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 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.14K- 44.44% |
$167K - $185K
|
1.42K
$238K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.14K- 1.32% |
$168K - $185K
|
85.4K
$14.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.15K- 0.71% |
$170K - $188K
|
161K
$27M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.16K- 0.96% |
$171K - $188K
|
120K
$20.1M
|
|
|
May 13, 2024
Q1 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.16K- 1.96% |
$171K - $188K
|
57.9K
$9.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.16K- 13.38% |
$171K - $189K
|
7.53K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.17K- 0.45% |
$172K - $189K
|
258K
$43.3M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.17K- 0.94% |
$173K - $191K
|
124K
$20.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-1.18K- 7.49% |
$173K - $191K
|
14.5K
$2.44M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-1.18K- 3.14% |
$174K - $191K
|
36.3K
$6.1M
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.19K- 0.77% |
$175K - $193K
|
154K
$25.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.19K- 3.09% |
$175K - $194K
|
37.4K
$6.28M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.19K- 9.39% |
$176K - $194K
|
11.5K
$1.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.2K- 3.17% |
$176K - $195K
|
36.6K
$6.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.21K- 14.45% |
$178K - $196K
|
7.14K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.21K- 28.33% |
$178K - $196K
|
3.05K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.21K- 22.18% |
$178K - $196K
|
4.24K
$711K
|
|
|
May 13, 2024
Q1 2024
|
Mirova
Paris, I0 |
SELL
|
- |
-1.21K- 2.84% |
$178K - $197K
|
41.5K
$6.96M
|
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.22K- 2.27% |
$179K - $198K
|
52.4K
$8.8M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-1.22K- 1.95% |
$179K - $198K
|
61.1K
$10.3M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.22K- 12.66% |
$180K - $198K
|
8.41K
$1.41M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.22K- 2.13% |
$180K - $198K
|
56K
$9.4M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.23K- 1.57% |
$181K - $199K
|
76.7K
$12.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.24K- 5.22% |
$182K - $201K
|
22.4K
$3.77M
|
|
|
May 14, 2024
Q1 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-1.24K- 1.27% |
$182K - $201K
|
95.8K
$16.1M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.24K- 3.95% |
$183K - $202K
|
30.2K
$5.07M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.25K- 2.35% |
$184K - $203K
|
51.8K
$8.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-1.25K- 8.7% |
$185K - $204K
|
13.1K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.26K- 3.84% |
$185K - $205K
|
31.5K
$5.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.26K- 23.24% |
$186K - $205K
|
4.16K
$699K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.27K- 1.5% |
$186K - $206K
|
83.2K
$14M
|
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-1.27K- 7.21% |
$187K - $207K
|
16.3K
$2.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-1.28K- 1.37% |
$189K - $209K
|
92.5K
$15.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.29K- 25.4% |
$190K - $209K
|
3.78K
$634K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.29K- 32.62% |
$190K - $210K
|
2.66K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
SELL
|
- |
-1.31K- 26.23% |
$192K - $212K
|
3.67K
$617K
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.31K- 5.87% |
$193K - $212K
|
21K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.31K- 2.58% |
$193K - $213K
|
49.5K
$8.32M
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.33K- 10.55% |
$196K - $217K
|
11.3K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-1.33K- 12.38% |
$196K - $217K
|
9.43K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.33K- 3.45% |
$197K - $217K
|
37.3K
$6.27M
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.35K- 1.07% |
$199K - $220K
|
125K
$21M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-1.37K- 46.2% |
$201K - $222K
|
1.59K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.37K- 1.02% |
$202K - $223K
|
133K
$22.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Armstrong Henry H Associates Inc
|
SELL
|
- |
-1.38K- 0.35% |
$203K - $224K
|
397K
$66.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.38K- 4.07% |
$203K - $224K
|
32.5K
$5.45M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-1.38K- 0.99% |
$203K - $224K
|
138K
$23.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.38K- 0.38% |
$203K - $224K
|
366K
$61.5M
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.4K- 2.14% |
$206K - $227K
|
63.8K
$10.7M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.4K- 6.83% |
$207K - $228K
|
19.1K
$3.21M
|