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 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
354+ 18.91% |
$55K - $59.7K
|
2.23K
$399K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
352New |
$54.7K - $59.3K
|
352
$63.1K
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
BUY
|
- |
350+ 1.63% |
$54.4K - $59K
|
21.8K
$3.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
350+ 1.53% |
$54.4K - $59K
|
23.2K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
350New |
$54.4K - $59K
|
350
$62.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
349+ 9.4% |
$54.2K - $58.8K
|
4.06K
$728K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
348+ 1.37% |
$54.1K - $58.7K
|
25.8K
$4.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
346+ 1.3% |
$53.7K - $58.3K
|
27K
$4.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
344+ 9.97% |
$53.4K - $58K
|
3.79K
$680K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
339+ 0.62% |
$52.7K - $57.1K
|
55.2K
$9.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
336+ 0.12% |
$52.2K - $56.6K
|
289K
$51.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
334+ 0.9% |
$51.9K - $56.3K
|
37.6K
$6.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
334+ 3.95% |
$51.9K - $56.3K
|
8.79K
$1.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
333+ 0.28% |
$51.7K - $56.1K
|
119K
$21.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
333+ 2.98% |
$51.7K - $56.1K
|
11.5K
$2.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
332+ 13.5% |
$51.6K - $56K
|
2.79K
$500K
|
|
|
Aug 05, 2024
Q2 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
328+ 4.97% |
$50.9K - $55.3K
|
6.92K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
327+ 16.52% |
$50.8K - $55.1K
|
2.31K
$414K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
327+ 1.35% |
$50.8K - $55.1K
|
24.6K
$4.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
326+ 4.92% |
$50.6K - $55K
|
6.95K
$1.25M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
323+ 20.28% |
$50.2K - $54.4K
|
1.92K
$343K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
323+ 0.71% |
$50.2K - $54.4K
|
45.8K
$8.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
323+ 15.74% |
$50.2K - $54.4K
|
2.38K
$426K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
321+ 2.45% |
$49.9K - $54.1K
|
13.4K
$2.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
321+ 6.8% |
$49.9K - $54.1K
|
5.05K
$904K
|
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
320+ 7.92% |
$49.7K - $53.9K
|
4.36K
$782K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
319+ 3.57% |
$49.6K - $53.8K
|
9.27K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
317+ 2.42% |
$49.2K - $53.4K
|
13.4K
$2.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
316+ 4.21% |
$49.1K - $53.3K
|
7.82K
$1.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
315+ 22.2% |
$48.9K - $53.1K
|
1.73K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
314+ 7.32% |
$48.8K - $52.9K
|
4.6K
$825K
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
310+ 0.59% |
$48.2K - $52.3K
|
52.9K
$9.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
310+ 1.28% |
$48.2K - $52.3K
|
24.5K
$4.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
310+ 0.95% |
$48.2K - $52.3K
|
32.9K
$5.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
309+ 14.69% |
$48K - $52.1K
|
2.41K
$432K
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
308+ 7.35% |
$47.8K - $51.9K
|
4.5K
$806K
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
307+ 4.64% |
$47.7K - $51.7K
|
6.92K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
306+ 20.28% |
$47.5K - $51.6K
|
1.82K
$325K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
305+ 24.5% |
$47.4K - $51.4K
|
1.55K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
305+ 762.5% |
$47.4K - $51.4K
|
345
$61.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
303+ 4.76% |
$47.1K - $51.1K
|
6.67K
$1.2M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
301+ 3.42% |
$46.8K - $50.7K
|
9.09K
$1.63M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
301+ 2.77% |
$46.8K - $50.7K
|
11.2K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
301+ 1.35% |
$46.8K - $50.7K
|
22.6K
$4.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
300+ 4.55% |
$46.6K - $50.6K
|
6.89K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
300+ 1.02% |
$46.6K - $50.6K
|
29.8K
$5.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
300+ 20.12% |
$46.6K - $50.6K
|
1.79K
$321K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
300+ 4.92% |
$46.6K - $50.6K
|
6.4K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
298+ 0.54% |
$46.3K - $50.2K
|
55.3K
$9.92M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
298+ 1.06% |
$46.3K - $50.2K
|
28.4K
$5.1M
|