Latest Institutional Purchases of Procter & Gamble CO (PG)
This list provides information on the latest institutional transactions involving Procter & Gamble CO (PG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
4.77KNew |
$682K - $732K
|
4.77K
$763K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.24K+ 36.84% |
$606K - $650K
|
15.7K
$2.52M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.95KNew |
$565K - $606K
|
3.95K
$631K
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3.84KNew |
$549K - $589K
|
3.84K
$614K
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
3.84KNew |
$549K - $589K
|
3.84K
$614K
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.25KNew |
$465K - $499K
|
3.25K
$520K
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
2.78KNew |
$398K - $427K
|
2.78K
$445K
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.72KNew |
$389K - $417K
|
2.72K
$434K
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.7KNew |
$386K - $414K
|
2.7K
$431K
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.16KNew |
$309K - $332K
|
2.16K
$346K
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.14KNew |
$307K - $329K
|
2.14K
$343K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
2KNew |
$286K - $307K
|
2K
$320K
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.65KNew |
$236K - $253K
|
1.65K
$263K
|
|
Feb 23, 2024
Q4 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.64KNew |
$234K - $251K
|
1.64K
$262K
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.6K+ 6.77% |
$229K - $246K
|
25.3K
$4.04M
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.54K+ 48.5% |
$220K - $236K
|
4.72K
$754K
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.46KNew |
$208K - $224K
|
1.46K
$233K
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1.4KNew |
$200K - $214K
|
1.4K
$223K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.09KNew |
$156K - $167K
|
1.09K
$174K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.05KNew |
$151K - $162K
|
1.05K
$168K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
981+ 7.7% |
$140K - $151K
|
13.7K
$2.19M
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
959New |
$137K - $147K
|
959
$153K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
853+ 18.46% |
$122K - $131K
|
5.48K
$875K
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
PUT |
700New |
$100K - $107K
|
700
$112K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
433New |
$61.9K - $66.5K
|
433
$69.2K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
424+ 1.73% |
$60.6K - $65.1K
|
24.9K
$3.98M
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
396New |
$56.6K - $60.8K
|
396
$63.3K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
387New |
$55.3K - $59.4K
|
387
$61.9K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
350+ 3.44% |
$50.1K - $53.7K
|
10.5K
$1.68M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304+ 1.05% |
$43.5K - $46.7K
|
29.2K
$4.66M
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
240+ 32.92% |
$34.3K - $36.8K
|
969
$155K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
238+ 5950.0% |
$34K - $36.5K
|
242
$38.7K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
228New |
$32.6K - $35K
|
228
$36.4K
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
208+ 0.37% |
$29.7K - $31.9K
|
56.8K
$9.08M
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
204+ 5.97% |
$29.2K - $31.3K
|
3.62K
$579K
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
200New |
$28.6K - $30.7K
|
200
$32K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
195New |
$27.9K - $29.9K
|
195
$31.2K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
177New |
$25.3K - $27.2K
|
177
$28.3K
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
161+ 1.82% |
$23K - $24.7K
|
9.02K
$1.44M
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
154+ 0.56% |
$22K - $23.6K
|
27.5K
$4.39M
|
|
Feb 12, 2024
Q4 2023
|
Cowen And Company, LLC
|
BUY
|
- |
141+ 4.7% |
$20.2K - $21.6K
|
3.14K
$502K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
106New |
$15.2K - $16.3K
|
106
$16.9K
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
102+ 1.85% |
$14.6K - $15.7K
|
5.6K
$896K
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
87New |
$12.4K - $13.4K
|
87
$13.9K
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
50+ 1.69% |
$7.15K - $7.68K
|
3.01K
$480K
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
36New |
$5.15K - $5.53K
|
36
$5.75K
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
24New |
$3.43K - $3.68K
|
24
$3.84K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
6New |
$858 - $921
|
6
$959
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
5+ 0.32% |
$715 - $768
|
1.57K
$251K
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.27% |
$715 - $768
|
1.83K
$293K
|