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
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-405- 5.4% |
$64.2K - $71.4K
|
7.1K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-407- 1.91% |
$64.5K - $71.7K
|
20.9K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-410- 10.86% |
$65K - $72.3K
|
3.36K
$538K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-412- 1.59% |
$65.3K - $72.6K
|
25.5K
$4.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-420- 6.4% |
$66.6K - $74K
|
6.14K
$982K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-420- 4.93% |
$66.6K - $74K
|
8.09K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-420- 11.74% |
$66.6K - $74K
|
3.16K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-422- 3.98% |
$66.9K - $74.4K
|
10.2K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-423- 0.74% |
$67.1K - $74.6K
|
56.5K
$9.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-425- 0.61% |
$67.4K - $74.9K
|
69.8K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-427- 20.7% |
$67.7K - $75.3K
|
1.64K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-428- 0.8% |
$67.9K - $75.4K
|
52.8K
$8.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-429- 18.04% |
$68K - $75.6K
|
1.95K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-429- 3.55% |
$68K - $75.6K
|
11.7K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-429- 1.45% |
$68K - $75.6K
|
29.1K
$4.65M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-432- 1.7% |
$68.5K - $76.1K
|
25K
$4M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-433- 3.11% |
$68.7K - $76.3K
|
13.5K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-436- 9.51% |
$69.1K - $76.8K
|
4.15K
$663K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-437- 0.98% |
$69.3K - $77K
|
44.1K
$7.05M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-438- 3.25% |
$69.4K - $77.2K
|
13K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-441- 11.86% |
$69.9K - $77.7K
|
3.28K
$524K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-445- 2.58% |
$70.6K - $78.4K
|
16.8K
$2.69M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-445- 1.5% |
$70.6K - $78.4K
|
29.1K
$4.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-450- 20.14% |
$71.4K - $79.3K
|
1.78K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-450- 0.89% |
$71.4K - $79.3K
|
50.1K
$8.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-453- 7.8% |
$71.8K - $79.8K
|
5.36K
$856K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-454- 7.95% |
$72K - $80K
|
5.26K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-455- 2.32% |
$72.1K - $80.2K
|
19.1K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-456- 4.33% |
$72.3K - $80.4K
|
10.1K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-456- 11.53% |
$72.3K - $80.4K
|
3.5K
$559K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-458- 22.75% |
$72.6K - $80.7K
|
1.56K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-466- 3.61% |
$73.9K - $82.1K
|
12.5K
$1.99M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-467- 14.4% |
$74K - $82.3K
|
2.78K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-469- 1.22% |
$74.4K - $82.7K
|
37.9K
$6.05M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-470- 2.27% |
$74.5K - $82.8K
|
20.2K
$3.23M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-475- 4.85% |
$75.3K - $83.7K
|
9.32K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-475- 9.55% |
$75.3K - $83.7K
|
4.5K
$719K
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-475- 2.82% |
$75.3K - $83.7K
|
16.4K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-476- 0.6% |
$75.5K - $83.9K
|
79K
$12.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-478- 11.9% |
$75.8K - $84.3K
|
3.54K
$566K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-479- 4.98% |
$76K - $84.4K
|
9.13K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-479- 5.43% |
$76K - $84.4K
|
8.34K
$1.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-481- 13.32% |
$76.3K - $84.8K
|
3.13K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-481- 3.54% |
$76.3K - $84.8K
|
13.1K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-485- 3.59% |
$76.9K - $85.5K
|
13K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-487- 4.75% |
$77.2K - $85.8K
|
9.77K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-488- 5.91% |
$77.4K - $86K
|
7.77K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-488- 12.81% |
$77.4K - $86K
|
3.32K
$531K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-489- 4.25% |
$77.5K - $86.2K
|
11K
$1.76M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-489- 1.18% |
$77.5K - $86.2K
|
40.9K
$6.54M
|