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 |
---|---|---|---|---|---|---|---|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
186New |
$27.4K - $30.2K
|
186
$31.2K
|
|
Jun 14, 2024
Q1 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
268+ 4.52% |
$39.5K - $43.6K
|
6.2K
$1.04M
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-4.34K- 17.62% |
$640K - $706K
|
20.3K
$3.4M
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.68KNew |
$248K - $274K
|
1.68K
$282K
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
13.9KNew |
$2.04M - $2.26M
|
13.9K
$2.32M
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.14K+ 15.02% |
$168K - $186K
|
8.75K
$1.46M
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
361New |
$53.2K - $58.7K
|
361
$60.5K
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-64- 1.36% |
$9.43K - $10.4K
|
4.63K
$776K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.48K+ 48.24% |
$513K - $566K
|
10.7K
$1.79M
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-830- 2.97% |
$122K - $135K
|
27.1K
$4.53M
|
|
Jun 11, 2024
Q1 2024
|
Omc Financial Services LTD
Dewitt, NY |
BUY
|
- |
5.36KNew |
$790K - $871K
|
5.36K
$897K
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-408- 1.3% |
$60.1K - $66.3K
|
31K
$5.19M
|
|
Jun 07, 2024
Q1 2024
|
Railway Pension Investments LTD
London, X0 |
SELL
|
- |
-12.6K- 1.3% |
$1.86M - $2.05M
|
956K
$160M
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-636- 12.99% |
$93.8K - $103K
|
4.26K
$714K
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
46+ 1.28% |
$6.78K - $7.48K
|
3.63K
$608K
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-49- 3.5% |
$7.22K - $7.97K
|
1.35K
$227K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.37K- 0.81% |
$350K - $386K
|
289K
$48.4M
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
665+ 16.38% |
$98K - $108K
|
4.72K
$791K
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-911- 4.55% |
$134K - $148K
|
19.1K
$3.2M
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-765- 13.47% |
$113K - $124K
|
4.91K
$823K
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
10.2KNew |
$1.5M - $1.66M
|
10.2K
$1.71M
|
|
May 29, 2024
Q1 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-1.22K- 2.27% |
$179K - $198K
|
52.4K
$8.78M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
27.4KNew |
$4.03M - $4.45M
|
27.4K
$4.58M
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-16.5K- 5.15% |
$2.43M - $2.68M
|
303K
$50.8M
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.07K+ 7.85% |
$158K - $174K
|
14.7K
$2.46M
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
1.31KNew |
$193K - $213K
|
1.31K
$220K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
667K+ 653.7% |
$98.3M - $108M
|
769K
$129M
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-10.8K- 86.53% |
$1.59M - $1.76M
|
1.68K
$281K
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
54+ 3.26% |
$7.96K - $8.78K
|
1.71K
$287K
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-549- 8.17% |
$80.9K - $89.3K
|
6.17K
$1.03M
|
|
May 23, 2024
Q1 2024
|
Community Trust & Investment CO
|
BUY
|
- |
864+ 0.7% |
$127K - $140K
|
124K
$20.9M
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.5K- 12.77% |
$222K - $245K
|
10.3K
$1.72M
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-33- 0.72% |
$4.86K - $5.37K
|
4.55K
$762K
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.29K- 13.21% |
$337K - $372K
|
15K
$2.52M
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-1.89K- 8.52% |
$278K - $307K
|
20.3K
$3.4M
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
176+ 9.03% |
$25.9K - $28.6K
|
2.12K
$356K
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
250+ 12.86% |
$36.9K - $40.7K
|
2.19K
$367K
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.13K- 1.43% |
$167K - $184K
|
78.2K
$13.1M
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.83K+ 1.46% |
$417K - $460K
|
196K
$32.8M
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.61K- 37.2% |
$533K - $588K
|
6.1K
$1.02M
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-885- 2.64% |
$130K - $144K
|
32.6K
$5.46M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.7K+ 7.02% |
$1.73M - $1.91M
|
179K
$29.9M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-466- 8.1% |
$68.7K - $75.8K
|
5.29K
$886K
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.29KNew |
$190K - $210K
|
1.29K
$216K
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
133+ 4.15% |
$19.6K - $21.6K
|
3.33K
$558K
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5.35K+ 171.02% |
$788K - $869K
|
8.47K
$1.42M
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.76KNew |
$260K - $287K
|
1.76K
$295K
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
1.24KNew |
$182K - $201K
|
1.24K
$207K
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-651- 2.44% |
$96K - $106K
|
26.1K
$4.36M
|
|
May 17, 2024
Q1 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
6.65K+ 10.78% |
$980K - $1.08M
|
68.3K
$11.4M
|