Latest Institutional Transactions on Procter & Gamble CO (PG)
This table provides information on the latest institutional transactions involving Procter & Gamble CO (PG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.4K- 4.55% |
$1.67M - $1.85M
|
218K
$36.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.15% |
$965 - $1.07K
|
4.05K
$676K
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.4K- 5.14% |
$225K - $249K
|
25.8K
$4.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.12% |
$1.77K - $1.96K
|
9K
$1.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.7K+ 107.74% |
$434K - $480K
|
5.21K
$870K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-1.3K- 58.95% |
$209K - $231K
|
904
$151K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-1.03K- 0.87% |
$165K - $183K
|
117K
$19.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-174- 4.4% |
$28K - $30.9K
|
3.78K
$632K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
445+ 2.02% |
$71.5K - $79.1K
|
22.5K
$3.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.6K+ 5.24% |
$257K - $285K
|
32.2K
$5.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-76- 0.79% |
$12.2K - $13.5K
|
9.59K
$1.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
17.5K+ 5.7% |
$2.82M - $3.12M
|
325K
$54.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1+ 0.03% |
$161 - $178
|
2.89K
$484K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-88- 0.89% |
$14.1K - $15.6K
|
9.86K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-30- 0.41% |
$4.82K - $5.33K
|
7.21K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-531- 1.46% |
$85.4K - $94.4K
|
35.8K
$5.99M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
835+ 14.22% |
$134K - $148K
|
6.71K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-31- 2.31% |
$4.98K - $5.51K
|
1.31K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
196+ 3.68% |
$31.5K - $34.9K
|
5.52K
$921K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
696+ 21.49% |
$112K - $124K
|
3.94K
$657K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
729+ 4.11% |
$117K - $130K
|
18.5K
$3.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3+ 0.18% |
$482 - $533
|
1.68K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-39- 0.48% |
$6.27K - $6.93K
|
8.16K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
120+ 0.74% |
$19.3K - $21.3K
|
16.4K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
290+ 19.13% |
$46.6K - $51.6K
|
1.81K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-75- 0.78% |
$12.1K - $13.3K
|
9.51K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-32- 0.42% |
$5.14K - $5.69K
|
7.64K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-354- 1.76% |
$56.9K - $62.9K
|
19.8K
$3.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
269+ 5.36% |
$43.2K - $47.8K
|
5.29K
$884K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-249- 0.75% |
$40K - $44.3K
|
33K
$5.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38+ 1.77% |
$6.11K - $6.76K
|
2.18K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
16K+ 781.34% |
$2.58M - $2.85M
|
18.1K
$3.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-272- 8.75% |
$43.7K - $48.4K
|
2.84K
$474K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
559+ 3.59% |
$89.9K - $99.4K
|
16.1K
$2.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-44- 0.55% |
$7.07K - $7.82K
|
7.95K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
266+ 10.2% |
$42.8K - $47.3K
|
2.88K
$480K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-692- 7.53% |
$111K - $123K
|
8.5K
$1.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
400+ 33.39% |
$64.3K - $71.1K
|
1.6K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.88K- 0.5% |
$303K - $335K
|
375K
$62.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-693- 6.95% |
$111K - $123K
|
9.27K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-523- 13.48% |
$84.1K - $93K
|
3.36K
$561K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-7.06K- 37.05% |
$1.13M - $1.25M
|
12K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
407New |
$65.4K - $72.4K
|
407
$68K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-190- 1.37% |
$30.5K - $33.8K
|
13.7K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
28+ 0.2% |
$4.5K - $4.98K
|
14.1K
$2.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1.34K+ 23.98% |
$215K - $237K
|
6.9K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.2K- 0.87% |
$354K - $392K
|
250K
$41.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-28- 1.09% |
$4.5K - $4.98K
|
2.54K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
6.32K+ 25.32% |
$1.02M - $1.12M
|
31.3K
$5.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-391- 3.92% |
$62.9K - $69.5K
|
9.58K
$1.6M
|