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 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.46K+ 1.02% |
$388K - $425K
|
245K
$37.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-77- 1.71% |
$12.1K - $13.3K
|
4.42K
$685K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-12.1K- 30.67% |
$1.91M - $2.09M
|
27.4K
$4.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
488+ 0.42% |
$76.9K - $84.1K
|
116K
$18M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
325+ 140.09% |
$51.2K - $56K
|
557
$86.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-566- 4.56% |
$89.2K - $97.6K
|
11.8K
$1.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
110+ 1.23% |
$17.3K - $19K
|
9.07K
$1.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-193- 3.14% |
$30.4K - $33.3K
|
5.96K
$924K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
463K+ 1201.94% |
$73M - $79.8M
|
501K
$77.7M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
47+ 4.39% |
$7.41K - $8.1K
|
1.12K
$173K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-139- 9.71% |
$21.9K - $24K
|
1.29K
$201K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
22+ 1.46% |
$3.47K - $3.79K
|
1.53K
$238K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-4.04K- 5.59% |
$636K - $696K
|
68.1K
$10.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
24.4K+ 4.41% |
$3.85M - $4.2M
|
577K
$89.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
606+ 2.54% |
$95.5K - $104K
|
24.4K
$3.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
44+ 0.07% |
$6.94K - $7.59K
|
59.3K
$9.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-170- 0.58% |
$26.8K - $29.3K
|
29.1K
$4.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-9.09K- 4.49% |
$1.43M - $1.57M
|
193K
$30M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
23+ 0.54% |
$3.63K - $3.96K
|
4.31K
$668K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7+ 0.54% |
$1.1K - $1.21K
|
1.31K
$203K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-13.1K- 9.87% |
$2.07M - $2.27M
|
120K
$18.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-6.5K- 70.71% |
$1.02M - $1.12M
|
2.69K
$418K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 1.67% |
$15.8K - $17.2K
|
5.89K
$913K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.61KNew |
$884K - $967K
|
5.61K
$870K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.32K- 20.52% |
$208K - $227K
|
5.1K
$792K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-31- 23.48% |
$4.89K - $5.34K
|
101
$15.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-31- 23.48% |
$4.89K - $5.34K
|
101
$15.7K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 1.91% |
$4.1K - $4.48K
|
1.39K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
92+ 4.36% |
$14.5K - $15.9K
|
2.2K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-5.8K- 96.8% |
$915K - $1M
|
192
$29.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5.02K+ 24.75% |
$791K - $865K
|
25.3K
$3.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-72.1K- 35.13% |
$11.4M - $12.4M
|
133K
$20.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
569K+ 49.86% |
$89.7M - $98.1M
|
1.71M
$265M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-86- 3.76% |
$13.6K - $14.8K
|
2.2K
$341K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
396+ 0.41% |
$62.4K - $68.3K
|
97.8K
$15.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-55.8K- 94.57% |
$8.79M - $9.61M
|
3.2K
$497K
|
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-185- 45.91% |
$29.2K - $31.9K
|
218
$33.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-43- 0.3% |
$6.78K - $7.41K
|
14.4K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.94K+ 3.86% |
$306K - $334K
|
52.2K
$8.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
35+ 0.47% |
$5.52K - $6.03K
|
7.47K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Tredje Ap Fonden
|
BUY
|
- |
65.8K+ 8.17% |
$10.4M - $11.3M
|
871K
$135M
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
586+ 5.08% |
$92.4K - $101K
|
12.1K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Castlekeep Investment Advisors LLC
Westport, CT |
SELL
|
- |
-310- 4.17% |
$48.9K - $53.4K
|
7.12K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
22.1K+ 50.08% |
$3.48M - $3.81M
|
66.2K
$10.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-596- 4.48% |
$94K - $103K
|
12.7K
$1.97M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-142- 2.16% |
$22.4K - $24.5K
|
6.42K
$996K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-116K- 35.04% |
$18.3M - $20M
|
216K
$33.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-53- 0.44% |
$8.36K - $9.14K
|
12.1K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
2.4K+ 0.36% |
$378K - $414K
|
661K
$103M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-149- 1.97% |
$23.5K - $25.7K
|
7.43K
$1.15M
|