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
|
Heron Bay Capital Management
|
SELL
|
- |
-700- 29.35% |
$103K - $114K
|
1.69K
$253K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-702- 15.32% |
$103K - $114K
|
3.88K
$584K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-704- 21.06% |
$104K - $114K
|
2.64K
$397K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-708- 3.77% |
$104K - $115K
|
18.1K
$2.72M
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-708- 1.04% |
$104K - $115K
|
67.5K
$10.2M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-711- 34.48% |
$105K - $116K
|
1.35K
$203K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-712- 2.26% |
$105K - $116K
|
30.8K
$4.63M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-721- 32.65% |
$106K - $117K
|
1.49K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-722- 2.56% |
$106K - $117K
|
27.5K
$4.13M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-729- 8.41% |
$107K - $119K
|
7.94K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Tikehau Investment Management
Paris, I0 |
SELL
|
- |
-731- 2.68% |
$108K - $119K
|
26.5K
$3.99M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-743- 17.95% |
$110K - $121K
|
3.4K
$511K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-744- 3.23% |
$110K - $121K
|
22.3K
$3.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-747- 2.44% |
$110K - $121K
|
29.9K
$4.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-750- 6.11% |
$111K - $122K
|
11.5K
$1.73M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-754- 5.24% |
$111K - $123K
|
13.6K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-755- 4.39% |
$111K - $123K
|
16.5K
$2.48M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-765- 13.47% |
$113K - $124K
|
4.91K
$739K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-766- 9.51% |
$113K - $125K
|
7.29K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-775- 24.66% |
$114K - $126K
|
2.37K
$356K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-777- 14.37% |
$115K - $126K
|
4.63K
$696K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-777- 0.49% |
$115K - $126K
|
159K
$23.9M
|
|
|
May 14, 2024
Q1 2024
|
Close Asset Management LTD
|
SELL
|
- |
-782- 1.04% |
$115K - $127K
|
74.5K
$11.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-783- 5.72% |
$115K - $127K
|
12.9K
$1.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-784- 14.85% |
$116K - $127K
|
4.5K
$676K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-785- 6.05% |
$116K - $128K
|
12.2K
$1.83M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
SELL
|
- |
-789- 0.25% |
$116K - $128K
|
320K
$48.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-790- 9.74% |
$116K - $128K
|
7.32K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-791- 2.31% |
$117K - $129K
|
33.4K
$5.02M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-791- 36.45% |
$117K - $129K
|
1.38K
$207K
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-801- 40.95% |
$118K - $130K
|
1.16K
$174K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-806- 0.71% |
$119K - $131K
|
112K
$16.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-807- 27.16% |
$119K - $131K
|
2.16K
$325K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-807- 5.75% |
$119K - $131K
|
13.2K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-815- 27.04% |
$120K - $133K
|
2.2K
$331K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-817- 1.21% |
$120K - $133K
|
66.8K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-824- 11.21% |
$121K - $134K
|
6.53K
$981K
|
|
|
May 02, 2024
Q1 2024
|
Hoertkorn Richard Charles
|
SELL
|
- |
-825- 1.08% |
$122K - $134K
|
75.6K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-825- 8.14% |
$122K - $134K
|
9.31K
$1.4M
|
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-830- 2.97% |
$122K - $135K
|
27.1K
$4.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-831- 29.4% |
$123K - $135K
|
2K
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-836- 5.4% |
$123K - $136K
|
14.6K
$2.2M
|
|
|
May 02, 2024
Q1 2024
|
Stack Financial Management, Inc
|
SELL
|
- |
-842- 0.88% |
$124K - $137K
|
95.4K
$14.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Partners LLC
|
SELL
|
- |
-845- 4.08% |
$125K - $137K
|
19.9K
$2.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-850- 2.01% |
$125K - $138K
|
41.5K
$6.24M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-850- 4.5% |
$125K - $138K
|
18K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-853- 22.78% |
$126K - $139K
|
2.89K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-862- 2.32% |
$127K - $140K
|
36.2K
$5.45M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-864- 1.66% |
$127K - $140K
|
51.3K
$7.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-866- 3.32% |
$128K - $141K
|
25.2K
$3.79M
|