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 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
137+ 5.37% |
$22K - $24.4K
|
2.69K
$448K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.45K- 1.88% |
$234K - $258K
|
75.9K
$12.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-576- 2.75% |
$92.6K - $102K
|
20.3K
$3.39M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-145- 6.84% |
$23.3K - $25.8K
|
1.98K
$329K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.3K+ 1.51% |
$209K - $231K
|
87.4K
$14.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
35KNew |
$5.62M - $6.22M
|
35K
$5.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
180+ 2.19% |
$28.9K - $32K
|
8.38K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-120- 0.92% |
$19.3K - $21.3K
|
12.9K
$2.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
700+ 28.83% |
$113K - $124K
|
3.13K
$521K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-11- 0.29% |
$1.77K - $1.96K
|
3.84K
$639K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
189+ 0.32% |
$30.4K - $33.6K
|
59.8K
$9.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
780+ 1.26% |
$125K - $139K
|
62.9K
$10.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Covea Finance
|
SELL
|
- |
-28.4K- 22.65% |
$4.57M - $5.05M
|
97K
$16.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.53K+ 7.24% |
$246K - $272K
|
22.7K
$3.78M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
169+ 12.82% |
$27.2K - $30.1K
|
1.49K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
51.9K+ 4.58% |
$8.34M - $9.23M
|
1.19M
$198M
|
|
|
Oct 10, 2024
Q3 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-186- 3.46% |
$29.9K - $33.1K
|
5.19K
$864K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-338- 0.9% |
$54.3K - $60.1K
|
37.3K
$6.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-6.4K- 1.13% |
$1.03M - $1.14M
|
557K
$92.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
24+ 0.12% |
$3.86K - $4.27K
|
19.8K
$3.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
1.17KNew |
$189K - $209K
|
1.17K
$196K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
1.58K+ 23.07% |
$254K - $281K
|
8.43K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-94- 0.5% |
$15.1K - $16.7K
|
18.6K
$3.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-73- 0.6% |
$11.7K - $13K
|
12.1K
$2.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-356- 1.24% |
$57.2K - $63.3K
|
28.3K
$4.72M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-274- 0.47% |
$44K - $48.7K
|
57.8K
$9.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
160+ 0.7% |
$25.7K - $28.5K
|
22.9K
$3.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
590+ 1.92% |
$94.8K - $105K
|
31.3K
$5.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-184- 9.82% |
$29.6K - $32.7K
|
1.69K
$282K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1- 0.04% |
$161 - $178
|
2.3K
$384K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
49+ 2.3% |
$7.88K - $8.71K
|
2.18K
$364K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14.1K+ 24.5% |
$2.27M - $2.51M
|
71.7K
$11.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-49- 1.5% |
$7.88K - $8.71K
|
3.21K
$535K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
40+ 0.43% |
$6.43K - $7.11K
|
9.31K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
167+ 0.97% |
$26.8K - $29.7K
|
17.4K
$2.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.8K- 29.67% |
$1.73M - $1.92M
|
25.6K
$4.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1+ 0.05% |
$161 - $178
|
1.85K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-6- 0.11% |
$965 - $1.07K
|
5.66K
$942K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
52+ 36.11% |
$8.36K - $9.25K
|
196
$32.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
288+ 1.41% |
$46.3K - $51.2K
|
20.7K
$3.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-395- 3.38% |
$63.5K - $70.2K
|
11.3K
$1.88M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-36- 1.1% |
$5.79K - $6.4K
|
3.23K
$538K
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
SELL
|
- |
-200- 9.3% |
$32.2K - $35.6K
|
1.95K
$325K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
BUY
|
- |
731+ 6.82% |
$118K - $130K
|
11.4K
$1.91M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
353+ 3.65% |
$56.7K - $62.8K
|
10K
$1.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.27K- 11.13% |
$1.17M - $1.29M
|
58K
$9.67M
|
|
|
Oct 10, 2024
Q3 2024
|
Crestmont Private Wealth LLC
|
BUY
|
- |
32+ 1.82% |
$5.14K - $5.69K
|
1.79K
$298K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-12- 0.02% |
$1.93K - $2.13K
|
55.3K
$9.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
693+ 17.56% |
$111K - $123K
|
4.64K
$773K
|
|
|
Oct 10, 2024
Q3 2024
|
Guardian Investment Management
|
SELL
|
- |
-50- 0.28% |
$8.04K - $8.89K
|
18K
$2.99M
|