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 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
27+ 0.18% |
$3.34K - $4.16K
|
14.8K
$2.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
1.36KNew |
$168K - $209K
|
1.36K
$222K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
42+ 0.31% |
$5.2K - $6.47K
|
13.6K
$2.21M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-111- 0.87% |
$13.7K - $17.1K
|
12.7K
$2.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-875- 0.34% |
$108K - $135K
|
255K
$41.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
SELL
|
- |
-227- 3.63% |
$28.1K - $34.9K
|
6.02K
$984K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-523- 5.36% |
$64.7K - $80.5K
|
9.24K
$1.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
71+ 39.89% |
$8.79K - $10.9K
|
249
$40.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.78KNew |
$220K - $274K
|
1.78K
$290K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
329+ 4.49% |
$40.7K - $50.6K
|
7.66K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
659New |
$81.6K - $101K
|
659
$108K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.08KNew |
$133K - $166K
|
1.08K
$176K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
80+ 320.0% |
$9.9K - $12.3K
|
105
$17.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 3.73% |
$3.09K - $3.85K
|
695
$114K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.01K+ 0.3% |
$249K - $310K
|
682K
$112M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
100+ 2.33% |
$12.4K - $15.4K
|
4.38K
$716K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
3.92KNew |
$486K - $604K
|
3.92K
$641K
|
|
|
Jan 12, 2023
Q4 2022
|
Ardevora Asset Management LLP
|
BUY
|
- |
131K+ 25.5% |
$16.2M - $20.2M
|
646K
$106M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-72- 2.37% |
$8.91K - $11.1K
|
2.96K
$484K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
12.1K+ 8.24% |
$1.5M - $1.87M
|
159K
$26M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
537New |
$66.5K - $82.7K
|
537
$87.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-18- 3.07% |
$2.23K - $2.77K
|
568
$92.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
170New |
$21K - $26.2K
|
170
$27.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
485New |
$60K - $74.7K
|
485
$79.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
400New |
$49.5K - $61.6K
|
400
$65.4K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
32.4K+ 586.45% |
$4.09M - $4.86M
|
37.9K
$6.2M
|
|
|
May 04, 2023
Q3 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
PUT |
15KNew |
$1.89M - $2.25M
|
15K
$2.45M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-57.8K- 12.19% |
$7.29M - $8.66M
|
416K
$68M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
5.5KNew |
$695K - $825K
|
5.5K
$899K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
2.26K+ 3.09% |
$285K - $338K
|
75.2K
$12.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
194+ 0.16% |
$24.5K - $29.1K
|
125K
$20.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.23K- 4.13% |
$155K - $184K
|
28.5K
$4.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1K- 4.68% |
$127K - $150K
|
20.4K
$3.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-4.39K- 71.86% |
$554K - $658K
|
1.72K
$281K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
BUY
|
- |
224+ 8.84% |
$28.3K - $33.6K
|
2.76K
$451K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-113- 12.7% |
$14.3K - $16.9K
|
777
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
207+ 0.83% |
$26.1K - $31K
|
25.1K
$4.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-116K- 50.23% |
$14.6M - $17.3M
|
115K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.17KNew |
$905K - $1.07M
|
7.17K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-11.3KClosed |
$1.43M - $1.7M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
436+ 0.43% |
$55K - $65.4K
|
102K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
4.25KNew |
$537K - $638K
|
4.25K
$695K
|
|
|
Nov 14, 2022
Q3 2022
|
Kehrs Ridge Capital,Llc
|
BUY
|
- |
105KNew |
$13.3M - $15.7M
|
105K
$17.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-8.63K- 3.13% |
$1.09M - $1.29M
|
267K
$43.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.32K+ 1.33% |
$166K - $197K
|
100K
$16.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Permian Investment Partners, LP
New York, NY |
BUY
|
- |
2.78KNew |
$351K - $417K
|
2.78K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
78.6K+ 250.54% |
$9.93M - $11.8M
|
110K
$18M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
17.8K+ 112.32% |
$2.24M - $2.66M
|
33.6K
$5.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Brandy Trust Global Partners, LP
Hockessin, DE |
BUY
|
- |
59.7KNew |
$7.54M - $8.95M
|
59.7K
$9.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Abanco Investors Ltd., LLC
Middletown, RI |
BUY
|
- |
97.7KNew |
$12.3M - $14.6M
|
97.7K
$16M
|
|