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 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-412- 4.0% |
$64K - $69.4K
|
9.88K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-414- 0.58% |
$64.3K - $69.8K
|
70.7K
$11.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
SELL
|
- |
-414- 2.97% |
$64.3K - $69.8K
|
13.5K
$2.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-414- 0.58% |
$64.3K - $69.8K
|
71.4K
$12M
|
|
|
Aug 05, 2024
Q2 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-417- 0.89% |
$64.8K - $70.3K
|
46.5K
$7.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-417- 0.8% |
$64.8K - $70.3K
|
51.4K
$8.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-417- 11.73% |
$64.8K - $70.3K
|
3.14K
$526K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-418- 16.79% |
$64.9K - $70.5K
|
2.07K
$347K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-420- 6.3% |
$65.2K - $70.8K
|
6.25K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-420- 8.64% |
$65.2K - $70.8K
|
4.44K
$745K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-421- 5.0% |
$65.4K - $71K
|
8K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-431- 0.23% |
$66.9K - $72.6K
|
185K
$31M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-434- 9.39% |
$67.4K - $73.2K
|
4.19K
$702K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-435- 1.62% |
$67.6K - $73.3K
|
26.4K
$4.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-436- 5.26% |
$67.7K - $73.5K
|
7.86K
$1.32M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-436- 0.94% |
$67.7K - $73.5K
|
46K
$7.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-437- 6.88% |
$67.9K - $73.7K
|
5.92K
$993K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-438- 3.24% |
$68K - $73.8K
|
13.1K
$2.2M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-439- 2.98% |
$68.2K - $74K
|
14.3K
$2.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-439- 2.27% |
$68.2K - $74K
|
18.9K
$3.17M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-440- 16.21% |
$68.3K - $74.2K
|
2.27K
$382K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-442- 0.19% |
$68.7K - $74.5K
|
236K
$39.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-448- 0.89% |
$69.6K - $75.5K
|
49.7K
$8.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-449- 2.3% |
$69.7K - $75.7K
|
19K
$3.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-449- 1.07% |
$69.7K - $75.7K
|
41.4K
$6.95M
|
|
|
Jul 17, 2024
Q2 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-453- 1.67% |
$70.4K - $76.4K
|
26.7K
$4.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-453- 18.41% |
$70.4K - $76.4K
|
2.01K
$337K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-454- 0.9% |
$70.5K - $76.5K
|
50.1K
$8.41M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-455- 24.84% |
$70.7K - $76.7K
|
1.38K
$231K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-457- 15.69% |
$71K - $77K
|
2.46K
$412K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-462- 4.42% |
$71.8K - $77.9K
|
9.99K
$1.68M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-469- 1.91% |
$72.8K - $79.1K
|
24.1K
$4.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-469- 1.45% |
$72.8K - $79.1K
|
32K
$5.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-471- 5.0% |
$73.2K - $79.4K
|
8.96K
$1.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-472- 8.67% |
$73.3K - $79.6K
|
4.97K
$834K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-472- 0.7% |
$73.3K - $79.6K
|
66.8K
$11.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-473- 23.07% |
$73.5K - $79.7K
|
1.58K
$265K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-474- 0.59% |
$73.6K - $79.9K
|
79.4K
$13.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Independent Investors Inc
|
SELL
|
- |
-475- 0.86% |
$73.8K - $80.1K
|
54.7K
$9.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
SELL
|
- |
-476- 0.32% |
$73.9K - $80.2K
|
149K
$25M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-477- 10.78% |
$74.1K - $80.4K
|
3.95K
$662K
|
|
|
Aug 12, 2024
Q2 2024
|
Humankind Investments LLC
|
SELL
|
- |
-479- 1.4% |
$74.4K - $80.7K
|
33.8K
$5.66M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-480- 5.01% |
$74.6K - $80.9K
|
9.1K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-484- 0.31% |
$75.2K - $81.6K
|
156K
$26.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-485- 5.48% |
$75.3K - $81.8K
|
8.36K
$1.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
SELL
|
- |
-489- 4.09% |
$76K - $82.4K
|
11.5K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-492- 0.64% |
$76.4K - $82.9K
|
77K
$12.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-493- 0.75% |
$76.6K - $83.1K
|
65.2K
$10.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-495- 0.65% |
$76.9K - $83.4K
|
75.4K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-496- 2.55% |
$77K - $83.6K
|
19K
$3.19M
|