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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1KNew |
$159K - $176K
|
1K
$160K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
1K+ 4.1% |
$159K - $176K
|
25.4K
$4.06M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
998+ 0.85% |
$158K - $176K
|
118K
$18.9M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
995+ 7.95% |
$158K - $175K
|
13.5K
$2.16M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
992+ 3.58% |
$157K - $175K
|
28.7K
$4.59M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
992+ 2.58% |
$157K - $175K
|
39.5K
$6.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
987+ 20.69% |
$156K - $174K
|
5.76K
$920K
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
981+ 1043.62% |
$156K - $173K
|
1.08K
$172K
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
977+ 1.79% |
$155K - $172K
|
55.6K
$8.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
975+ 124.2% |
$155K - $172K
|
1.76K
$281K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
970+ 3.09% |
$154K - $171K
|
32.3K
$5.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
965+ 144.68% |
$153K - $170K
|
1.63K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
963New |
$153K - $170K
|
963
$154K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
963+ 0.33% |
$153K - $170K
|
293K
$46.9M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
961+ 1.21% |
$152K - $169K
|
80.5K
$12.9M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
954+ 7.68% |
$151K - $168K
|
13.4K
$2.14M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
952+ 15.51% |
$151K - $168K
|
7.09K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
948+ 1.11% |
$150K - $167K
|
86.3K
$13.8M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
946+ 1.17% |
$150K - $167K
|
82.1K
$13.1M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
940+ 11.16% |
$149K - $166K
|
9.37K
$1.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
938+ 1.56% |
$149K - $165K
|
60.9K
$9.73M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
937+ 0.88% |
$149K - $165K
|
108K
$17.2M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
929+ 1.44% |
$147K - $164K
|
65.5K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
929+ 12.9% |
$147K - $164K
|
8.13K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
927New |
$147K - $163K
|
927
$148K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
922+ 50.94% |
$146K - $163K
|
2.73K
$437K
|
|
|
Apr 24, 2025
Q1 2025
|
Rba Wealth Management, LLC
|
BUY
|
- |
921+ 3.17% |
$146K - $162K
|
30K
$4.79M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
920New |
$146K - $162K
|
920
$147K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
920+ 50.69% |
$146K - $162K
|
2.74K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
917New |
$145K - $162K
|
917
$147K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
911+ 1.89% |
$144K - $161K
|
49.1K
$7.85M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
909+ 0.56% |
$144K - $160K
|
164K
$26.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
902+ 5.99% |
$143K - $159K
|
16K
$2.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
901+ 2.98% |
$143K - $159K
|
31.1K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
899+ 4.64% |
$143K - $158K
|
20.3K
$3.24M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
897+ 1.41% |
$142K - $158K
|
64.6K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
896+ 3.43% |
$142K - $158K
|
27K
$4.31M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
896+ 20.06% |
$142K - $158K
|
5.36K
$857K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
895+ 5.61% |
$142K - $158K
|
16.9K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
891+ 3.67% |
$141K - $157K
|
25.1K
$4.02M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
890+ 4.54% |
$141K - $157K
|
20.5K
$3.28M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
885+ 6.54% |
$140K - $156K
|
14.4K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
884+ 3.24% |
$140K - $156K
|
28.2K
$4.5M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
BUY
|
- |
880+ 0.77% |
$140K - $155K
|
115K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
880+ 2.9% |
$140K - $155K
|
31.3K
$5M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
875+ 8.03% |
$139K - $154K
|
11.8K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
873+ 7.52% |
$138K - $154K
|
12.5K
$1.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
872New |
$138K - $154K
|
872
$139K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
867+ 7.09% |
$137K - $153K
|
13.1K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
865+ 2.24% |
$137K - $152K
|
39.5K
$6.31M
|