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
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.49K+ 13.39% |
$237K - $263K
|
12.7K
$2.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
87+ 2.14% |
$13.8K - $15.3K
|
4.14K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-300- 7.32% |
$47.6K - $52.9K
|
3.8K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
308+ 4.6% |
$48.8K - $54.3K
|
7.01K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
310+ 14.19% |
$49.2K - $54.6K
|
2.5K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
43+ 1.31% |
$6.82K - $7.58K
|
3.32K
$534K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.57KNew |
$248K - $276K
|
1.57K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-225- 7.36% |
$35.7K - $39.7K
|
2.83K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$159 - $176
|
7.98K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-196- 18.05% |
$31.1K - $34.5K
|
890
$143K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-13- 0.75% |
$2.06K - $2.29K
|
1.71K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.06% |
$793 - $881
|
8.65K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
884+ 3.24% |
$140K - $156K
|
28.2K
$4.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
89K+ 1383.6% |
$14.1M - $15.7M
|
95.4K
$15.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-87- 0.99% |
$13.8K - $15.3K
|
8.69K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
5.8K+ 11.39% |
$920K - $1.02M
|
56.7K
$9.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-171- 1.53% |
$27.1K - $30.1K
|
11K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.72K- 1.78% |
$272K - $302K
|
94.6K
$15.2M
|
|
|
Apr 22, 2025
Q1 2025
|
North Point Portfolio Managers Corp
|
BUY
|
- |
3.41K+ 138.08% |
$540K - $600K
|
5.87K
$945K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-602- 0.37% |
$95.5K - $106K
|
161K
$25.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-27.6K- 28.69% |
$4.38M - $4.87M
|
68.6K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-154- 3.03% |
$24.4K - $27.1K
|
4.93K
$793K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-40- 1.18% |
$6.34K - $7.05K
|
3.34K
$538K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-478- 11.9% |
$75.8K - $84.3K
|
3.54K
$569K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
11+ 0.17% |
$1.74K - $1.94K
|
6.37K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.8K+ 3.84% |
$3.93M - $4.37M
|
670K
$108M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-73- 3.15% |
$11.6K - $12.9K
|
2.24K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
317+ 3.99% |
$50.3K - $55.9K
|
8.26K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
27+ 0.6% |
$4.28K - $4.76K
|
4.5K
$724K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
36+ 1.74% |
$5.71K - $6.35K
|
2.11K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-600- 2.03% |
$95.1K - $106K
|
28.9K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
375+ 6.25% |
$59.5K - $66.1K
|
6.37K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-316- 84.04% |
$50.1K - $55.7K
|
60
$9.65K
|
|
|
Apr 22, 2025
Q1 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-188- 0.82% |
$29.8K - $33.1K
|
22.7K
$3.65M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-3- 0.11% |
$476 - $529
|
2.66K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1+ 0.05% |
$159 - $176
|
1.86K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
37+ 1.62% |
$5.87K - $6.52K
|
2.33K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
13.9K+ 141.92% |
$2.2M - $2.44M
|
23.6K
$3.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-45- 3.46% |
$7.14K - $7.93K
|
1.26K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-197- 4.23% |
$31.2K - $34.7K
|
4.46K
$717K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.55KNew |
$404K - $449K
|
2.55K
$410K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-9- 0.03% |
$1.43K - $1.59K
|
31.4K
$5.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-407- 1.91% |
$64.5K - $71.7K
|
20.9K
$3.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Jericho Financial, LLP
Westerville, OH |
BUY
|
- |
3.24K+ 14.33% |
$514K - $571K
|
25.9K
$4.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.87K+ 7.04% |
$454K - $505K
|
43.6K
$7.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-98- 0.76% |
$15.5K - $17.3K
|
12.9K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
265+ 0.92% |
$42K - $46.7K
|
28.9K
$4.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.03% |
$317 - $353
|
6.51K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.54K+ 10.97% |
$561K - $623K
|
35.8K
$5.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-458- 22.75% |
$72.6K - $80.7K
|
1.56K
$250K
|