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
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
7+ 0.15% |
$1.09K - $1.18K
|
4.78K
$778K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.28% |
$1.09K - $1.18K
|
2.48K
$403K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
7+ 0.31% |
$1.09K - $1.18K
|
2.24K
$365K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.21% |
$1.09K - $1.18K
|
3.35K
$545K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
7+ 0.35% |
$1.09K - $1.18K
|
1.99K
$323K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7+ 0.19% |
$1.09K - $1.18K
|
3.75K
$610K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$1.09K - $1.18K
|
10.1K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
7+ 0.17% |
$1.09K - $1.18K
|
4.12K
$671K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.09% |
$1.09K - $1.18K
|
7.87K
$1.28M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 0.04% |
$932 - $1.01K
|
14.3K
$2.32M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.14% |
$932 - $1.01K
|
4.45K
$724K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6+ 0.35% |
$932 - $1.01K
|
1.74K
$283K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$932 - $1.01K
|
3.45K
$562K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
6+ 0.38% |
$932 - $1.01K
|
1.59K
$259K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
6+ 0.06% |
$932 - $1.01K
|
9.79K
$1.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.2% |
$932 - $1.01K
|
3K
$488K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.15% |
$932 - $1.01K
|
4.04K
$658K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
6+ 0.14% |
$932 - $1.01K
|
4.28K
$696K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.16% |
$932 - $1.01K
|
3.73K
$607K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5+ 0.15% |
$777 - $843
|
3.44K
$560K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$777 - $843
|
1.85K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5+ 0.06% |
$777 - $843
|
8.75K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$777 - $843
|
4.92K
$801K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.59% |
$777 - $843
|
855
$139K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5+ 0.16% |
$777 - $843
|
3.2K
$520K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5+ 0.11% |
$777 - $843
|
4.48K
$730K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5+ 0.02% |
$777 - $843
|
22.3K
$3.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5+ 0.35% |
$777 - $843
|
1.45K
$237K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5+ 0.07% |
$777 - $843
|
6.95K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.39% |
$777 - $843
|
1.3K
$212K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.07% |
$621 - $674
|
5.45K
$887K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4+ 0.23% |
$621 - $674
|
1.74K
$283K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4+ 0.26% |
$621 - $674
|
1.53K
$249K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 0.24% |
$621 - $674
|
1.68K
$274K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4+ 0.19% |
$621 - $674
|
2.1K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4+ 0.13% |
$621 - $674
|
3.2K
$521K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
4+ 0.08% |
$621 - $674
|
5.25K
$855K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.03% |
$466 - $506
|
9.57K
$1.56M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3+ 0.09% |
$466 - $506
|
3.28K
$534K
|
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$466 - $506
|
1.76K
$287K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.08% |
$466 - $506
|
3.58K
$583K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3+ 0.07% |
$466 - $506
|
4.03K
$657K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.02% |
$466 - $506
|
15.7K
$2.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
3+ 0.19% |
$466 - $506
|
1.6K
$260K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$466 - $506
|
4.44K
$723K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.15% |
$466 - $506
|
2.07K
$336K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3+ 0.04% |
$466 - $506
|
8.3K
$1.35M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.07% |
$466 - $506
|
4.54K
$740K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.22% |
$466 - $506
|
1.39K
$226K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.19% |
$466 - $506
|
1.55K
$252K
|