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 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
213+ 0.28% |
$33.1K - $35.9K
|
76.4K
$12.8M
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
213+ 2.34% |
$33.1K - $35.9K
|
9.3K
$1.56M
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
213+ 12.07% |
$33.1K - $35.9K
|
1.98K
$331K
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
213+ 1.18% |
$33.1K - $35.9K
|
18.3K
$3.06M
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
212+ 0.12% |
$32.9K - $35.7K
|
183K
$30.5M
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
212+ 3.67% |
$32.9K - $35.7K
|
5.99K
$1M
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
212+ 5.8% |
$32.9K - $35.7K
|
3.87K
$647K
|
|
Aug 13, 2024
Q2 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
210+ 3.99% |
$32.6K - $35.4K
|
5.47K
$915K
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
207+ 3.17% |
$32.2K - $34.9K
|
6.74K
$1.13M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
207New |
$32.2K - $34.9K
|
207
$34.6K
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
206+ 0.31% |
$32K - $34.7K
|
66.7K
$11.2M
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
205+ 8.38% |
$31.8K - $34.6K
|
2.65K
$444K
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
204+ 14.97% |
$31.7K - $34.4K
|
1.57K
$262K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
203+ 3.63% |
$31.5K - $34.2K
|
5.79K
$969K
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200+ 5.93% |
$31.1K - $33.7K
|
3.58K
$598K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
200+ 202.02% |
$31.1K - $33.7K
|
299
$50K
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200+ 8.18% |
$31.1K - $33.7K
|
2.65K
$443K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
200+ 1.02% |
$31.1K - $33.7K
|
19.9K
$3.33M
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
198+ 12.3% |
$30.8K - $33.4K
|
1.81K
$303K
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
197+ 3.26% |
$30.6K - $33.2K
|
6.24K
$1.04M
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
197+ 2.03% |
$30.6K - $33.2K
|
9.88K
$1.65M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
195+ 8.97% |
$30.3K - $32.9K
|
2.37K
$397K
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
195+ 5.37% |
$30.3K - $32.9K
|
3.82K
$640K
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
195+ 0.38% |
$30.3K - $32.9K
|
51.5K
$8.62M
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
BUY
|
- |
194+ 8.2% |
$30.1K - $32.7K
|
2.56K
$428K
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
193+ 0.73% |
$30K - $32.5K
|
26.7K
$4.47M
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
193+ 2.2% |
$30K - $32.5K
|
8.95K
$1.5M
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
191+ 7.32% |
$29.7K - $32.2K
|
2.8K
$469K
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
188+ 3.86% |
$29.2K - $31.7K
|
5.06K
$846K
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
187+ 5.02% |
$29K - $31.5K
|
3.91K
$655K
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
186+ 14.03% |
$28.9K - $31.4K
|
1.51K
$253K
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
186+ 2.01% |
$28.9K - $31.4K
|
9.43K
$1.58M
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
185+ 51.53% |
$28.7K - $31.2K
|
544
$91K
|
|
Jul 19, 2024
Q2 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
185+ 3.57% |
$28.7K - $31.2K
|
5.37K
$899K
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
184+ 0.95% |
$28.6K - $31K
|
19.5K
$3.27M
|
|
Jul 16, 2024
Q2 2024
|
Shikiar Asset Management Inc
|
BUY
|
- |
184+ 10.89% |
$28.6K - $31K
|
1.87K
$314K
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
184+ 11.15% |
$28.6K - $31K
|
1.83K
$307K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
184+ 0.62% |
$28.6K - $31K
|
30K
$5.02M
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
183+ 2.03% |
$28.4K - $30.8K
|
9.19K
$1.54M
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
183+ 2.13% |
$28.4K - $30.8K
|
8.77K
$1.47M
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
183+ 14.54% |
$28.4K - $30.8K
|
1.44K
$241K
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
182+ 5.11% |
$28.3K - $30.7K
|
3.75K
$627K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
182+ 1.52% |
$28.3K - $30.7K
|
12.2K
$2.04M
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
182+ 2.66% |
$28.3K - $30.7K
|
7.02K
$1.18M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
181+ 3.56% |
$28.1K - $30.5K
|
5.26K
$880K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
181+ 0.86% |
$28.1K - $30.5K
|
21.3K
$3.56M
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
181+ 4.32% |
$28.1K - $30.5K
|
4.37K
$731K
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
180+ 1.17% |
$28K - $30.3K
|
15.5K
$2.6M
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
180+ 11.73% |
$28K - $30.3K
|
1.71K
$287K
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
177+ 2.52% |
$27.5K - $29.8K
|
7.21K
$1.21M
|