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 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-3.14K- 9.02% |
$497K - $553K
|
31.6K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-3.14K- 2.8% |
$497K - $553K
|
109K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.16K- 2.24% |
$501K - $557K
|
138K
$22.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.16K- 10.37% |
$501K - $557K
|
27.3K
$4.36M
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-3.17K- 5.59% |
$502K - $558K
|
53.5K
$8.56M
|
|
|
May 12, 2025
Q1 2025
|
Saratoga Research & Investment Management
|
SELL
|
- |
-3.18K- 1.91% |
$504K - $561K
|
164K
$26.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.18K- 4.66% |
$505K - $561K
|
65.2K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-3.2K- 21.36% |
$507K - $563K
|
11.8K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.23K- 2.04% |
$511K - $568K
|
155K
$24.8M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.23K- 12.62% |
$512K - $569K
|
22.4K
$3.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-3.24K- 1.38% |
$514K - $572K
|
232K
$37M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.26K- 25.3% |
$517K - $575K
|
9.62K
$1.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.28K- 1.42% |
$520K - $578K
|
227K
$36.3M
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-3.28K- 10.51% |
$521K - $579K
|
28K
$4.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.29K- 14.39% |
$521K - $580K
|
19.6K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.29K- 0.36% |
$522K - $580K
|
901K
$144M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.29K- 6.36% |
$522K - $581K
|
48.5K
$7.76M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.3K- 1.09% |
$523K - $581K
|
298K
$47.7M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.31K- 0.96% |
$525K - $584K
|
341K
$54.6M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.34K- 10.34% |
$530K - $589K
|
29K
$4.63M
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-3.35K- 7.21% |
$531K - $590K
|
43.1K
$6.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-3.37K- 72.9% |
$534K - $594K
|
1.25K
$200K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-3.38K- 0.39% |
$536K - $595K
|
852K
$136M
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.38K- 2.48% |
$537K - $596K
|
133K
$21.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.4K- 2.3% |
$538K - $599K
|
145K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-3.44K- 31.32% |
$546K - $607K
|
7.55K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.46K- 1.12% |
$549K - $610K
|
306K
$48.9M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.47K- 0.8% |
$551K - $612K
|
429K
$68.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.49K- 2.0% |
$554K - $615K
|
171K
$27.4M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.51K- 20.04% |
$557K - $619K
|
14K
$2.24M
|
|
|
May 09, 2025
Q1 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
SELL
|
- |
-3.52K- 0.6% |
$558K - $620K
|
583K
$93.2M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-3.56K- 12.99% |
$564K - $627K
|
23.8K
$3.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.57K- 7.23% |
$567K - $630K
|
45.9K
$7.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-3.61K- 8.35% |
$573K - $636K
|
39.6K
$6.33M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.63K- 8.95% |
$575K - $640K
|
36.9K
$5.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.64K- 4.78% |
$578K - $642K
|
72.6K
$11.6M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-3.7K- 22.8% |
$586K - $651K
|
12.5K
$2M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-3.72K- 8.53% |
$590K - $656K
|
39.9K
$6.38M
|
|
|
May 06, 2025
Q1 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.72K- 6.15% |
$590K - $656K
|
56.8K
$9.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.72K- 51.85% |
$590K - $656K
|
3.46K
$553K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-3.76K- 6.72% |
$596K - $663K
|
52.2K
$8.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-3.76K- 14.99% |
$596K - $663K
|
21.3K
$3.41M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.78K- 1.58% |
$599K - $666K
|
235K
$37.6M
|
|
|
May 06, 2025
Q1 2025
|
Somerville Kurt F
|
SELL
|
- |
-3.79K- 3.26% |
$600K - $667K
|
112K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.82K- 45.31% |
$606K - $674K
|
4.62K
$738K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.88K- 3.14% |
$614K - $683K
|
119K
$19.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-3.9K- 69.99% |
$619K - $688K
|
1.67K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-3.95K- 2.09% |
$626K - $696K
|
184K
$29.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-3.95K- 6.25% |
$626K - $696K
|
59.2K
$9.47M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-3.98K- 25.02% |
$630K - $701K
|
11.9K
$1.9M
|