Purchases and Sales Made in Q3 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.4K+ 3.05% |
$226K - $249K
|
47.4K
$8.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.4K+ 0.43% |
$225K - $249K
|
325K
$58.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.4K+ 1.48% |
$225K - $249K
|
96K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.4K+ 32.97% |
$225K - $248K
|
5.63K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 11.17% |
$224K - $248K
|
13.9K
$2.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
1.39KNew |
$223K - $246K
|
1.39K
$248K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.38K+ 6.25% |
$222K - $246K
|
23.5K
$4.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.38KNew |
$222K - $246K
|
1.38K
$248K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.38K+ 11.98% |
$222K - $245K
|
12.9K
$2.31M
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.38KNew |
$222K - $245K
|
1.38K
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.38K+ 12.82% |
$222K - $245K
|
12.1K
$2.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.36K+ 10.37% |
$218K - $242K
|
14.5K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Tikehau Investment Management
Paris, I0 |
BUY
|
- |
1.36K+ 5.5% |
$218K - $241K
|
26K
$4.67M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.36K+ 1.71% |
$218K - $241K
|
80.8K
$14.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
BUY
|
- |
1.35KNew |
$217K - $240K
|
1.35K
$242K
|
|
|
Nov 07, 2024
Q3 2024
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.35K+ 3.01% |
$217K - $240K
|
46.2K
$8.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.34K+ 23.98% |
$215K - $237K
|
6.9K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.33K+ 7.04% |
$214K - $237K
|
20.3K
$3.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.33K+ 19.64% |
$214K - $237K
|
8.11K
$1.45M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
1.33KNew |
$213K - $236K
|
1.33K
$238K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.33K+ 4.15% |
$213K - $236K
|
33.2K
$5.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
1.32K+ 8.75% |
$213K - $235K
|
16.4K
$2.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.32KNew |
$212K - $235K
|
1.32K
$237K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.32K+ 3.42% |
$212K - $234K
|
39.8K
$7.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.31K+ 5.87% |
$211K - $233K
|
23.7K
$4.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
1.31KNew |
$211K - $233K
|
1.31K
$235K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.31KNew |
$210K - $233K
|
1.31K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.3KNew |
$210K - $232K
|
1.3K
$234K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 1.51% |
$209K - $231K
|
87.4K
$15.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.3KNew |
$209K - $231K
|
1.3K
$233K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.3K+ 2.12% |
$209K - $231K
|
62.5K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.29K+ 6.57% |
$208K - $230K
|
21K
$3.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.29K+ 15.35% |
$208K - $230K
|
9.7K
$1.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.29K+ 3.64% |
$207K - $229K
|
36.7K
$6.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.29K+ 2.11% |
$207K - $229K
|
62.2K
$11.2M
|
|
|
Oct 15, 2024
Q3 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
1.29KNew |
$207K - $229K
|
1.29K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
1.29K+ 0.14% |
$207K - $229K
|
921K
$165M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.28K+ 19.62% |
$206K - $228K
|
7.82K
$1.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.28KNew |
$206K - $228K
|
1.28K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.28KNew |
$206K - $227K
|
1.28K
$229K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1.28KNew |
$205K - $227K
|
1.28K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.25K+ 17.37% |
$200K - $222K
|
8.43K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
1.24KNew |
$200K - $221K
|
1.24K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.24K+ 12.39% |
$199K - $220K
|
11.2K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.24KNew |
$199K - $220K
|
1.24K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 81.68% |
$199K - $220K
|
2.75K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1.23KNew |
$198K - $219K
|
1.23K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.23KNew |
$198K - $219K
|
1.23K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.23K+ 0.86% |
$197K - $218K
|
143K
$25.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.23K+ 3.9% |
$197K - $218K
|
32.7K
$5.86M
|