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 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.34KNew |
$212K - $236K
|
1.34K
$214K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.34K+ 0.17% |
$212K - $235K
|
796K
$127M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.33K+ 89.45% |
$211K - $235K
|
2.82K
$451K
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
BUY
|
- |
1.33KNew |
$210K - $234K
|
1.33K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.32K+ 5.23% |
$209K - $232K
|
26.5K
$4.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
1.31K+ 6.24% |
$208K - $231K
|
22.4K
$3.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.31K+ 23.11% |
$208K - $231K
|
6.97K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.31KNew |
$207K - $230K
|
1.31K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.3K+ 15.22% |
$207K - $230K
|
9.86K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.3KNew |
$206K - $229K
|
1.3K
$208K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.3K+ 0.89% |
$206K - $229K
|
148K
$23.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.3KNew |
$205K - $228K
|
1.3K
$207K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.29K+ 11.65% |
$205K - $228K
|
12.4K
$1.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.29K+ 16.41% |
$204K - $226K
|
9.11K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$202K - $225K
|
1.28K
$204K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
1.28K+ 48.37% |
$202K - $225K
|
3.91K
$625K
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.26K+ 49.76% |
$200K - $223K
|
3.8K
$608K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.26K+ 71.7% |
$200K - $222K
|
3.02K
$483K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.26K+ 1.57% |
$200K - $222K
|
81.8K
$13.1M
|
|
|
May 07, 2025
Q1 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
1.26KNew |
$200K - $222K
|
1.26K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.25KNew |
$199K - $221K
|
1.25K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.25KNew |
$199K - $221K
|
1.25K
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1.25K+ 5.74% |
$198K - $220K
|
23K
$3.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.25K+ 2.46% |
$198K - $220K
|
52K
$8.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.25KNew |
$197K - $219K
|
1.25K
$199K
|
|
|
Jun 09, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
1.24K+ 31.63% |
$197K - $219K
|
5.18K
$828K
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
1.24KNew |
$197K - $219K
|
1.24K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.24K+ 61.54% |
$197K - $219K
|
3.26K
$520K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
1.24K+ 6.34% |
$196K - $218K
|
20.7K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.23K+ 1.9% |
$194K - $216K
|
65.6K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
1.23K+ 12.71% |
$194K - $216K
|
10.9K
$1.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.22K+ 2.14% |
$194K - $215K
|
58.3K
$9.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.22K+ 1.11% |
$193K - $214K
|
111K
$17.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.2K+ 2.08% |
$191K - $212K
|
59K
$9.43M
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.2KNew |
$191K - $212K
|
1.2K
$192K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
1.2K+ 24.98% |
$190K - $212K
|
6.01K
$961K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$190K - $211K
|
1.2K
$191K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.2K+ 4.65% |
$189K - $211K
|
26.9K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
1.2K+ 5.0% |
$189K - $211K
|
25.1K
$4.01M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
1.2KNew |
$189K - $211K
|
1.2K
$191K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.2KNew |
$189K - $211K
|
1.2K
$191K
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
1.19KNew |
$188K - $209K
|
1.19K
$190K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.18KNew |
$188K - $209K
|
1.18K
$189K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$189K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$189K
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$189K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.18K+ 0.45% |
$187K - $208K
|
264K
$42.2M
|
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$189K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$189K
|