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 |
---|---|---|---|---|---|---|---|
Aug 03, 2022
Q2 2022
|
Mackay Shields LLC
|
SELL
|
- |
-345KClosed |
$45.7M - $56.5M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-2.41KClosed |
$319K - $394K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.66KClosed |
$352K - $435K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.38K- 43.63% |
$579K - $716K
|
5.65K
$898K
|
|
Jul 27, 2022
Q2 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.42KClosed |
$188K - $233K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-863- 4.0% |
$114K - $141K
|
20.7K
$3.29M
|
|
Jul 27, 2022
Q2 2022
|
Salem Capital Management Inc
|
SELL
|
- |
-400- 8.28% |
$52.9K - $65.5K
|
4.43K
$704K
|
|
Jul 27, 2022
Q2 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
9.94KNew |
$1.32M - $1.63M
|
9.94K
$1.58M
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-3.97K- 53.0% |
$525K - $650K
|
3.52K
$559K
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-80Closed |
$10.6K - $13.1K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-1.37KClosed |
$182K - $225K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-14- 12.28% |
$1.85K - $2.29K
|
100
$15.9K
|
|
Jul 26, 2022
Q2 2022
|
Trh Financial, LLC
|
SELL
|
- |
-6.43K- 3.89% |
$852K - $1.05M
|
159K
$25.3M
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
2+ 0.15% |
$265 - $327
|
1.37K
$218K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-333- 3.01% |
$44.1K - $54.5K
|
10.7K
$1.7M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-763Closed |
$101K - $125K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-3.16KClosed |
$418K - $516K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.05K+ 14.27% |
$801K - $991K
|
48.5K
$7.7M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-801- 1.86% |
$106K - $131K
|
42.2K
$6.7M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
55+ 0.24% |
$7.28K - $9K
|
22.9K
$3.64M
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
75+ 0.51% |
$9.93K - $12.3K
|
14.8K
$2.36M
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
SELL
|
- |
-7.86KClosed |
$1.04M - $1.29M
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.5KClosed |
$199K - $245K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-38.4KClosed |
$5.08M - $6.28M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-393Closed |
$52K - $64.3K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-266KClosed |
$35.2M - $43.5M
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-34.3K- 92.55% |
$4.54M - $5.62M
|
2.76K
$439K
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
21+ 0.32% |
$2.78K - $3.44K
|
6.53K
$1.04M
|
|
Jul 19, 2022
Q2 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
11+ 0.74% |
$1.46K - $1.8K
|
1.49K
$237K
|
|
Jul 19, 2022
Q2 2022
|
Sycomore Asset Management
|
SELL
|
- |
-80- 19.32% |
$10.6K - $13.1K
|
334
$53K
|
|
Jul 18, 2022
Q2 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
2.04KNew |
$270K - $334K
|
2.04K
$324K
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-3.29KClosed |
$436K - $539K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.58K+ 11.37% |
$341K - $422K
|
25.3K
$4.01M
|
|
Jul 13, 2022
Q2 2022
|
Ern LLC
|
BUY
|
- |
32.5KNew |
$4.3M - $5.32M
|
32.5K
$5.16M
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-100- 3.58% |
$13.2K - $16.4K
|
2.7K
$428K
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-244- 0.33% |
$32.3K - $39.9K
|
72.6K
$11.5M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-830Closed |
$110K - $136K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-145- 3.77% |
$19.2K - $23.7K
|
3.71K
$588K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-283- 1.09% |
$37.5K - $46.3K
|
25.8K
$4.09M
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
289+ 8.24% |
$38.3K - $47.3K
|
3.8K
$603K
|
|
Jul 08, 2022
Q2 2022
|
New Capital Management LP
|
SELL
|
- |
-1.34KClosed |
$178K - $220K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-388- 13.37% |
$51.4K - $63.5K
|
2.52K
$399K
|
|
Jul 06, 2022
Q2 2022
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-495- 49.01% |
$65.5K - $81K
|
515
$81.8K
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
136KNew |
$18.1M - $22.3M
|
136K
$21.7M
|
|
Q1 2022 | |||||||
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-17.3KClosed |
$2.48M - $2.84M
|
0
$0
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-3.2KClosed |
$458K - $526K
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-2.34KClosed |
$334K - $383K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
15+ 3.55% |
$2.15K - $2.46K
|
437
$69.4K
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.02% |
$143 - $164
|
4.82K
$765K
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-137Closed |
$19.6K - $22.5K
|
0
$0
|