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 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
600+ 8.14% |
$95.1K - $106K
|
7.97K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
597+ 0.12% |
$94.7K - $105K
|
496K
$79.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
596+ 3.2% |
$94.5K - $105K
|
19.2K
$3.08M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
593+ 19.49% |
$94K - $105K
|
3.64K
$581K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
590+ 11.76% |
$93.6K - $104K
|
5.61K
$896K
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
585+ 6.54% |
$92.8K - $103K
|
9.54K
$1.52M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
585New |
$92.8K - $103K
|
585
$93.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
579+ 1.97% |
$91.8K - $102K
|
29.9K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
576+ 10.32% |
$91.3K - $102K
|
6.16K
$985K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
567+ 3.98% |
$89.9K - $99.9K
|
14.8K
$2.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
566+ 12.28% |
$89.7K - $99.8K
|
5.18K
$827K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
559+ 5.95% |
$88.6K - $98.5K
|
9.96K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
559+ 9.37% |
$88.6K - $98.5K
|
6.53K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
554+ 3.25% |
$87.8K - $97.6K
|
17.6K
$2.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
550+ 2.76% |
$87.2K - $96.9K
|
20.5K
$3.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
550+ 9.54% |
$87.2K - $96.9K
|
6.32K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
548New |
$86.9K - $96.6K
|
548
$87.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
547+ 1.18% |
$86.7K - $96.4K
|
47.1K
$7.52M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
546+ 31.52% |
$86.6K - $96.2K
|
2.28K
$364K
|
|
|
Apr 29, 2025
Q1 2025
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
546+ 19.81% |
$86.6K - $96.2K
|
3.3K
$528K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
540+ 29.06% |
$85.6K - $95.2K
|
2.4K
$383K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
536+ 20.36% |
$85K - $94.5K
|
3.17K
$507K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
531+ 1.3% |
$84.2K - $93.6K
|
41.5K
$6.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
530+ 15.2% |
$84K - $93.4K
|
4.02K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
522+ 1.8% |
$82.8K - $92K
|
29.5K
$4.71M
|
|
|
May 14, 2025
Q1 2025
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
519+ 0.87% |
$82.3K - $91.5K
|
59.9K
$9.57M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
518+ 23.09% |
$82.1K - $91.3K
|
2.76K
$441K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
517+ 2.84% |
$82K - $91.1K
|
18.7K
$2.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
516+ 12.2% |
$81.8K - $91K
|
4.75K
$759K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
513+ 40.71% |
$81.3K - $90.4K
|
1.77K
$283K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
513+ 8.65% |
$81.3K - $90.4K
|
6.44K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
512+ 5.53% |
$81.2K - $90.2K
|
9.78K
$1.56M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
511+ 25.3% |
$81K - $90.1K
|
2.53K
$405K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
508+ 6.95% |
$80.5K - $89.5K
|
7.81K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
507+ 32.48% |
$80.4K - $89.4K
|
2.07K
$331K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
505+ 5.14% |
$80.1K - $89K
|
10.3K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
500+ 27.43% |
$79.3K - $88.1K
|
2.32K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
497+ 0.71% |
$78.8K - $87.6K
|
70.4K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
496+ 3.67% |
$78.6K - $87.4K
|
14K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
492+ 7.12% |
$78K - $86.7K
|
7.4K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
489+ 21.85% |
$77.5K - $86.2K
|
2.73K
$436K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
488+ 0.35% |
$77.4K - $86K
|
142K
$22.6M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
488+ 1.01% |
$77.4K - $86K
|
48.8K
$7.8M
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
487+ 2.81% |
$77.2K - $85.8K
|
17.8K
$2.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
486+ 4.19% |
$77.1K - $85.7K
|
12.1K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
486+ 4.92% |
$77.1K - $85.7K
|
10.4K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
485+ 4.58% |
$76.9K - $85.5K
|
11.1K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
482+ 3.01% |
$76.4K - $85K
|
16.5K
$2.64M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
480+ 0.85% |
$76.1K - $84.6K
|
56.8K
$9.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
478+ 9.62% |
$75.8K - $84.3K
|
5.45K
$871K
|