Purchases and Sales Made in Q4 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-329- 18.39% |
$53K - $59.1K
|
1.46K
$243K
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-329- 16.31% |
$53K - $59.1K
|
1.69K
$280K
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-331- 4.33% |
$53.3K - $59.5K
|
7.31K
$1.21M
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-331- 5.0% |
$53.3K - $59.5K
|
6.29K
$1.04M
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-333- 4.06% |
$53.6K - $59.8K
|
7.87K
$1.31M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-333- 2.52% |
$53.6K - $59.8K
|
12.9K
$2.14M
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-334- 4.38% |
$53.8K - $60K
|
7.3K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-338- 20.63% |
$54.4K - $60.7K
|
1.3K
$216K
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-340- 6.6% |
$54.8K - $61.1K
|
4.81K
$800K
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-343- 3.43% |
$55.2K - $61.6K
|
9.66K
$1.6M
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-345- 1.81% |
$55.6K - $62K
|
18.7K
$3.11M
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-352- 4.39% |
$56.7K - $63.3K
|
7.66K
$1.27M
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-365- 10.35% |
$58.8K - $65.6K
|
3.16K
$525K
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-372- 0.47% |
$59.9K - $66.8K
|
79.5K
$13.2M
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-372- 12.21% |
$59.9K - $66.8K
|
2.68K
$444K
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-381- 5.6% |
$61.4K - $68.5K
|
6.42K
$1.07M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-388- 1.04% |
$62.5K - $69.7K
|
37.1K
$6.16M
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-390- 0.86% |
$62.8K - $70.1K
|
44.7K
$7.43M
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-390- 1.42% |
$62.8K - $70.1K
|
27K
$4.49M
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-398- 11.5% |
$64.1K - $71.5K
|
3.06K
$509K
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-400- 8.75% |
$64.4K - $71.9K
|
4.17K
$693K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-401- 1.34% |
$64.6K - $72.1K
|
29.5K
$4.9M
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-410- 3.02% |
$66K - $73.7K
|
13.2K
$2.19M
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-416- 15.63% |
$67K - $74.8K
|
2.25K
$373K
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-423- 5.12% |
$68.1K - $76K
|
7.84K
$1.3M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-435- 16.04% |
$70.1K - $78.2K
|
2.28K
$378K
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-448- 26.79% |
$72.2K - $80.5K
|
1.22K
$203K
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-475- 20.39% |
$76.5K - $85.4K
|
1.86K
$308K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-478- 22.41% |
$77K - $85.9K
|
1.66K
$275K
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-481- 1.56% |
$77.5K - $86.4K
|
30.4K
$5.05M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-494- 9.5% |
$79.6K - $88.8K
|
4.7K
$782K
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-504- 1.0% |
$81.2K - $90.6K
|
49.8K
$8.27M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-542- 2.05% |
$87.3K - $97.4K
|
25.9K
$4.31M
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-553- 21.08% |
$89.1K - $99.4K
|
2.07K
$344K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-559- 1.14% |
$90K - $100K
|
48.6K
$8.07M
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-562- 2.33% |
$90.5K - $101K
|
23.6K
$3.91M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-562- 15.07% |
$90.5K - $101K
|
3.17K
$526K
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-592- 5.59% |
$95.3K - $106K
|
10K
$1.66M
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-595- 2.04% |
$95.8K - $107K
|
28.6K
$4.75M
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-598- 7.37% |
$96.3K - $107K
|
7.52K
$1.25M
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-599- 11.67% |
$96.5K - $108K
|
4.54K
$753K
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-600- 7.99% |
$96.6K - $108K
|
6.91K
$1.15M
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-610- 1.82% |
$98.2K - $110K
|
32.9K
$5.47M
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-610- 4.27% |
$98.2K - $110K
|
13.7K
$2.27M
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-611- 1.4% |
$98.4K - $110K
|
43K
$7.14M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-611- 6.95% |
$98.4K - $110K
|
8.19K
$1.36M
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-612- 1.64% |
$98.6K - $110K
|
36.6K
$6.09M
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-614- 11.02% |
$98.9K - $110K
|
4.96K
$824K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-616- 1.14% |
$99.2K - $111K
|
53.6K
$8.91M
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-624- 1.34% |
$100K - $112K
|
45.9K
$7.62M
|