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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-78- 3.73% |
$12.6K - $14K
|
2.01K
$317K
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
90.1K+ 186.02% |
$14.5M - $16.2M
|
138K
$21.8M
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 2.51% |
$350K - $391K
|
84.4K
$13.3M
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-3.3K- 14.37% |
$531K - $593K
|
19.7K
$3.1M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
6.09KNew |
$981K - $1.09M
|
6.09K
$959K
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
400+ 16.12% |
$64.4K - $71.9K
|
2.88K
$454K
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
74+ 5.36% |
$11.9K - $13.3K
|
1.46K
$229K
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
2.05KNew |
$330K - $368K
|
2.05K
$322K
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.74% |
$322 - $359
|
272
$42.8K
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
1.48KNew |
$238K - $265K
|
1.48K
$232K
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
200+ 8.57% |
$32.2K - $35.9K
|
2.53K
$399K
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 16.2% |
$190K - $212K
|
6.11K
$963K
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-5- 0.31% |
$805 - $899
|
1.6K
$252K
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
54+ 4.2% |
$8.7K - $9.7K
|
1.34K
$211K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
70New |
$11.3K - $12.6K
|
70
$11K
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
69.7KNew |
$11.2M - $12.5M
|
69.7K
$11M
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
28New |
$4.51K - $5.03K
|
28
$4.41K
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
36New |
$5.8K - $6.47K
|
36
$5.67K
|
|
Feb 06, 2025
Q4 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-4.4K- 9.63% |
$709K - $791K
|
41.3K
$6.51M
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-9- 0.18% |
$1.45K - $1.62K
|
5.02K
$790K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.28KNew |
$207K - $231K
|
1.28K
$202K
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$1.61K - $1.8K
|
10
$1.58K
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.37K+ 86.45% |
$381K - $425K
|
5.11K
$804K
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$322 - $359
|
2.28K
$360K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.74K- 77.19% |
$1.57M - $1.75M
|
2.88K
$453K
|
|
Feb 05, 2025
Q4 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
850+ 3.47% |
$137K - $153K
|
25.4K
$4M
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
293+ 2.47% |
$47.2K - $52.7K
|
12.1K
$1.91M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
167KNew |
$26.8M - $29.9M
|
167K
$26.2M
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-60- 1.29% |
$9.66K - $10.8K
|
4.6K
$725K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-692- 5.24% |
$111K - $124K
|
12.5K
$1.97M
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.29KNew |
$207K - $231K
|
1.29K
$203K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
235New |
$37.8K - $42.2K
|
235
$37K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
431+ 36.93% |
$69.4K - $77.5K
|
1.6K
$252K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-41K- 99.9% |
$6.6M - $7.37M
|
39
$6.14K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.55K+ 4.66% |
$250K - $279K
|
34.9K
$5.49M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
98+ 5.13% |
$15.8K - $17.6K
|
2.01K
$316K
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-490- 14.29% |
$78.9K - $88.1K
|
2.94K
$463K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
189+ 6.87% |
$30.4K - $34K
|
2.94K
$463K
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
234+ 15.4% |
$37.7K - $42K
|
1.75K
$276K
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-625- 2.58% |
$101K - $112K
|
23.6K
$3.71M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
493+ 2.67% |
$79.4K - $88.6K
|
18.9K
$2.98M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.23KNew |
$359K - $400K
|
2.23K
$351K
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-282- 2.99% |
$45.4K - $50.7K
|
9.14K
$1.44M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
10.6K+ 516.23% |
$1.7M - $1.9M
|
12.6K
$1.99M
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-141- 1.17% |
$22.7K - $25.3K
|
11.9K
$1.87M
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.12KClosed |
$180K - $200K
|
0
$0
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
10KNew |
$1.61M - $1.8M
|
10K
$1.58M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
77+ 0.14% |
$12.4K - $13.8K
|
54.7K
$8.61M
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-222- 5.31% |
$35.8K - $39.9K
|
3.96K
$624K
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.47KNew |
$236K - $264K
|
1.47K
$231K
|