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
|
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
$4.65M
|
|
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-53- 4.19% |
$8.4K - $9.34K
|
1.21K
$195K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-250- 6.75% |
$39.6K - $44.1K
|
3.45K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.71K+ 18.47% |
$272K - $302K
|
11K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
113+ 4.68% |
$17.9K - $19.9K
|
2.53K
$406K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-8.09K- 54.06% |
$1.28M - $1.43M
|
6.87K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
374+ 1.65% |
$59.3K - $65.9K
|
23K
$3.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-84- 1.06% |
$13.3K - $14.8K
|
7.8K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
861+ 8.67% |
$137K - $152K
|
10.8K
$1.74M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
9.08K+ 385.07% |
$1.44M - $1.6M
|
11.4K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-100- 3.5% |
$15.9K - $17.6K
|
2.76K
$443K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-208- 9.38% |
$33K - $36.7K
|
2.01K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-233- 6.94% |
$36.9K - $41.1K
|
3.13K
$503K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
40+ 0.97% |
$6.34K - $7.05K
|
4.18K
$672K
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
250+ 20.96% |
$39.6K - $44.1K
|
1.44K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-31- 0.4% |
$4.92K - $5.46K
|
7.75K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
111+ 3.43% |
$17.6K - $19.6K
|
3.35K
$539K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-399- 2.63% |
$63.3K - $70.3K
|
14.8K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-22- 0.06% |
$3.49K - $3.88K
|
36.9K
$5.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-25- 0.6% |
$3.96K - $4.41K
|
4.15K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-99- 1.25% |
$15.7K - $17.4K
|
7.8K
$1.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.09K- 1.21% |
$173K - $192K
|
88.7K
$14.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
365+ 1.63% |
$57.9K - $64.3K
|
22.8K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-31- 0.39% |
$4.92K - $5.46K
|
7.82K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.34K+ 5.92% |
$213K - $237K
|
24K
$3.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-179- 2.17% |
$28.4K - $31.6K
|
8.08K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-59- 1.78% |
$9.36K - $10.4K
|
3.25K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
13.6K+ 15.37% |
$2.15M - $2.4M
|
102K
$16.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-917- 1.44% |
$145K - $162K
|
62.8K
$10.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
30+ 0.36% |
$4.76K - $5.29K
|
8.43K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
176+ 4.58% |
$27.9K - $31K
|
4.02K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-58- 2.37% |
$9.2K - $10.2K
|
2.39K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-785- 0.66% |
$124K - $138K
|
117K
$18.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.4K- 2.3% |
$538K - $599K
|
145K
$23.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.92K+ 4.78% |
$463K - $515K
|
64.1K
$10.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
458+ 14.36% |
$72.6K - $80.7K
|
3.65K
$587K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-24- 0.47% |
$3.81K - $4.23K
|
5.07K
$816K
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-600- 9.27% |
$95.1K - $106K
|
5.87K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
763+ 9.14% |
$121K - $134K
|
9.11K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5K+ 31.07% |
$793K - $882K
|
21.1K
$3.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
247+ 0.87% |
$39.2K - $43.5K
|
28.7K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
88+ 3.6% |
$14K - $15.5K
|
2.53K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
68+ 3.94% |
$10.8K - $12K
|
1.8K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
53+ 0.44% |
$8.4K - $9.34K
|
12.1K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.93K+ 2.23% |
$305K - $339K
|
88.2K
$14.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42New |
$6.66K - $7.4K
|
42
$6.75K
|