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 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.48K+ 4.34% |
$560K - $625K
|
83.6K
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.48K+ 1.51% |
$560K - $625K
|
234K
$38.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
BUY
|
- |
3.47KNew |
$558K - $623K
|
3.47K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.45KNew |
$556K - $620K
|
3.45K
$573K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.4KNew |
$547K - $610K
|
3.4K
$564K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.39K+ 3.39% |
$546K - $610K
|
103K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.37K+ 9.45% |
$542K - $605K
|
39K
$6.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.33K+ 107.12% |
$536K - $598K
|
6.43K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
3.3K+ 24.23% |
$531K - $592K
|
16.9K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.27K+ 7.07% |
$527K - $588K
|
49.5K
$8.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.26KNew |
$525K - $586K
|
3.26K
$541K
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
3.25KNew |
$523K - $583K
|
3.25K
$539K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.19K+ 20.82% |
$513K - $573K
|
18.5K
$3.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
3.18K+ 43.02% |
$512K - $572K
|
10.6K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.09K+ 5.09% |
$498K - $555K
|
63.8K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.08KNew |
$496K - $554K
|
3.08K
$512K
|
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
3.01KNew |
$485K - $541K
|
3.01K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3K+ 198.68% |
$483K - $539K
|
4.51K
$749K
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
2.94KNew |
$473K - $528K
|
2.94K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
2.94KNew |
$473K - $528K
|
2.94K
$488K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.9K+ 1.67% |
$468K - $522K
|
177K
$29.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.9KNew |
$467K - $521K
|
2.9K
$481K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.9K+ 36.56% |
$467K - $521K
|
10.8K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
2.89K+ 2.49% |
$465K - $519K
|
119K
$19.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.86K+ 5.34% |
$460K - $514K
|
56.4K
$9.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 6.78% |
$457K - $510K
|
44.7K
$7.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.83KNew |
$455K - $508K
|
2.83K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.79K+ 6.39% |
$450K - $502K
|
46.5K
$7.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.78KNew |
$448K - $500K
|
2.78K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
2.74K+ 6.7% |
$441K - $492K
|
43.6K
$7.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.7K+ 49.61% |
$435K - $486K
|
8.15K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.69K+ 4.17% |
$433K - $483K
|
67.1K
$11.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.67K+ 7.52% |
$429K - $479K
|
38.1K
$6.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.6K+ 1.5% |
$419K - $467K
|
176K
$29.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Partners LLC
|
BUY
|
- |
2.59K+ 11.4% |
$417K - $466K
|
25.3K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 6.13% |
$416K - $464K
|
44.7K
$7.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.57K+ 8.0% |
$415K - $463K
|
34.7K
$5.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
2.57K+ 2.12% |
$414K - $461K
|
124K
$20.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.51K+ 8.21% |
$404K - $451K
|
33.1K
$5.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.51KNew |
$404K - $450K
|
2.51K
$416K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.45K+ 0.26% |
$395K - $440K
|
931K
$154M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.42K+ 3.19% |
$390K - $435K
|
78.3K
$13M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
2.41KNew |
$389K - $434K
|
2.41K
$401K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
2.35KNew |
$379K - $423K
|
2.35K
$390K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.3K+ 4.75% |
$371K - $414K
|
50.8K
$8.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
2.29K+ 4.76% |
$369K - $411K
|
50.4K
$8.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
2.28K+ 0.7% |
$367K - $409K
|
326K
$54.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.28KNew |
$367K - $409K
|
2.28K
$378K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.23K+ 113.7% |
$360K - $401K
|
4.2K
$697K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.23K+ 46.01% |
$359K - $400K
|
7.07K
$1.17M
|