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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-399- 2.63% |
$63.3K - $70.3K
|
14.8K
$2.35M
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-22- 0.06% |
$3.49K - $3.88K
|
36.9K
$5.86M
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-25- 0.6% |
$3.96K - $4.41K
|
4.15K
$658K
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-99- 1.25% |
$15.7K - $17.4K
|
7.8K
$1.24M
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.09K- 1.21% |
$173K - $192K
|
88.7K
$14.1M
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
365+ 1.63% |
$57.9K - $64.3K
|
22.8K
$3.61M
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-31- 0.39% |
$4.92K - $5.46K
|
7.82K
$1.24M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.34K+ 5.92% |
$213K - $237K
|
24K
$3.82M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-179- 2.17% |
$28.4K - $31.6K
|
8.08K
$1.28M
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-59- 1.78% |
$9.36K - $10.4K
|
3.25K
$516K
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
13.6K+ 15.37% |
$2.15M - $2.4M
|
102K
$16.2M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-917- 1.44% |
$145K - $162K
|
62.8K
$9.98M
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
30+ 0.36% |
$4.76K - $5.29K
|
8.43K
$1.34M
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
176+ 4.58% |
$27.9K - $31K
|
4.02K
$638K
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-58- 2.37% |
$9.2K - $10.2K
|
2.39K
$380K
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-785- 0.66% |
$124K - $138K
|
117K
$18.6M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.4K- 2.3% |
$538K - $599K
|
145K
$23M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.92K+ 4.78% |
$463K - $515K
|
64.1K
$10.2M
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
458+ 14.36% |
$72.6K - $80.7K
|
3.65K
$579K
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-24- 0.47% |
$3.81K - $4.23K
|
5.07K
$806K
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-600- 9.27% |
$95.1K - $106K
|
5.87K
$932K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
763+ 9.14% |
$121K - $134K
|
9.11K
$1.45M
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5K+ 31.07% |
$793K - $882K
|
21.1K
$3.35M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
247+ 0.87% |
$39.2K - $43.5K
|
28.7K
$4.56M
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
88+ 3.6% |
$14K - $15.5K
|
2.53K
$402K
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
68+ 3.94% |
$10.8K - $12K
|
1.8K
$285K
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
53+ 0.44% |
$8.4K - $9.34K
|
12.1K
$1.93M
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.93K+ 2.23% |
$305K - $339K
|
88.2K
$14M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42New |
$6.66K - $7.4K
|
42
$6.67K
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.44K+ 31.26% |
$229K - $255K
|
6.06K
$963K
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-146- 1.24% |
$23.1K - $25.7K
|
11.7K
$1.85M
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
10+ 0.61% |
$1.59K - $1.76K
|
1.64K
$260K
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.3KNew |
$206K - $229K
|
1.3K
$207K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-615- 6.38% |
$97.5K - $108K
|
9.02K
$1.43M
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-252- 7.11% |
$40K - $44.4K
|
3.29K
$523K
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.92KNew |
$304K - $338K
|
1.92K
$304K
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-169- 2.18% |
$26.8K - $29.8K
|
7.58K
$1.2M
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
1.75K+ 5.32% |
$277K - $308K
|
34.6K
$5.5M
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
209+ 16.43% |
$33.1K - $36.8K
|
1.48K
$235K
|
|
Apr 21, 2025
Q1 2025
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
4.14K+ 14.7% |
$657K - $730K
|
32.3K
$5.14M
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
22.2K+ 101.06% |
$3.52M - $3.92M
|
44.2K
$7.02M
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-102- 0.53% |
$16.2K - $18K
|
19.3K
$3.07M
|
|
Apr 21, 2025
Q1 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
119+ 3.97% |
$18.9K - $21K
|
3.12K
$495K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.85K+ 56.67% |
$293K - $326K
|
5.11K
$811K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-284- 3.09% |
$45K - $50.1K
|
8.91K
$1.42M
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
151+ 21.39% |
$23.9K - $26.6K
|
857
$136K
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
775+ 12.91% |
$123K - $137K
|
6.78K
$1.08M
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
67.2K+ 24.63% |
$10.7M - $11.8M
|
340K
$54M
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
20.2K+ 44.53% |
$3.21M - $3.57M
|
65.7K
$10.4M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-789- 2.39% |
$125K - $139K
|
32.3K
$5.13M
|