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 05, 2024
Q2 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
104+ 0.54% |
$16.2K - $17.5K
|
19.3K
$3.45M
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
102+ 2.28% |
$15.8K - $17.2K
|
4.58K
$822K
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
101+ 0.61% |
$15.7K - $17K
|
16.6K
$2.97M
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
101+ 1.67% |
$15.7K - $17K
|
6.16K
$1.1M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 2.09% |
$15.5K - $16.9K
|
4.89K
$877K
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
100+ 1.5% |
$15.5K - $16.9K
|
6.76K
$1.21M
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
99+ 7.94% |
$15.4K - $16.7K
|
1.35K
$241K
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
99+ 2.51% |
$15.4K - $16.7K
|
4.05K
$726K
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
99+ 2.95% |
$15.4K - $16.7K
|
3.45K
$619K
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
97+ 7.09% |
$15.1K - $16.4K
|
1.47K
$263K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
97+ 0.86% |
$15.1K - $16.4K
|
11.4K
$2.04M
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
97New |
$15.1K - $16.4K
|
97
$17.4K
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
96+ 1.21% |
$14.9K - $16.2K
|
8.02K
$1.44M
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
95+ 7.01% |
$14.8K - $16K
|
1.45K
$260K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
95+ 1.32% |
$14.8K - $16K
|
7.32K
$1.31M
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
95+ 3.71% |
$14.8K - $16K
|
2.66K
$477K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
94+ 1.64% |
$14.6K - $15.8K
|
5.84K
$1.05M
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
94+ 3.28% |
$14.6K - $15.8K
|
2.96K
$531K
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
93+ 4.64% |
$14.4K - $15.7K
|
2.1K
$376K
|
|
Aug 06, 2024
Q2 2024
|
Ycg, LLC
|
BUY
|
- |
92+ 0.08% |
$14.3K - $15.5K
|
114K
$20.5M
|
|
Jul 29, 2024
Q2 2024
|
Arjuna Capital
|
BUY
|
- |
91+ 1.03% |
$14.1K - $15.3K
|
8.9K
$1.6M
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
90+ 1.51% |
$14K - $15.2K
|
6.03K
$1.08M
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
89+ 2.61% |
$13.8K - $15K
|
3.5K
$627K
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
88+ 1.36% |
$13.7K - $14.8K
|
6.58K
$1.18M
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
88+ 5.42% |
$13.7K - $14.8K
|
1.71K
$307K
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
87+ 1.95% |
$13.5K - $14.7K
|
4.54K
$814K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
86+ 0.8% |
$13.4K - $14.5K
|
10.9K
$1.95M
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
86+ 0.09% |
$13.4K - $14.5K
|
92.9K
$16.7M
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
86+ 4.26% |
$13.4K - $14.5K
|
2.11K
$378K
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
85+ 5.01% |
$13.2K - $14.3K
|
1.78K
$319K
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
84+ 0.51% |
$13K - $14.2K
|
16.7K
$3M
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
84+ 2.83% |
$13K - $14.2K
|
3.05K
$547K
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
84+ 3.66% |
$13K - $14.2K
|
2.38K
$427K
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
83+ 2.18% |
$12.9K - $14K
|
3.89K
$698K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
81+ 1.45% |
$12.6K - $13.7K
|
5.66K
$1.02M
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
BUY
|
- |
80+ 4.01% |
$12.4K - $13.5K
|
2.07K
$372K
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
79+ 4.02% |
$12.3K - $13.3K
|
2.04K
$366K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
78+ 1.3% |
$12.1K - $13.1K
|
6.1K
$1.09M
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
77+ 0.82% |
$12K - $13K
|
9.52K
$1.71M
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
76+ 1.05% |
$11.8K - $12.8K
|
7.33K
$1.31M
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
76+ 0.44% |
$11.8K - $12.8K
|
17.5K
$3.13M
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
75+ 5.6% |
$11.6K - $12.6K
|
1.41K
$254K
|
|
Jul 31, 2024
Q2 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
75+ 4.5% |
$11.6K - $12.6K
|
1.74K
$312K
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
75+ 6.03% |
$11.6K - $12.6K
|
1.32K
$236K
|
|
Aug 13, 2024
Q2 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
75+ 0.8% |
$11.6K - $12.6K
|
9.5K
$1.7M
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
73+ 0.55% |
$11.3K - $12.3K
|
13.2K
$2.37M
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
72+ 0.3% |
$11.2K - $12.1K
|
24.2K
$4.33M
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
72+ 2.77% |
$11.2K - $12.1K
|
2.67K
$479K
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
72+ 0.16% |
$11.2K - $12.1K
|
44.8K
$8.04M
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
71+ 0.48% |
$11K - $12K
|
14.9K
$2.67M
|