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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Hs Management Partners, LLC
New York, NY |
SELL
|
- |
-4.43K- 1.91% |
$702K - $780K
|
227K
$35.8M
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-352- 6.75% |
$55.8K - $62K
|
4.87K
$766K
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
68+ 0.73% |
$10.8K - $12K
|
9.4K
$1.48M
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-988- 10.93% |
$157K - $174K
|
8.06K
$1.27M
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
505+ 5.14% |
$80.1K - $89K
|
10.3K
$1.63M
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-499- 5.0% |
$79.1K - $88K
|
9.49K
$1.49M
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
992+ 3.58% |
$157K - $175K
|
28.7K
$4.52M
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
54+ 0.36% |
$8.56K - $9.52K
|
15K
$2.36M
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
59+ 1.44% |
$9.36K - $10.4K
|
4.17K
$656K
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
SELL
|
- |
-822K- 55.52% |
$130M - $145M
|
659K
$104M
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.31% |
$951 - $1.06K
|
1.94K
$305K
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-203- 1.25% |
$32.2K - $35.8K
|
16K
$2.52M
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.18% |
$1.43K - $1.59K
|
4.89K
$770K
|
|
May 05, 2025
Q1 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
402+ 7.95% |
$63.7K - $70.9K
|
5.46K
$860K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.32K+ 3.13% |
$685K - $762K
|
142K
$22.4M
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
27+ 2.02% |
$4.28K - $4.76K
|
1.36K
$215K
|
|
May 05, 2025
Q1 2025
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
2.7K+ 6.97% |
$428K - $476K
|
41.4K
$6.53M
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-163- 6.88% |
$25.8K - $28.7K
|
2.21K
$347K
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-557- 20.51% |
$88.3K - $98.2K
|
2.16K
$340K
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
85+ 1.5% |
$13.5K - $15K
|
5.75K
$906K
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-561- 1.02% |
$89K - $98.9K
|
54.2K
$8.54M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
105+ 0.57% |
$16.6K - $18.5K
|
18.5K
$2.91M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-387- 62.52% |
$61.4K - $68.2K
|
232
$36.5K
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
4.82K+ 38.39% |
$764K - $850K
|
17.4K
$2.74M
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.93KNew |
$464K - $516K
|
2.93K
$461K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-572- 0.5% |
$90.7K - $101K
|
113K
$17.8M
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-432- 1.7% |
$68.5K - $76.1K
|
25K
$3.94M
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.25K- 1.41% |
$357K - $397K
|
158K
$24.9M
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-12.5K- 39.3% |
$1.98M - $2.2M
|
19.3K
$3.03M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-27- 0.16% |
$4.28K - $4.76K
|
16.3K
$2.57M
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
27.7K+ 106.92% |
$4.39M - $4.88M
|
53.6K
$8.44M
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-220- 4.19% |
$34.9K - $38.8K
|
5.03K
$793K
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-14- 0.7% |
$2.22K - $2.47K
|
2K
$315K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28K+ 42.94% |
$4.43M - $4.93M
|
93.1K
$14.7M
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
1.71K+ 7.61% |
$270K - $301K
|
24.1K
$3.8M
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.34% |
$2.38K - $2.64K
|
4.45K
$701K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
168+ 5.99% |
$26.6K - $29.6K
|
2.97K
$468K
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-508- 16.11% |
$80.5K - $89.5K
|
2.65K
$417K
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-85- 3.99% |
$13.5K - $15K
|
2.04K
$322K
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
733+ 2.55% |
$116K - $129K
|
29.5K
$4.65M
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-396- 3.94% |
$62.8K - $69.8K
|
9.65K
$1.52M
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
251+ 4.71% |
$39.8K - $44.2K
|
5.58K
$879K
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
1.72KNew |
$272K - $302K
|
1.72K
$270K
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.73K- 2.0% |
$274K - $305K
|
84.8K
$13.4M
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-2.33K- 3.65% |
$370K - $411K
|
61.5K
$9.69M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.8K+ 9.32% |
$761K - $846K
|
56.3K
$8.87M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
759+ 10.07% |
$120K - $134K
|
8.3K
$1.31M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-145- 0.19% |
$23K - $25.6K
|
75.3K
$11.9M
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
3+ 0.08% |
$476 - $529
|
3.7K
$582K
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.5K- 36.04% |
$237K - $264K
|
2.66K
$419K
|