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 02, 2025
Q1 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
732+ 5.01% |
$116K - $129K
|
15.3K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
729+ 7.57% |
$116K - $128K
|
10.4K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
720+ 2.29% |
$114K - $127K
|
32.1K
$5.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
717+ 0.47% |
$114K - $126K
|
152K
$24.4M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
717+ 2.67% |
$114K - $126K
|
27.6K
$4.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
714New |
$113K - $126K
|
714
$114K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
711+ 0.54% |
$113K - $125K
|
133K
$21.2M
|
|
|
May 13, 2025
Q1 2025
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
709+ 1.33% |
$112K - $125K
|
53.9K
$8.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
705+ 7.54% |
$112K - $124K
|
10.1K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
700New |
$111K - $123K
|
700
$112K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
696+ 184.13% |
$110K - $123K
|
1.07K
$172K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
695+ 12.77% |
$110K - $123K
|
6.14K
$981K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
695+ 12.02% |
$110K - $123K
|
6.48K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
694+ 29.31% |
$110K - $122K
|
3.06K
$489K
|
|
|
Apr 21, 2025
Q1 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
690+ 1.4% |
$109K - $122K
|
50.1K
$8.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
690+ 0.49% |
$109K - $122K
|
142K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
690+ 41.69% |
$109K - $122K
|
2.35K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
689+ 8.41% |
$109K - $121K
|
8.88K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
687+ 15.78% |
$109K - $121K
|
5.04K
$806K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
682+ 7.26% |
$108K - $120K
|
10.1K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
680+ 1.85% |
$108K - $120K
|
37.5K
$6M
|
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
679+ 2.1% |
$108K - $120K
|
33K
$5.27M
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
676+ 4.42% |
$107K - $119K
|
16K
$2.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
667+ 1.11% |
$106K - $118K
|
60.9K
$9.74M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
667+ 3.95% |
$106K - $118K
|
17.6K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
666+ 2.52% |
$106K - $117K
|
27.1K
$4.33M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
665+ 12.39% |
$105K - $117K
|
6.03K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
663+ 6.3% |
$105K - $117K
|
11.2K
$1.79M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
661+ 6.72% |
$105K - $117K
|
10.5K
$1.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
659+ 27.57% |
$104K - $116K
|
3.05K
$487K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
653New |
$104K - $115K
|
653
$104K
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
650+ 0.25% |
$103K - $115K
|
263K
$42M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
647+ 271.85% |
$103K - $114K
|
885
$141K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
635+ 18.67% |
$101K - $112K
|
4.04K
$645K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
633+ 12.51% |
$100K - $112K
|
5.69K
$910K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
631+ 20.59% |
$100K - $111K
|
3.7K
$591K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
624+ 402.58% |
$98.9K - $110K
|
779
$125K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
624New |
$98.9K - $110K
|
624
$99.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
622+ 20.28% |
$98.6K - $110K
|
3.69K
$590K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
622New |
$98.6K - $110K
|
622
$99.4K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
618+ 0.81% |
$98K - $109K
|
76.7K
$12.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
617+ 3.53% |
$97.8K - $109K
|
18.1K
$2.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
615+ 3.58% |
$97.5K - $108K
|
17.8K
$2.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
612+ 14.5% |
$97K - $108K
|
4.83K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
611+ 1.1% |
$96.9K - $108K
|
56.2K
$8.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Arlington Partners LLC
|
BUY
|
- |
609+ 2.4% |
$96.6K - $107K
|
25.9K
$4.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
606+ 3.71% |
$96.1K - $107K
|
17K
$2.71M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
605+ 12.13% |
$95.9K - $107K
|
5.59K
$894K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
604+ 8.53% |
$95.8K - $106K
|
7.68K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
600+ 15.85% |
$95.1K - $106K
|
4.39K
$701K
|