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 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-426- 3.15% |
$62.8K - $69.3K
|
13.1K
$1.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-428- 2.69% |
$63.1K - $69.6K
|
15.5K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-428- 1.43% |
$63.1K - $69.6K
|
29.5K
$4.44M
|
|
|
May 08, 2024
Q1 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-433- 3.51% |
$63.8K - $70.4K
|
11.9K
$1.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-435- 3.28% |
$64.1K - $70.7K
|
12.8K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-436- 4.92% |
$64.3K - $70.9K
|
8.43K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-438- 27.36% |
$64.6K - $71.2K
|
1.16K
$175K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-442- 4.41% |
$65.2K - $71.9K
|
9.59K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-445- 6.88% |
$65.6K - $72.4K
|
6.02K
$905K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
SELL
|
- |
-449- 11.34% |
$66.2K - $73K
|
3.51K
$528K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-450- 5.35% |
$66.3K - $73.2K
|
7.96K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-452- 4.6% |
$66.6K - $73.5K
|
9.37K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-453- 1.47% |
$66.8K - $73.7K
|
30.3K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-454- 2.53% |
$66.9K - $73.8K
|
17.5K
$2.63M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-459- 9.62% |
$67.7K - $74.6K
|
4.31K
$649K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-460- 3.53% |
$67.8K - $74.8K
|
12.6K
$1.89M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-460- 1.42% |
$67.8K - $74.8K
|
32K
$4.82M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-464- 3.01% |
$68.4K - $75.5K
|
14.9K
$2.25M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-465- 3.02% |
$68.6K - $75.6K
|
14.9K
$2.25M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-465- 14.81% |
$68.6K - $75.6K
|
2.67K
$402K
|
|
|
May 10, 2024
Q1 2024
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-465- 17.23% |
$68.6K - $75.6K
|
2.23K
$336K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-466- 0.64% |
$68.7K - $75.8K
|
72.8K
$11M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-466- 8.1% |
$68.7K - $75.8K
|
5.29K
$796K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-469- 20.22% |
$69.1K - $76.3K
|
1.85K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-471- 5.03% |
$69.4K - $76.6K
|
8.89K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-472- 24.48% |
$69.6K - $76.8K
|
1.46K
$219K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-473- 6.49% |
$69.7K - $76.9K
|
6.81K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-475- 15.0% |
$70K - $77.2K
|
2.69K
$405K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-480- 3.28% |
$70.8K - $78.1K
|
14.2K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-480- 2.04% |
$70.8K - $78.1K
|
23K
$3.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-480- 3.43% |
$70.8K - $78.1K
|
13.5K
$2.03M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-481- 2.4% |
$70.9K - $78.2K
|
19.5K
$2.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-483- 8.9% |
$71.2K - $78.5K
|
4.94K
$743K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-483- 2.98% |
$71.2K - $78.5K
|
15.7K
$2.37M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-484- 6.91% |
$71.4K - $78.7K
|
6.52K
$981K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-486- 13.06% |
$71.6K - $79K
|
3.23K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-487- 10.42% |
$71.8K - $79.2K
|
4.19K
$630K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-493- 9.43% |
$72.7K - $80.2K
|
4.73K
$712K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-497- 14.2% |
$73.3K - $80.8K
|
3K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
SELL
|
- |
-498- 1.95% |
$73.4K - $81K
|
25K
$3.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-499- 27.12% |
$73.6K - $81.1K
|
1.34K
$202K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-499- 7.33% |
$73.6K - $81.1K
|
6.31K
$948K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-499- 16.61% |
$73.6K - $81.1K
|
2.51K
$377K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-500- 1.3% |
$73.7K - $81.3K
|
38K
$5.72M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.08% |
$73.7K - $81.3K
|
645K
$97M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-500- 6.74% |
$73.7K - $81.3K
|
6.92K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 8.03% |
$73.7K - $81.3K
|
5.72K
$861K
|
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-500- 7.54% |
$73.7K - $81.3K
|
6.13K
$922K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-500- 28.01% |
$73.7K - $81.3K
|
1.29K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-500- 0.52% |
$73.7K - $81.3K
|
96.5K
$14.5M
|