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 |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-408- 1.3% |
$60.1K - $66.3K
|
31K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-409- 0.6% |
$60.3K - $66.5K
|
68K
$11.4M
|
|
|
Apr 08, 2024
Q1 2024
|
Hoese & CO LLP
|
SELL
|
- |
-410- 10.08% |
$60.4K - $66.7K
|
3.66K
$615K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-411- 0.95% |
$60.6K - $66.8K
|
42.7K
$7.16M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-411- 3.88% |
$60.6K - $66.8K
|
10.2K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-412- 10.16% |
$60.7K - $67K
|
3.65K
$612K
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-412- 6.75% |
$60.7K - $67K
|
5.7K
$957K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-413- 2.99% |
$60.9K - $67.2K
|
13.4K
$2.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-413- 0.75% |
$60.9K - $67.2K
|
54.4K
$9.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-414- 13.75% |
$61K - $67.3K
|
2.6K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-414- 0.61% |
$61K - $67.3K
|
67.3K
$11.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-415- 1.7% |
$61.2K - $67.5K
|
24K
$4.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-415- 4.49% |
$61.2K - $67.5K
|
8.83K
$1.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-417- 0.29% |
$61.5K - $67.8K
|
145K
$24.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-420- 2.14% |
$61.9K - $68.3K
|
19.2K
$3.23M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-421- 43.49% |
$62.1K - $68.5K
|
547
$91.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-423- 3.77% |
$62.4K - $68.8K
|
10.8K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-423- 0.22% |
$62.4K - $68.8K
|
190K
$31.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-426- 3.15% |
$62.8K - $69.3K
|
13.1K
$2.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-428- 2.69% |
$63.1K - $69.6K
|
15.5K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-428- 1.43% |
$63.1K - $69.6K
|
29.5K
$4.96M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-433- 3.51% |
$63.8K - $70.4K
|
11.9K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-435- 3.28% |
$64.1K - $70.7K
|
12.8K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-436- 4.92% |
$64.3K - $70.9K
|
8.43K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-438- 27.36% |
$64.6K - $71.2K
|
1.16K
$195K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-442- 4.41% |
$65.2K - $71.9K
|
9.59K
$1.61M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-445- 6.88% |
$65.6K - $72.4K
|
6.02K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-449- 11.34% |
$66.2K - $73K
|
3.51K
$590K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-450- 5.35% |
$66.3K - $73.2K
|
7.96K
$1.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-452- 4.6% |
$66.6K - $73.5K
|
9.37K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-453- 1.47% |
$66.8K - $73.7K
|
30.3K
$5.09M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-454- 2.53% |
$66.9K - $73.8K
|
17.5K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-459- 9.62% |
$67.7K - $74.6K
|
4.31K
$724K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-460- 3.53% |
$67.8K - $74.8K
|
12.6K
$2.11M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-460- 1.42% |
$67.8K - $74.8K
|
32K
$5.38M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-464- 3.01% |
$68.4K - $75.5K
|
14.9K
$2.51M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-465- 3.02% |
$68.6K - $75.6K
|
14.9K
$2.51M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-465- 14.81% |
$68.6K - $75.6K
|
2.67K
$449K
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-465- 17.23% |
$68.6K - $75.6K
|
2.23K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-466- 0.64% |
$68.7K - $75.8K
|
72.8K
$12.2M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-466- 8.1% |
$68.7K - $75.8K
|
5.29K
$889K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-469- 20.22% |
$69.1K - $76.3K
|
1.85K
$311K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-471- 5.03% |
$69.4K - $76.6K
|
8.89K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-472- 24.48% |
$69.6K - $76.8K
|
1.46K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-473- 6.49% |
$69.7K - $76.9K
|
6.81K
$1.14M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-475- 15.0% |
$70K - $77.2K
|
2.69K
$452K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-480- 3.28% |
$70.8K - $78.1K
|
14.2K
$2.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-480- 2.04% |
$70.8K - $78.1K
|
23K
$3.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-480- 3.43% |
$70.8K - $78.1K
|
13.5K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-481- 2.4% |
$70.9K - $78.2K
|
19.5K
$3.28M
|