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 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-453- 1.47% |
$66.8K - $73.7K
|
30.3K
$5.07M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-454- 2.53% |
$66.9K - $73.8K
|
17.5K
$2.92M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-459- 9.62% |
$67.7K - $74.6K
|
4.31K
$722K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-460- 3.53% |
$67.8K - $74.8K
|
12.6K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-460- 1.42% |
$67.8K - $74.8K
|
32K
$5.36M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-464- 3.01% |
$68.4K - $75.5K
|
14.9K
$2.5M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-465- 3.02% |
$68.6K - $75.6K
|
14.9K
$2.5M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-465- 14.81% |
$68.6K - $75.6K
|
2.67K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-465- 17.23% |
$68.6K - $75.6K
|
2.23K
$374K
|
|
|
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
$885K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-469- 20.22% |
$69.1K - $76.3K
|
1.85K
$310K
|
|
|
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
$244K
|
|
|
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
$451K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-480- 3.28% |
$70.8K - $78.1K
|
14.2K
$2.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-480- 2.04% |
$70.8K - $78.1K
|
23K
$3.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-480- 3.43% |
$70.8K - $78.1K
|
13.5K
$2.26M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-481- 2.4% |
$70.9K - $78.2K
|
19.5K
$3.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-483- 8.9% |
$71.2K - $78.5K
|
4.94K
$827K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-483- 2.98% |
$71.2K - $78.5K
|
15.7K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-484- 6.91% |
$71.4K - $78.7K
|
6.52K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-486- 13.06% |
$71.6K - $79K
|
3.23K
$541K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-487- 10.42% |
$71.8K - $79.2K
|
4.19K
$701K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-493- 9.43% |
$72.7K - $80.2K
|
4.73K
$792K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-497- 14.2% |
$73.3K - $80.8K
|
3K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
SELL
|
- |
-498- 1.95% |
$73.4K - $81K
|
25K
$4.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-499- 27.12% |
$73.6K - $81.1K
|
1.34K
$224K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-499- 7.33% |
$73.6K - $81.1K
|
6.31K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-499- 16.61% |
$73.6K - $81.1K
|
2.51K
$419K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-500- 1.3% |
$73.7K - $81.3K
|
38K
$6.37M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.08% |
$73.7K - $81.3K
|
645K
$108M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-500- 6.74% |
$73.7K - $81.3K
|
6.92K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 8.03% |
$73.7K - $81.3K
|
5.72K
$958K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-500- 7.54% |
$73.7K - $81.3K
|
6.13K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-500- 28.01% |
$73.7K - $81.3K
|
1.29K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 0.52% |
$73.7K - $81.3K
|
96.5K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-500- 11.11% |
$73.7K - $81.3K
|
4K
$669K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-502- 6.47% |
$74K - $81.6K
|
7.26K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-513- 1.02% |
$75.6K - $83.4K
|
49.9K
$8.36M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-514- 2.25% |
$75.8K - $83.6K
|
22.3K
$3.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-515- 3.53% |
$75.9K - $83.7K
|
14.1K
$2.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-521- 5.19% |
$76.8K - $84.7K
|
9.52K
$1.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-524- 0.37% |
$77.2K - $85.2K
|
141K
$23.5M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-527- 1.23% |
$77.7K - $85.7K
|
42.2K
$7.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-529- 2.12% |
$78K - $86K
|
24.4K
$4.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-531- 17.01% |
$78.3K - $86.3K
|
2.59K
$434K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-531- 7.73% |
$78.3K - $86.3K
|
6.34K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-532- 2.29% |
$78.4K - $86.5K
|
22.7K
$3.79M
|