Purchases and Sales Made in Q1 2025 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 2025. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2.29K+ 3.56% |
$363K - $404K
|
66.6K
$10.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.28K+ 133.69% |
$361K - $402K
|
3.98K
$637K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.27K+ 3.08% |
$360K - $400K
|
75.9K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.27K+ 10.43% |
$360K - $400K
|
24K
$3.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.26K+ 5.39% |
$358K - $397K
|
44.1K
$7.05M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.24K+ 9.83% |
$355K - $395K
|
25K
$4M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.23K+ 2.03% |
$354K - $393K
|
112K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.23K+ 15907.14% |
$353K - $393K
|
2.24K
$358K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.21K+ 10.27% |
$350K - $390K
|
23.7K
$3.79M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2.18K+ 1.24% |
$346K - $385K
|
178K
$28.5M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.17K+ 27.07% |
$345K - $383K
|
10.2K
$1.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.15K+ 4.82% |
$342K - $380K
|
46.9K
$7.49M
|
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.15K+ 39.16% |
$341K - $379K
|
7.64K
$1.22M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2.15KNew |
$341K - $379K
|
2.15K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
2.14K+ 0.71% |
$339K - $377K
|
303K
$48.5M
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
2.12K+ 8.79% |
$336K - $373K
|
26.2K
$4.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.11K+ 3.46% |
$335K - $373K
|
63.2K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.11K+ 1.42% |
$334K - $371K
|
151K
$24.1M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
2.1K+ 13.41% |
$333K - $370K
|
17.8K
$2.84M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
2.09KNew |
$331K - $368K
|
2.09K
$334K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.07K+ 3.42% |
$328K - $365K
|
62.6K
$10M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.06KNew |
$327K - $363K
|
2.06K
$330K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
2.04KNew |
$323K - $359K
|
2.04K
$325K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
2.04K+ 70.71% |
$323K - $359K
|
4.91K
$785K
|
|
|
Apr 09, 2025
Q1 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
2.03K+ 16.81% |
$322K - $358K
|
14.1K
$2.25M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.03K+ 6.66% |
$322K - $357K
|
32.5K
$5.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
2.02K+ 9.66% |
$321K - $356K
|
22.9K
$3.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.02K+ 81.53% |
$321K - $356K
|
4.5K
$720K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.02K+ 4.57% |
$320K - $356K
|
46.2K
$7.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
2K+ 0.39% |
$317K - $353K
|
511K
$81.7M
|
|
|
May 12, 2025
Q1 2025
|
Alphinity Investment Management Pty LTD
|
BUY
|
- |
2K+ 6.93% |
$316K - $352K
|
30.8K
$4.93M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.99K+ 88.21% |
$316K - $351K
|
4.25K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.99K+ 1.85% |
$316K - $351K
|
109K
$17.5M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
1.99K+ 57.22% |
$315K - $351K
|
5.47K
$874K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.98K+ 1.67% |
$315K - $350K
|
121K
$19.3M
|
|
|
May 14, 2025
Q1 2025
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
1.98K+ 4.78% |
$313K - $348K
|
43.3K
$6.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.97K+ 11.06% |
$313K - $348K
|
19.8K
$3.17M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.96K+ 3.33% |
$311K - $345K
|
60.8K
$9.71M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
1.95K+ 3.23% |
$310K - $344K
|
62.5K
$9.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
1.94K+ 16.45% |
$308K - $342K
|
13.8K
$2.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.94K+ 38.7% |
$308K - $342K
|
6.96K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
1.94K+ 32.48% |
$308K - $342K
|
7.92K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.94K+ 3.51% |
$307K - $341K
|
57.1K
$9.13M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.93K+ 0.88% |
$307K - $341K
|
222K
$35.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.93K+ 2.23% |
$305K - $339K
|
88.2K
$14.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.92KNew |
$304K - $338K
|
1.92K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.91K+ 1.38% |
$303K - $337K
|
141K
$22.5M
|
|
|
May 15, 2025
Q1 2025
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
1.9K+ 8.82% |
$301K - $335K
|
23.5K
$3.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.89K+ 102.94% |
$300K - $333K
|
3.72K
$595K
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.88K+ 13.13% |
$299K - $332K
|
16.2K
$2.6M
|