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 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-586- 10.9% |
$94.2K - $104K
|
4.79K
$800K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
5+ 0.04% |
$804 - $889
|
14.1K
$2.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.66K- 16.83% |
$428K - $474K
|
13.2K
$2.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-210- 0.71% |
$33.8K - $37.3K
|
29.3K
$4.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.08K- 1.96% |
$174K - $192K
|
54.1K
$9.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
197+ 20.25% |
$31.7K - $35K
|
1.17K
$195K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
30+ 0.09% |
$4.82K - $5.33K
|
34.3K
$5.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.61K- 8.87% |
$259K - $286K
|
16.5K
$2.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
5.34K+ 437.59% |
$859K - $950K
|
6.56K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-852- 2.89% |
$137K - $152K
|
28.7K
$4.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
254+ 2.61% |
$40.8K - $45.2K
|
9.99K
$1.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-100- 2.23% |
$16.1K - $17.8K
|
4.39K
$734K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-5.32K- 69.19% |
$856K - $947K
|
2.37K
$396K
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-128- 6.27% |
$20.6K - $22.8K
|
1.91K
$320K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.39K+ 4.1% |
$384K - $425K
|
60.7K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
29+ 0.63% |
$4.66K - $5.16K
|
4.63K
$774K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
70+ 1.57% |
$11.3K - $12.4K
|
4.53K
$756K
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.06K- 38.25% |
$332K - $367K
|
3.33K
$557K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.31K+ 5.87% |
$211K - $233K
|
23.7K
$3.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.67K- 2.13% |
$429K - $474K
|
123K
$20.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-35- 0.84% |
$5.63K - $6.22K
|
4.14K
$692K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
85+ 2.12% |
$13.7K - $15.1K
|
4.09K
$683K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.26K- 1.86% |
$203K - $225K
|
66.7K
$11.1M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-3- 0.36% |
$482 - $533
|
835
$140K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
77+ 0.2% |
$12.4K - $13.7K
|
37.8K
$6.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
120+ 9.15% |
$19.3K - $21.3K
|
1.43K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.12K+ 2.16% |
$181K - $200K
|
53.3K
$8.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$161 - $178
|
3.02K
$504K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-948- 4.34% |
$152K - $169K
|
20.9K
$3.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
5.55K+ 15.74% |
$892K - $986K
|
40.8K
$6.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.02K- 1.18% |
$163K - $180K
|
85.1K
$14.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-192- 13.4% |
$30.9K - $34.1K
|
1.24K
$207K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-427- 5.56% |
$68.6K - $75.9K
|
7.26K
$1.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6.64K- 1.54% |
$1.07M - $1.18M
|
423K
$70.7M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
6+ 4.41% |
$965 - $1.07K
|
142
$23.7K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-102K- 4.67% |
$16.5M - $18.2M
|
2.09M
$349M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
78+ 3.95% |
$12.5K - $13.9K
|
2.06K
$343K
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-6- 0.04% |
$965 - $1.07K
|
14.5K
$2.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.54K+ 26.79% |
$408K - $452K
|
12K
$2.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
10.6K+ 20.66% |
$1.7M - $1.89M
|
61.9K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.34K+ 5.04% |
$537K - $594K
|
69.6K
$11.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-125- 0.63% |
$20.1K - $22.2K
|
19.7K
$3.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.4K+ 63.77% |
$1.83M - $2.02M
|
29.2K
$4.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.51K+ 3.78% |
$1.37M - $1.51M
|
233K
$39M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.5K+ 62.86% |
$4.59M - $5.08M
|
73.9K
$12.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-37- 1.86% |
$5.95K - $6.58K
|
1.95K
$325K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.36K+ 10.37% |
$218K - $242K
|
14.5K
$2.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-140- 6.66% |
$22.5K - $24.9K
|
1.96K
$328K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
94+ 0.82% |
$15.1K - $16.7K
|
11.6K
$1.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
303+ 1.78% |
$48.7K - $53.9K
|
17.3K
$2.89M
|