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
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.04K- 5.83% |
$162K - $176K
|
16.8K
$2.86M
|
|
|
Jul 26, 2024
Q2 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.05K- 10.76% |
$163K - $176K
|
8.69K
$1.48M
|
|
|
Aug 02, 2024
Q2 2024
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.05K- 1.56% |
$163K - $177K
|
66.5K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-1.05K- 4.26% |
$164K - $178K
|
23.7K
$4.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.06K- 19.93% |
$164K - $178K
|
4.24K
$721K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.06K- 1.89% |
$164K - $179K
|
54.9K
$9.33M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.06K- 18.59% |
$165K - $179K
|
4.66K
$792K
|
|
|
Sep 16, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-1.08K- 1.27% |
$167K - $182K
|
83.5K
$14.2M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.08K- 8.05% |
$168K - $182K
|
12.3K
$2.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
SELL
|
- |
-1.08K- 1.16% |
$168K - $182K
|
92.4K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.09K- 2.17% |
$169K - $184K
|
49.2K
$8.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.09K- 3.39% |
$170K - $184K
|
31.1K
$5.29M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.1K- 16.71% |
$170K - $185K
|
5.46K
$928K
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-1.1K- 2.0% |
$171K - $185K
|
53.9K
$9.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-1.1K- 1.91% |
$171K - $186K
|
56.8K
$9.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-1.11K- 1.26% |
$172K - $187K
|
86.7K
$14.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.11K- 0.08% |
$172K - $187K
|
1.4M
$238M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11K- 1.87% |
$173K - $187K
|
58.2K
$9.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 39.81% |
$173K - $188K
|
1.68K
$286K
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-1.12K- 2.58% |
$173K - $188K
|
42.1K
$7.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.12K- 21.1% |
$174K - $189K
|
4.18K
$711K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.12K- 14.32% |
$174K - $189K
|
6.72K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.13K- 14.01% |
$175K - $190K
|
6.91K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.13K- 2.92% |
$175K - $190K
|
37.4K
$6.36M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.14K- 0.9% |
$177K - $192K
|
125K
$21.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.15K- 4.8% |
$178K - $193K
|
22.7K
$3.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.15K- 3.67% |
$178K - $194K
|
30.1K
$5.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.15K- 9.77% |
$179K - $194K
|
10.6K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.15K- 3.45% |
$179K - $194K
|
32.2K
$5.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-1.15K- 4.42% |
$179K - $194K
|
24.9K
$4.24M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.16K- 1.83% |
$180K - $195K
|
62K
$10.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.16K- 3.18% |
$181K - $196K
|
35.4K
$6.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-1.17K- 0.45% |
$182K - $197K
|
257K
$43.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.17K- 0.74% |
$182K - $198K
|
158K
$26.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 0.68% |
$183K - $198K
|
172K
$29.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.19K- 0.28% |
$184K - $200K
|
430K
$73M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.19K- 0.27% |
$185K - $200K
|
433K
$73.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.19K- 7.76% |
$185K - $201K
|
14.2K
$2.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-1.2K- 2.73% |
$186K - $202K
|
42.7K
$7.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.21K- 16.83% |
$187K - $203K
|
5.95K
$1.01M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.21K- 2.86% |
$188K - $204K
|
41.1K
$6.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.21K- 0.92% |
$189K - $205K
|
131K
$22.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.22K- 1.52% |
$189K - $205K
|
78.5K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.22K- 2.43% |
$190K - $206K
|
49.1K
$8.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.23K- 6.93% |
$191K - $207K
|
16.5K
$2.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.23K- 2.56% |
$191K - $207K
|
46.9K
$7.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.24K- 10.03% |
$193K - $210K
|
11.2K
$1.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.25K- 1.46% |
$194K - $210K
|
84.2K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.25K- 4.74% |
$194K - $211K
|
25.1K
$4.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.27K- 7.54% |
$197K - $214K
|
15.6K
$2.64M
|