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 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
82+ 0.99% |
$13.2K - $14.6K
|
8.33K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
81+ 1.25% |
$13K - $14.4K
|
6.57K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
81+ 2.74% |
$13K - $14.4K
|
3.04K
$496K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
80+ 22.66% |
$12.9K - $14.2K
|
433
$70.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
80+ 1.93% |
$12.9K - $14.2K
|
4.23K
$688K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
79+ 0.74% |
$12.7K - $14K
|
10.8K
$1.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
79+ 4.78% |
$12.7K - $14K
|
1.73K
$282K
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
78+ 3.95% |
$12.5K - $13.9K
|
2.06K
$335K
|
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
78+ 3.03% |
$12.5K - $13.9K
|
2.65K
$432K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
77+ 0.97% |
$12.4K - $13.7K
|
7.98K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
77+ 0.2% |
$12.4K - $13.7K
|
37.8K
$6.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Lindenwold Advisors
|
BUY
|
- |
77+ 0.51% |
$12.4K - $13.7K
|
15.3K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
76+ 1.87% |
$12.2K - $13.5K
|
4.14K
$674K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
76+ 2.7% |
$12.2K - $13.5K
|
2.89K
$471K
|
|
|
Oct 23, 2024
Q3 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
76+ 3.27% |
$12.2K - $13.5K
|
2.4K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
75+ 0.57% |
$12.1K - $13.3K
|
13.2K
$2.15M
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
75+ 0.44% |
$12.1K - $13.3K
|
17K
$2.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
74+ 0.56% |
$11.9K - $13.2K
|
13.2K
$2.15M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
74+ 3.71% |
$11.9K - $13.2K
|
2.07K
$337K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
74+ 2.73% |
$11.9K - $13.2K
|
2.79K
$454K
|
|
|
Oct 08, 2024
Q3 2024
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
73+ 3.33% |
$11.7K - $13K
|
2.26K
$368K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
73+ 0.25% |
$11.7K - $13K
|
29.6K
$4.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
73+ 6.13% |
$11.7K - $13K
|
1.26K
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
72+ 0.14% |
$11.6K - $12.8K
|
51.2K
$8.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
72+ 3.24% |
$11.6K - $12.8K
|
2.3K
$374K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
71+ 0.52% |
$11.4K - $12.6K
|
13.8K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
71+ 3.08% |
$11.4K - $12.6K
|
2.38K
$387K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
70+ 1.37% |
$11.3K - $12.4K
|
5.17K
$842K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
70+ 1.57% |
$11.3K - $12.4K
|
4.53K
$737K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
69+ 1.55% |
$11.1K - $12.3K
|
4.51K
$735K
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
69+ 0.51% |
$11.1K - $12.3K
|
13.7K
$2.23M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
67+ 0.47% |
$10.8K - $11.9K
|
14.3K
$2.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
67+ 1.85% |
$10.8K - $11.9K
|
3.7K
$602K
|
|
|
Nov 05, 2024
Q3 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
67+ 0.13% |
$10.8K - $11.9K
|
52.5K
$8.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
67+ 4.87% |
$10.8K - $11.9K
|
1.44K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
67+ 1.63% |
$10.8K - $11.9K
|
4.17K
$680K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
66+ 2.61% |
$10.6K - $11.7K
|
2.6K
$423K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
65+ 2.43% |
$10.4K - $11.6K
|
2.74K
$446K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
65+ 0.04% |
$10.4K - $11.6K
|
157K
$25.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
65+ 5.13% |
$10.4K - $11.6K
|
1.33K
$217K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
63+ 0.33% |
$10.1K - $11.2K
|
19K
$3.09M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
62+ 0.66% |
$9.97K - $11K
|
9.42K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
61+ 0.71% |
$9.81K - $10.8K
|
8.7K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
61+ 11.21% |
$9.81K - $10.8K
|
605
$98.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
60+ 1.72% |
$9.65K - $10.7K
|
3.55K
$579K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
60+ 2.31% |
$9.65K - $10.7K
|
2.66K
$433K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
60+ 61.86% |
$9.65K - $10.7K
|
157
$25.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
59+ 0.64% |
$9.48K - $10.5K
|
9.22K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
59+ 2.79% |
$9.48K - $10.5K
|
2.17K
$353K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
59+ 1.07% |
$9.48K - $10.5K
|
5.56K
$906K
|