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 |
|---|---|---|---|---|---|---|---|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-490- 3.99% |
$77.7K - $86.4K
|
11.8K
$1.88M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-491- 3.31% |
$77.9K - $86.5K
|
14.3K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-491- 27.2% |
$77.9K - $86.5K
|
1.31K
$210K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-492- 2.25% |
$78K - $86.7K
|
21.4K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-492- 2.61% |
$78K - $86.7K
|
18.4K
$2.94M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-493- 1.02% |
$78.2K - $86.9K
|
48.1K
$7.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-494- 0.23% |
$78.3K - $87.1K
|
213K
$34M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-496- 10.6% |
$78.6K - $87.4K
|
4.18K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-497- 5.64% |
$78.8K - $87.6K
|
8.31K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-498- 3.33% |
$79K - $87.8K
|
14.4K
$2.31M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-499- 6.72% |
$79.1K - $88K
|
6.93K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-499- 5.0% |
$79.1K - $88K
|
9.49K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-501- 1.84% |
$79.4K - $88.3K
|
26.7K
$4.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-506- 1.77% |
$80.2K - $89.2K
|
28.1K
$4.5M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-506- 8.34% |
$80.2K - $89.2K
|
5.56K
$889K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-507- 16.56% |
$80.4K - $89.4K
|
2.55K
$408K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-508- 16.11% |
$80.5K - $89.5K
|
2.65K
$423K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-510- 23.82% |
$80.9K - $89.9K
|
1.63K
$261K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-510- 1.27% |
$80.9K - $89.9K
|
39.6K
$6.32M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-513- 1.46% |
$81.3K - $90.4K
|
34.7K
$5.55M
|
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-515- 1.31% |
$81.7K - $90.8K
|
38.8K
$6.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-518- 92.34% |
$82.1K - $91.3K
|
43
$6.87K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-520- 1.25% |
$82.5K - $91.7K
|
40.9K
$6.54M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-521- 22.32% |
$82.6K - $91.8K
|
1.81K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-521- 13.11% |
$82.6K - $91.8K
|
3.45K
$552K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-522- 19.72% |
$82.8K - $92K
|
2.13K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
SELL
|
- |
-524- 1.0% |
$83.1K - $92.4K
|
51.6K
$8.25M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-526- 8.22% |
$83.4K - $92.7K
|
5.87K
$939K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-531- 5.15% |
$84.2K - $93.6K
|
9.78K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-531- 1.57% |
$84.2K - $93.6K
|
33.3K
$5.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-532- 4.86% |
$84.4K - $93.8K
|
10.4K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-533- 2.79% |
$84.5K - $93.9K
|
18.6K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-534- 1.14% |
$84.7K - $94.1K
|
46.2K
$7.38M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-536- 12.77% |
$85K - $94.5K
|
3.66K
$585K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-537- 15.81% |
$85.1K - $94.7K
|
2.86K
$457K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-537- 0.83% |
$85.1K - $94.7K
|
64.2K
$10.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-542- 3.49% |
$85.9K - $95.5K
|
15K
$2.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-547- 12.91% |
$86.7K - $96.4K
|
3.69K
$590K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-547- 99.45% |
$86.7K - $96.4K
|
3
$480
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-550- 25.49% |
$87.2K - $96.9K
|
1.61K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-555- 4.88% |
$88K - $97.8K
|
10.8K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-556- 2.03% |
$88.2K - $98K
|
26.9K
$4.3M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-557- 20.51% |
$88.3K - $98.2K
|
2.16K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-560- 1.0% |
$88.8K - $98.7K
|
55.4K
$8.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-561- 2.98% |
$89K - $98.9K
|
18.3K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-561- 1.02% |
$89K - $98.9K
|
54.2K
$8.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-562- 1.27% |
$89.1K - $99.1K
|
43.5K
$6.96M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-564- 4.04% |
$89.4K - $99.4K
|
13.4K
$2.14M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-565- 8.51% |
$89.6K - $99.6K
|
6.08K
$971K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-569- 5.6% |
$90.2K - $100K
|
9.6K
$1.53M
|