.49% |
$58.2K - $64.2K
|
80.3K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-396- 2.94% |
$58.4K - $64.4K
|
13.1K
$2.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-397- 12.89% |
$58.5K - $64.6K
|
2.68K
$450K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-397- 0.98% |
$58.5K - $64.6K
|
40.2K
$6.74M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-397- 6.47% |
$58.5K - $64.6K
|
5.74K
$962K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-397- 9.68% |
$58.5K - $64.6K
|
3.7K
$621K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-399- 0.6% |
$58.8K - $64.9K
|
65.7K
$11M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-400- 2.72% |
$59K - $65K
|
14.3K
$2.39M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-400- 6.39% |
$59K - $65K
|
5.86K
$981K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-400- 1.97% |
$59K - $65K
|
19.9K
$3.34M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-400- 11.23% |
$59K - $65K
|
3.16K
$530K
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-400- 11.4% |
$59K - $65K
|
3.11K
$521K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-402- 3.76% |
$59.3K - $65.4K
|
10.3K
$1.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-402- 0.83% |
$59.3K - $65.4K
|
48.1K
$8.06M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-405- 2.17% |
$59.7K - $65.9K
|
18.2K
$3.05M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-405- 4.39% |
$59.7K - $65.9K
|
8.82K
$1.48M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-407- 1.3% |
$60K - $66.2K
|
31K
$5.19M
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-408- 4.8% |
$60.1K - $66.3K
|
8.09K
$1.36M
|