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 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-828- 0.58% |
$133K - $147K
|
143K
$25.6M
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-832- 1.63% |
$134K - $148K
|
50.2K
$9.01M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-835- 1.08% |
$134K - $148K
|
76.7K
$13.7M
|
|
Nov 14, 2024
Q3 2024
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-835- 1.24% |
$134K - $148K
|
66.7K
$12M
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-836- 17.96% |
$134K - $149K
|
3.82K
$685K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-839- 2.13% |
$135K - $149K
|
38.6K
$6.93M
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-849- 3.03% |
$136K - $151K
|
27.1K
$4.87M
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-852- 2.89% |
$137K - $152K
|
28.7K
$5.14M
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-862- 89.51% |
$139K - $153K
|
101
$18.1K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-863- 1.44% |
$139K - $153K
|
59.2K
$10.6M
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-863- 0.38% |
$139K - $153K
|
226K
$40.4M
|
|
Oct 24, 2024
Q3 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-864- 42.15% |
$139K - $154K
|
1.19K
$213K
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-868- 4.84% |
$140K - $154K
|
17.1K
$3.06M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-870- 17.33% |
$140K - $155K
|
4.15K
$744K
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-871- 4.07% |
$140K - $155K
|
20.5K
$3.68M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-879- 1.5% |
$141K - $156K
|
57.8K
$10.4M
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-879- 2.87% |
$141K - $156K
|
29.7K
$5.33M
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-884- 4.75% |
$142K - $157K
|
17.7K
$3.18M
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-884- 28.56% |
$142K - $157K
|
2.21K
$396K
|
|
Nov 14, 2024
Q3 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-886- 10.3% |
$142K - $158K
|
7.72K
$1.38M
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-887- 19.66% |
$143K - $158K
|
3.62K
$650K
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-888- 6.0% |
$143K - $158K
|
13.9K
$2.5M
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-894- 12.6% |
$144K - $159K
|
6.2K
$1.11M
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
SELL
|
- |
-916- 1.4% |
$147K - $163K
|
64.5K
$11.6M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-916- 35.11% |
$147K - $163K
|
1.69K
$304K
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-921- 29.13% |
$148K - $164K
|
2.24K
$402K
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-921- 12.43% |
$148K - $164K
|
6.49K
$1.16M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-923- 5.3% |
$148K - $164K
|
16.5K
$2.96M
|
|
Nov 14, 2024
Q3 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-924- 3.81% |
$149K - $164K
|
23.3K
$4.18M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
SELL
|
- |
-925- 4.09% |
$149K - $164K
|
21.7K
$3.89M
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-930- 4.26% |
$150K - $165K
|
20.9K
$3.75M
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-931- 11.11% |
$150K - $166K
|
7.45K
$1.34M
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-932- 43.74% |
$150K - $166K
|
1.2K
$215K
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-938- 3.89% |
$151K - $167K
|
23.1K
$4.15M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-938- 4.94% |
$151K - $167K
|
18K
$3.23M
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-940- 2.5% |
$151K - $167K
|
36.6K
$6.56M
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-941- 0.95% |
$151K - $167K
|
98.3K
$17.6M
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-944- 1.13% |
$152K - $168K
|
82.3K
$14.8M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-946- 1.77% |
$152K - $168K
|
52.5K
$9.41M
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-948- 4.34% |
$152K - $169K
|
20.9K
$3.74M
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-950- 2.16% |
$153K - $169K
|
43.1K
$7.73M
|
|
Nov 15, 2024
Q3 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-950- 1.67% |
$153K - $169K
|
56K
$10M
|
|
Nov 14, 2024
Q3 2024
|
Rench Wealth Management, Inc.
Denton, TX |
SELL
|
- |
-954- 1.68% |
$153K - $170K
|
55.8K
$10M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-957- 1.54% |
$154K - $170K
|
61.1K
$11M
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-962- 8.55% |
$155K - $171K
|
10.3K
$1.84M
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-963- 23.96% |
$155K - $171K
|
3.06K
$548K
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-969- 1.76% |
$156K - $172K
|
54.1K
$9.71M
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-971- 6.13% |
$156K - $173K
|
14.9K
$2.66M
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-980- 2.23% |
$158K - $174K
|
43K
$7.7M
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-987- 20.21% |
$159K - $176K
|
3.9K
$699K
|