Latest Institutional Transactions on Procter & Gamble CO (PG)
This table provides information on the latest institutional transactions involving Procter & Gamble CO (PG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-110- 0.57% |
$16.6K - $17.7K
|
19.1K
$2.9M
|
|
Oct 03, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-22.5KClosed |
$3.38M - $3.62M
|
0
$0
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
235+ 6.05% |
$35.4K - $37.9K
|
4.12K
$626K
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
61+ 9.58% |
$9.18K - $9.83K
|
698
$106K
|
|
Oct 02, 2025
Q3 2025
|
Armstrong Henry H Associates Inc
|
BUY
|
- |
185+ 0.05% |
$27.8K - $29.8K
|
367K
$55.8M
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.51K+ 8.84% |
$378K - $405K
|
30.9K
$4.7M
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
50+ 8.24% |
$7.52K - $8.06K
|
657
$99.9K
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-2.76K- 14.13% |
$415K - $445K
|
16.8K
$2.55M
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
1.05K+ 13.38% |
$158K - $170K
|
8.92K
$1.36M
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.56K- 3.28% |
$234K - $251K
|
46K
$7M
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
5+ 0.17% |
$752 - $806
|
2.97K
$452K
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-68- 1.5% |
$10.2K - $11K
|
4.46K
$678K
|
|
Oct 02, 2025
Q3 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
43+ 0.22% |
$6.47K - $6.93K
|
20K
$3.04M
|
|
Oct 02, 2025
Q3 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
13.5K+ 868.04% |
$2.03M - $2.18M
|
15.1K
$2.29M
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
9+ 2.49% |
$1.35K - $1.45K
|
370
$56.3K
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
BUY
|
- |
3.01K+ 4.8% |
$453K - $485K
|
65.7K
$9.99M
|
|
Oct 01, 2025
Q3 2025
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
400+ 31.6% |
$60.2K - $64.5K
|
1.67K
$253K
|
|
Oct 01, 2025
Q3 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-6K- 8.55% |
$903K - $967K
|
64.2K
$9.76M
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
446+ 1.31% |
$67.1K - $71.9K
|
34.6K
$5.26M
|
|
Oct 01, 2025
Q3 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.37K- 16.05% |
$206K - $221K
|
7.16K
$1.09M
|
|
Oct 01, 2025
Q3 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$301 - $322
|
9.4K
$1.43M
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.93K- 0.81% |
$291K - $311K
|
235K
$35.8M
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
57+ 0.66% |
$8.58K - $9.19K
|
8.72K
$1.33M
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
1.5KNew |
$226K - $242K
|
1.5K
$228K
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
3.3K+ 1.22% |
$497K - $532K
|
273K
$41.5M
|
|
Oct 01, 2025
Q3 2025
|
Jacobs & CO
|
SELL
|
- |
-1.7K- 4.43% |
$256K - $274K
|
36.6K
$5.57M
|
|
Q2 2025 | |||||||
Oct 02, 2025
Q2 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
341+ 3.14% |
$53.8K - $58.8K
|
11.2K
$1.7M
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
15+ 0.17% |
$2.36K - $2.59K
|
8.62K
$1.31M
|
|
Oct 01, 2025
Q2 2025
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1+ 0.06% |
$158 - $172
|
1.74K
$264K
|
|
Sep 30, 2025
Q2 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-124- 1.32% |
$19.5K - $21.4K
|
9.27K
$1.41M
|
|
Sep 30, 2025
Q2 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
13.9KNew |
$2.2M - $2.4M
|
13.9K
$2.12M
|
|
Sep 29, 2025
Q2 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
122+ 6.83% |
$19.2K - $21K
|
1.91K
$290K
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
131+ 0.01% |
$20.7K - $22.6K
|
2.57M
$390M
|
|
Sep 25, 2025
Q2 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-2.31K- 26.97% |
$365K - $399K
|
6.26K
$952K
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-246- 2.52% |
$38.8K - $42.4K
|
9.53K
$1.45M
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
101+ 46.54% |
$15.9K - $17.4K
|
318
$48.4K
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-82.1K- 32.3% |
$12.9M - $14.2M
|
172K
$26.2M
|
|
Sep 23, 2025
Q2 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
SELL
|
- |
-308- 14.43% |
$48.6K - $53.1K
|
1.83K
$278K
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
SELL
|
- |
-13- 0.65% |
$2.05K - $2.24K
|
2K
$304K
|
|
Sep 19, 2025
Q2 2025
|
Base Wealth Management LLC
Lakewood Ranch, FL |
SELL
|
- |
-407- 13.58% |
$64.2K - $70.2K
|
2.59K
$394K
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
656+ 26.78% |
$103K - $113K
|
3.11K
$472K
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-184- 4.18% |
$29K - $31.7K
|
4.22K
$642K
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.67M- 94.8% |
$264M - $288M
|
91.8K
$14M
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-162- 22.25% |
$25.5K - $27.9K
|
566
$86.1K
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
4.86KNew |
$767K - $838K
|
4.86K
$739K
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
845+ 15.71% |
$133K - $146K
|
6.22K
$946K
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-738- 24.23% |
$116K - $127K
|
2.31K
$351K
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
222K+ 30.19% |
$35M - $38.2M
|
956K
$145M
|
|
Sep 04, 2025
Q2 2025
|
V. M. Manning & Co., Inc.
Greenville, SC |
BUY
|
- |
4.35KNew |
$686K - $751K
|
4.35K
$662K
|
|
Sep 04, 2025
Q2 2025
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.13K+ 6.54% |
$336K - $367K
|
34.7K
$5.27M
|