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 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.35KNew |
$379K - $423K
|
2.35K
$371K
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.3K- 12.39% |
$209K - $234K
|
9.19K
$1.45M
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
96New |
$15.5K - $17.3K
|
96
$15.1K
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-56- 2.4% |
$9.02K - $10.1K
|
2.28K
$358K
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-100- 5.13% |
$16.1K - $18K
|
1.85K
$291K
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
17K+ 260.33% |
$2.74M - $3.06M
|
23.6K
$3.71M
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-89- 0.28% |
$14.3K - $16K
|
32.2K
$5.07M
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-50- 0.73% |
$8.05K - $8.99K
|
6.84K
$1.08M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
17New |
$2.74K - $3.05K
|
17
$2.68K
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
12KNew |
$1.93M - $2.16M
|
12K
$1.89M
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
129KNew |
$20.8M - $23.2M
|
129K
$20.3M
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-204- 1.89% |
$32.9K - $36.7K
|
10.6K
$1.67M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.78K- 0.6% |
$447K - $499K
|
461K
$72.6M
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
189+ 2.88% |
$30.4K - $34K
|
6.75K
$1.06M
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-445- 22.47% |
$71.7K - $80K
|
1.54K
$242K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
83+ 0.47% |
$13.4K - $14.9K
|
17.8K
$2.8M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
527New |
$84.9K - $94.7K
|
527
$83K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.86K+ 5.34% |
$460K - $514K
|
56.4K
$8.89M
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-94- 1.38% |
$15.1K - $16.9K
|
6.71K
$1.06M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
671+ 26.36% |
$108K - $121K
|
3.22K
$507K
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
393+ 5.53% |
$63.3K - $70.6K
|
7.51K
$1.18M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.06K+ 69.1% |
$171K - $191K
|
2.6K
$409K
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.92K+ 67.46% |
$1.27M - $1.42M
|
19.7K
$3.1M
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-324- 14.99% |
$52.2K - $58.2K
|
1.84K
$289K
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-695- 3.57% |
$112K - $125K
|
18.8K
$2.96M
|
|
Jan 30, 2025
Q4 2024
|
Bull Street Advisors, LLC
|
SELL
|
- |
-20- 0.09% |
$3.22K - $3.59K
|
23.1K
$3.63M
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-100- 7.69% |
$16.1K - $18K
|
1.2K
$189K
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
203+ 17.12% |
$32.7K - $36.5K
|
1.39K
$219K
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
3.01KNew |
$485K - $541K
|
3.01K
$474K
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.24KNew |
$200K - $223K
|
1.24K
$196K
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
140+ 2.01% |
$22.5K - $25.2K
|
7.09K
$1.12M
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-232- 8.92% |
$37.4K - $41.7K
|
2.37K
$373K
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.09KNew |
$336K - $375K
|
2.09K
$328K
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
100+ 0.79% |
$16.1K - $18K
|
12.8K
$2.01M
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-500- 3.87% |
$80.5K - $89.9K
|
12.4K
$1.96M
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
29+ 2.25% |
$4.67K - $5.21K
|
1.32K
$207K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.48KNew |
$239K - $266K
|
1.48K
$233K
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-78- 3.65% |
$12.6K - $14K
|
2.06K
$324K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-8- 1.92% |
$1.29K - $1.44K
|
408
$64.3K
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.77K- 44.01% |
$284K - $317K
|
2.25K
$354K
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-196- 3.7% |
$31.6K - $35.2K
|
5.11K
$804K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
394+ 89.55% |
$63.5K - $70.8K
|
834
$131K
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.36KNew |
$219K - $244K
|
1.36K
$214K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
95.2KNew |
$15.3M - $17.1M
|
95.2K
$15M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-58- 2.79% |
$9.34K - $10.4K
|
2.02K
$318K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-9- 0.8% |
$1.45K - $1.62K
|
1.12K
$176K
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-154- 5.78% |
$24.8K - $27.7K
|
2.51K
$395K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
700+ 92.11% |
$113K - $126K
|
1.46K
$230K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
474New |
$76.3K - $85.2K
|
474
$74.7K
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
100KNew |
$16.1M - $18M
|
100K
$15.8M
|