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
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-201- 75.56% |
$31.2K - $33.9K
|
65
$11.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-202- 7.87% |
$31.4K - $34K
|
2.37K
$420K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-202- 5.96% |
$31.4K - $34K
|
3.19K
$566K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-204- 0.14% |
$31.7K - $34.4K
|
144K
$25.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-205- 10.69% |
$31.8K - $34.6K
|
1.71K
$304K
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-206- 3.07% |
$32K - $34.7K
|
6.51K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-207- 2.68% |
$32.2K - $34.9K
|
7.52K
$1.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-208- 1.75% |
$32.3K - $35.1K
|
11.7K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-211- 2.23% |
$32.8K - $35.6K
|
9.26K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-211- 0.52% |
$32.8K - $35.6K
|
40.4K
$7.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-212- 6.56% |
$32.9K - $35.7K
|
3.02K
$536K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-214- 10.26% |
$33.2K - $36.1K
|
1.87K
$332K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-214- 1.13% |
$33.2K - $36.1K
|
18.7K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
SELL
|
- |
-218- 2.54% |
$33.9K - $36.7K
|
8.35K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-219- 2.52% |
$34K - $36.9K
|
8.48K
$1.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-220- 1.1% |
$34.2K - $37.1K
|
19.9K
$3.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-220- 9.68% |
$34.2K - $37.1K
|
2.05K
$364K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-221- 5.1% |
$34.3K - $37.3K
|
4.11K
$729K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-221- 3.4% |
$34.3K - $37.3K
|
6.28K
$1.11M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-221- 1.7% |
$34.3K - $37.3K
|
12.7K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-222- 0.31% |
$34.5K - $37.4K
|
70.4K
$12.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-222- 0.85% |
$34.5K - $37.4K
|
25.8K
$4.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-223- 4.69% |
$34.6K - $37.6K
|
4.53K
$803K
|
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-224- 1.68% |
$34.8K - $37.8K
|
13.1K
$2.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-224- 4.08% |
$34.8K - $37.8K
|
5.27K
$934K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-224- 1.5% |
$34.8K - $37.8K
|
14.8K
$2.62M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-225- 13.34% |
$34.9K - $37.9K
|
1.46K
$259K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-226- 0.21% |
$35.1K - $38.1K
|
109K
$19.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-226- 1.12% |
$35.1K - $38.1K
|
20K
$3.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-226- 2.45% |
$35.1K - $38.1K
|
8.99K
$1.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-227- 3.7% |
$35.3K - $38.3K
|
5.91K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-229- 0.45% |
$35.6K - $38.6K
|
50.9K
$9.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-229- 11.13% |
$35.6K - $38.6K
|
1.83K
$324K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-231- 1.96% |
$35.9K - $38.9K
|
11.5K
$2.05M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-232- 5.14% |
$36K - $39.1K
|
4.28K
$760K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-232- 0.78% |
$36K - $39.1K
|
29.5K
$5.24M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-233- 9.54% |
$36.2K - $39.3K
|
2.21K
$392K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-234- 17.22% |
$36.3K - $39.4K
|
1.13K
$200K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-234- 0.46% |
$36.3K - $39.4K
|
51.1K
$9.06M
|
|
|
Aug 06, 2024
Q2 2024
|
X Square Capital, LLC
|
SELL
|
- |
-234- 5.24% |
$36.3K - $39.4K
|
4.23K
$751K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-234- 0.62% |
$36.3K - $39.4K
|
37.3K
$6.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-235- 5.49% |
$36.5K - $39.6K
|
4.05K
$718K
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-236- 8.61% |
$36.7K - $39.8K
|
2.51K
$445K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-236- 4.61% |
$36.7K - $39.8K
|
4.88K
$865K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-237- 0.35% |
$36.8K - $39.9K
|
67.2K
$11.9M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-237- 7.64% |
$36.8K - $39.9K
|
2.87K
$509K
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
SELL
|
- |
-237- 9.06% |
$36.8K - $39.9K
|
2.38K
$422K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-238- 2.57% |
$37K - $40.1K
|
9.03K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-239- 5.77% |
$37.1K - $40.3K
|
3.91K
$693K
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-239- 8.01% |
$37.1K - $40.3K
|
2.75K
$487K
|