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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
292+ 4.34% |
$45.4K - $49.2K
|
7.02K
$1.22M
|
|
Jul 12, 2024
Q2 2024
|
Jacobs & CO
|
SELL
|
- |
-592- 1.34% |
$92K - $99.8K
|
43.7K
$7.6M
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
268+ 0.54% |
$41.6K - $45.2K
|
50.1K
$8.72M
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-412- 4.0% |
$64K - $69.4K
|
9.88K
$1.72M
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-59- 0.31% |
$9.16K - $9.95K
|
18.9K
$3.29M
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.26KNew |
$196K - $212K
|
1.26K
$219K
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-42- 3.0% |
$6.52K - $7.08K
|
1.36K
$237K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-131- 2.34% |
$20.3K - $22.1K
|
5.46K
$950K
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
17+ 0.82% |
$2.64K - $2.87K
|
2.1K
$366K
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
43+ 2.55% |
$6.68K - $7.25K
|
1.73K
$301K
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.68KNew |
$261K - $284K
|
1.68K
$293K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
336+ 0.12% |
$52.2K - $56.6K
|
289K
$50.2M
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-1.29K- 0.23% |
$200K - $217K
|
569K
$98.9M
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-49- 0.25% |
$7.61K - $8.26K
|
19.4K
$3.37M
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-455- 24.84% |
$70.7K - $76.7K
|
1.38K
$239K
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.11K- 1.87% |
$173K - $187K
|
58.2K
$10.1M
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.38K- 33.75% |
$214K - $232K
|
2.71K
$471K
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
40+ 0.43% |
$6.21K - $6.74K
|
9.27K
$1.61M
|
|
Jul 12, 2024
Q2 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-40- 0.35% |
$6.21K - $6.74K
|
11.5K
$2M
|
|
Jul 12, 2024
Q2 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
87+ 1.95% |
$13.5K - $14.7K
|
4.54K
$789K
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.26K+ 104.73% |
$1.28M - $1.39M
|
16.1K
$2.81M
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.38KNew |
$215K - $233K
|
1.38K
$240K
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
582+ 9.39% |
$90.4K - $98.1K
|
6.78K
$1.18M
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-241- 0.9% |
$37.4K - $40.6K
|
26.5K
$4.61M
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-166- 2.12% |
$25.8K - $28K
|
7.65K
$1.33M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
213+ 1.91% |
$33.1K - $35.9K
|
11.4K
$1.98M
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
44K+ 13.58% |
$6.84M - $7.42M
|
368K
$64M
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-50- 2.19% |
$7.77K - $8.43K
|
2.23K
$388K
|
|
Jul 12, 2024
Q2 2024
|
Kwmg, LLC
|
SELL
|
- |
-23- 0.4% |
$3.57K - $3.88K
|
5.77K
$1M
|
|
Jul 12, 2024
Q2 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
84+ 0.51% |
$13K - $14.2K
|
16.7K
$2.9M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-202- 7.87% |
$31.4K - $34K
|
2.37K
$411K
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Capital Management
|
BUY
|
- |
310+ 0.59% |
$48.2K - $52.3K
|
52.9K
$9.21M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
289+ 6.5% |
$44.9K - $48.7K
|
4.73K
$823K
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-420- 6.3% |
$65.2K - $70.8K
|
6.25K
$1.09M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
37.4K+ 9.12% |
$5.81M - $6.31M
|
448K
$77.8M
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 0.26% |
$2.33K - $2.53K
|
5.86K
$1.02M
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.47K- 6.17% |
$383K - $416K
|
37.5K
$6.52M
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
837+ 0.64% |
$130K - $141K
|
131K
$22.8M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-7.48K- 9.75% |
$1.16M - $1.26M
|
69.3K
$12.1M
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-857- 4.74% |
$133K - $144K
|
17.2K
$3M
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
1.37K+ 2.0% |
$213K - $231K
|
69.7K
$12.1M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
729+ 0.67% |
$113K - $123K
|
109K
$19M
|
|
Jul 11, 2024
Q2 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
3+ 0.17% |
$466 - $506
|
1.76K
$307K
|
|
Jul 11, 2024
Q2 2024
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
4.04K+ 0.36% |
$628K - $681K
|
1.13M
$197M
|
|
Jul 11, 2024
Q2 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-93- 1.7% |
$14.4K - $15.7K
|
5.37K
$934K
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-434- 9.39% |
$67.4K - $73.2K
|
4.19K
$728K
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
3.46KNew |
$538K - $584K
|
3.46K
$602K
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
61.8KNew |
$9.6M - $10.4M
|
61.8K
$10.7M
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5+ 0.27% |
$777 - $843
|
1.85K
$321K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-134- 0.17% |
$20.8K - $22.6K
|
76.5K
$13.3M
|