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 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
307+ 4.64% |
$47.7K - $51.7K
|
6.92K
$1.16M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
306+ 20.28% |
$47.5K - $51.6K
|
1.82K
$304K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
305+ 24.5% |
$47.4K - $51.4K
|
1.55K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
305+ 762.5% |
$47.4K - $51.4K
|
345
$57.7K
|
|
|
May 19, 2025
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
305+ 24.5% |
$47.4K - $51.4K
|
1.55K
$259K
|
|
|
Jul 22, 2024
Q2 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
303+ 4.76% |
$47.1K - $51.1K
|
6.67K
$1.12M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
301+ 3.42% |
$46.8K - $50.7K
|
9.09K
$1.52M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
301+ 2.77% |
$46.8K - $50.7K
|
11.2K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
301+ 1.35% |
$46.8K - $50.7K
|
22.6K
$3.78M
|
|
|
Jul 17, 2024
Q2 2024
|
Founders Capital Management, LLC
|
BUY
|
- |
300+ 4.55% |
$46.6K - $50.6K
|
6.89K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
300+ 1.02% |
$46.6K - $50.6K
|
29.8K
$4.98M
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
300+ 20.12% |
$46.6K - $50.6K
|
1.79K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Alta Advisers LTD
|
BUY
|
- |
300+ 4.92% |
$46.6K - $50.6K
|
6.4K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
298+ 0.54% |
$46.3K - $50.2K
|
55.3K
$9.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
298+ 1.06% |
$46.3K - $50.2K
|
28.4K
$4.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
297+ 109.19% |
$46.1K - $50.1K
|
569
$95.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
297+ 2.97% |
$46.1K - $50.1K
|
10.3K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
296+ 6.59% |
$46K - $49.9K
|
4.79K
$801K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
295+ 1.62% |
$45.8K - $49.7K
|
18.5K
$3.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
295+ 14.2% |
$45.8K - $49.7K
|
2.37K
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
292+ 4.34% |
$45.4K - $49.2K
|
7.02K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
291+ 1.15% |
$45.2K - $49.1K
|
25.5K
$4.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
290+ 4.17% |
$45K - $48.9K
|
7.24K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
290+ 7.56% |
$45K - $48.9K
|
4.12K
$690K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
290+ 5.06% |
$45K - $48.9K
|
6.02K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
289+ 6.5% |
$44.9K - $48.7K
|
4.73K
$792K
|
|
|
Aug 14, 2024
Q2 2024
|
Avenir Corp
Washington, DC |
BUY
|
- |
289+ 13.01% |
$44.9K - $48.7K
|
2.51K
$420K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
288+ 0.78% |
$44.7K - $48.5K
|
37.3K
$6.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
285+ 3.07% |
$44.3K - $48K
|
9.57K
$1.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
280+ 2.98% |
$43.5K - $47.2K
|
9.66K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
280+ 5.76% |
$43.5K - $47.2K
|
5.14K
$861K
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
277+ 0.61% |
$43K - $46.7K
|
45.9K
$7.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
273+ 3.68% |
$42.4K - $46K
|
7.69K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
273+ 5.74% |
$42.4K - $46K
|
5.03K
$842K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
272+ 6.4% |
$42.2K - $45.8K
|
4.52K
$756K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
271+ 1.27% |
$42.1K - $45.7K
|
21.5K
$3.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
270New |
$41.9K - $45.5K
|
270
$45.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
269New |
$41.8K - $45.3K
|
269
$45K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
268+ 0.54% |
$41.6K - $45.2K
|
50.1K
$8.39M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
267+ 0.83% |
$41.5K - $45K
|
32.6K
$5.45M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
266+ 12.05% |
$41.3K - $44.8K
|
2.47K
$414K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
262New |
$40.7K - $44.2K
|
262
$43.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
260+ 1.63% |
$40.4K - $43.8K
|
16.3K
$2.72M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
260+ 3.81% |
$40.4K - $43.8K
|
7.09K
$1.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
260+ 10.31% |
$40.4K - $43.8K
|
2.78K
$466K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
258+ 4.06% |
$40.1K - $43.5K
|
6.62K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
258+ 4.6% |
$40.1K - $43.5K
|
5.86K
$981K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
257+ 16.52% |
$39.9K - $43.3K
|
1.81K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
257+ 0.2% |
$39.9K - $43.3K
|
132K
$22M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
257+ 4.89% |
$39.9K - $43.3K
|
5.51K
$922K
|