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 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
297+ 109.19% |
$46.1K - $50.1K
|
569
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
297+ 2.97% |
$46.1K - $50.1K
|
10.3K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
296+ 6.59% |
$46K - $49.9K
|
4.79K
$859K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
295+ 1.62% |
$45.8K - $49.7K
|
18.5K
$3.32M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
295+ 14.2% |
$45.8K - $49.7K
|
2.37K
$425K
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
292+ 4.34% |
$45.4K - $49.2K
|
7.02K
$1.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
291+ 1.15% |
$45.2K - $49.1K
|
25.5K
$4.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
290+ 4.17% |
$45K - $48.9K
|
7.24K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
290+ 7.56% |
$45K - $48.9K
|
4.12K
$739K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
290+ 5.06% |
$45K - $48.9K
|
6.02K
$1.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
289+ 6.5% |
$44.9K - $48.7K
|
4.73K
$849K
|
|
|
Aug 14, 2024
Q2 2024
|
Avenir Corp
Washington, DC |
BUY
|
- |
289+ 13.01% |
$44.9K - $48.7K
|
2.51K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
288+ 0.78% |
$44.7K - $48.5K
|
37.3K
$6.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
285+ 3.07% |
$44.3K - $48K
|
9.57K
$1.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
280+ 2.98% |
$43.5K - $47.2K
|
9.66K
$1.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
280+ 5.76% |
$43.5K - $47.2K
|
5.14K
$922K
|
|
|
Jul 19, 2024
Q2 2024
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
277+ 0.61% |
$43K - $46.7K
|
45.9K
$8.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
273+ 3.68% |
$42.4K - $46K
|
7.69K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
273+ 5.74% |
$42.4K - $46K
|
5.03K
$902K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
272+ 6.4% |
$42.2K - $45.8K
|
4.52K
$810K
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
271+ 1.27% |
$42.1K - $45.7K
|
21.5K
$3.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
270New |
$41.9K - $45.5K
|
270
$48.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
269New |
$41.8K - $45.3K
|
269
$48.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
268+ 0.54% |
$41.6K - $45.2K
|
50.1K
$8.99M
|
|
|
Aug 05, 2024
Q2 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
267+ 0.83% |
$41.5K - $45K
|
32.6K
$5.84M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
266+ 12.05% |
$41.3K - $44.8K
|
2.47K
$443K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
262New |
$40.7K - $44.2K
|
262
$47K
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
260+ 1.63% |
$40.4K - $43.8K
|
16.3K
$2.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
260+ 3.81% |
$40.4K - $43.8K
|
7.09K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
260+ 10.31% |
$40.4K - $43.8K
|
2.78K
$499K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
258+ 4.06% |
$40.1K - $43.5K
|
6.62K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
258+ 4.6% |
$40.1K - $43.5K
|
5.86K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
257+ 16.52% |
$39.9K - $43.3K
|
1.81K
$325K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
257+ 0.2% |
$39.9K - $43.3K
|
132K
$23.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
257+ 4.89% |
$39.9K - $43.3K
|
5.51K
$988K
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
254+ 8.68% |
$39.5K - $42.8K
|
3.18K
$570K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
253+ 1.41% |
$39.3K - $42.6K
|
18.2K
$3.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
252+ 5.41% |
$39.1K - $42.5K
|
4.91K
$881K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
251+ 5.05% |
$39K - $42.3K
|
5.22K
$936K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
251+ 3.15% |
$39K - $42.3K
|
8.21K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
251+ 3.8% |
$39K - $42.3K
|
6.86K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
250+ 2.71% |
$38.8K - $42.1K
|
9.47K
$1.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
250+ 4.51% |
$38.8K - $42.1K
|
5.8K
$1.04M
|
|
|
Oct 17, 2024
Q2 2024
|
Joule Financial, LLC
|
BUY
|
- |
250+ 4.51% |
$38.8K - $42.1K
|
5.8K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
248+ 80.78% |
$38.5K - $41.8K
|
555
$99.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
247+ 10.85% |
$38.4K - $41.6K
|
2.52K
$452K
|
|
|
Jul 12, 2024
Q2 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
244+ 0.85% |
$37.9K - $41.1K
|
29.1K
$5.22M
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
243+ 4.29% |
$37.7K - $41K
|
5.91K
$1.06M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
243+ 12.25% |
$37.7K - $41K
|
2.23K
$399K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
241+ 1.19% |
$37.4K - $40.6K
|
20.6K
$3.69M
|