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 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
14+ 0.44% |
$2.22K - $2.47K
|
3.17K
$512K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
14+ 0.32% |
$2.22K - $2.47K
|
4.43K
$714K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
13+ 0.12% |
$2.06K - $2.29K
|
11.2K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
13+ 0.48% |
$2.06K - $2.29K
|
2.7K
$435K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
13+ 0.07% |
$2.06K - $2.29K
|
17.5K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
12+ 0.43% |
$1.9K - $2.12K
|
2.78K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12+ 0.84% |
$1.9K - $2.12K
|
1.44K
$232K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 0.4% |
$1.9K - $2.12K
|
3.04K
$490K
|
|
|
Apr 11, 2025
Q1 2025
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
11+ 0.29% |
$1.74K - $1.94K
|
3.8K
$613K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
11+ 0.16% |
$1.74K - $1.94K
|
7.05K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
11+ 0.17% |
$1.74K - $1.94K
|
6.37K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
11+ 0.35% |
$1.74K - $1.94K
|
3.15K
$507K
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
10+ 0.06% |
$1.59K - $1.76K
|
17.1K
$2.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
10+ 0.78% |
$1.59K - $1.76K
|
1.29K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
10+ 0.61% |
$1.59K - $1.76K
|
1.64K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
10+ 0.62% |
$1.59K - $1.76K
|
1.63K
$263K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10+ 0.18% |
$1.59K - $1.76K
|
5.72K
$922K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
10+ 0.11% |
$1.59K - $1.76K
|
8.96K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
10+ 0.18% |
$1.59K - $1.76K
|
5.7K
$919K
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
10+ 0.04% |
$1.59K - $1.76K
|
24.5K
$3.95M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.44% |
$1.59K - $1.76K
|
2.27K
$366K
|
|
|
May 07, 2025
Q1 2025
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
10+ 0.19% |
$1.59K - $1.76K
|
5.18K
$835K
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
10+ 0.55% |
$1.59K - $1.76K
|
1.83K
$295K
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
9+ 0.13% |
$1.43K - $1.59K
|
6.71K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
9+ 0.07% |
$1.43K - $1.59K
|
12.8K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9+ 0.23% |
$1.43K - $1.59K
|
3.91K
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
9+ 0.16% |
$1.43K - $1.59K
|
5.52K
$889K
|
|
|
Apr 24, 2025
Q1 2025
|
Scott & Selber, Inc.
|
BUY
|
- |
9+ 0.06% |
$1.43K - $1.59K
|
15.7K
$2.54M
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
9+ 1.58% |
$1.43K - $1.59K
|
579
$93.3K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9+ 0.51% |
$1.43K - $1.59K
|
1.79K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9+ 0.18% |
$1.43K - $1.59K
|
4.89K
$788K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
9+ 0.6% |
$1.43K - $1.59K
|
1.51K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
9+ 0.25% |
$1.43K - $1.59K
|
3.55K
$572K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
8+ 0.44% |
$1.27K - $1.41K
|
1.81K
$291K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8+ 0.28% |
$1.27K - $1.41K
|
2.85K
$459K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
8+ 0.47% |
$1.27K - $1.41K
|
1.72K
$278K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8+ 0.07% |
$1.27K - $1.41K
|
11.9K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
8+ 0.6% |
$1.27K - $1.41K
|
1.34K
$216K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.48% |
$1.11K - $1.23K
|
1.46K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
7+ 0.61% |
$1.11K - $1.23K
|
1.16K
$187K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7+ 0.58% |
$1.11K - $1.23K
|
1.2K
$194K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7+ 0.53% |
$1.11K - $1.23K
|
1.34K
$215K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7+ 0.56% |
$1.11K - $1.23K
|
1.26K
$203K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7+ 0.43% |
$1.11K - $1.23K
|
1.63K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.02% |
$1.11K - $1.23K
|
29.8K
$4.8M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$1.11K - $1.23K
|
10.1K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
7+ 0.01% |
$1.11K - $1.23K
|
52.6K
$8.48M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7+ 0.26% |
$1.11K - $1.23K
|
2.69K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7+ 0.2% |
$1.11K - $1.23K
|
3.54K
$571K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.1% |
$1.11K - $1.23K
|
7.19K
$1.16M
|