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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
84+ 2.03% |
$13.5K - $15.1K
|
4.22K
$655K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
83+ 0.44% |
$13.4K - $14.9K
|
19.1K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
83+ 0.47% |
$13.4K - $14.9K
|
17.8K
$2.76M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
82+ 1.76% |
$13.2K - $14.7K
|
4.75K
$736K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
82+ 4.69% |
$13.2K - $14.7K
|
1.83K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
82+ 0.79% |
$13.2K - $14.7K
|
10.4K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
81+ 0.67% |
$13K - $14.6K
|
12.2K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
81+ 0.44% |
$13K - $14.6K
|
18.5K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
81+ 0.26% |
$13K - $14.6K
|
31.7K
$4.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
81+ 1.77% |
$13K - $14.6K
|
4.65K
$722K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
80+ 4.26% |
$12.9K - $14.4K
|
1.96K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
80+ 0.34% |
$12.9K - $14.4K
|
23.3K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
79+ 0.99% |
$12.7K - $14.2K
|
8.03K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
77+ 0.31% |
$12.4K - $13.8K
|
25K
$3.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
77+ 2.13% |
$12.4K - $13.8K
|
3.69K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
77+ 0.14% |
$12.4K - $13.8K
|
54.7K
$8.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
77+ 3.15% |
$12.4K - $13.8K
|
2.53K
$392K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
76+ 1.18% |
$12.2K - $13.7K
|
6.51K
$1.01M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
75+ 1.14% |
$12.1K - $13.5K
|
6.64K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
75+ 1.78% |
$12.1K - $13.5K
|
4.3K
$667K
|
|
|
Jul 15, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
75+ 1.78% |
$12.1K - $13.5K
|
4.3K
$667K
|
|
|
Feb 06, 2025
Q4 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
74+ 6.2% |
$11.9K - $13.3K
|
1.27K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
74+ 5.36% |
$11.9K - $13.3K
|
1.46K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
73+ 0.26% |
$11.8K - $13.1K
|
27.9K
$4.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
73+ 1.63% |
$11.8K - $13.1K
|
4.54K
$704K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
72+ 5.89% |
$11.6K - $12.9K
|
1.29K
$201K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
72+ 0.32% |
$11.6K - $12.9K
|
22.4K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
72+ 12.88% |
$11.6K - $12.9K
|
631
$97.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
71+ 5.93% |
$11.4K - $12.8K
|
1.27K
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
71+ 0.7% |
$11.4K - $12.8K
|
10.3K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
70+ 5.96% |
$11.3K - $12.6K
|
1.24K
$193K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
70+ 5.35% |
$11.3K - $12.6K
|
1.38K
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
70+ 4.08% |
$11.3K - $12.6K
|
1.78K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
70New |
$11.3K - $12.6K
|
70
$10.9K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
70+ 0.17% |
$11.3K - $12.6K
|
41.2K
$6.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
69+ 1.2% |
$11.1K - $12.4K
|
5.81K
$901K
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
69+ 0.4% |
$11.1K - $12.4K
|
17.2K
$2.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
69+ 3.36% |
$11.1K - $12.4K
|
2.13K
$330K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
69+ 1.49% |
$11.1K - $12.4K
|
4.7K
$729K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
68+ 0.7% |
$11K - $12.2K
|
9.73K
$1.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
68+ 0.5% |
$11K - $12.2K
|
13.7K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
66+ 3.28% |
$10.6K - $11.9K
|
2.08K
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
66+ 1.15% |
$10.6K - $11.9K
|
5.79K
$897K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
66+ 1.12% |
$10.6K - $11.9K
|
5.97K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
66+ 2.52% |
$10.6K - $11.9K
|
2.69K
$417K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
66+ 2.01% |
$10.6K - $11.9K
|
3.34K
$518K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
65+ 0.56% |
$10.5K - $11.7K
|
11.6K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
64+ 1.13% |
$10.3K - $11.5K
|
5.74K
$890K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
64+ 1.38% |
$10.3K - $11.5K
|
4.7K
$730K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
64New |
$10.3K - $11.5K
|
64
$9.93K
|