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 15, 2024
Q1 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-500- 11.11% |
$73.7K - $81.3K
|
4K
$602K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-502- 6.47% |
$74K - $81.6K
|
7.26K
$1.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-513- 1.02% |
$75.6K - $83.4K
|
49.9K
$7.51M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-514- 2.25% |
$75.8K - $83.6K
|
22.3K
$3.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-515- 3.53% |
$75.9K - $83.7K
|
14.1K
$2.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-521- 5.19% |
$76.8K - $84.7K
|
9.52K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-524- 0.37% |
$77.2K - $85.2K
|
141K
$21.1M
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-527- 1.23% |
$77.7K - $85.7K
|
42.2K
$6.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-529- 2.12% |
$78K - $86K
|
24.4K
$3.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-531- 17.01% |
$78.3K - $86.3K
|
2.59K
$390K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-531- 7.73% |
$78.3K - $86.3K
|
6.34K
$953K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-532- 2.29% |
$78.4K - $86.5K
|
22.7K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-534- 6.27% |
$78.7K - $86.8K
|
7.98K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-535- 4.31% |
$78.9K - $87K
|
11.9K
$1.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-537- 15.44% |
$79.2K - $87.3K
|
2.94K
$442K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-538- 1.25% |
$79.3K - $87.5K
|
42.6K
$6.41M
|
|
|
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
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-540- 2.73% |
$79.6K - $87.8K
|
19.2K
$2.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-547- 3.04% |
$80.6K - $88.9K
|
17.4K
$2.62M
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-549- 2.55% |
$80.9K - $89.3K
|
21K
$3.16M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-549- 8.17% |
$80.9K - $89.3K
|
6.17K
$928K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-549- 8.17% |
$80.9K - $89.3K
|
6.17K
$928K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-552- 12.32% |
$81.4K - $89.8K
|
3.93K
$591K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-555- 3.09% |
$81.8K - $90.2K
|
17.4K
$2.62M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-556- 4.49% |
$82K - $90.4K
|
11.8K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-556- 5.38% |
$82K - $90.4K
|
9.79K
$1.47M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-557- 3.75% |
$82.1K - $90.6K
|
14.3K
$2.15M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-557- 23.52% |
$82.1K - $90.6K
|
1.81K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-563- 1.28% |
$83K - $91.5K
|
43.3K
$6.51M
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-565- 1.09% |
$83.3K - $91.9K
|
51.1K
$7.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-566- 11.67% |
$83.4K - $92K
|
4.29K
$645K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-567- 12.84% |
$83.6K - $92.2K
|
3.85K
$579K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-568- 93.73% |
$83.7K - $92.4K
|
38
$5.72K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-568- 0.73% |
$83.7K - $92.4K
|
76.8K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-569- 9.77% |
$83.9K - $92.5K
|
5.26K
$790K
|
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-570- 6.06% |
$84K - $92.7K
|
8.83K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-570- 2.0% |
$84K - $92.7K
|
28K
$4.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-581- 4.62% |
$85.7K - $94.5K
|
12K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-582- 1.63% |
$85.8K - $94.6K
|
35.2K
$5.3M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-582- 6.11% |
$85.8K - $94.6K
|
8.95K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-584- 10.06% |
$86.1K - $95K
|
5.22K
$785K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-585- 11.62% |
$86.2K - $95.1K
|
4.45K
$669K
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-585- 0.56% |
$86.2K - $95.1K
|
104K
$15.7M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-587- 19.44% |
$86.5K - $95.5K
|
2.43K
$366K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-588- 1.75% |
$86.7K - $95.6K
|
33K
$4.97M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-591- 10.23% |
$87.1K - $96.1K
|
5.19K
$780K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-594- 0.24% |
$87.6K - $96.6K
|
246K
$37M
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-595- 6.0% |
$87.7K - $96.8K
|
9.32K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-598- 1.55% |
$88.2K - $97.2K
|
37.9K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-601- 1.01% |
$88.6K - $97.7K
|
59K
$8.88M
|