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 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
10+ 0.26% |
$1.55K - $1.69K
|
3.92K
$623K
|
|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
10+ 0.37% |
$1.55K - $1.69K
|
2.69K
$427K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
9+ 0.27% |
$1.4K - $1.52K
|
3.32K
$528K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
9+ 0.06% |
$1.4K - $1.52K
|
14.3K
$2.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
9+ 0.38% |
$1.4K - $1.52K
|
2.37K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
9+ 0.24% |
$1.4K - $1.52K
|
3.78K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.14% |
$1.4K - $1.52K
|
6.39K
$1.02M
|
|
|
Oct 24, 2024
Q2 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
9+ 0.5% |
$1.4K - $1.52K
|
1.8K
$286K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
8+ 0.05% |
$1.24K - $1.35K
|
16.5K
$2.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.07% |
$1.24K - $1.35K
|
11.7K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 1.95% |
$1.24K - $1.35K
|
419
$66.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8+ 0.28% |
$1.24K - $1.35K
|
2.82K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8+ 0.64% |
$1.24K - $1.35K
|
1.26K
$199K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
8+ 0.23% |
$1.24K - $1.35K
|
3.42K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
8+ 0.85% |
$1.24K - $1.35K
|
944
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.1% |
$1.24K - $1.35K
|
8.38K
$1.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7+ 0.23% |
$1.09K - $1.18K
|
3.01K
$478K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
7+ 0.15% |
$1.09K - $1.18K
|
4.78K
$758K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7+ 0.28% |
$1.09K - $1.18K
|
2.48K
$393K
|
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
7+ 0.31% |
$1.09K - $1.18K
|
2.24K
$356K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
7+ 0.21% |
$1.09K - $1.18K
|
3.35K
$532K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
7+ 0.35% |
$1.09K - $1.18K
|
1.99K
$315K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
7+ 0.19% |
$1.09K - $1.18K
|
3.75K
$595K
|
|
|
Aug 12, 2024
Q2 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$1.09K - $1.18K
|
10.1K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
7+ 0.17% |
$1.09K - $1.18K
|
4.12K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.09% |
$1.09K - $1.18K
|
7.87K
$1.25M
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
7+ 0.16% |
$1.09K - $1.18K
|
4.26K
$676K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
6+ 0.04% |
$932 - $1.01K
|
14.3K
$2.26M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 0.14% |
$932 - $1.01K
|
4.45K
$706K
|
|
|
Jul 12, 2024
Q2 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
6+ 0.35% |
$932 - $1.01K
|
1.74K
$276K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$932 - $1.01K
|
3.45K
$548K
|
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
6+ 0.38% |
$932 - $1.01K
|
1.59K
$252K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
6+ 0.06% |
$932 - $1.01K
|
9.79K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
6+ 0.2% |
$932 - $1.01K
|
3K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.15% |
$932 - $1.01K
|
4.04K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
6+ 0.14% |
$932 - $1.01K
|
4.28K
$679K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.16% |
$932 - $1.01K
|
3.73K
$592K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5+ 0.15% |
$777 - $843
|
3.44K
$546K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$777 - $843
|
1.85K
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5+ 0.06% |
$777 - $843
|
8.75K
$1.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$777 - $843
|
4.92K
$781K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.59% |
$777 - $843
|
855
$136K
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
5+ 0.16% |
$777 - $843
|
3.2K
$507K
|
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5+ 0.11% |
$777 - $843
|
4.48K
$711K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
5+ 0.02% |
$777 - $843
|
22.3K
$3.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5+ 0.35% |
$777 - $843
|
1.45K
$231K
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5+ 0.07% |
$777 - $843
|
6.95K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.39% |
$777 - $843
|
1.3K
$207K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.07% |
$621 - $674
|
5.45K
$865K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
4+ 0.23% |
$621 - $674
|
1.74K
$276K
|