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 07, 2024
Q1 2024
|
Windward Capital Management CO
|
SELL
|
- |
-2.19K- 1.52% |
$323K - $357K
|
142K
$23.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.25K- 3.7% |
$332K - $366K
|
58.5K
$9.83M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-2.27K- 5.93% |
$335K - $369K
|
36K
$6.05M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.28K- 33.44% |
$336K - $371K
|
4.54K
$762K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.28K- 0.79% |
$336K - $371K
|
288K
$48.4M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.29K- 13.21% |
$337K - $372K
|
15K
$2.52M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-2.29K- 42.5% |
$338K - $373K
|
3.1K
$521K
|
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.3K- 22.51% |
$340K - $374K
|
7.93K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-2.31K- 3.91% |
$340K - $375K
|
56.7K
$9.53M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.31K- 2.98% |
$341K - $376K
|
75.3K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.32K- 3.86% |
$342K - $377K
|
57.8K
$9.71M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.36K- 14.95% |
$348K - $383K
|
13.4K
$2.25M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-2.36K- 26.29% |
$348K - $384K
|
6.61K
$1.11M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.37K- 0.81% |
$350K - $386K
|
289K
$48.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-2.4K- 2.05% |
$353K - $390K
|
114K
$19.2M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-2.41K- 11.67% |
$356K - $392K
|
18.3K
$3.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-2.43K- 6.12% |
$358K - $394K
|
37.2K
$6.25M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.44K- 4.23% |
$360K - $397K
|
55.4K
$9.3M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.48K- 1.71% |
$365K - $403K
|
142K
$23.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-2.49K- 17.43% |
$367K - $404K
|
11.8K
$1.98M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.51K- 2.25% |
$370K - $408K
|
109K
$18.3M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.51K- 7.96% |
$370K - $409K
|
29K
$4.88M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.53K- 3.04% |
$373K - $411K
|
80.6K
$13.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-2.53K- 2.64% |
$374K - $412K
|
93.5K
$15.7M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.55K- 3.16% |
$375K - $414K
|
78K
$13.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.55K- 2.59% |
$376K - $415K
|
96.1K
$16.1M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-2.58K- 7.69% |
$380K - $419K
|
30.9K
$5.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.58K- 2.1% |
$380K - $420K
|
120K
$20.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-2.6K- 11.06% |
$383K - $423K
|
20.9K
$3.51M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-2.6K- 2.82% |
$383K - $423K
|
89.6K
$15M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.61K- 16.32% |
$385K - $424K
|
13.4K
$2.25M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.62K- 13.15% |
$387K - $426K
|
17.3K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Ycg, LLC
|
SELL
|
- |
-2.64K- 2.26% |
$389K - $429K
|
114K
$19.2M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.66K- 14.76% |
$392K - $433K
|
15.4K
$2.58M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.67K- 12.58% |
$394K - $435K
|
18.6K
$3.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.68K- 7.42% |
$395K - $435K
|
33.4K
$5.61M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.68K- 5.64% |
$395K - $436K
|
44.8K
$7.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.69K- 43.81% |
$396K - $437K
|
3.45K
$579K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-2.69K- 24.78% |
$397K - $438K
|
8.17K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.71K- 13.15% |
$399K - $440K
|
17.9K
$3M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.72K- 1.15% |
$401K - $442K
|
233K
$39.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.72K- 54.23% |
$401K - $443K
|
2.3K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-2.73K- 2.72% |
$402K - $443K
|
97.4K
$16.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.75K- 6.03% |
$405K - $447K
|
42.8K
$7.19M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.77K- 1.08% |
$408K - $450K
|
253K
$42.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.77K- 13.76% |
$409K - $451K
|
17.4K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.78K- 5.21% |
$409K - $451K
|
50.5K
$8.48M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.78K- 1.22% |
$409K - $451K
|
224K
$37.7M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.78K- 0.2% |
$410K - $453K
|
1.4M
$236M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.8K- 71.14% |
$413K - $455K
|
1.14K
$191K
|