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 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.86K+ 4.57% |
$295K - $327K
|
42.5K
$6.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
111+ 2.35% |
$17.6K - $19.6K
|
4.83K
$760K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
218+ 5.68% |
$34.6K - $38.4K
|
4.06K
$639K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-90- 5.92% |
$14.3K - $15.9K
|
1.43K
$225K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
56+ 0.7% |
$8.88K - $9.87K
|
8.06K
$1.27M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-123- 14.04% |
$19.5K - $21.7K
|
753
$119K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-454- 7.95% |
$72K - $80K
|
5.26K
$828K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
136+ 0.53% |
$21.6K - $24K
|
25.9K
$4.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.18% |
$159 - $176
|
553
$87.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
194+ 1.97% |
$30.8K - $34.2K
|
10.1K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
SELL
|
- |
-750- 23.44% |
$119K - $132K
|
2.45K
$386K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
448+ 16.75% |
$71K - $79K
|
3.12K
$492K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
212+ 2.76% |
$33.6K - $37.4K
|
7.9K
$1.24M
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
65+ 0.2% |
$10.3K - $11.5K
|
32.7K
$5.15M
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-2.31K- 0.42% |
$367K - $408K
|
554K
$87.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.98K+ 1.67% |
$315K - $350K
|
121K
$19M
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-8.54K- 98.38% |
$1.35M - $1.51M
|
141
$22.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
160+ 5.76% |
$25.4K - $28.2K
|
2.94K
$462K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-169- 0.66% |
$26.8K - $29.8K
|
25.6K
$4.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.75K+ 6.03% |
$594K - $661K
|
65.9K
$10.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-85- 4.11% |
$13.5K - $15K
|
1.99K
$313K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
132+ 1.11% |
$20.9K - $23.3K
|
12.1K
$1.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
7.61K+ 190.44% |
$1.21M - $1.34M
|
11.6K
$1.83M
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
60+ 0.56% |
$9.51K - $10.6K
|
10.8K
$1.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-37- 2.88% |
$5.87K - $6.52K
|
1.25K
$197K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.12K+ 19.2% |
$1.13M - $1.25M
|
44.2K
$6.96M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
81+ 0.78% |
$12.8K - $14.3K
|
10.4K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-100- 4.1% |
$15.9K - $17.6K
|
2.34K
$369K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-153- 1.82% |
$24.3K - $27K
|
8.26K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-820- 7.93% |
$130K - $145K
|
9.52K
$1.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$159 - $176
|
4.96K
$781K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.42K- 2.57% |
$225K - $250K
|
53.8K
$8.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.29K- 6.36% |
$522K - $581K
|
48.5K
$7.65M
|
|
|
Apr 07, 2025
Q1 2025
|
Eastover Investment Advisors LLC
|
SELL
|
- |
-305- 0.7% |
$48.4K - $53.8K
|
43K
$6.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-292- 1.81% |
$46.3K - $51.5K
|
15.8K
$2.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
753+ 2.56% |
$119K - $133K
|
30.2K
$4.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.64K+ 19.08% |
$260K - $289K
|
10.2K
$1.61M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$186K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
68+ 1.81% |
$10.8K - $12K
|
3.83K
$604K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
4.21K+ 85.18% |
$668K - $742K
|
9.16K
$1.44M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-6.04K- 30.76% |
$958K - $1.06M
|
13.6K
$2.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
300+ 193.55% |
$47.6K - $52.9K
|
455
$71.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
6.93K+ 2.12% |
$1.1M - $1.22M
|
333K
$52.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Legacy Solutions, LLC
Kennett Square, PA |
BUY
|
- |
2+ 0.11% |
$317 - $353
|
1.8K
$284K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.1K+ 13.41% |
$333K - $370K
|
17.8K
$2.8M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
33+ 1.19% |
$5.23K - $5.82K
|
2.82K
$444K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-292- 0.79% |
$46.3K - $51.5K
|
36.6K
$5.77M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
273+ 2.12% |
$43.3K - $48.1K
|
13.2K
$2.07M
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
390+ 2.31% |
$61.8K - $68.7K
|
17.3K
$2.72M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
30.5K+ 23.31% |
$4.84M - $5.38M
|
161K
$25.4M
|