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 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-107- 6.99% |
$16.6K - $18K
|
1.42K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-107- 2.12% |
$16.6K - $18K
|
4.95K
$878K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-108- 11.25% |
$16.8K - $18.2K
|
852
$151K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-108- 1.76% |
$16.8K - $18.2K
|
6.02K
$1.07M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-108- 2.96% |
$16.8K - $18.2K
|
3.54K
$628K
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Asset Management, LLC
|
SELL
|
- |
-109- 0.55% |
$16.9K - $18.4K
|
19.7K
$3.49M
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-110- 1.04% |
$17.1K - $18.5K
|
10.5K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-110- 6.6% |
$17.1K - $18.5K
|
1.56K
$276K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-110- 0.57% |
$17.1K - $18.5K
|
19.3K
$3.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-112- 0.65% |
$17.4K - $18.9K
|
17.2K
$3.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-112- 0.92% |
$17.4K - $18.9K
|
12.1K
$2.14M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-113- 1.96% |
$17.6K - $19K
|
5.66K
$1M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-114- 1.13% |
$17.7K - $19.2K
|
9.94K
$1.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-114- 1.24% |
$17.7K - $19.2K
|
9.09K
$1.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-115- 2.82% |
$17.9K - $19.4K
|
3.96K
$702K
|
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-116- 4.26% |
$18K - $19.6K
|
2.61K
$463K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-117- 1.41% |
$18.2K - $19.7K
|
8.2K
$1.46M
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-118- 2.35% |
$18.3K - $19.9K
|
4.91K
$871K
|
|
|
Jul 29, 2024
Q2 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-118- 1.2% |
$18.3K - $19.9K
|
9.68K
$1.72M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-119- 0.26% |
$18.5K - $20.1K
|
44.8K
$7.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-119- 3.09% |
$18.5K - $20.1K
|
3.73K
$661K
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-120- 7.36% |
$18.6K - $20.2K
|
1.51K
$268K
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-121- 4.1% |
$18.8K - $20.4K
|
2.83K
$502K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-122- 1.7% |
$19K - $20.6K
|
7.06K
$1.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-122- 1.63% |
$19K - $20.6K
|
7.37K
$1.31M
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
SELL
|
- |
-124- 0.46% |
$19.3K - $20.9K
|
26.7K
$4.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-124- 2.89% |
$19.3K - $20.9K
|
4.16K
$738K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-124- 1.7% |
$19.3K - $20.9K
|
7.18K
$1.27M
|
|
|
Jul 15, 2024
Q2 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-125- 0.67% |
$19.4K - $21.1K
|
18.6K
$3.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-125- 4.42% |
$19.4K - $21.1K
|
2.7K
$479K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-125- 1.75% |
$19.4K - $21.1K
|
7.01K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-125- 0.65% |
$19.4K - $21.1K
|
19K
$3.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-125- 1.14% |
$19.4K - $21.1K
|
10.9K
$1.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-125- 0.24% |
$19.4K - $21.1K
|
51.9K
$9.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-127- 0.69% |
$19.7K - $21.4K
|
18.3K
$3.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-127- 0.15% |
$19.7K - $21.4K
|
87.2K
$15.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-128- 2.42% |
$19.9K - $21.6K
|
5.15K
$914K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-128- 3.87% |
$19.9K - $21.6K
|
3.18K
$564K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-128- 0.19% |
$19.9K - $21.6K
|
66.7K
$11.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-129- 2.3% |
$20K - $21.7K
|
5.47K
$970K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-129- 33.33% |
$20K - $21.7K
|
258
$45.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-129- 3.32% |
$20K - $21.7K
|
3.75K
$665K
|
|
|
Aug 12, 2024
Q2 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-130- 2.59% |
$20.2K - $21.9K
|
4.88K
$866K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-131- 2.34% |
$20.3K - $22.1K
|
5.46K
$969K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-131- 2.44% |
$20.3K - $22.1K
|
5.24K
$930K
|
|
|
Aug 13, 2024
Q2 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-132- 0.76% |
$20.5K - $22.2K
|
17.3K
$3.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-133- 1.71% |
$20.7K - $22.4K
|
7.66K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-133- 0.78% |
$20.7K - $22.4K
|
16.9K
$3M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-133- 2.08% |
$20.7K - $22.4K
|
6.26K
$1.11M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-134- 0.17% |
$20.8K - $22.6K
|
76.5K
$13.6M
|