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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
965+ 144.68% |
$153K - $170K
|
1.63K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-39- 2.33% |
$6.18K - $6.87K
|
1.63K
$251K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.39K- 5.04% |
$221K - $246K
|
26.3K
$4.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-337- 1.26% |
$53.4K - $59.4K
|
26.3K
$4.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-113- 1.6% |
$17.9K - $19.9K
|
6.96K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2+ 0.16% |
$317 - $353
|
1.24K
$191K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
197+ 4.52% |
$31.2K - $34.7K
|
4.56K
$701K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-433- 3.11% |
$68.7K - $76.3K
|
13.5K
$2.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Mcdaniel Terry & CO
|
SELL
|
- |
-4.48K- 2.01% |
$710K - $789K
|
219K
$33.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.18K- 4.66% |
$505K - $561K
|
65.2K
$10M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-39.3K- 32.86% |
$6.23M - $6.93M
|
80.3K
$12.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-37.2K- 10.83% |
$5.9M - $6.55M
|
306K
$47.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
860+ 17.71% |
$136K - $152K
|
5.72K
$879K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-518- 92.34% |
$82.1K - $91.3K
|
43
$6.61K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-129- 2.01% |
$20.5K - $22.7K
|
6.29K
$966K
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-87- 0.6% |
$13.8K - $15.3K
|
14.5K
$2.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
296+ 9.15% |
$46.9K - $52.2K
|
3.53K
$543K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-24- 0.13% |
$3.81K - $4.23K
|
18K
$2.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.26K+ 5.39% |
$358K - $397K
|
44.1K
$6.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-88- 44.9% |
$14K - $15.5K
|
108
$16.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.22K+ 2.14% |
$194K - $215K
|
58.3K
$8.96M
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
49+ 0.53% |
$7.77K - $8.64K
|
9.28K
$1.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.31K- 60.79% |
$1.48M - $1.64M
|
6.01K
$924K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-150- 2.27% |
$23.8K - $26.4K
|
6.47K
$994K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-8- 0.43% |
$1.27K - $1.41K
|
1.86K
$286K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
921+ 3.17% |
$146K - $162K
|
30K
$4.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
682+ 7.26% |
$108K - $120K
|
10.1K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-184- 0.27% |
$29.2K - $32.4K
|
67K
$10.3M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
15.1KNew |
$2.39M - $2.66M
|
15.1K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
SELL
|
- |
-26- 0.29% |
$4.12K - $4.58K
|
9K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
60+ 41.67% |
$9.51K - $10.6K
|
204
$31.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
600+ 15.85% |
$95.1K - $106K
|
4.39K
$674K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
170+ 7.29% |
$27K - $30K
|
2.5K
$385K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
57+ 1.34% |
$9.04K - $10K
|
4.31K
$662K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.51K+ 13.5% |
$239K - $265K
|
12.7K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.94K+ 38.7% |
$308K - $342K
|
6.96K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-420- 4.93% |
$66.6K - $74K
|
8.09K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-959- 20.54% |
$152K - $169K
|
3.71K
$571K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
116+ 4.48% |
$18.4K - $20.4K
|
2.71K
$416K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
738+ 6.26% |
$117K - $130K
|
12.5K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.26K+ 71.7% |
$200K - $222K
|
3.02K
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
3+ 0.15% |
$476 - $529
|
1.97K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.26KNew |
$517K - $575K
|
3.26K
$502K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
50.5K+ 4.49% |
$8M - $8.9M
|
1.18M
$181M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.08K+ 1.25% |
$172K - $191K
|
87.8K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
75+ 0.27% |
$11.9K - $13.2K
|
27.7K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-278- 3.85% |
$44.1K - $49K
|
6.94K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-11K- 0.85% |
$1.74M - $1.93M
|
1.28M
$196M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.72K- 51.85% |
$590K - $656K
|
3.46K
$532K
|