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 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-627- 4.82% |
$92.4K - $102K
|
12.4K
$2.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
SELL
|
- |
-629- 20.72% |
$92.7K - $102K
|
2.41K
$403K
|
|
|
May 03, 2024
Q1 2024
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-630- 5.51% |
$92.9K - $102K
|
10.8K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-630- 6.48% |
$92.9K - $102K
|
9.09K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-633- 0.69% |
$93.3K - $103K
|
91K
$15.2M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-635- 1.24% |
$93.6K - $103K
|
50.5K
$8.45M
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-636- 27.34% |
$93.8K - $103K
|
1.69K
$283K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-636- 12.99% |
$93.8K - $103K
|
4.26K
$713K
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-638- 1.65% |
$94.1K - $104K
|
38K
$6.36M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-643- 2.72% |
$94.8K - $105K
|
23K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-645- 4.54% |
$95.1K - $105K
|
13.6K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-646- 3.98% |
$95.2K - $105K
|
15.6K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-647- 24.62% |
$95.4K - $105K
|
1.98K
$332K
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-649- 11.38% |
$95.7K - $106K
|
5.06K
$846K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-650- 5.05% |
$95.8K - $106K
|
12.2K
$2.05M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-650- 3.61% |
$95.8K - $106K
|
17.3K
$2.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-651- 10.23% |
$96K - $106K
|
5.71K
$956K
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-651- 3.48% |
$96K - $106K
|
18.1K
$3.02M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-651- 2.44% |
$96K - $106K
|
26.1K
$4.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-655- 0.85% |
$96.6K - $107K
|
76.2K
$12.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-663- 10.34% |
$97.7K - $108K
|
5.75K
$962K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-669- 13.09% |
$98.6K - $109K
|
4.44K
$743K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-676- 5.18% |
$99.7K - $110K
|
12.4K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-678- 0.22% |
$100K - $110K
|
309K
$51.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-679- 4.45% |
$100K - $110K
|
14.6K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-679- 0.07% |
$100K - $110K
|
907K
$152M
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
SELL
|
- |
-683- 0.51% |
$101K - $111K
|
134K
$22.4M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-683- 3.47% |
$101K - $111K
|
19K
$3.18M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-686- 7.08% |
$101K - $112K
|
9.01K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-690- 6.45% |
$102K - $112K
|
10K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-690- 28.33% |
$102K - $112K
|
1.75K
$292K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-695- 18.73% |
$102K - $113K
|
3.02K
$505K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-695- 33.35% |
$102K - $113K
|
1.39K
$232K
|
|
|
Apr 24, 2024
Q1 2024
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-699- 1.63% |
$103K - $114K
|
42.2K
$7.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-699- 7.03% |
$103K - $114K
|
9.24K
$1.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-700- 9.47% |
$103K - $114K
|
6.69K
$1.12M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-700- 2.61% |
$103K - $114K
|
26.1K
$4.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-700- 7.91% |
$103K - $114K
|
8.15K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-700- 29.35% |
$103K - $114K
|
1.69K
$282K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-702- 15.32% |
$103K - $114K
|
3.88K
$649K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-704- 21.06% |
$104K - $114K
|
2.64K
$442K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-708- 3.77% |
$104K - $115K
|
18.1K
$3.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-708- 1.04% |
$104K - $115K
|
67.5K
$11.3M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-711- 34.48% |
$105K - $116K
|
1.35K
$226K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-712- 2.26% |
$105K - $116K
|
30.8K
$5.15M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-721- 32.65% |
$106K - $117K
|
1.49K
$249K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-722- 2.56% |
$106K - $117K
|
27.5K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-729- 8.41% |
$107K - $119K
|
7.94K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-731- 2.68% |
$108K - $119K
|
26.5K
$4.44M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-743- 17.95% |
$110K - $121K
|
3.4K
$569K
|