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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q2 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
55+ 0.48% |
$8.54K - $9.27K
|
11.5K
$1.92M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
54+ 0.28% |
$8.39K - $9.1K
|
19.5K
$3.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
54+ 0.92% |
$8.39K - $9.1K
|
5.94K
$993K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
54+ 3.24% |
$8.39K - $9.1K
|
1.72K
$288K
|
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
52+ 1.57% |
$8.08K - $8.77K
|
3.37K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
52+ 1.43% |
$8.08K - $8.77K
|
3.7K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
52+ 0.3% |
$8.08K - $8.77K
|
17.5K
$2.93M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
50+ 0.47% |
$7.77K - $8.43K
|
10.7K
$1.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
50+ 1.78% |
$7.77K - $8.43K
|
2.85K
$477K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
50+ 1.56% |
$7.77K - $8.43K
|
3.26K
$545K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
50+ 1.56% |
$7.77K - $8.43K
|
3.26K
$546K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
50+ 0.65% |
$7.77K - $8.43K
|
7.74K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
49+ 3.07% |
$7.61K - $8.26K
|
1.65K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
49+ 0.15% |
$7.61K - $8.26K
|
33K
$5.52M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
48+ 1.54% |
$7.46K - $8.09K
|
3.16K
$529K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
48+ 1.33% |
$7.46K - $8.09K
|
3.65K
$611K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
48+ 0.82% |
$7.46K - $8.09K
|
5.91K
$989K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
46+ 0.91% |
$7.15K - $7.75K
|
5.1K
$853K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
46+ 0.1% |
$7.15K - $7.75K
|
47.9K
$8.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
46+ 0.26% |
$7.15K - $7.75K
|
17.8K
$2.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
45+ 0.78% |
$6.99K - $7.59K
|
5.84K
$977K
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
45+ 0.4% |
$6.99K - $7.59K
|
11.4K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
45+ 0.16% |
$6.99K - $7.59K
|
28.8K
$4.82M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
44+ 0.3% |
$6.83K - $7.42K
|
14.8K
$2.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
43+ 2.55% |
$6.68K - $7.25K
|
1.73K
$290K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
43+ 1.03% |
$6.68K - $7.25K
|
4.22K
$707K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
42+ 21.43% |
$6.52K - $7.08K
|
238
$39.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
42+ 0.91% |
$6.52K - $7.08K
|
4.67K
$782K
|
|
|
Jul 29, 2024
Q2 2024
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
42+ 0.54% |
$6.52K - $7.08K
|
7.78K
$1.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
42+ 0.74% |
$6.52K - $7.08K
|
5.74K
$961K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
42+ 3.29% |
$6.52K - $7.08K
|
1.32K
$221K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
41+ 0.92% |
$6.37K - $6.91K
|
4.49K
$752K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
41+ 0.1% |
$6.37K - $6.91K
|
41.5K
$6.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
41+ 1.89% |
$6.37K - $6.91K
|
2.22K
$371K
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
41+ 2.23% |
$6.37K - $6.91K
|
1.88K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
41+ 8.89% |
$6.37K - $6.91K
|
502
$84K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
40+ 0.43% |
$6.21K - $6.74K
|
9.27K
$1.55M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
40+ 1.59% |
$6.21K - $6.74K
|
2.55K
$427K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
40+ 0.71% |
$6.21K - $6.74K
|
5.64K
$943K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
40New |
$6.21K - $6.74K
|
40
$6.69K
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
40+ 2.91% |
$6.21K - $6.74K
|
1.42K
$237K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
40+ 0.15% |
$6.21K - $6.74K
|
27.4K
$4.58M
|
|
|
Aug 21, 2024
Q2 2024
|
Heartland Bank & Trust CO
|
BUY
|
- |
40+ 0.33% |
$6.21K - $6.74K
|
12K
$2.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
39+ 0.86% |
$6.06K - $6.57K
|
4.59K
$768K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
39+ 2.26% |
$6.06K - $6.57K
|
1.77K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
37+ 2.12% |
$5.75K - $6.24K
|
1.78K
$298K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
37+ 0.07% |
$5.75K - $6.24K
|
54.6K
$9.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37+ 9.97% |
$5.75K - $6.24K
|
408
$68.3K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
37+ 0.41% |
$5.75K - $6.24K
|
9.05K
$1.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
36+ 1.18% |
$5.59K - $6.07K
|
3.09K
$517K
|