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 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.1KNew |
$337K - $373K
|
2.1K
$350K
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
39+ 1.16% |
$6.27K - $6.93K
|
3.41K
$569K
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
758+ 5.5% |
$122K - $135K
|
14.5K
$2.43M
|
|
Oct 23, 2024
Q3 2024
|
Coerente Capital Management
|
SELL
|
- |
-20- 0.11% |
$3.22K - $3.56K
|
17.4K
$2.9M
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-22- 0.78% |
$3.54K - $3.91K
|
2.79K
$465K
|
|
Oct 23, 2024
Q3 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-10.9K- 50.32% |
$1.76M - $1.94M
|
10.8K
$1.8M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.28K+ 9.74% |
$849K - $939K
|
59.5K
$9.95M
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
507+ 6.14% |
$81.5K - $90.2K
|
8.77K
$1.46M
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.46K- 3.04% |
$557K - $616K
|
110K
$18.5M
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
95+ 0.94% |
$15.3K - $16.9K
|
10.1K
$1.7M
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-2.82K- 1.5% |
$453K - $501K
|
185K
$30.9M
|
|
Oct 23, 2024
Q3 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
196+ 0.89% |
$31.5K - $34.9K
|
22.2K
$3.72M
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-428- 3.44% |
$68.8K - $76.1K
|
12K
$2M
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-14- 0.02% |
$2.25K - $2.49K
|
67.2K
$11.2M
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-166- 0.49% |
$26.7K - $29.5K
|
33.6K
$5.61M
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-25- 0.68% |
$4.02K - $4.45K
|
3.64K
$607K
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-78- 4.15% |
$12.5K - $13.9K
|
1.8K
$301K
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-84- 6.27% |
$13.5K - $14.9K
|
1.26K
$210K
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
24+ 0.03% |
$3.86K - $4.27K
|
72.6K
$12.1M
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-74- 0.23% |
$11.9K - $13.2K
|
32.3K
$5.39M
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.07K+ 51.1% |
$172K - $190K
|
3.16K
$529K
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
25+ 0.23% |
$4.02K - $4.45K
|
10.9K
$1.82M
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-5- 0.06% |
$804 - $889
|
7.92K
$1.32M
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
212+ 2.99% |
$34.1K - $37.7K
|
7.3K
$1.22M
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
24+ 0.19% |
$3.86K - $4.27K
|
12.4K
$2.07M
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-46.2K- 16.38% |
$7.43M - $8.22M
|
236K
$39.4M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
1.53K+ 14.98% |
$247K - $273K
|
11.8K
$1.97M
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
39+ 0.03% |
$6.27K - $6.93K
|
150K
$25M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.64K- 0.62% |
$1.55M - $1.71M
|
1.53M
$256M
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-440- 10.09% |
$70.7K - $78.2K
|
3.92K
$655K
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
501+ 2.6% |
$80.5K - $89.1K
|
19.7K
$3.3M
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
12+ 1.07% |
$1.93K - $2.13K
|
1.13K
$189K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-624- 1.27% |
$100K - $111K
|
48.5K
$8.1M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-606- 4.88% |
$97.4K - $108K
|
11.8K
$1.97M
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.91K- 6.95% |
$306K - $339K
|
25.5K
$4.26M
|
|
Oct 22, 2024
Q3 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10.3K+ 153.03% |
$1.65M - $1.83M
|
17K
$2.84M
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
511+ 0.73% |
$82.1K - $90.9K
|
70.3K
$11.7M
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1.54K+ 2.74% |
$247K - $273K
|
57.6K
$9.62M
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-297- 11.04% |
$47.7K - $52.8K
|
2.39K
$400K
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-116- 4.42% |
$18.6K - $20.6K
|
2.51K
$420K
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-69- 0.43% |
$11.1K - $12.3K
|
15.9K
$2.65M
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
3.58K+ 2.9% |
$576K - $637K
|
127K
$21.2M
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
9.07KNew |
$1.46M - $1.61M
|
9.07K
$1.52M
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
330+ 18.02% |
$53.1K - $58.7K
|
2.16K
$361K
|
|
Oct 22, 2024
Q3 2024
|
Dupont Capital Management Corp
|
BUY
|
- |
7.79K+ 8.57% |
$1.25M - $1.39M
|
98.7K
$16.5M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.42K+ 1.25% |
$710K - $786K
|
358K
$59.8M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-569- 0.48% |
$91.5K - $101K
|
118K
$19.7M
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
2.08K+ 2.34% |
$335K - $371K
|
91.2K
$15.2M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-277- 9.21% |
$44.5K - $49.3K
|
2.73K
$456K
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-167- 2.37% |
$26.8K - $29.7K
|
6.89K
$1.15M
|