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 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.15% |
$466 - $506
|
2.07K
$347K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
3+ 0.04% |
$466 - $506
|
8.3K
$1.39M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
3+ 0.07% |
$466 - $506
|
4.54K
$763K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
3+ 0.22% |
$466 - $506
|
1.39K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.19% |
$466 - $506
|
1.55K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.02% |
$466 - $506
|
17.9K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3+ 0.1% |
$466 - $506
|
2.95K
$496K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3+ 0.17% |
$466 - $506
|
1.8K
$303K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
2+ 0.11% |
$311 - $337
|
1.85K
$311K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2+ 0.09% |
$311 - $337
|
2.13K
$359K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
2+ 0.11% |
$311 - $337
|
1.77K
$297K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
2+ 0.08% |
$311 - $337
|
2.51K
$422K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2+ 0.16% |
$311 - $337
|
1.25K
$211K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$311 - $337
|
6.8K
$1.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.05% |
$311 - $337
|
3.84K
$645K
|
|
|
Jul 29, 2024
Q2 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$311 - $337
|
9.99K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2+ 0.04% |
$311 - $337
|
5.36K
$900K
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
2+ 0.09% |
$311 - $337
|
2.25K
$378K
|
|
|
Jul 30, 2024
Q2 2024
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$311 - $337
|
29.4K
$4.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2+ 0.02% |
$311 - $337
|
9.13K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
BUY
|
- |
2+ 0.02% |
$311 - $337
|
9.11K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2+ 0.12% |
$311 - $337
|
1.67K
$281K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2+ 0.07% |
$311 - $337
|
2.84K
$477K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 0.51% |
$311 - $337
|
391
$65.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.08% |
$311 - $337
|
2.66K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
2+ 0.08% |
$311 - $337
|
2.44K
$410K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 1.52% |
$311 - $337
|
134
$22.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2+ 0.47% |
$311 - $337
|
428
$71.9K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
2+ 0.04% |
$311 - $337
|
4.64K
$779K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.5% |
$311 - $337
|
405
$68.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.12% |
$155 - $169
|
844
$142K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1+ 0.02% |
$155 - $169
|
5.18K
$870K
|
|
|
Jul 11, 2024
Q2 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
2.19K
$368K
|
|
|
Jul 15, 2024
Q2 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
1+ 0.07% |
$155 - $169
|
1.4K
$235K
|
|
|
Jul 15, 2024
Q2 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
1.83K
$307K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1+ 0.01% |
$155 - $169
|
10.8K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$155 - $169
|
2.35K
$395K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1+ 0.04% |
$155 - $169
|
2.66K
$447K
|
|
|
Jul 18, 2024
Q2 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
1+ 0.08% |
$155 - $169
|
1.32K
$222K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
1+ 0.01% |
$155 - $169
|
15.1K
$2.54M
|
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
1.9K
$319K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$155 - $169
|
5.57K
$935K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.03% |
$155 - $169
|
2.89K
$486K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$155 - $169
|
4.72K
$794K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
1.98K
$333K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.01% |
$155 - $169
|
7.33K
$1.23M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 0.74% |
$155 - $169
|
136
$22.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$155 - $169
|
5.17K
$869K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$155 - $169
|
3.02K
$507K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$155 - $169
|
4.67K
$784K
|