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 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
186+ 2.42% |
$29.5K - $32.8K
|
7.86K
$1.25M
|
|
Apr 11, 2025
Q1 2025
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
185+ 0.17% |
$29.3K - $32.6K
|
110K
$17.5M
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
185+ 5.82% |
$29.3K - $32.6K
|
3.36K
$536K
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
185+ 46.25% |
$29.3K - $32.6K
|
585
$93.2K
|
|
Apr 07, 2025
Q1 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
184+ 8.19% |
$29.2K - $32.4K
|
2.43K
$387K
|
|
Apr 10, 2025
Q1 2025
|
Chronos Wealth Management, LLC
|
BUY
|
- |
184+ 0.53% |
$29.2K - $32.4K
|
34.8K
$5.55M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
184+ 1.7% |
$29.2K - $32.4K
|
11K
$1.75M
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
183+ 2.07% |
$29K - $32.3K
|
9.03K
$1.44M
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
182+ 0.27% |
$28.9K - $32.1K
|
68.3K
$10.9M
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
180+ 15.04% |
$28.5K - $31.7K
|
1.38K
$219K
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
180+ 14.52% |
$28.5K - $31.7K
|
1.42K
$226K
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
178+ 14.91% |
$28.2K - $31.4K
|
1.37K
$219K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
176+ 4.58% |
$27.9K - $31K
|
4.02K
$640K
|
|
Apr 21, 2025
Q1 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
175+ 1.55% |
$27.7K - $30.8K
|
11.5K
$1.83M
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
BUY
|
- |
175+ 10.68% |
$27.7K - $30.8K
|
1.81K
$289K
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
174+ 8.08% |
$27.6K - $30.7K
|
2.33K
$371K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
173+ 8.91% |
$27.4K - $30.5K
|
2.12K
$337K
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
170+ 566.67% |
$27K - $30K
|
200
$31.9K
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
170+ 38.55% |
$27K - $30K
|
611
$97.3K
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
170+ 7.29% |
$27K - $30K
|
2.5K
$399K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
168+ 5.99% |
$26.6K - $29.6K
|
2.97K
$474K
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
162+ 0.4% |
$25.7K - $28.6K
|
40.9K
$6.52M
|
|
Apr 10, 2025
Q1 2025
|
Crestmont Private Wealth LLC
|
BUY
|
- |
162+ 11.1% |
$25.7K - $28.6K
|
1.62K
$258K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
162+ 10.76% |
$25.7K - $28.6K
|
1.67K
$266K
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
162+ 1.36% |
$25.7K - $28.6K
|
12K
$1.92M
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
160+ 5.76% |
$25.4K - $28.2K
|
2.94K
$468K
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
160+ 1.73% |
$25.4K - $28.2K
|
9.41K
$1.5M
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
158+ 6.59% |
$25.1K - $27.8K
|
2.56K
$407K
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
158+ 1.67% |
$25.1K - $27.8K
|
9.65K
$1.54M
|
|
May 08, 2025
Q1 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
158+ 2.91% |
$25.1K - $27.8K
|
5.58K
$889K
|
|
Apr 28, 2025
Q1 2025
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
157+ 7.27% |
$24.9K - $27.7K
|
2.32K
$369K
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
156+ 8.34% |
$24.7K - $27.5K
|
2.03K
$323K
|
|
May 07, 2025
Q1 2025
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
155+ 0.38% |
$24.6K - $27.3K
|
41.1K
$6.55M
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
BUY
|
- |
155+ 10.65% |
$24.6K - $27.3K
|
1.61K
$257K
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
154+ 6.1% |
$24.4K - $27.1K
|
2.68K
$427K
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
154+ 25.54% |
$24.4K - $27.1K
|
757
$121K
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
153+ 2.08% |
$24.3K - $27K
|
7.51K
$1.2M
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
152+ 0.18% |
$24.1K - $26.8K
|
86.6K
$13.8M
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
151+ 1.2% |
$23.9K - $26.6K
|
12.7K
$2.03M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
151+ 21.39% |
$23.9K - $26.6K
|
857
$137K
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
150+ 1.26% |
$23.8K - $26.4K
|
12.1K
$1.93M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
150+ 3.58% |
$23.8K - $26.4K
|
4.34K
$691K
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
150+ 0.47% |
$23.8K - $26.4K
|
31.9K
$5.08M
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
150+ 37.88% |
$23.8K - $26.4K
|
546
$87K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
150New |
$23.8K - $26.4K
|
150
$23.9K
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
149+ 7.08% |
$23.6K - $26.3K
|
2.25K
$359K
|
|
May 05, 2025
Q1 2025
|
Rd Lewis Holdings, Inc.
Maitland, FL |
BUY
|
- |
148+ 5.19% |
$23.5K - $26.1K
|
3K
$478K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
144+ 0.58% |
$22.8K - $25.4K
|
25K
$3.99M
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
143+ 5.65% |
$22.7K - $25.2K
|
2.67K
$426K
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
143+ 17.88% |
$22.7K - $25.2K
|
943
$150K
|