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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
727+ 9.31% |
$113K - $123K
|
8.54K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
727+ 2.47% |
$113K - $123K
|
30.1K
$5.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
726+ 2.92% |
$113K - $122K
|
25.6K
$4.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
725+ 49.35% |
$113K - $122K
|
2.19K
$393K
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
721+ 7.73% |
$112K - $122K
|
10K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
721+ 1.47% |
$112K - $122K
|
49.7K
$8.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
705+ 9.85% |
$110K - $119K
|
7.86K
$1.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
700+ 1.66% |
$109K - $118K
|
42.8K
$7.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
699+ 1.17% |
$109K - $118K
|
60.5K
$10.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
698+ 1.61% |
$108K - $118K
|
44K
$7.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
698+ 1702.44% |
$108K - $118K
|
739
$132K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
698+ 11.57% |
$108K - $118K
|
6.73K
$1.21M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
698+ 2.72% |
$108K - $118K
|
26.4K
$4.73M
|
|
|
Aug 28, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
698+ 2.72% |
$108K - $118K
|
26.4K
$4.73M
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
697+ 4.3% |
$108K - $117K
|
16.9K
$3.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
697+ 4.44% |
$108K - $117K
|
16.4K
$2.94M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
697+ 9.98% |
$108K - $117K
|
7.68K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
694+ 7.52% |
$108K - $117K
|
9.92K
$1.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
693+ 18.35% |
$108K - $117K
|
4.47K
$801K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
693+ 8.4% |
$108K - $117K
|
8.94K
$1.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
689+ 1.62% |
$107K - $116K
|
43.3K
$7.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
689+ 15.38% |
$107K - $116K
|
5.17K
$927K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
685+ 2.72% |
$106K - $115K
|
25.9K
$4.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
685+ 1.21% |
$106K - $115K
|
57.4K
$10.3M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
685+ 2.72% |
$106K - $115K
|
25.9K
$4.65M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
681+ 5.5% |
$106K - $115K
|
13.1K
$2.34M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
678+ 18.02% |
$105K - $114K
|
4.44K
$796K
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
678+ 2.74% |
$105K - $114K
|
25.4K
$4.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
671+ 1.93% |
$104K - $113K
|
35.5K
$6.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
669+ 1.7% |
$104K - $113K
|
40K
$7.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
668+ 4.12% |
$104K - $113K
|
16.9K
$3.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
665+ 16.07% |
$103K - $112K
|
4.8K
$861K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
664+ 2.21% |
$103K - $112K
|
30.8K
$5.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
664+ 6.94% |
$103K - $112K
|
10.2K
$1.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
661+ 13.25% |
$103K - $111K
|
5.65K
$1.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
657+ 1.01% |
$102K - $111K
|
65.4K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
656+ 2.52% |
$102K - $111K
|
26.7K
$4.79M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
653+ 388.69% |
$101K - $110K
|
821
$147K
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
653+ 29.74% |
$101K - $110K
|
2.85K
$511K
|
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
639+ 22.01% |
$99.3K - $108K
|
3.54K
$635K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
633New |
$98.3K - $107K
|
633
$113K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
624+ 16.46% |
$96.9K - $105K
|
4.42K
$791K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
624+ 7.27% |
$96.9K - $105K
|
9.2K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
616+ 11.85% |
$95.7K - $104K
|
5.81K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
615+ 2.12% |
$95.5K - $104K
|
29.7K
$5.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
615+ 0.45% |
$95.5K - $104K
|
138K
$24.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
612+ 0.52% |
$95.1K - $103K
|
119K
$21.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
610New |
$94.8K - $103K
|
610
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
607+ 19.7% |
$94.3K - $102K
|
3.69K
$661K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
600+ 0.41% |
$93.2K - $101K
|
146K
$26.2M
|