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 |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-346- 7.84% |
$47.3K - $53.3K
|
4.07K
$665K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.85K- 6.87% |
$253K - $285K
|
25.1K
$4.11M
|
|
Apr 13, 2023
Q1 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-779- 4.03% |
$106K - $120K
|
18.6K
$3.03M
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.08K- 21.25% |
$147K - $166K
|
4K
$654K
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
38+ 3.39% |
$5.19K - $5.85K
|
1.16K
$190K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
446+ 4.37% |
$60.9K - $68.6K
|
10.7K
$1.74M
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-936- 23.94% |
$128K - $144K
|
2.97K
$486K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
11.1K+ 8.5% |
$1.52M - $1.71M
|
142K
$23.2M
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
109New |
$14.9K - $16.8K
|
109
$17.8K
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
21+ 0.1% |
$2.87K - $3.23K
|
20.3K
$3.31M
|
|
Q4 2022 | |||||||
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
225New |
$27.8K - $34.6K
|
225
$36.8K
|
|
Aug 15, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
74KNew |
$9.15M - $11.4M
|
74K
$12.1M
|
|
Mar 29, 2023
Q4 2022
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.27KNew |
$652K - $811K
|
5.27K
$861K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3.55KNew |
$439K - $546K
|
3.55K
$579K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
7.43KNew |
$919K - $1.14M
|
7.43K
$1.21M
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
448+ 29.4% |
$55.4K - $69K
|
1.97K
$322K
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
1.58KNew |
$196K - $244K
|
1.58K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-61.6K- 73.2% |
$7.62M - $9.48M
|
22.5K
$3.68M
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.34KNew |
$166K - $206K
|
1.34K
$219K
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-715- 8.78% |
$88.5K - $110K
|
7.43K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-1.5K- 30.79% |
$185K - $230K
|
3.36K
$550K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
25.3K+ 11.3% |
$3.13M - $3.9M
|
249K
$40.7M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.19K+ 9.24% |
$147K - $183K
|
14.1K
$2.3M
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2.1K- 12.31% |
$260K - $323K
|
15K
$2.44M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
906+ 2.01% |
$112K - $139K
|
46K
$7.51M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
48+ 0.86% |
$5.94K - $7.39K
|
5.64K
$922K
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
546New |
$67.6K - $84.1K
|
546
$89.2K
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
7.09KNew |
$877K - $1.09M
|
7.09K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
PUT |
-400- 6.9% |
$49.5K - $61.6K
|
5.4K
$882K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.4MNew |
$2.9B - $3.61B
|
23.4M
$3.83B
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
287New |
$35.5K - $44.2K
|
287
$46.9K
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-33- 1.3% |
$4.08K - $5.08K
|
2.51K
$410K
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
24.1KNew |
$2.98M - $3.71M
|
24.1K
$3.94M
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
9.01K+ 62.25% |
$1.12M - $1.39M
|
23.5K
$3.84M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
95.7KNew |
$11.8M - $14.7M
|
95.7K
$15.6M
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
26.1KNew |
$3.23M - $4.02M
|
26.1K
$4.27M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
717New |
$88.7K - $110K
|
717
$117K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
34New |
$4.21K - $5.23K
|
34
$5.56K
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$619 - $770
|
2.14K
$349K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
14K+ 1.77% |
$1.74M - $2.16M
|
806K
$132M
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.67KNew |
$206K - $257K
|
1.67K
$272K
|
|
Feb 13, 2023
Q4 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
950New |
$118K - $146K
|
950
$155K
|
|
Feb 13, 2023
Q4 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
1.35KNew |
$167K - $208K
|
1.35K
$221K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.54K+ 121.63% |
$191K - $237K
|
2.81K
$459K
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-100- 3.75% |
$12.4K - $15.4K
|
2.56K
$419K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-262- 1.28% |
$32.4K - $40.3K
|
20.3K
$3.31M
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.37KNew |
$169K - $210K
|
1.37K
$223K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
50KNew |
$6.19M - $7.7M
|
50K
$8.17M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
4.52K+ 21.84% |
$560K - $696K
|
25.2K
$4.12M
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
CALL |
706New |
$87.4K - $109K
|
706
$115K
|