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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.14KNew |
$345K - $385K
|
2.14K
$345K
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10New |
$1.61K - $1.8K
|
10
$1.61K
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
13KNew |
$2.09M - $2.33M
|
13K
$2.08M
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
200New |
$32.2K - $35.9K
|
200
$32.2K
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1- -0.0% |
$161 - $180
|
6.03M
$970M
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-504- 14.48% |
$81.2K - $90.6K
|
2.98K
$479K
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-489- 8.11% |
$78.8K - $87.9K
|
5.54K
$892K
|
|
Apr 14, 2025
Q4 2024
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
BUY
|
- |
811KNew |
$131M - $146M
|
811K
$131M
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
1.25KNew |
$201K - $224K
|
1.25K
$200K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
14.3KNew |
$2.31M - $2.58M
|
14.3K
$2.31M
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.36K+ 29.46% |
$702K - $783K
|
19.1K
$3.08M
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
2.89KNew |
$466K - $520K
|
2.89K
$465K
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-407- 12.57% |
$65.5K - $73.1K
|
2.83K
$455K
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.9KNew |
$306K - $341K
|
1.9K
$305K
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
4.27KNew |
$688K - $767K
|
4.27K
$687K
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-30- 0.26% |
$4.83K - $5.39K
|
11.5K
$1.86M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
122+ 1.14% |
$19.6K - $21.9K
|
10.8K
$1.74M
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
5.54KNew |
$892K - $995K
|
5.54K
$891K
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
38+ 0.34% |
$6.12K - $6.83K
|
11.2K
$1.8M
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
20.7KNew |
$3.33M - $3.71M
|
20.7K
$3.32M
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-787- 3.94% |
$127K - $141K
|
19.2K
$3.08M
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
1.4KNew |
$226K - $252K
|
1.4K
$226K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
406New |
$65.4K - $73K
|
406
$65.3K
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-144K- 66.34% |
$23.1M - $25.8M
|
72.9K
$11.7M
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-4.28K- 8.42% |
$688K - $768K
|
46.5K
$7.48M
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
225+ 4.31% |
$36.2K - $40.4K
|
5.45K
$877K
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-50- 0.25% |
$8.05K - $8.99K
|
20.3K
$3.26M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-19- 3.24% |
$3.06K - $3.41K
|
567
$91.2K
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-351- 3.88% |
$56.5K - $63.1K
|
8.69K
$1.4M
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.14K- 10.19% |
$183K - $205K
|
10K
$1.62M
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 0.01% |
$1.93K - $2.16K
|
83.8K
$13.5M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28.8K+ 19.67% |
$4.64M - $5.18M
|
175K
$28.2M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
11.1KNew |
$1.79M - $2M
|
11.1K
$1.79M
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-665- 2.51% |
$107K - $120K
|
25.9K
$4.16M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
6.53KNew |
$1.05M - $1.17M
|
6.53K
$1.05M
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
2.68KNew |
$432K - $482K
|
2.68K
$432K
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.01KNew |
$485K - $541K
|
3.01K
$484K
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
20+ 0.35% |
$3.22K - $3.59K
|
5.73K
$921K
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-321- 3.89% |
$51.7K - $57.7K
|
7.94K
$1.28M
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.74K+ 7.61% |
$763K - $851K
|
66.9K
$10.8M
|
|
Feb 21, 2025
Q4 2024
|
Challenger Wealth Management
Aliso Viejo, CA |
BUY
|
- |
14.2KNew |
$2.28M - $2.55M
|
14.2K
$2.28M
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
2.14KNew |
$345K - $385K
|
2.14K
$345K
|
|
Feb 20, 2025
Q4 2024
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
1.63KNew |
$262K - $292K
|
1.63K
$262K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2- 0.01% |
$322 - $359
|
15.9K
$2.56M
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
1.74KNew |
$280K - $313K
|
1.74K
$280K
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-766- 3.86% |
$123K - $138K
|
19.1K
$3.07M
|
|
Feb 18, 2025
Q4 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-4.48K- 7.8% |
$721K - $805K
|
53K
$8.52M
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.01% |
$161 - $180
|
8.35K
$1.34M
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-315- 1.6% |
$50.7K - $56.6K
|
19.3K
$3.11M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-55- 1.66% |
$8.86K - $9.88K
|
3.26K
$525K
|