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 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
1.9K
$322K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.02% |
$155 - $169
|
5.57K
$946K
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.03% |
$155 - $169
|
2.89K
$491K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$155 - $169
|
4.72K
$802K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$155 - $169
|
1.98K
$337K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.01% |
$155 - $169
|
7.33K
$1.25M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 0.74% |
$155 - $169
|
136
$23.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$155 - $169
|
5.17K
$878K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$155 - $169
|
3.02K
$513K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$155 - $169
|
4.67K
$793K
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1+ 0.01% |
$155 - $169
|
8.87K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.08% |
$155 - $169
|
1.19K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.26% |
$155 - $169
|
393
$66.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.3% |
$155 - $169
|
337
$57.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.18% |
$155 - $169
|
86
$14.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1+ 0.04% |
$155 - $169
|
2.72K
$463K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
1+ 0.04% |
$155 - $169
|
2.66K
$453K
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
1+ 0.03% |
$155 - $169
|
3.28K
$557K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.01% |
$155 - $169
|
8.47K
$1.44M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-1- 0.03% |
$155 - $169
|
3.28K
$558K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$155 - $169
|
3.22K
$547K
|
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$155 - $169
|
2.45K
$417K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$155 - $169
|
11.4K
$1.93M
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.06% |
$155 - $169
|
1.75K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1- 0.01% |
$155 - $169
|
13.7K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-1- 0.05% |
$155 - $169
|
2.02K
$342K
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1- 0.01% |
$155 - $169
|
19K
$3.22M
|
|
|
Apr 08, 2025
Q2 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-1- 0.06% |
$155 - $169
|
1.69K
$287K
|
|
|
Jul 02, 2024
Q2 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-2- 0.15% |
$311 - $337
|
1.35K
$229K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2- 0.07% |
$311 - $337
|
2.91K
$495K
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-2- 0.03% |
$311 - $337
|
5.72K
$972K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$311 - $337
|
17.7K
$3.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-2- 0.16% |
$311 - $337
|
1.28K
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2- 0.01% |
$311 - $337
|
14.9K
$2.52M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2- 0.12% |
$311 - $337
|
1.64K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2- 0.05% |
$311 - $337
|
4.43K
$753K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-2- 0.58% |
$311 - $337
|
343
$58.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3- 0.01% |
$466 - $506
|
33.4K
$5.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-3- 0.2% |
$466 - $506
|
1.48K
$251K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3- 0.01% |
$466 - $506
|
42.2K
$7.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-3- 0.12% |
$466 - $506
|
2.44K
$414K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-3- 0.22% |
$466 - $506
|
1.36K
$231K
|
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4- 0.08% |
$621 - $674
|
4.86K
$825K
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-4- 0.1% |
$621 - $674
|
3.9K
$663K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-4- 0.04% |
$621 - $674
|
10.4K
$1.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
SELL
|
- |
-4- 0.06% |
$621 - $674
|
6.47K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 0.5% |
$621 - $674
|
802
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 0.1% |
$621 - $674
|
3.9K
$662K
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-5- 0.01% |
$777 - $843
|
34.1K
$5.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-5- 0.2% |
$777 - $843
|
2.55K
$433K
|