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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.01K+ 60.0% |
$162K - $181K
|
2.69K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-65- 4.48% |
$10.5K - $11.7K
|
1.39K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
65+ 0.56% |
$10.5K - $11.7K
|
11.6K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-487- 1.65% |
$78.4K - $87.5K
|
29K
$4.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-160- 90.91% |
$25.8K - $28.8K
|
16
$2.52K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
105+ 46.67% |
$16.9K - $18.9K
|
330
$52K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
3.08KNew |
$496K - $554K
|
3.08K
$485K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
113+ 8.63% |
$18.2K - $20.3K
|
1.42K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-800- 6.73% |
$129K - $144K
|
11.1K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.89K- 12.81% |
$304K - $339K
|
12.8K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.81K- 44.56% |
$291K - $324K
|
2.25K
$354K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
72+ 12.88% |
$11.6K - $12.9K
|
631
$99.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 68.97% |
$310K - $346K
|
867
$137K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-33- 2.87% |
$5.31K - $5.93K
|
1.12K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
3+ 0.22% |
$483 - $539
|
1.38K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.7KNew |
$274K - $305K
|
1.7K
$268K
|
|
|
Jan 24, 2025
Q4 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
310+ 22.38% |
$49.9K - $55.7K
|
1.7K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-9- 1.58% |
$1.45K - $1.62K
|
559
$88.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.02K- 12.77% |
$325K - $362K
|
13.8K
$2.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
62+ 3.21% |
$9.99K - $11.1K
|
2K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-10- 0.58% |
$1.61K - $1.8K
|
1.73K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-28- 0.68% |
$4.51K - $5.03K
|
4.11K
$648K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-40- 0.66% |
$6.44K - $7.19K
|
5.99K
$943K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.31KNew |
$211K - $236K
|
1.31K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
25New |
$4.03K - $4.49K
|
25
$3.94K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
406+ 7.52% |
$65.4K - $73K
|
5.8K
$914K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
103+ 1.25% |
$16.6K - $18.5K
|
8.37K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
274New |
$44.1K - $49.2K
|
274
$43.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-59- 2.55% |
$9.5K - $10.6K
|
2.25K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.19K- 23.35% |
$191K - $213K
|
3.9K
$614K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-2.74K- 71.22% |
$442K - $493K
|
1.11K
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.48% |
$805 - $899
|
1.04K
$163K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
193+ 7.49% |
$31.1K - $34.7K
|
2.77K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13- 2.55% |
$2.09K - $2.34K
|
496
$78.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.44KNew |
$232K - $259K
|
1.44K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-73- 2.79% |
$11.8K - $13.1K
|
2.55K
$401K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
15.1KNew |
$2.44M - $2.72M
|
15.1K
$2.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
251+ 16.28% |
$40.4K - $45.1K
|
1.79K
$282K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-31.5K- 96.08% |
$5.08M - $5.67M
|
1.29K
$203K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.09K- 2.09% |
$176K - $196K
|
51.3K
$8.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
100+ 2.5% |
$16.1K - $18K
|
4.1K
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
120+ 2.97% |
$19.3K - $21.6K
|
4.16K
$656K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
45+ 2.98% |
$7.25K - $8.09K
|
1.56K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
320+ 0.98% |
$51.5K - $57.5K
|
33.1K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-50- 2.25% |
$8.05K - $8.99K
|
2.17K
$342K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-155- 2.48% |
$25K - $27.9K
|
6.08K
$958K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-30- 0.35% |
$4.83K - $5.39K
|
8.61K
$1.36M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.47K- 30.27% |
$236K - $264K
|
3.38K
$532K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
499+ 7.21% |
$80.4K - $89.7K
|
7.42K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-790- 23.17% |
$127K - $142K
|
2.62K
$413K
|