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 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
861+ 8.67% |
$137K - $152K
|
10.8K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
860+ 17.71% |
$136K - $152K
|
5.72K
$914K
|
|
|
Apr 08, 2025
Q1 2025
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
858+ 65.75% |
$136K - $151K
|
2.16K
$346K
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
851+ 1.65% |
$135K - $150K
|
52.5K
$8.39M
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
851+ 15.46% |
$135K - $150K
|
6.36K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
837+ 37.91% |
$133K - $148K
|
3.05K
$487K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
830+ 11.79% |
$132K - $146K
|
7.87K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
818+ 3.06% |
$130K - $144K
|
27.5K
$4.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
811+ 3.52% |
$129K - $143K
|
23.8K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
810+ 2.55% |
$128K - $143K
|
32.5K
$5.2M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
808+ 0.3% |
$128K - $142K
|
273K
$43.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
806+ 1.02% |
$128K - $142K
|
79.8K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
804+ 12.38% |
$127K - $142K
|
7.3K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
795+ 3.79% |
$126K - $140K
|
21.8K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
795+ 1.53% |
$126K - $140K
|
52.8K
$8.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
794+ 28.3% |
$126K - $140K
|
3.6K
$575K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
793+ 12.77% |
$126K - $140K
|
7K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
789+ 5.55% |
$125K - $139K
|
15K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
783+ 2.04% |
$124K - $138K
|
39.2K
$6.27M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
781+ 7.29% |
$124K - $138K
|
11.5K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
777+ 4.35% |
$123K - $137K
|
18.7K
$2.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
775+ 12.91% |
$123K - $137K
|
6.78K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
773+ 2.41% |
$123K - $136K
|
32.9K
$5.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
770+ 1.18% |
$122K - $136K
|
66.1K
$10.6M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
764+ 4.8% |
$121K - $135K
|
16.7K
$2.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
763+ 9.14% |
$121K - $134K
|
9.11K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
761+ 5.92% |
$121K - $134K
|
13.6K
$2.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
761+ 18.45% |
$121K - $134K
|
4.89K
$781K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
760+ 1.49% |
$121K - $134K
|
51.7K
$8.26M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
759+ 10.07% |
$120K - $134K
|
8.3K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
758+ 19.53% |
$120K - $134K
|
4.64K
$742K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
757+ 9.41% |
$120K - $133K
|
8.8K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
BUY
|
- |
757+ 1.45% |
$120K - $133K
|
53K
$8.48M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
755+ 24.55% |
$120K - $133K
|
3.83K
$612K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
753+ 2.56% |
$119K - $133K
|
30.2K
$4.82M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
752+ 11.25% |
$119K - $133K
|
7.44K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
751+ 11.76% |
$119K - $132K
|
7.14K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
751+ 4.24% |
$119K - $132K
|
18.5K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
750+ 51.19% |
$119K - $132K
|
2.22K
$354K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
746+ 5.7% |
$118K - $131K
|
13.8K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
745+ 9.09% |
$118K - $131K
|
8.94K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
740+ 33.3% |
$117K - $130K
|
2.96K
$474K
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
738+ 6.26% |
$117K - $130K
|
12.5K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
738+ 5.64% |
$117K - $130K
|
13.8K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
736+ 30.86% |
$117K - $130K
|
3.12K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
736+ 7.44% |
$117K - $130K
|
10.6K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
736+ 21.28% |
$117K - $130K
|
4.19K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
735+ 42.96% |
$117K - $130K
|
2.45K
$391K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
733+ 2.55% |
$116K - $129K
|
29.5K
$4.71M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
733+ 13.23% |
$116K - $129K
|
6.27K
$1M
|