Purchases and Sales Made in Q2 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
755+ 7.97% |
$117K - $127K
|
10.2K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
750+ 10.46% |
$116K - $126K
|
7.92K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
744+ 4.93% |
$116K - $125K
|
15.9K
$2.65M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
735+ 0.32% |
$114K - $124K
|
228K
$38.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
734+ 20.29% |
$114K - $124K
|
4.35K
$728K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
731+ 0.95% |
$114K - $123K
|
77.5K
$13M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
730+ 14.77% |
$113K - $123K
|
5.67K
$949K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
730+ 2.63% |
$113K - $123K
|
28.5K
$4.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
729+ 0.67% |
$113K - $123K
|
109K
$18.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
728+ 16.18% |
$113K - $123K
|
5.23K
$875K
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
727+ 9.31% |
$113K - $123K
|
8.54K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
727+ 2.47% |
$113K - $123K
|
30.1K
$5.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
726+ 2.92% |
$113K - $122K
|
25.6K
$4.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
725+ 49.35% |
$113K - $122K
|
2.19K
$367K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
721+ 7.73% |
$112K - $122K
|
10K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
721+ 1.47% |
$112K - $122K
|
49.7K
$8.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
705+ 9.85% |
$110K - $119K
|
7.86K
$1.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
700+ 1.66% |
$109K - $118K
|
42.8K
$7.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
699+ 1.17% |
$109K - $118K
|
60.5K
$10.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
698+ 1.61% |
$108K - $118K
|
44K
$7.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
698+ 1702.44% |
$108K - $118K
|
739
$124K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
698+ 11.57% |
$108K - $118K
|
6.73K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
698+ 2.72% |
$108K - $118K
|
26.4K
$4.42M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
698+ 2.72% |
$108K - $118K
|
26.4K
$4.42M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
697+ 4.3% |
$108K - $117K
|
16.9K
$2.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
697+ 4.44% |
$108K - $117K
|
16.4K
$2.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
697+ 9.98% |
$108K - $117K
|
7.68K
$1.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
694+ 7.52% |
$108K - $117K
|
9.92K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
693+ 18.35% |
$108K - $117K
|
4.47K
$748K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
693+ 8.4% |
$108K - $117K
|
8.94K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
689+ 1.62% |
$107K - $116K
|
43.3K
$7.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
689+ 15.38% |
$107K - $116K
|
5.17K
$865K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
685+ 2.72% |
$106K - $115K
|
25.9K
$4.34M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
685+ 1.21% |
$106K - $115K
|
57.4K
$9.61M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
685+ 2.72% |
$106K - $115K
|
25.9K
$4.34M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
681+ 5.5% |
$106K - $115K
|
13.1K
$2.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
678+ 18.02% |
$105K - $114K
|
4.44K
$743K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
678+ 2.74% |
$105K - $114K
|
25.4K
$4.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
671+ 1.93% |
$104K - $113K
|
35.5K
$5.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
669+ 1.7% |
$104K - $113K
|
40K
$6.69M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
668+ 4.12% |
$104K - $113K
|
16.9K
$2.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
665+ 16.07% |
$103K - $112K
|
4.8K
$804K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
664+ 2.21% |
$103K - $112K
|
30.8K
$5.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
664+ 6.94% |
$103K - $112K
|
10.2K
$1.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
661+ 13.25% |
$103K - $111K
|
5.65K
$946K
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
657+ 1.01% |
$102K - $111K
|
65.4K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
656+ 2.52% |
$102K - $111K
|
26.7K
$4.47M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
653+ 388.69% |
$101K - $110K
|
821
$137K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
653+ 29.74% |
$101K - $110K
|
2.85K
$477K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
639+ 22.01% |
$99.3K - $108K
|
3.54K
$593K
|