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 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
240+ 32.92% |
$34.3K - $36.8K
|
969
$161K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.95% |
$143 - $154
|
106
$17.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-333- 3.92% |
$47.6K - $51.1K
|
8.16K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-35.2K- 64.75% |
$5.03M - $5.4M
|
19.2K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-4.21K- 51.28% |
$602K - $646K
|
4K
$666K
|
|
|
Feb 09, 2024
Q4 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-25.5K- 94.12% |
$3.64M - $3.91M
|
1.59K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
981+ 7.7% |
$140K - $151K
|
13.7K
$2.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.54K+ 48.5% |
$220K - $236K
|
4.72K
$785K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-113- 0.99% |
$16.2K - $17.3K
|
11.3K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.1K+ 3.4% |
$1.45M - $1.55M
|
307K
$51.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
207+ 10.72% |
$29.6K - $31.8K
|
2.14K
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
433New |
$61.9K - $66.5K
|
433
$72.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$5.15K - $5.53K
|
36
$6K
|
|
|
Feb 08, 2024
Q4 2023
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-273- 36.94% |
$39K - $41.9K
|
466
$77.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
3KNew |
$429K - $461K
|
3K
$500K
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
8.69KNew |
$1.24M - $1.33M
|
8.69K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-121K- 79.09% |
$17.3M - $18.6M
|
32.1K
$5.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-6.41K- 18.24% |
$916K - $984K
|
28.7K
$4.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Crystal Rock Capital Management
|
SELL
|
- |
-800- 3.16% |
$114K - $123K
|
24.5K
$4.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.16KNew |
$309K - $332K
|
2.16K
$360K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
108New |
$15.4K - $16.6K
|
108
$18K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-50- 2.28% |
$7.15K - $7.68K
|
2.14K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
853+ 18.46% |
$122K - $131K
|
5.48K
$912K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-110- 6.65% |
$15.7K - $16.9K
|
1.54K
$257K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
387New |
$55.3K - $59.4K
|
387
$64.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
106New |
$15.2K - $16.3K
|
106
$17.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-795- 32.36% |
$114K - $122K
|
1.66K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-4.1K- 0.8% |
$586K - $629K
|
509K
$84.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-94- 3.19% |
$13.4K - $14.4K
|
2.85K
$475K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
208+ 0.37% |
$29.7K - $31.9K
|
56.8K
$9.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
328+ 6.46% |
$46.9K - $50.4K
|
5.41K
$901K
|
|
|
Feb 02, 2024
Q4 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-14.2K- 88.91% |
$2.03M - $2.18M
|
1.77K
$295K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
16.5KNew |
$2.36M - $2.54M
|
16.5K
$2.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
6New |
$858 - $921
|
6
$999
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
98.9K+ 64.51% |
$14.1M - $15.2M
|
252K
$42M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-337- 1.11% |
$48.2K - $51.7K
|
30.1K
$5.01M
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-50- 1.11% |
$7.15K - $7.68K
|
4.44K
$739K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-2.78K- 22.32% |
$398K - $427K
|
9.68K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
195New |
$27.9K - $29.9K
|
195
$32.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-14.1K- 19.05% |
$2.01M - $2.16M
|
59.7K
$9.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
228New |
$32.6K - $35K
|
228
$38K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
2KNew |
$286K - $307K
|
2K
$333K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
27.4K+ 41.07% |
$3.92M - $4.21M
|
94.2K
$15.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.14K- 19.11% |
$735K - $790K
|
21.8K
$3.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-35- 1.13% |
$5.01K - $5.37K
|
3.07K
$512K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-76- 54.68% |
$10.9K - $11.7K
|
63
$10.5K
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-9.12K- 24.65% |
$1.3M - $1.4M
|
27.9K
$4.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
350+ 3.44% |
$50.1K - $53.7K
|
10.5K
$1.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
33New |
$4.72K - $5.07K
|
33
$5.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.27% |
$715 - $768
|
1.83K
$305K
|