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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.14K+ 5.9% |
$166K - $178K
|
20.4K
$3.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
38+ 1.12% |
$5.54K - $5.97K
|
3.43K
$569K
|
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.05KNew |
$298K - $321K
|
2.05K
$340K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
5.3KNew |
$773K - $833K
|
5.3K
$880K
|
|
|
Oct 20, 2023
Q3 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-378- 2.21% |
$55.1K - $59.4K
|
16.7K
$2.77M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-5.79K- 15.75% |
$845K - $910K
|
31K
$5.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22+ 1.39% |
$3.21K - $3.46K
|
1.6K
$266K
|
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
276+ 2.71% |
$40.3K - $43.4K
|
10.5K
$1.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.2K- 37.63% |
$175K - $189K
|
1.99K
$330K
|
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-68- 4.57% |
$9.92K - $10.7K
|
1.42K
$236K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.37K- 7.4% |
$783K - $843K
|
67.1K
$11.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-200- 29.46% |
$29.2K - $31.4K
|
479
$79.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
9.56KNew |
$1.39M - $1.5M
|
9.56K
$1.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.59K+ 63.87% |
$231K - $249K
|
4.07K
$676K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-80- 1.07% |
$11.7K - $12.6K
|
7.37K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
988+ 3.73% |
$144K - $155K
|
27.5K
$4.56M
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-20- 0.25% |
$2.92K - $3.14K
|
7.92K
$1.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Marks Wealth, LLC
|
SELL
|
- |
-123- 1.94% |
$17.9K - $19.3K
|
6.22K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
8.21KNew |
$1.2M - $1.29M
|
8.21K
$1.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.74KNew |
$253K - $273K
|
1.74K
$288K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-650- 11.21% |
$94.8K - $102K
|
5.15K
$855K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.18K- 32.0% |
$171K - $185K
|
2.5K
$415K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-47- 64.38% |
$6.86K - $7.38K
|
26
$4.32K
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
15.8KNew |
$2.31M - $2.49M
|
15.8K
$2.63M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-35.6K- 20.58% |
$5.19M - $5.59M
|
137K
$22.8M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-65- 3.2% |
$9.48K - $10.2K
|
1.97K
$327K
|
|
|
Oct 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
331+ 37.19% |
$48.3K - $52K
|
1.22K
$203K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.13KNew |
$165K - $177K
|
1.13K
$187K
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.69K- 20.95% |
$246K - $265K
|
6.37K
$1.06M
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-100- 3.21% |
$14.3K - $15.7K
|
3.02K
$501K
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
285+ 12.14% |
$40.6K - $44.6K
|
2.63K
$437K
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-4.41M- 14.48% |
$628M - $690M
|
26M
$4.32B
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
57.9K+ 805.47% |
$8.24M - $9.06M
|
65K
$10.8M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-289K- 83.67% |
$41.2M - $45.2M
|
56.4K
$9.36M
|
|
|
Dec 08, 2023
Q2 2023
|
Palladiem, LLC
|
SELL
|
- |
-104- 3.92% |
$14.8K - $16.3K
|
2.55K
$424K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-350- 12.28% |
$49.9K - $54.8K
|
2.5K
$415K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
20.1KNew |
$2.87M - $3.15M
|
20.1K
$3.34M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-23.2K- 23.84% |
$3.31M - $3.64M
|
74.2K
$12.3M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-15- 0.53% |
$2.14K - $2.35K
|
2.82K
$468K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
SELL
|
- |
-5.89KClosed |
$839K - $921K
|
0
$0
|
|
|
Aug 16, 2023
Q2 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-200- 5.57% |
$28.5K - $31.3K
|
3.39K
$563K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-7.08K- 28.34% |
$1.01M - $1.11M
|
17.9K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-22- 0.1% |
$3.14K - $3.44K
|
21.4K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-866- 0.38% |
$123K - $136K
|
225K
$37.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
3.19K+ 212.53% |
$454K - $499K
|
4.69K
$778K
|
|
|
Aug 14, 2023
Q2 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-8.17K- 25.25% |
$1.16M - $1.28M
|
24.2K
$4.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$1.43M - $1.57M
|
10K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Mane Global Capital Management LP
New York, NY |
BUY
|
- |
264KNew |
$37.7M - $41.4M
|
264K
$43.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
1.85KNew |
$264K - $290K
|
1.85K
$307K
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-43.2K- 99.79% |
$6.15M - $6.76M
|
90
$14.9K
|
|