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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
393+ 6.31% |
$63.2K - $69.9K
|
6.62K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
2.06K+ 3.05% |
$331K - $366K
|
69.4K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5.14K- 14.16% |
$826K - $914K
|
31.2K
$5.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-26- 0.11% |
$4.18K - $4.62K
|
24.7K
$4.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
88+ 1.41% |
$14.1K - $15.6K
|
6.32K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-39- 1.39% |
$6.27K - $6.93K
|
2.76K
$460K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-45- 2.01% |
$7.23K - $8K
|
2.2K
$366K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.08% |
$482 - $533
|
3.73K
$621K
|
|
|
Oct 16, 2024
Q3 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-715- 2.41% |
$115K - $127K
|
29K
$4.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
4+ 0.09% |
$643 - $711
|
4.4K
$732K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
50+ 0.21% |
$8.04K - $8.89K
|
24.2K
$4.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-477- 4.67% |
$76.7K - $84.8K
|
9.75K
$1.62M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6+ 0.12% |
$965 - $1.07K
|
5.14K
$857K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
87+ 1.14% |
$14K - $15.5K
|
7.74K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
944+ 2.34% |
$152K - $168K
|
41.3K
$6.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.18K+ 9.81% |
$190K - $210K
|
13.2K
$2.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
144+ 2.46% |
$23.1K - $25.6K
|
5.99K
$997K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-524- 1.03% |
$84.2K - $93.2K
|
50.3K
$8.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-437- 3.85% |
$70.3K - $77.7K
|
10.9K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2.8K+ 5.85% |
$449K - $497K
|
50.6K
$8.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-86- 1.19% |
$13.8K - $15.3K
|
7.15K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-704- 2.63% |
$113K - $125K
|
26K
$4.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.29K+ 6.57% |
$208K - $230K
|
21K
$3.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-349- 0.74% |
$56.1K - $62.1K
|
46.5K
$7.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2+ 0.16% |
$322 - $356
|
1.24K
$206K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
14+ 0.8% |
$2.25K - $2.49K
|
1.76K
$292K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-771- 9.48% |
$124K - $137K
|
7.36K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-128- 0.23% |
$20.6K - $22.8K
|
56K
$9.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
129+ 0.82% |
$20.7K - $22.9K
|
15.8K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
507+ 0.81% |
$81.5K - $90.2K
|
63.4K
$10.6M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-70- 0.58% |
$11.3K - $12.4K
|
11.9K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14+ 36.84% |
$2.25K - $2.49K
|
52
$8.66K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
379+ 3.9% |
$60.9K - $67.4K
|
10.1K
$1.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-1.29K- 4.64% |
$208K - $230K
|
26.6K
$4.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.26K- 2.87% |
$363K - $401K
|
76.2K
$12.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.52% |
$6.91K - $7.65K
|
8.3K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
76+ 2.7% |
$12.2K - $13.5K
|
2.89K
$481K
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
15+ 0.29% |
$2.41K - $2.67K
|
5.27K
$878K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.48K+ 15.81% |
$720K - $797K
|
32.8K
$5.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-306- 1.75% |
$49.2K - $54.4K
|
17.2K
$2.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
13.8K+ 8.97% |
$2.22M - $2.45M
|
168K
$27.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$322 - $356
|
4.96K
$825K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
199+ 5.33% |
$32K - $35.4K
|
3.94K
$655K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-16.2K- 23.57% |
$2.6M - $2.87M
|
52.4K
$8.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
3.07K+ 26.85% |
$493K - $546K
|
14.5K
$2.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 1.19% |
$8.04K - $8.89K
|
4.16K
$693K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
54+ 1.38% |
$8.68K - $9.6K
|
3.97K
$661K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3.9K+ 14.86% |
$626K - $693K
|
30.1K
$5.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
87+ 5.43% |
$14K - $15.5K
|
1.69K
$281K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
742+ 1.4% |
$119K - $132K
|
53.7K
$8.94M
|