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 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.18K- 2.34% |
$311K - $334K
|
91K
$15.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304+ 1.05% |
$43.5K - $46.7K
|
29.2K
$4.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Reik & Co., LLC
|
SELL
|
- |
-470- 3.31% |
$67.2K - $72.2K
|
13.8K
$2.29M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.55K- 14.7% |
$222K - $238K
|
9.01K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-50- 0.56% |
$7.15K - $7.68K
|
8.9K
$1.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.6K+ 6.77% |
$229K - $246K
|
25.3K
$4.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
14.4KNew |
$2.06M - $2.21M
|
14.4K
$2.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
24New |
$3.43K - $3.68K
|
24
$4K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-752- 19.85% |
$108K - $115K
|
3.04K
$506K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-45- 0.43% |
$6.44K - $6.91K
|
10.5K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-7.26K- 65.78% |
$1.04M - $1.11M
|
3.78K
$629K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-8.41K- 63.53% |
$1.2M - $1.29M
|
4.83K
$804K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-50- 19.92% |
$7.15K - $7.68K
|
201
$33.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-100- 5.26% |
$14.3K - $15.4K
|
1.8K
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.27KNew |
$1.04M - $1.12M
|
7.27K
$1.21M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.24K+ 36.84% |
$606K - $650K
|
15.7K
$2.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.46KNew |
$208K - $224K
|
1.46K
$243K
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
87New |
$12.4K - $13.4K
|
87
$14.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-53- 3.3% |
$7.58K - $8.14K
|
1.55K
$259K
|
|
|
Jan 16, 2024
Q4 2023
|
Asset Planning Services Inc
|
SELL
|
- |
-48- 0.76% |
$6.86K - $7.37K
|
6.24K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
204+ 5.97% |
$29.2K - $31.3K
|
3.62K
$603K
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
161+ 1.82% |
$23K - $24.7K
|
9.02K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.08K- 41.36% |
$154K - $166K
|
1.53K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-13.9K- 99.99% |
$1.99M - $2.14M
|
1
$167
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-1K- 14.23% |
$143K - $154K
|
6.03K
$1M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-59- 2.36% |
$8.44K - $9.06K
|
2.44K
$406K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-865- 9.5% |
$124K - $133K
|
8.24K
$1.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-1.72K- 5.97% |
$246K - $264K
|
27.1K
$4.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
SELL
|
- |
-63- 3.98% |
$9.01K - $9.67K
|
1.52K
$253K
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-192- 2.81% |
$27.5K - $29.5K
|
6.65K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-403- 7.15% |
$57.6K - $61.9K
|
5.23K
$871K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.65KNew |
$236K - $253K
|
1.65K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-152- 5.14% |
$21.7K - $23.3K
|
2.8K
$467K
|
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$143 - $154
|
12.2K
$2.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.25KNew |
$465K - $499K
|
3.25K
$541K
|
|
|
Jan 09, 2024
Q4 2023
|
Mcia Inc
|
SELL
|
- |
-6- 0.1% |
$858 - $921
|
5.94K
$990K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-234- 11.18% |
$33.5K - $35.9K
|
1.86K
$310K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
424+ 1.73% |
$60.6K - $65.1K
|
24.9K
$4.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
74.3K+ 8.42% |
$10.6M - $11.4M
|
958K
$160M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.86K- 3.62% |
$266K - $285K
|
49.5K
$8.24M
|
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
200New |
$28.6K - $30.7K
|
200
$33.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
26.3MNew |
$3.83B - $4.13B
|
26.3M
$4.38B
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50+ 6.25% |
$7.29K - $7.85K
|
850
$142K
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8.21KNew |
$1.2M - $1.29M
|
8.21K
$1.37M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-16.4K- 2.98% |
$2.39M - $2.58M
|
534K
$89M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2- 0.14% |
$292 - $314
|
1.46K
$244K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-17.9K- 99.38% |
$2.61M - $2.81M
|
112
$18.7K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-24.3K- 67.89% |
$3.54M - $3.81M
|
11.5K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
30.7KNew |
$4.48M - $4.82M
|
30.7K
$5.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-254- 0.77% |
$37K - $39.9K
|
32.8K
$5.47M
|
|