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 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
71+ 0.52% |
$11.3K - $12.5K
|
13.8K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
71+ 1.29% |
$11.3K - $12.5K
|
5.57K
$887K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
70+ 1.57% |
$11.1K - $12.3K
|
4.54K
$723K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
70New |
$11.1K - $12.3K
|
70
$11.2K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
70+ 7.22% |
$11.1K - $12.3K
|
1.04K
$166K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
69+ 1.14% |
$10.9K - $12.2K
|
6.15K
$979K
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
69+ 3.48% |
$10.9K - $12.2K
|
2.05K
$327K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
68+ 1.81% |
$10.8K - $12K
|
3.83K
$611K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
68+ 3.94% |
$10.8K - $12K
|
1.8K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
68+ 2.1% |
$10.8K - $12K
|
3.3K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
68+ 0.73% |
$10.8K - $12K
|
9.4K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
68+ 0.17% |
$10.8K - $12K
|
40K
$6.38M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
68+ 3.17% |
$10.8K - $12K
|
2.21K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
67+ 1.18% |
$10.6K - $11.8K
|
5.76K
$918K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
67+ 0.74% |
$10.6K - $11.8K
|
9.18K
$1.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
66+ 5.29% |
$10.5K - $11.6K
|
1.31K
$209K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
65+ 0.2% |
$10.3K - $11.5K
|
32.7K
$5.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
65+ 0.83% |
$10.3K - $11.5K
|
7.92K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
65+ 1.14% |
$10.3K - $11.5K
|
5.75K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
65+ 5.09% |
$10.3K - $11.5K
|
1.34K
$214K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
65+ 5.16% |
$10.3K - $11.5K
|
1.32K
$211K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
64+ 1.78% |
$10.1K - $11.3K
|
3.66K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
BUY
|
- |
64+ 4.85% |
$10.1K - $11.3K
|
1.38K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
63+ 20.19% |
$9.99K - $11.1K
|
375
$59.7K
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
63+ 2.31% |
$9.99K - $11.1K
|
2.8K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
63+ 0.67% |
$9.99K - $11.1K
|
9.42K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
61+ 2.93% |
$9.67K - $10.8K
|
2.14K
$341K
|
|
|
Apr 21, 2025
Q1 2025
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
61+ 1.06% |
$9.67K - $10.8K
|
5.82K
$927K
|
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
61+ 4.18% |
$9.67K - $10.8K
|
1.52K
$242K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
61+ 1.99% |
$9.67K - $10.8K
|
3.12K
$497K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
60+ 0.56% |
$9.51K - $10.6K
|
10.8K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
60+ 41.67% |
$9.51K - $10.6K
|
204
$32.5K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
60+ 4.26% |
$9.51K - $10.6K
|
1.47K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
59+ 1.44% |
$9.36K - $10.4K
|
4.17K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
59+ 2.16% |
$9.36K - $10.4K
|
2.79K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
59+ 1.41% |
$9.36K - $10.4K
|
4.24K
$676K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
58+ 0.68% |
$9.2K - $10.2K
|
8.55K
$1.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
57+ 1.34% |
$9.04K - $10K
|
4.31K
$686K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
57+ 2.98% |
$9.04K - $10K
|
1.97K
$314K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
57+ 0.61% |
$9.04K - $10K
|
9.37K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
56+ 2.69% |
$8.88K - $9.87K
|
2.13K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
56+ 0.7% |
$8.88K - $9.87K
|
8.06K
$1.28M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
56+ 0.91% |
$8.88K - $9.87K
|
6.21K
$990K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
55New |
$8.72K - $9.69K
|
55
$8.76K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
55+ 20.37% |
$8.72K - $9.69K
|
325
$51.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
54+ 0.94% |
$8.56K - $9.52K
|
5.8K
$923K
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
54+ 0.46% |
$8.56K - $9.52K
|
11.8K
$1.87M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
54+ 5.73% |
$8.56K - $9.52K
|
997
$159K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
54+ 0.36% |
$8.56K - $9.52K
|
15K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
54+ 0.99% |
$8.56K - $9.52K
|
5.5K
$877K
|