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 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.75K- 5.06% |
$258K - $284K
|
32.8K
$5.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.75K- 4.34% |
$258K - $285K
|
38.6K
$6.54M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.76K- 23.38% |
$259K - $285K
|
5.75K
$975K
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.76K- 2.86% |
$260K - $287K
|
59.8K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.78K- 7.51% |
$262K - $289K
|
21.9K
$3.71M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-1.8K- 11.41% |
$265K - $292K
|
14K
$2.37M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.8K- 4.9% |
$266K - $293K
|
35K
$5.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-1.81K- 16.59% |
$267K - $295K
|
9.11K
$1.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.83K- 6.77% |
$269K - $297K
|
25.1K
$4.26M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-1.83K- 8.16% |
$269K - $297K
|
20.5K
$3.48M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.84K- 3.57% |
$271K - $299K
|
49.7K
$8.42M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.84K- 10.64% |
$271K - $299K
|
15.5K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.85K- 1.71% |
$272K - $301K
|
106K
$18M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.85K- 1.56% |
$273K - $301K
|
117K
$19.9M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-1.85K- 62.18% |
$273K - $301K
|
1.13K
$191K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-1.86K- 36.77% |
$274K - $302K
|
3.19K
$541K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.86K- 1.62% |
$274K - $303K
|
113K
$19.2M
|
|
|
May 13, 2024
Q1 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-1.86K- 1.6% |
$275K - $303K
|
115K
$19.5M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.87K- 2.7% |
$275K - $303K
|
67.2K
$11.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.87K- 4.78% |
$276K - $304K
|
37.3K
$6.33M
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.88K- 27.35% |
$278K - $306K
|
5K
$848K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.89K- 25.36% |
$278K - $307K
|
5.55K
$941K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.89K- 8.52% |
$278K - $307K
|
20.3K
$3.44M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.91K- 6.1% |
$281K - $310K
|
29.3K
$4.97M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.91K- 4.76% |
$282K - $311K
|
38.2K
$6.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.92K- 5.45% |
$283K - $313K
|
33.3K
$5.65M
|
|
|
Apr 01, 2024
Q1 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.96K- 1.35% |
$288K - $318K
|
143K
$24.2M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.97K- 24.57% |
$291K - $321K
|
6.06K
$1.03M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.99K- 6.36% |
$293K - $323K
|
29.2K
$4.96M
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2K- 3.26% |
$295K - $325K
|
59.3K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-2.01K- 3.28% |
$296K - $327K
|
59.1K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-2.01K- 39.38% |
$297K - $327K
|
3.1K
$526K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-2.03K- 1.4% |
$299K - $329K
|
143K
$24.2M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.04K- 3.71% |
$301K - $332K
|
53.1K
$9M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.04K- 2.47% |
$301K - $332K
|
80.7K
$13.7M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.05K- 15.33% |
$302K - $333K
|
11.3K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.06K- 1.18% |
$304K - $335K
|
173K
$29.3M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2.07K- 5.61% |
$305K - $337K
|
34.8K
$5.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.08K- 27.55% |
$306K - $337K
|
5.46K
$925K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.08K- 28.11% |
$306K - $338K
|
5.32K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-2.1K- 6.83% |
$309K - $341K
|
28.6K
$4.85M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-2.1K- 22.69% |
$309K - $341K
|
7.15K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.11K- 9.27% |
$311K - $343K
|
20.6K
$3.5M
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-2.12K- 3.62% |
$312K - $344K
|
56.3K
$9.55M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.12K- 3.7% |
$313K - $345K
|
55.3K
$9.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.14K- 30.54% |
$315K - $348K
|
4.86K
$825K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.14K- 1.01% |
$316K - $349K
|
211K
$35.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-2.15K- 3.27% |
$316K - $349K
|
63.5K
$10.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.16K- 2.4% |
$319K - $352K
|
88.1K
$14.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.17K- 24.91% |
$320K - $353K
|
6.55K
$1.11M
|