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 |
---|---|---|---|---|---|---|---|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.27K+ 191.86% |
$198K - $214K
|
1.94K
$322K
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
698+ 1702.44% |
$108K - $118K
|
739
$123K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
554New |
$86.1K - $93.4K
|
554
$92.3K
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-51- 3.63% |
$7.92K - $8.6K
|
1.35K
$225K
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
13+ 0.13% |
$2.02K - $2.19K
|
10.4K
$1.73M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
32K+ 259.35% |
$4.98M - $5.4M
|
44.4K
$7.39M
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
207New |
$32.2K - $34.9K
|
207
$34.5K
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-128- 2.42% |
$19.9K - $21.6K
|
5.15K
$859K
|
|
Jul 24, 2024
Q2 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
881+ 33.52% |
$137K - $149K
|
3.51K
$585K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
6.47K+ 106.03% |
$1M - $1.09M
|
12.6K
$2.09M
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.06KNew |
$165K - $179K
|
1.06K
$177K
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.6KNew |
$248K - $270K
|
1.6K
$266K
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-23.4K- 2.44% |
$3.63M - $3.94M
|
933K
$155M
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 1.95% |
$1.24K - $1.35K
|
419
$69.8K
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-106K- 97.14% |
$16.5M - $17.9M
|
3.13K
$521K
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
95+ 7.01% |
$14.8K - $16K
|
1.45K
$242K
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-348- 0.63% |
$54.1K - $58.7K
|
54.7K
$9.11M
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.06K- 18.59% |
$165K - $179K
|
4.66K
$776K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-125- 1.75% |
$19.4K - $21.1K
|
7.01K
$1.17M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-101- 87.07% |
$15.7K - $17K
|
15
$2.5K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
610New |
$94.8K - $103K
|
610
$102K
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.15% |
$466 - $506
|
2.07K
$344K
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-700- 2.02% |
$109K - $118K
|
34K
$5.66M
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-200- 1.25% |
$31.1K - $33.7K
|
15.8K
$2.63M
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
25+ 25.51% |
$3.88K - $4.21K
|
123
$20.5K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
214+ 13.33% |
$33.2K - $36.1K
|
1.82K
$303K
|
|
Jul 22, 2024
Q2 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-751- 1.4% |
$117K - $127K
|
52.7K
$8.78M
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
475+ 17.34% |
$73.8K - $80.1K
|
3.21K
$535K
|
|
Jul 22, 2024
Q2 2024
|
Delta Capital Management LLC
|
BUY
|
- |
980+ 3.82% |
$152K - $165K
|
26.7K
$4.44M
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-107- 6.43% |
$16.6K - $18K
|
1.56K
$259K
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-90- 1.38% |
$14K - $15.2K
|
6.45K
$1.08M
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.62K+ 36.71% |
$562K - $610K
|
13.5K
$2.25M
|
|
Jul 22, 2024
Q2 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-154- 0.88% |
$23.9K - $26K
|
17.3K
$2.89M
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-545- 8.35% |
$84.7K - $91.9K
|
5.98K
$996K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
176+ 0.2% |
$27.3K - $29.7K
|
90K
$15M
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-106- 0.03% |
$16.5K - $17.9K
|
329K
$54.7M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-553- 5.52% |
$85.9K - $93.2K
|
9.47K
$1.58M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.76K- 24.25% |
$429K - $466K
|
8.63K
$1.44M
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11.6KNew |
$1.8M - $1.96M
|
11.6K
$1.93M
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-125- 4.42% |
$19.4K - $21.1K
|
2.7K
$450K
|
|
Jul 19, 2024
Q2 2024
|
Ade, LLC
|
BUY
|
- |
115+ 2.58% |
$17.9K - $19.4K
|
4.58K
$762K
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
979+ 39.57% |
$152K - $165K
|
3.45K
$575K
|
|
Jul 18, 2024
Q2 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-686- 21.38% |
$107K - $116K
|
2.52K
$420K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
588+ 26.65% |
$91.3K - $99.1K
|
2.79K
$465K
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
160+ 0.6% |
$24.9K - $27K
|
27K
$4.51M
|
|
Jul 18, 2024
Q2 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
116+ 1.95% |
$18K - $19.6K
|
6.08K
$1.01M
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
35+ 1.71% |
$5.44K - $5.9K
|
2.08K
$347K
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-374- 5.84% |
$58.1K - $63K
|
6.03K
$1M
|
|
Jul 18, 2024
Q2 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
123+ 3.25% |
$19.1K - $20.7K
|
3.91K
$650K
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-243- 0.82% |
$37.7K - $41K
|
29.5K
$4.91M
|