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 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-101- 7.56% |
$16.2K - $18K
|
1.24K
$195K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-42- 2.43% |
$6.75K - $7.47K
|
1.69K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-250- 15.59% |
$40.2K - $44.5K
|
1.35K
$213K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
51.3K+ 83.93% |
$8.24M - $9.12M
|
112K
$17.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$161 - $178
|
8.25K
$1.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.05% |
$161 - $178
|
2.09K
$330K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-210- 12.57% |
$33.8K - $37.3K
|
1.46K
$230K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-198- 13.21% |
$31.8K - $35.2K
|
1.3K
$205K
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-38- 1.26% |
$6.11K - $6.76K
|
2.97K
$468K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
67+ 0.47% |
$10.8K - $11.9K
|
14.3K
$2.26M
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.16KNew |
$186K - $206K
|
1.16K
$182K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
16+ 0.69% |
$2.49K - $2.7K
|
2.34K
$369K
|
|
|
Jul 10, 2025
Q2 2024
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
SELL
|
- |
-742- 6.06% |
$115K - $125K
|
11.5K
$1.81M
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
7+ 0.16% |
$1.09K - $1.18K
|
4.26K
$671K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
140+ 3.85% |
$21.7K - $23.6K
|
3.78K
$595K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-8.68KClosed |
$1.35M - $1.46M
|
0
$0
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-10.9K- 8.99% |
$1.69M - $1.84M
|
110K
$17.4M
|
|
|
Aug 28, 2024
Q2 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-500- 7.24% |
$77.7K - $84.3K
|
6.41K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.42KNew |
$220K - $239K
|
1.42K
$224K
|
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-265- 1.74% |
$41.2K - $44.7K
|
14.9K
$2.35M
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
352New |
$54.7K - $59.3K
|
352
$55.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-320- 16.39% |
$49.7K - $53.9K
|
1.63K
$257K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$15.5K - $16.9K
|
100
$15.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-453- 18.41% |
$70.4K - $76.4K
|
2.01K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-144- 5.67% |
$22.4K - $24.3K
|
2.4K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-1.69K- 41.26% |
$263K - $285K
|
2.41K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 5.56% |
$15.5K - $16.9K
|
1.7K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-100- 5.56% |
$15.5K - $16.9K
|
1.7K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-126K- 19.23% |
$19.6M - $21.2M
|
529K
$83.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Avenir Corp
Washington, DC |
BUY
|
- |
289+ 13.01% |
$44.9K - $48.7K
|
2.51K
$395K
|
|
|
Aug 14, 2024
Q2 2024
|
Srb Corp
Boston, MA |
SELL
|
- |
-4.33K- 1.52% |
$673K - $730K
|
281K
$44.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
142KNew |
$22.1M - $23.9M
|
142K
$22.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-201- 75.56% |
$31.2K - $33.9K
|
65
$10.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-1.6K- 40.0% |
$249K - $270K
|
2.4K
$378K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
22.4K+ 382.46% |
$3.49M - $3.78M
|
28.3K
$4.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.17K+ 111.93% |
$493K - $535K
|
6K
$946K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-6- 0.24% |
$932 - $1.01K
|
2.46K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.32K+ 107.16% |
$516K - $560K
|
6.42K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 10.75% |
$31.1K - $33.7K
|
1.66K
$261K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
41+ 8.89% |
$6.37K - $6.91K
|
502
$79.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7.2KNew |
$1.12M - $1.21M
|
7.2K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-21.8K- 80.1% |
$3.38M - $3.67M
|
5.41K
$853K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
57+ 0.47% |
$8.85K - $9.61K
|
12.3K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.22KNew |
$189K - $205K
|
1.22K
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
PUT |
-1.4K- 51.85% |
$217K - $236K
|
1.3K
$205K
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-298- 17.69% |
$46.3K - $50.2K
|
1.39K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
1.46K+ 100.0% |
$227K - $246K
|
2.92K
$460K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13New |
$2.02K - $2.19K
|
13
$2.05K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
198+ 12.3% |
$30.8K - $33.4K
|
1.81K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.42M+ 0.9% |
$221M - $240M
|
159M
$25.1B
|
|