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 17, 2024
Q3 2024
|
D. Scott Neal, Inc.
|
BUY
|
- |
9+ 0.28% |
$1.45K - $1.6K
|
3.27K
$586K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
9+ 0.5% |
$1.45K - $1.6K
|
1.81K
$324K
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
9+ 0.17% |
$1.45K - $1.6K
|
5.36K
$960K
|
|
|
Nov 14, 2024
Q3 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
9+ 0.61% |
$1.45K - $1.6K
|
1.49K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
9+ 0.14% |
$1.45K - $1.6K
|
6.4K
$1.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
8+ 0.12% |
$1.29K - $1.42K
|
6.75K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
8+ 0.37% |
$1.29K - $1.42K
|
2.15K
$385K
|
|
|
Oct 28, 2024
Q3 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
8+ 0.07% |
$1.29K - $1.42K
|
11.8K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 0.21% |
$1.29K - $1.42K
|
3.91K
$700K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
8+ 0.45% |
$1.29K - $1.42K
|
1.77K
$317K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
8+ 0.59% |
$1.29K - $1.42K
|
1.37K
$246K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
8+ 0.02% |
$1.29K - $1.42K
|
32.6K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8+ 0.07% |
$1.29K - $1.42K
|
11.7K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
8+ 0.09% |
$1.29K - $1.42K
|
8.55K
$1.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
8+ 0.1% |
$1.29K - $1.42K
|
8.39K
$1.5M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
7+ 0.56% |
$1.13K - $1.24K
|
1.26K
$226K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.25% |
$1.13K - $1.24K
|
2.85K
$511K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7+ 0.13% |
$1.13K - $1.24K
|
5.48K
$982K
|
|
|
Nov 01, 2024
Q3 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$1.13K - $1.24K
|
10.1K
$1.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7+ 0.22% |
$1.13K - $1.24K
|
3.2K
$573K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
7+ 0.19% |
$1.13K - $1.24K
|
3.7K
$664K
|
|
|
Nov 13, 2024
Q3 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
7+ 0.16% |
$1.13K - $1.24K
|
4.28K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
7+ 0.25% |
$1.13K - $1.24K
|
2.83K
$507K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
6+ 0.18% |
$965 - $1.07K
|
3.42K
$613K
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$965 - $1.07K
|
3.46K
$620K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.31% |
$965 - $1.07K
|
1.92K
$345K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6+ 0.12% |
$965 - $1.07K
|
5.14K
$922K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
BUY
|
- |
6+ 0.09% |
$965 - $1.07K
|
6.71K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
6+ 4.41% |
$965 - $1.07K
|
142
$25.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
6+ 0.22% |
$965 - $1.07K
|
2.71K
$486K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6+ 0.21% |
$965 - $1.07K
|
2.8K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.15% |
$965 - $1.07K
|
4.05K
$725K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
6+ 0.38% |
$965 - $1.07K
|
1.59K
$286K
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
BUY
|
- |
5+ 0.36% |
$804 - $889
|
1.4K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.09% |
$804 - $889
|
5.86K
$1.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5+ 0.09% |
$804 - $889
|
5.82K
$1.04M
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.04% |
$804 - $889
|
14.1K
$2.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Dillon & Associates Inc
|
BUY
|
- |
5+ 0.02% |
$804 - $889
|
20.3K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5+ 0.26% |
$804 - $889
|
1.93K
$345K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
5+ 0.15% |
$804 - $889
|
3.45K
$618K
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
BUY
|
- |
4+ 0.25% |
$643 - $711
|
1.6K
$287K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.09% |
$643 - $711
|
4.4K
$788K
|
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$643 - $711
|
3.74K
$670K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$643 - $711
|
7.85K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
4+ 0.23% |
$643 - $711
|
1.72K
$309K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4+ 0.02% |
$643 - $711
|
16.6K
$2.97M
|
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
4+ 0.03% |
$643 - $711
|
13.2K
$2.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3+ 0.09% |
$482 - $533
|
3.36K
$602K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 0.77% |
$482 - $533
|
394
$70.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.08% |
$482 - $533
|
3.73K
$668K
|