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
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-807- 27.16% |
$119K - $131K
|
2.16K
$363K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-807- 5.75% |
$119K - $131K
|
13.2K
$2.22M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-815- 27.04% |
$120K - $133K
|
2.2K
$369K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-817- 1.21% |
$120K - $133K
|
66.8K
$11.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-824- 11.21% |
$121K - $134K
|
6.53K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-825- 1.08% |
$122K - $134K
|
75.6K
$12.7M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-825- 8.14% |
$122K - $134K
|
9.31K
$1.56M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-830- 2.97% |
$122K - $135K
|
27.1K
$4.55M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-831- 29.4% |
$123K - $135K
|
2K
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-836- 5.4% |
$123K - $136K
|
14.6K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-842- 0.88% |
$124K - $137K
|
95.4K
$16M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Partners LLC
|
SELL
|
- |
-845- 4.08% |
$125K - $137K
|
19.9K
$3.34M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-850- 2.01% |
$125K - $138K
|
41.5K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-850- 4.5% |
$125K - $138K
|
18K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-853- 22.78% |
$126K - $139K
|
2.89K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-862- 2.32% |
$127K - $140K
|
36.2K
$6.09M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-864- 1.66% |
$127K - $140K
|
51.3K
$8.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-866- 3.32% |
$128K - $141K
|
25.2K
$4.24M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-866- 3.32% |
$128K - $141K
|
25.2K
$4.24M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-870- 1.26% |
$128K - $141K
|
68.2K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-872- 6.84% |
$129K - $142K
|
11.9K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-873- 14.43% |
$129K - $142K
|
5.18K
$869K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-882- 84.0% |
$130K - $143K
|
168
$28.2K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-882- 4.02% |
$130K - $143K
|
21K
$3.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-883- 1.19% |
$130K - $144K
|
73.3K
$12.3M
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-883- 2.51% |
$130K - $144K
|
34.4K
$5.77M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-885- 34.91% |
$130K - $144K
|
1.65K
$277K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-885- 2.64% |
$130K - $144K
|
32.6K
$5.48M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-886- 13.58% |
$131K - $144K
|
5.64K
$947K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-888- 3.95% |
$131K - $144K
|
21.6K
$3.63M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-889- 2.59% |
$131K - $145K
|
33.4K
$5.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-891- 23.4% |
$131K - $145K
|
2.92K
$490K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-892- 17.35% |
$131K - $145K
|
4.25K
$714K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-894- 4.52% |
$132K - $145K
|
18.9K
$3.17M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-899- 2.19% |
$133K - $146K
|
40.2K
$6.75M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-909- 0.46% |
$134K - $148K
|
196K
$32.9M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-911- 4.55% |
$134K - $148K
|
19.1K
$3.21M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-913- 12.07% |
$135K - $148K
|
6.65K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-916- 3.14% |
$135K - $149K
|
28.3K
$4.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-918- 3.89% |
$135K - $149K
|
22.7K
$3.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-920- 15.69% |
$136K - $150K
|
4.94K
$830K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-921- 4.14% |
$136K - $150K
|
21.3K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-921- 0.23% |
$136K - $150K
|
405K
$68.1M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-922- 10.19% |
$136K - $150K
|
8.13K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-928- 2.68% |
$137K - $151K
|
33.7K
$5.65M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-928- 31.4% |
$137K - $151K
|
2.03K
$340K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-930- 11.97% |
$137K - $151K
|
6.84K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-936- 5.3% |
$138K - $152K
|
16.7K
$2.81M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-940- 4.66% |
$139K - $153K
|
19.2K
$3.23M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-946- 0.53% |
$139K - $154K
|
179K
$30.1M
|