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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
2.38KNew |
$370K - $401K
|
2.38K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
11.2K+ 7.33% |
$1.75M - $1.9M
|
165K
$27.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-6.38K- 2.01% |
$991K - $1.08M
|
311K
$52.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
5.4KNew |
$839K - $910K
|
5.4K
$906K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.35K- 6.06% |
$209K - $227K
|
20.9K
$3.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.11K+ 56.44% |
$172K - $186K
|
3.06K
$514K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-620- 1.51% |
$96.3K - $105K
|
40.3K
$6.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
2.5KNew |
$389K - $422K
|
2.5K
$420K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.82K+ 5.1% |
$283K - $307K
|
37.5K
$6.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
173New |
$26.9K - $29.2K
|
173
$29K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
25+ 0.09% |
$3.88K - $4.21K
|
29.4K
$4.93M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-731- 2.05% |
$114K - $123K
|
34.9K
$5.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.44% |
$3.88K - $4.21K
|
5.77K
$967K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
591+ 36.5% |
$91.8K - $99.6K
|
2.21K
$371K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.45K- 6.3% |
$847K - $919K
|
81.1K
$13.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-627- 4.43% |
$97.4K - $106K
|
13.5K
$2.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-124- 2.89% |
$19.3K - $20.9K
|
4.16K
$698K
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
2.38K+ 31.89% |
$369K - $400K
|
9.83K
$1.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-16K- 7.17% |
$2.49M - $2.7M
|
207K
$34.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-553K- 45.07% |
$85.9M - $93.2M
|
674K
$113M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7.81K+ 13.51% |
$1.21M - $1.32M
|
65.6K
$11M
|
|
|
Aug 09, 2024
Q2 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
7.74K+ 604.85% |
$1.2M - $1.3M
|
9.02K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
727+ 9.31% |
$113K - $123K
|
8.54K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
SELL
|
- |
-32- 0.12% |
$4.97K - $5.39K
|
26K
$4.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-897- 12.6% |
$139K - $151K
|
6.22K
$1.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
31.6KNew |
$4.91M - $5.33M
|
31.6K
$5.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
54+ 3.24% |
$8.39K - $9.1K
|
1.72K
$288K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
785+ 7.53% |
$122K - $132K
|
11.2K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
130K+ 154.3% |
$20.2M - $21.9M
|
214K
$35.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
17.6KNew |
$2.74M - $2.97M
|
17.6K
$2.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-3.93K- 42.28% |
$610K - $662K
|
5.37K
$900K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-115K- 6.01% |
$17.9M - $19.4M
|
1.8M
$302M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-125K- 7.77% |
$19.4M - $21.1M
|
1.48M
$249M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-545- 25.33% |
$84.7K - $91.9K
|
1.61K
$270K
|
|
|
Aug 08, 2024
Q2 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
50.5K+ 368.39% |
$7.85M - $8.52M
|
64.3K
$10.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Barings LLC
|
BUY
|
- |
1.61KNew |
$250K - $271K
|
1.61K
$270K
|
|
|
Aug 08, 2024
Q2 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
25.1K+ 12.56% |
$3.9M - $4.24M
|
225K
$37.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.42K+ 1.72% |
$687K - $746K
|
262K
$44M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
725+ 49.35% |
$113K - $122K
|
2.19K
$368K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-231K- 26.3% |
$35.9M - $39M
|
648K
$109M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-985- 1.45% |
$153K - $166K
|
66.7K
$11.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-651- 1.19% |
$101K - $110K
|
53.8K
$9.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
1.83K+ 8.19% |
$285K - $309K
|
24.2K
$4.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.12K- 21.1% |
$174K - $189K
|
4.18K
$702K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.47K- 1.15% |
$539K - $585K
|
298K
$50M
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
21.8K+ 1055.2% |
$3.39M - $3.68M
|
23.9K
$4M
|
|
|
Aug 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
41+ 2.23% |
$6.37K - $6.91K
|
1.88K
$316K
|
|
|
Aug 08, 2024
Q2 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-15- 0.43% |
$2.33K - $2.53K
|
3.45K
$579K
|
|
|
Aug 08, 2024
Q2 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-348- 1.8% |
$54.1K - $58.7K
|
19K
$3.19M
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-31- 0.11% |
$4.82K - $5.23K
|
28.4K
$4.76M
|