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 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
21+ 0.4% |
$3.38K - $3.77K
|
5.27K
$875K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
20+ 0.56% |
$3.22K - $3.59K
|
3.6K
$598K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 0.22% |
$3.22K - $3.59K
|
9.2K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
19+ 1.48% |
$3.06K - $3.41K
|
1.31K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
19+ 0.12% |
$3.06K - $3.41K
|
15.9K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
18+ 0.41% |
$2.9K - $3.23K
|
4.36K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
18+ 0.96% |
$2.9K - $3.23K
|
1.9K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
18+ 0.37% |
$2.9K - $3.23K
|
4.84K
$803K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
18+ 0.1% |
$2.9K - $3.23K
|
17.3K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
17+ 0.17% |
$2.74K - $3.05K
|
9.87K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17+ 0.56% |
$2.74K - $3.05K
|
3.07K
$509K
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
BUY
|
- |
17+ 0.18% |
$2.74K - $3.05K
|
9.43K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
16+ 0.25% |
$2.58K - $2.88K
|
6.46K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
16+ 0.54% |
$2.58K - $2.88K
|
3K
$498K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
16+ 2.89% |
$2.58K - $2.88K
|
570
$94.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
15+ 0.21% |
$2.42K - $2.7K
|
7.05K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 2.48% |
$2.42K - $2.7K
|
620
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.28% |
$2.25K - $2.52K
|
4.99K
$828K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
14+ 0.69% |
$2.25K - $2.52K
|
2.05K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
14+ 0.95% |
$2.25K - $2.52K
|
1.49K
$247K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14+ 0.16% |
$2.25K - $2.52K
|
8.93K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
13+ 0.31% |
$2.09K - $2.34K
|
4.15K
$688K
|
|
|
Jan 27, 2025
Q4 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
13+ 0.05% |
$2.09K - $2.34K
|
24.2K
$4.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
13+ 0.16% |
$2.09K - $2.34K
|
8.3K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12+ 0.91% |
$1.93K - $2.16K
|
1.33K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
12+ 0.12% |
$1.93K - $2.16K
|
9.62K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
12+ 0.13% |
$1.93K - $2.16K
|
9.32K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11+ 0.29% |
$1.77K - $1.98K
|
3.79K
$629K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
11+ 0.45% |
$1.77K - $1.98K
|
2.44K
$405K
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
11+ 0.94% |
$1.77K - $1.98K
|
1.18K
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
10+ 0.31% |
$1.61K - $1.8K
|
3.28K
$544K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
10+ 0.51% |
$1.61K - $1.8K
|
1.99K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
9+ 0.16% |
$1.45K - $1.62K
|
5.79K
$960K
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
9+ 0.5% |
$1.45K - $1.62K
|
1.82K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
8+ 0.63% |
$1.29K - $1.44K
|
1.27K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
8+ 0.58% |
$1.29K - $1.44K
|
1.39K
$230K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
8+ 0.07% |
$1.29K - $1.44K
|
10.7K
$1.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 1.03% |
$1.29K - $1.44K
|
785
$130K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
8+ 0.43% |
$1.29K - $1.44K
|
1.87K
$310K
|
|
|
Jan 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
8+ 0.03% |
$1.29K - $1.44K
|
31.5K
$5.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.36% |
$1.13K - $1.26K
|
1.93K
$320K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 0.52% |
$966 - $1.08K
|
1.15K
$191K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6+ 0.42% |
$966 - $1.08K
|
1.44K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$966 - $1.08K
|
3.47K
$575K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
6+ 0.17% |
$966 - $1.08K
|
3.45K
$573K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5+ 0.26% |
$805 - $899
|
1.9K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
5+ 0.37% |
$805 - $899
|
1.35K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
4+ 0.17% |
$644 - $719
|
2.31K
$383K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.11% |
$644 - $719
|
3.8K
$631K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4+ 0.28% |
$644 - $719
|
1.41K
$234K
|