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 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 0.55% |
$2.89K - $3.2K
|
3.28K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.02% |
$2.89K - $3.2K
|
1.79K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
18+ 0.41% |
$2.89K - $3.2K
|
4.45K
$798K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
17+ 0.37% |
$2.73K - $3.02K
|
4.63K
$829K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
17+ 0.03% |
$2.73K - $3.02K
|
65.2K
$11.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
16+ 0.31% |
$2.57K - $2.85K
|
5.19K
$931K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
16+ 0.3% |
$2.57K - $2.85K
|
5.27K
$946K
|
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.32% |
$2.57K - $2.85K
|
5K
$897K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
16+ 0.48% |
$2.57K - $2.85K
|
3.37K
$604K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.05% |
$2.41K - $2.67K
|
29.2K
$5.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15+ 0.51% |
$2.41K - $2.67K
|
2.93K
$525K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
15+ 0.29% |
$2.41K - $2.67K
|
5.27K
$945K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
15+ 1.11% |
$2.41K - $2.67K
|
1.37K
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
15+ 0.58% |
$2.41K - $2.67K
|
2.62K
$469K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
15+ 0.58% |
$2.41K - $2.67K
|
2.61K
$468K
|
|
|
Oct 31, 2024
Q3 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
15+ 0.5% |
$2.41K - $2.67K
|
3.04K
$545K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
15+ 0.19% |
$2.41K - $2.67K
|
7.75K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
15+ 0.42% |
$2.41K - $2.67K
|
3.6K
$646K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14+ 0.8% |
$2.25K - $2.49K
|
1.76K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14+ 36.84% |
$2.25K - $2.49K
|
52
$9.32K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.43% |
$2.25K - $2.49K
|
3.27K
$586K
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
14+ 0.13% |
$2.25K - $2.49K
|
10.7K
$1.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
14+ 0.28% |
$2.25K - $2.49K
|
5.03K
$902K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14+ 0.34% |
$2.25K - $2.49K
|
4.13K
$740K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
14+ 0.72% |
$2.25K - $2.49K
|
1.96K
$352K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
14+ 0.65% |
$2.25K - $2.49K
|
2.16K
$387K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
14+ 3.45% |
$2.25K - $2.49K
|
420
$75.3K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
14+ 1.48% |
$2.25K - $2.49K
|
958
$172K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 0.54% |
$2.09K - $2.31K
|
2.43K
$436K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
13+ 0.22% |
$2.09K - $2.31K
|
6.03K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
13+ 0.12% |
$2.09K - $2.31K
|
11.1K
$2M
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
13+ 0.11% |
$2.09K - $2.31K
|
12.3K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
13+ 0.78% |
$2.09K - $2.31K
|
1.69K
$303K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$1.93K - $2.13K
|
5.41K
$971K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
12+ 1.07% |
$1.93K - $2.13K
|
1.13K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12+ 0.15% |
$1.93K - $2.13K
|
7.86K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
12+ 0.61% |
$1.93K - $2.13K
|
1.97K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12+ 0.1% |
$1.93K - $2.13K
|
12.4K
$2.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
11+ 0.17% |
$1.77K - $1.96K
|
6.47K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11+ 0.55% |
$1.77K - $1.96K
|
2K
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
11+ 0.37% |
$1.77K - $1.96K
|
3K
$538K
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.12% |
$1.77K - $1.96K
|
9K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
11+ 0.39% |
$1.77K - $1.96K
|
2.85K
$511K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.42% |
$1.61K - $1.78K
|
2.38K
$426K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10+ 0.12% |
$1.61K - $1.78K
|
8.01K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.37% |
$1.61K - $1.78K
|
2.7K
$483K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
9+ 0.16% |
$1.45K - $1.6K
|
5.78K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
9+ 0.07% |
$1.45K - $1.6K
|
12.1K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
9+ 0.02% |
$1.45K - $1.6K
|
37.7K
$6.77M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
9+ 0.18% |
$1.45K - $1.6K
|
5.13K
$921K
|