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 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
102+ 4.12% |
$16.4K - $18.1K
|
2.58K
$462K
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
102+ 0.4% |
$16.4K - $18.1K
|
25.5K
$4.57M
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
101+ 0.56% |
$16.2K - $18K
|
18K
$3.23M
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
101+ 8.54% |
$16.2K - $18K
|
1.28K
$230K
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
101+ 2.26% |
$16.2K - $18K
|
4.57K
$820K
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
100+ 7.53% |
$16.1K - $17.8K
|
1.43K
$256K
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
100+ 0.97% |
$16.1K - $17.8K
|
10.4K
$1.87M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
100+ 1.1% |
$16.1K - $17.8K
|
9.2K
$1.65M
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
100New |
$16.1K - $17.8K
|
100
$17.9K
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 2.7% |
$16.1K - $17.8K
|
3.8K
$681K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
99+ 0.73% |
$15.9K - $17.6K
|
13.6K
$2.44M
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
99+ 2.51% |
$15.9K - $17.6K
|
4.05K
$726K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
98+ 2.58% |
$15.8K - $17.4K
|
3.89K
$698K
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
98+ 6.93% |
$15.8K - $17.4K
|
1.51K
$271K
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
97+ 8.68% |
$15.6K - $17.2K
|
1.21K
$218K
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
97+ 3.45% |
$15.6K - $17.2K
|
2.91K
$522K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
97+ 4.53% |
$15.6K - $17.2K
|
2.24K
$401K
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
96+ 3.72% |
$15.4K - $17.1K
|
2.68K
$480K
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
95+ 0.94% |
$15.3K - $16.9K
|
10.1K
$1.82M
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
95+ 0.61% |
$15.3K - $16.9K
|
15.7K
$2.81M
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
94+ 0.9% |
$15.1K - $16.7K
|
10.6K
$1.9M
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
94+ 0.82% |
$15.1K - $16.7K
|
11.6K
$2.07M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
93+ 11.02% |
$15K - $16.5K
|
937
$168K
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
92+ 6.94% |
$14.8K - $16.4K
|
1.42K
$254K
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
91+ 2.58% |
$14.6K - $16.2K
|
3.62K
$649K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
91+ 0.52% |
$14.6K - $16.2K
|
17.6K
$3.15M
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
91+ 4.55% |
$14.6K - $16.2K
|
2.09K
$375K
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
90+ 0.94% |
$14.5K - $16K
|
9.65K
$1.73M
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
90+ 3.39% |
$14.5K - $16K
|
2.74K
$491K
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
89+ 2.8% |
$14.3K - $15.8K
|
3.27K
$586K
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
89+ 22.65% |
$14.3K - $15.8K
|
482
$86.4K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
89+ 0.14% |
$14.3K - $15.8K
|
64.7K
$11.6M
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
88+ 1.41% |
$14.1K - $15.6K
|
6.32K
$1.13M
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
87+ 1.14% |
$14K - $15.5K
|
7.74K
$1.39M
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
87+ 5.43% |
$14K - $15.5K
|
1.69K
$303K
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
87+ 0.63% |
$14K - $15.5K
|
14K
$2.5M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
87+ 3.83% |
$14K - $15.5K
|
2.36K
$423K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
86+ 0.54% |
$13.8K - $15.3K
|
16K
$2.87M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
85+ 2.12% |
$13.7K - $15.1K
|
4.09K
$733K
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
83+ 2.8% |
$13.3K - $14.8K
|
3.05K
$546K
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
82+ 2.71% |
$13.2K - $14.6K
|
3.11K
$557K
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
82+ 0.99% |
$13.2K - $14.6K
|
8.33K
$1.49M
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
81+ 1.25% |
$13K - $14.4K
|
6.57K
$1.18M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
81+ 2.74% |
$13K - $14.4K
|
3.04K
$545K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
80+ 22.66% |
$12.9K - $14.2K
|
433
$77.6K
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
80+ 1.93% |
$12.9K - $14.2K
|
4.23K
$758K
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
79+ 0.74% |
$12.7K - $14K
|
10.8K
$1.93M
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
79+ 4.78% |
$12.7K - $14K
|
1.73K
$310K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
78+ 3.95% |
$12.5K - $13.9K
|
2.06K
$368K
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
78+ 3.03% |
$12.5K - $13.9K
|
2.65K
$475K
|