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 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-4.2K- 60.77% |
$620K - $684K
|
2.71K
$413K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.23K- 5.74% |
$623K - $688K
|
69.4K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-4.23K- 2.31% |
$624K - $688K
|
179K
$27.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.25K- 1.02% |
$627K - $691K
|
414K
$63M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-4.32K- 16.23% |
$636K - $702K
|
22.3K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.32K- 4.95% |
$637K - $703K
|
83K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-4.33K- 7.2% |
$638K - $704K
|
55.8K
$8.5M
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-4.34K- 17.62% |
$640K - $706K
|
20.3K
$3.09M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-4.35K- 11.85% |
$641K - $707K
|
32.3K
$4.92M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.43K- 1.72% |
$653K - $720K
|
253K
$38.6M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.46K- 67.88% |
$657K - $725K
|
2.11K
$321K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.48K- 6.74% |
$660K - $728K
|
62K
$9.43M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.54K- 6.05% |
$669K - $738K
|
70.4K
$10.7M
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-4.54K- 1.84% |
$669K - $738K
|
242K
$36.8M
|
|
|
May 15, 2024
Q1 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-4.55K- 38.15% |
$670K - $740K
|
7.37K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-4.57K- 66.23% |
$674K - $743K
|
2.33K
$355K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.6K- 26.21% |
$678K - $748K
|
13K
$1.97M
|
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-4.62K- 76.14% |
$682K - $752K
|
1.45K
$221K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-4.63K- 6.02% |
$682K - $752K
|
72.3K
$11M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.67K- 3.11% |
$688K - $759K
|
145K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.69K- 9.03% |
$691K - $762K
|
47.2K
$7.19M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.74K- 1.97% |
$699K - $771K
|
236K
$36M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.74K- 11.76% |
$699K - $771K
|
35.6K
$5.42M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.77K- 6.73% |
$703K - $775K
|
66.1K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.77K- 0.78% |
$703K - $775K
|
605K
$92.1M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.78K- 6.03% |
$705K - $778K
|
74.5K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-4.8K- 52.58% |
$708K - $781K
|
4.33K
$659K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.84K- 19.97% |
$713K - $787K
|
19.4K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-4.85K- 27.47% |
$716K - $789K
|
12.8K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.91K- 6.17% |
$723K - $798K
|
74.6K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.98K- 2.78% |
$734K - $809K
|
174K
$26.5M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.98K- 3.52% |
$734K - $810K
|
136K
$20.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.05K- 1.46% |
$745K - $822K
|
342K
$52.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-5.08K- 1.99% |
$748K - $825K
|
250K
$38.1M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-5.09K- 24.08% |
$751K - $828K
|
16.1K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-5.11K- 44.55% |
$753K - $830K
|
6.36K
$968K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-5.15K- 2.77% |
$759K - $837K
|
181K
$27.6M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.24K- 11.12% |
$773K - $852K
|
41.9K
$6.38M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.26K- 2.03% |
$775K - $855K
|
254K
$38.7M
|
|
|
May 12, 2025
Q1 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-5.27K- 4.8% |
$777K - $857K
|
105K
$15.9M
|
|
|
Sep 24, 2025
Q1 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-5.28K- 8.04% |
$778K - $858K
|
60.4K
$9.19M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-5.28K- 1.87% |
$778K - $859K
|
277K
$42.2M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-5.3K- 22.68% |
$781K - $862K
|
18.1K
$2.75M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-5.33K- 24.84% |
$786K - $867K
|
16.1K
$2.46M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-5.47K- 11.37% |
$806K - $889K
|
42.6K
$6.49M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-5.47K- 21.48% |
$807K - $890K
|
20K
$3.05M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-5.48K- 6.15% |
$808K - $891K
|
83.6K
$12.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.5K- 3.86% |
$811K - $894K
|
137K
$20.9M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-5.53K- 12.86% |
$816K - $900K
|
37.5K
$5.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-5.6K- 60.42% |
$825K - $910K
|
3.67K
$559K
|