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 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-483- 8.9% |
$71.2K - $78.5K
|
4.94K
$830K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-483- 2.98% |
$71.2K - $78.5K
|
15.7K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-484- 6.91% |
$71.4K - $78.7K
|
6.52K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-486- 13.06% |
$71.6K - $79K
|
3.23K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-487- 10.42% |
$71.8K - $79.2K
|
4.19K
$703K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-493- 9.43% |
$72.7K - $80.2K
|
4.73K
$795K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-497- 14.2% |
$73.3K - $80.8K
|
3K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
SELL
|
- |
-498- 1.95% |
$73.4K - $81K
|
25K
$4.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-499- 27.12% |
$73.6K - $81.1K
|
1.34K
$225K
|
|
|
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
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-500- 1.3% |
$73.7K - $81.3K
|
38K
$6.39M
|
|
|
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
$961K
|
|
|
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
$216K
|
|
|
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
$672K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-502- 6.47% |
$74K - $81.6K
|
7.26K
$1.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-513- 1.02% |
$75.6K - $83.4K
|
49.9K
$8.39M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-514- 2.25% |
$75.8K - $83.6K
|
22.3K
$3.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-515- 3.53% |
$75.9K - $83.7K
|
14.1K
$2.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-521- 5.19% |
$76.8K - $84.7K
|
9.52K
$1.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-524- 0.37% |
$77.2K - $85.2K
|
141K
$23.6M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-527- 1.23% |
$77.7K - $85.7K
|
42.2K
$7.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-529- 2.12% |
$78K - $86K
|
24.4K
$4.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-531- 17.01% |
$78.3K - $86.3K
|
2.59K
$435K
|
|
|
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
$3.81M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-534- 6.27% |
$78.7K - $86.8K
|
7.98K
$1.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-535- 4.31% |
$78.9K - $87K
|
11.9K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-537- 15.44% |
$79.2K - $87.3K
|
2.94K
$494K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-538- 1.25% |
$79.3K - $87.5K
|
42.6K
$7.15M
|
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-539- 3.55% |
$79.5K - $87.6K
|
14.6K
$2.46M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-540- 2.73% |
$79.6K - $87.8K
|
19.2K
$3.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-547- 3.04% |
$80.6K - $88.9K
|
17.4K
$2.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-549- 2.55% |
$80.9K - $89.3K
|
21K
$3.52M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-549- 8.17% |
$80.9K - $89.3K
|
6.17K
$1.04M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-549- 8.17% |
$80.9K - $89.3K
|
6.17K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-552- 12.32% |
$81.4K - $89.8K
|
3.93K
$660K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-555- 3.09% |
$81.8K - $90.2K
|
17.4K
$2.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-556- 4.49% |
$82K - $90.4K
|
11.8K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-556- 5.38% |
$82K - $90.4K
|
9.79K
$1.64M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-557- 3.75% |
$82.1K - $90.6K
|
14.3K
$2.4M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-557- 23.52% |
$82.1K - $90.6K
|
1.81K
$304K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-563- 1.28% |
$83K - $91.5K
|
43.3K
$7.27M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-565- 1.09% |
$83.3K - $91.9K
|
51.1K
$8.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-566- 11.67% |
$83.4K - $92K
|
4.29K
$720K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-567- 12.84% |
$83.6K - $92.2K
|
3.85K
$647K
|