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
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
269+ 1.11% |
$42.7K - $47.4K
|
24.5K
$3.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
267+ 4.66% |
$42.3K - $47.1K
|
6K
$959K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
267+ 0.39% |
$42.3K - $47.1K
|
68.2K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
BUY
|
- |
265+ 2.29% |
$42K - $46.7K
|
11.8K
$1.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
265+ 0.22% |
$42K - $46.7K
|
120K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
265+ 0.92% |
$42K - $46.7K
|
28.9K
$4.63M
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
BUY
|
- |
263+ 4.74% |
$41.7K - $46.4K
|
5.82K
$930K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
262+ 4.08% |
$41.5K - $46.2K
|
6.68K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
261+ 18.94% |
$41.4K - $46K
|
1.64K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
261+ 8.88% |
$41.4K - $46K
|
3.2K
$512K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
259+ 8.64% |
$41.1K - $45.7K
|
3.26K
$521K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
258+ 21.68% |
$40.9K - $45.5K
|
1.45K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
256+ 10.34% |
$40.6K - $45.1K
|
2.73K
$437K
|
|
|
Apr 29, 2025
Q1 2025
|
Hendley & CO Inc
|
BUY
|
- |
253+ 0.52% |
$40.1K - $44.6K
|
49.4K
$7.89M
|
|
|
May 06, 2025
Q1 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
253+ 0.57% |
$40.1K - $44.6K
|
44.9K
$7.18M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
253+ 2.74% |
$40.1K - $44.6K
|
9.49K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
252+ 1.94% |
$40K - $44.4K
|
13.2K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
252+ 7.66% |
$40K - $44.4K
|
3.54K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
252+ 413.11% |
$40K - $44.4K
|
313
$50K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
252+ 2.24% |
$40K - $44.4K
|
11.5K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
252+ 2.33% |
$40K - $44.4K
|
11.1K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
251+ 0.9% |
$39.8K - $44.2K
|
28.3K
$4.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
251+ 1.84% |
$39.8K - $44.2K
|
13.9K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
251+ 4.71% |
$39.8K - $44.2K
|
5.58K
$892K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
250+ 20.96% |
$39.6K - $44.1K
|
1.44K
$231K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
249+ 2.63% |
$39.5K - $43.9K
|
9.71K
$1.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
248+ 7.62% |
$39.3K - $43.7K
|
3.5K
$560K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
247+ 0.87% |
$39.2K - $43.5K
|
28.7K
$4.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
247+ 0.48% |
$39.2K - $43.5K
|
51.9K
$8.29M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
244+ 3.67% |
$38.7K - $43K
|
6.89K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
242+ 8.46% |
$38.4K - $42.7K
|
3.1K
$496K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
241+ 1.78% |
$38.2K - $42.5K
|
13.8K
$2.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
241+ 11.0% |
$38.2K - $42.5K
|
2.43K
$389K
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
238+ 2.52% |
$37.7K - $41.9K
|
9.67K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
237+ 5.82% |
$37.6K - $41.8K
|
4.31K
$689K
|
|
|
Apr 10, 2025
Q1 2025
|
Oak Asset Management, LLC
|
BUY
|
- |
236+ 1.24% |
$37.4K - $41.6K
|
19.3K
$3.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
236+ 2.45% |
$37.4K - $41.6K
|
9.86K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
236+ 3.74% |
$37.4K - $41.6K
|
6.54K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
235+ 15.65% |
$37.3K - $41.4K
|
1.74K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
234+ 3.2% |
$37.1K - $41.2K
|
7.55K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
233+ 5.27% |
$36.9K - $41.1K
|
4.66K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
233+ 2.26% |
$36.9K - $41.1K
|
10.6K
$1.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
232+ 0.35% |
$36.8K - $40.9K
|
67K
$10.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
230+ 0.86% |
$36.5K - $40.5K
|
26.8K
$4.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Northstar Group, Inc.
|
BUY
|
- |
230+ 1.73% |
$36.5K - $40.5K
|
13.6K
$2.17M
|
|
|
May 09, 2025
Q1 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
230+ 13.11% |
$36.5K - $40.5K
|
1.98K
$317K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
229+ 0.34% |
$36.3K - $40.4K
|
68.2K
$10.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
BUY
|
- |
228+ 0.59% |
$36.2K - $40.2K
|
38.8K
$6.21M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
226+ 18.37% |
$35.8K - $39.8K
|
1.46K
$233K
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
223+ 6.94% |
$35.4K - $39.3K
|
3.44K
$549K
|