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 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.05K+ 2.9% |
$331K - $369K
|
72.8K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.03K+ 5.26% |
$327K - $365K
|
40.7K
$6.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.03K+ 3.34% |
$326K - $364K
|
62.8K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
2.03KNew |
$326K - $364K
|
2.03K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.02K+ 91.5% |
$326K - $364K
|
4.24K
$704K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.96K+ 4.13% |
$316K - $352K
|
49.4K
$8.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.96K+ 2.1% |
$315K - $351K
|
95.1K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.95KNew |
$315K - $351K
|
1.95K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.93K+ 12.8% |
$311K - $347K
|
17K
$2.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.89K+ 5.17% |
$305K - $340K
|
38.5K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.89K+ 3.54% |
$304K - $339K
|
55.2K
$9.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 5.6% |
$300K - $334K
|
35.1K
$5.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.83K+ 2.63% |
$294K - $328K
|
71.2K
$11.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
1.77KNew |
$285K - $318K
|
1.77K
$294K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.71K+ 5.27% |
$276K - $308K
|
34.2K
$5.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.67KNew |
$268K - $299K
|
1.67K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
1.66KNew |
$267K - $298K
|
1.66K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.62K+ 13.4% |
$261K - $291K
|
13.7K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.61K+ 3.73% |
$260K - $290K
|
44.9K
$7.46M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1.57K+ 2.66% |
$252K - $282K
|
60.5K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 5.78% |
$252K - $281K
|
28.6K
$4.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.56K+ 2.17% |
$251K - $280K
|
73.2K
$12.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.55K+ 2.91% |
$250K - $279K
|
55K
$9.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.54K+ 2.58% |
$247K - $276K
|
61.1K
$10.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
1.52KNew |
$245K - $273K
|
1.52K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.48K+ 21.81% |
$238K - $266K
|
8.26K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.46K+ 2.89% |
$235K - $263K
|
52.1K
$8.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
1.46KNew |
$234K - $261K
|
1.46K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.44K+ 7.88% |
$232K - $259K
|
19.8K
$3.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.44KNew |
$232K - $259K
|
1.44K
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.44K+ 1.2% |
$231K - $258K
|
121K
$20.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.43K+ 5.15% |
$231K - $257K
|
29.3K
$4.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
1.4KNew |
$225K - $252K
|
1.4K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.4K+ 16.59% |
$225K - $251K
|
9.83K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$222K - $248K
|
1.38K
$229K
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
1.38K+ 0.14% |
$222K - $248K
|
985K
$164M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.38K+ 12.01% |
$221K - $247K
|
12.8K
$2.13M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.36KNew |
$219K - $245K
|
1.36K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.35KNew |
$218K - $243K
|
1.35K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.31KNew |
$211K - $236K
|
1.31K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.31KNew |
$210K - $235K
|
1.31K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.3K+ 12.04% |
$209K - $233K
|
12.1K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.28KNew |
$207K - $231K
|
1.28K
$213K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.27KNew |
$205K - $229K
|
1.27K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
1.27K+ 0.68% |
$204K - $227K
|
186K
$30.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
BUY
|
- |
1.25K+ 64.1% |
$201K - $225K
|
3.2K
$532K
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 20.23% |
$200K - $223K
|
7.38K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.23KNew |
$199K - $222K
|
1.23K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.23K+ 1.23% |
$197K - $220K
|
101K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
1.21K+ 23.31% |
$195K - $217K
|
6.4K
$1.06M
|