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 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
139+ 6.6% |
$22K - $24.5K
|
2.25K
$345K
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-479- 5.43% |
$76K - $84.4K
|
8.34K
$1.28M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-129- 0.29% |
$20.5K - $22.7K
|
44.6K
$6.85M
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-30- 0.28% |
$4.76K - $5.29K
|
10.8K
$1.66M
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-1.59K- 23.31% |
$252K - $281K
|
5.24K
$805K
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-756- 16.42% |
$120K - $133K
|
3.85K
$592K
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-15- 0.86% |
$2.38K - $2.64K
|
1.73K
$266K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-11.9K- 6.15% |
$1.88M - $2.09M
|
181K
$27.9M
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-740- 2.3% |
$117K - $130K
|
31.4K
$4.83M
|
|
Apr 16, 2025
Q1 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-871- 2.38% |
$138K - $154K
|
35.7K
$5.5M
|
|
Apr 16, 2025
Q1 2025
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
54.6KNew |
$8.65M - $9.62M
|
54.6K
$8.39M
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
63+ 20.19% |
$9.99K - $11.1K
|
375
$57.7K
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
76+ 1.85% |
$12.1K - $13.4K
|
4.18K
$642K
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-70- 2.21% |
$11.1K - $12.3K
|
3.09K
$475K
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
10.7K+ 24.18% |
$1.7M - $1.89M
|
55K
$8.45M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-148- 76.29% |
$23.5K - $26.1K
|
46
$7.07K
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
184+ 1.7% |
$29.2K - $32.4K
|
11K
$1.69M
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-13.9K- 29.42% |
$2.2M - $2.45M
|
33.3K
$5.12M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.03K- 1.31% |
$163K - $181K
|
77.3K
$11.9M
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.08K+ 5.07% |
$171K - $190K
|
22.3K
$3.43M
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 1.02% |
$6.34K - $7.05K
|
3.88K
$596K
|
|
Apr 16, 2025
Q1 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
130+ 2.99% |
$20.6K - $22.9K
|
4.48K
$689K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-161- 1.84% |
$25.5K - $28.4K
|
8.6K
$1.32M
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-284- 2.61% |
$45K - $50.1K
|
10.6K
$1.63M
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.01K- 13.87% |
$160K - $178K
|
6.27K
$964K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-678- 13.16% |
$108K - $120K
|
4.47K
$688K
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.52KNew |
$241K - $268K
|
1.52K
$234K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
100+ 3.52% |
$15.9K - $17.6K
|
2.94K
$452K
|
|
Apr 15, 2025
Q1 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-13.2K- 28.85% |
$2.1M - $2.33M
|
32.7K
$5.02M
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-476- 0.6% |
$75.5K - $83.9K
|
79K
$12.1M
|
|
Apr 15, 2025
Q1 2025
|
Franklin Street Advisors Inc
|
BUY
|
- |
98+ 0.15% |
$15.5K - $17.3K
|
63.7K
$9.8M
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
473+ 6.24% |
$75K - $83.4K
|
8.06K
$1.24M
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
513+ 40.71% |
$81.3K - $90.4K
|
1.77K
$273K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
127K+ 576.09% |
$20.1M - $22.4M
|
149K
$22.9M
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-5.86K- 37.18% |
$930K - $1.03M
|
9.91K
$1.52M
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-298- 2.18% |
$47.3K - $52.5K
|
13.4K
$2.06M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.63K- 4.33% |
$416K - $463K
|
58K
$8.91M
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-4- 0.33% |
$634 - $705
|
1.22K
$188K
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
369+ 4.68% |
$58.5K - $65K
|
8.25K
$1.27M
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.79K- 29.08% |
$284K - $315K
|
4.36K
$671K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
13+ 0.12% |
$2.06K - $2.29K
|
11.2K
$1.72M
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-158- 0.16% |
$25.1K - $27.8K
|
97.2K
$14.9M
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-100- 7.71% |
$15.9K - $17.6K
|
1.2K
$184K
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-79- 1.13% |
$12.5K - $13.9K
|
6.92K
$1.06M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-14.6K- 1.61% |
$2.32M - $2.58M
|
894K
$137M
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
540+ 29.06% |
$85.6K - $95.2K
|
2.4K
$369K
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-2.7K- 1.43% |
$429K - $477K
|
187K
$28.7M
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-392- 0.84% |
$62.2K - $69.1K
|
46.2K
$7.11M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.32K+ 5.23% |
$209K - $232K
|
26.5K
$4.08M
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-420- 6.4% |
$66.6K - $74K
|
6.14K
$944K
|