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 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
428+ 0.19% |
$68.8K - $76.1K
|
229K
$41.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
427+ 19.65% |
$68.6K - $75.9K
|
2.6K
$466K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
427+ 6.98% |
$68.6K - $75.9K
|
6.54K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
424+ 1.76% |
$68.2K - $75.4K
|
24.5K
$4.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Wendell David Associates Inc
|
BUY
|
- |
424+ 0.46% |
$68.2K - $75.4K
|
93.4K
$16.8M
|
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
424+ 0.94% |
$68.2K - $75.4K
|
45.4K
$8.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
422+ 12.55% |
$67.8K - $75K
|
3.78K
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
419+ 2.33% |
$67.4K - $74.5K
|
18.4K
$3.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
BUY
|
- |
419+ 4.83% |
$67.4K - $74.5K
|
9.1K
$1.63M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
419+ 0.97% |
$67.4K - $74.5K
|
43.7K
$7.84M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
419+ 0.93% |
$67.4K - $74.5K
|
45.5K
$8.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
418+ 5.49% |
$67.2K - $74.3K
|
8.03K
$1.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
414+ 13.71% |
$66.6K - $73.6K
|
3.43K
$616K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
414+ 5.13% |
$66.6K - $73.6K
|
8.48K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
411+ 0.82% |
$66.1K - $73.1K
|
50.5K
$9.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
411+ 18.73% |
$66.1K - $73.1K
|
2.61K
$467K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
410+ 7.13% |
$65.9K - $72.9K
|
6.16K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
410+ 11.58% |
$65.9K - $72.9K
|
3.95K
$709K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
409+ 1.29% |
$65.8K - $72.7K
|
32.2K
$5.77M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
407+ 8.09% |
$65.4K - $72.4K
|
5.44K
$975K
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
407+ 4.1% |
$65.4K - $72.4K
|
10.3K
$1.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
407+ 16.87% |
$65.4K - $72.4K
|
2.82K
$505K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
407New |
$65.4K - $72.4K
|
407
$73K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
407+ 9.35% |
$65.4K - $72.4K
|
4.76K
$853K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
405+ 1.57% |
$65.1K - $72K
|
26.2K
$4.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
401+ 8.35% |
$64.5K - $71.3K
|
5.2K
$933K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
400+ 33.39% |
$64.3K - $71.1K
|
1.6K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
400+ 1.11% |
$64.3K - $71.1K
|
36.5K
$6.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
399+ 8.73% |
$64.1K - $71K
|
4.97K
$891K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
395+ 1.49% |
$63.5K - $70.2K
|
27K
$4.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
393+ 6.31% |
$63.2K - $69.9K
|
6.62K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
393+ 3.96% |
$63.2K - $69.9K
|
10.3K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
393+ 1.39% |
$63.2K - $69.9K
|
28.6K
$5.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
392+ 7.5% |
$63K - $69.7K
|
5.62K
$1.01M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
392+ 0.72% |
$63K - $69.7K
|
55.1K
$9.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
386+ 3.91% |
$62.1K - $68.6K
|
10.3K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
384+ 1.44% |
$61.7K - $68.3K
|
27.1K
$4.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
379+ 3.9% |
$60.9K - $67.4K
|
10.1K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
373+ 0.64% |
$60K - $66.3K
|
58.7K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
372+ 1.34% |
$59.8K - $66.1K
|
28.2K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
369+ 3.93% |
$59.3K - $65.6K
|
9.75K
$1.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
365+ 8.11% |
$58.7K - $64.9K
|
4.86K
$872K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
364+ 6.07% |
$58.5K - $64.7K
|
6.36K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
364+ 65.59% |
$58.5K - $64.7K
|
919
$165K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
363+ 2.04% |
$58.4K - $64.5K
|
18.1K
$3.25M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
361+ 12.76% |
$58K - $64.2K
|
3.19K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
360+ 8.58% |
$57.9K - $64K
|
4.56K
$817K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
360+ 3.87% |
$57.9K - $64K
|
9.66K
$1.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
356+ 2.01% |
$57.2K - $63.3K
|
18K
$3.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
355+ 5.14% |
$57.1K - $63.1K
|
7.27K
$1.3M
|