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
|
Austin Private Wealth, LLC
|
BUY
|
- |
801+ 12.2% |
$129K - $144K
|
7.37K
$1.22M
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
801+ 2.38% |
$129K - $144K
|
34.5K
$5.73M
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
793New |
$128K - $143K
|
793
$132K
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
785+ 17.23% |
$126K - $141K
|
5.34K
$887K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
784+ 5.75% |
$126K - $141K
|
14.4K
$2.39M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
769+ 2.85% |
$124K - $138K
|
27.7K
$4.6M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
767+ 1.19% |
$124K - $138K
|
65.1K
$10.8M
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
760+ 12.27% |
$122K - $137K
|
6.96K
$1.15M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
752+ 0.47% |
$121K - $135K
|
159K
$26.4M
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
742+ 3.83% |
$119K - $133K
|
20.1K
$3.34M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
741+ 5.5% |
$119K - $133K
|
14.2K
$2.36M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
739+ 9.21% |
$119K - $133K
|
8.77K
$1.45M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
739+ 6.08% |
$119K - $133K
|
12.9K
$2.14M
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
724+ 26.62% |
$117K - $130K
|
3.44K
$572K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
720+ 46.84% |
$116K - $129K
|
2.26K
$375K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
720+ 9.87% |
$116K - $129K
|
8.02K
$1.33M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
708+ 8.88% |
$114K - $127K
|
8.68K
$1.44M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
705+ 4.26% |
$114K - $127K
|
17.3K
$2.86M
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
700+ 92.11% |
$113K - $126K
|
1.46K
$242K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
693+ 1.38% |
$112K - $125K
|
50.9K
$8.45M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
684+ 2.88% |
$110K - $123K
|
24.4K
$4.05M
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
659+ 90.77% |
$106K - $118K
|
1.39K
$230K
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
658+ 0.47% |
$106K - $118K
|
141K
$23.4M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
651+ 14.24% |
$105K - $117K
|
5.22K
$867K
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
650+ 63.11% |
$105K - $117K
|
1.68K
$279K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
649+ 1.21% |
$105K - $117K
|
54.2K
$9M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
646+ 12.77% |
$104K - $116K
|
5.71K
$947K
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
637+ 0.82% |
$103K - $114K
|
78.6K
$13M
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
632+ 1.14% |
$102K - $114K
|
56.1K
$9.31M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
628+ 2.2% |
$101K - $113K
|
29.2K
$4.85M
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
610+ 37.2% |
$98.2K - $110K
|
2.25K
$373K
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
600+ 38.61% |
$96.6K - $108K
|
2.15K
$358K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
599+ 32.38% |
$96.5K - $108K
|
2.45K
$407K
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
587+ 0.95% |
$94.5K - $105K
|
62.1K
$10.3M
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
570+ 8.46% |
$91.8K - $102K
|
7.31K
$1.21M
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
561+ 3.58% |
$90.3K - $101K
|
16.2K
$2.69M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
561New |
$90.3K - $101K
|
561
$93.1K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
559+ 0.88% |
$90K - $100K
|
64.3K
$10.7M
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
556+ 22.14% |
$89.5K - $99.9K
|
3.07K
$509K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
552New |
$88.9K - $99.2K
|
552
$91.6K
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
550New |
$88.6K - $98.8K
|
550
$91.3K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
527New |
$84.9K - $94.7K
|
527
$87.5K
|
|
Jan 14, 2025
Q4 2024
|
Northside Capital Management, LLC
|
BUY
|
- |
525+ 4.29% |
$84.6K - $94.3K
|
12.8K
$2.12M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
524+ 14.66% |
$84.4K - $94.2K
|
4.1K
$680K
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
523+ 2.1% |
$84.2K - $94K
|
25.4K
$4.22M
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
508+ 0.39% |
$81.8K - $91.3K
|
131K
$21.7M
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
499+ 7.21% |
$80.4K - $89.7K
|
7.42K
$1.23M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
497+ 1.2% |
$80K - $89.3K
|
41.8K
$6.94M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
493+ 11.78% |
$79.4K - $88.6K
|
4.68K
$777K
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
485+ 1.48% |
$78.1K - $87.2K
|
33.2K
$5.5M
|