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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
40+ 0.71% |
$6.21K - $6.74K
|
5.64K
$939K
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-239- 8.01% |
$37.1K - $40.3K
|
2.75K
$457K
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
26+ 0.15% |
$4.04K - $4.38K
|
17.2K
$2.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-2.57K- 2.84% |
$400K - $434K
|
88.2K
$14.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
234+ 16.74% |
$36.3K - $39.4K
|
1.63K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
6.69KNew |
$1.04M - $1.13M
|
6.69K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.47KNew |
$228K - $247K
|
1.47K
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
34.9K+ 2.41% |
$5.42M - $5.88M
|
1.48M
$247M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
CALL |
-58- 41.13% |
$9.01K - $9.78K
|
83
$13.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-65- 58.56% |
$10.1K - $11K
|
46
$7.66K
|
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
1.29KNew |
$200K - $217K
|
1.29K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
SELL
|
- |
-405- 16.84% |
$62.9K - $68.3K
|
2K
$333K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
50+ 0.65% |
$7.77K - $8.43K
|
7.74K
$1.29M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 2.32% |
$7.77K - $8.43K
|
2.11K
$351K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$155 - $169
|
4.67K
$777K
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
BUY
|
- |
305+ 24.5% |
$47.4K - $51.4K
|
1.55K
$258K
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-180- 11.8% |
$28K - $30.3K
|
1.35K
$224K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
60+ 4.53% |
$9.32K - $10.1K
|
1.38K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-900- 6.69% |
$140K - $152K
|
12.6K
$2.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.29K- 18.15% |
$977K - $1.06M
|
28.3K
$4.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-133- 2.08% |
$20.7K - $22.4K
|
6.26K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
270New |
$41.9K - $45.5K
|
270
$45K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
115+ 2.61% |
$17.9K - $19.4K
|
4.52K
$752K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
567+ 25.6% |
$88.1K - $95.6K
|
2.78K
$463K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-85- 1.8% |
$13.2K - $14.3K
|
4.65K
$774K
|
|
|
Jul 30, 2024
Q2 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-150- 1.65% |
$23.3K - $25.3K
|
8.92K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.13K- 14.01% |
$175K - $190K
|
6.91K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.53K+ 4.7% |
$237K - $257K
|
34K
$5.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-528- 23.91% |
$82K - $89K
|
1.68K
$280K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.69KNew |
$262K - $285K
|
1.69K
$281K
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
474+ 12.53% |
$73.6K - $79.9K
|
4.26K
$709K
|
|
|
Jul 29, 2024
Q2 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-472- 8.67% |
$73.3K - $79.6K
|
4.97K
$828K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5+ 0.35% |
$777 - $843
|
1.45K
$242K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-63- 2.14% |
$9.79K - $10.6K
|
2.88K
$479K
|
|
|
Jul 29, 2024
Q2 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
2+ 0.04% |
$311 - $337
|
5.36K
$893K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
421+ 76.97% |
$65.4K - $71K
|
968
$161K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-16- 1.03% |
$2.49K - $2.7K
|
1.54K
$256K
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
26K+ 32.96% |
$4.05M - $4.39M
|
105K
$17.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-605K- 24.87% |
$94M - $102M
|
1.83M
$304M
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$155 - $169
|
4.72K
$787K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
173+ 5.31% |
$26.9K - $29.2K
|
3.43K
$571K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-71- 5.44% |
$11K - $12K
|
1.24K
$206K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.06% |
$155 - $169
|
1.75K
$291K
|
|
|
Jul 26, 2024
Q2 2024
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-13- 0.19% |
$2.02K - $2.19K
|
6.91K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-26- 3.93% |
$4.04K - $4.38K
|
635
$106K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-2- 0.01% |
$311 - $337
|
14.9K
$2.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
59.7KNew |
$9.27M - $10.1M
|
59.7K
$9.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-100- 1.1% |
$15.5K - $16.9K
|
8.96K
$1.49M
|
|
|
Jul 25, 2024
Q2 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
2.1KNew |
$326K - $354K
|
2.1K
$350K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
97+ 0.86% |
$15.1K - $16.4K
|
11.4K
$1.89M
|