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 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.73K- 5.04% |
$268K - $291K
|
32.6K
$5.66M
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-10.6K- 3.49% |
$1.65M - $1.79M
|
293K
$51M
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-96- 0.61% |
$14.9K - $16.2K
|
15.7K
$2.73M
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-261- 1.64% |
$40.5K - $44K
|
15.7K
$2.73M
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
819+ 13.57% |
$127K - $138K
|
6.85K
$1.19M
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
113+ 4.85% |
$17.6K - $19K
|
2.44K
$425K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-72- 0.32% |
$11.2K - $12.1K
|
22.3K
$3.87M
|
|
Jul 10, 2024
Q2 2024
|
Advocate Group LLC
|
BUY
|
- |
1.46K+ 2.93% |
$227K - $246K
|
51.3K
$8.93M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.93K+ 3.6% |
$610K - $662K
|
113K
$19.7M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.09M- 92.67% |
$169M - $183M
|
86.1K
$15M
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
271+ 1.27% |
$42.1K - $45.7K
|
21.5K
$3.74M
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-93- 2.58% |
$14.4K - $15.7K
|
3.51K
$611K
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
41+ 0.92% |
$6.37K - $6.91K
|
4.49K
$781K
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-101- 4.33% |
$15.7K - $17K
|
2.23K
$388K
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
9+ 0.27% |
$1.4K - $1.52K
|
3.32K
$578K
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
968+ 4.14% |
$150K - $163K
|
24.4K
$4.24M
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1+ 0.02% |
$155 - $169
|
5.18K
$900K
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.55K+ 42.31% |
$396K - $430K
|
8.58K
$1.49M
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
9+ 0.06% |
$1.4K - $1.52K
|
14.3K
$2.49M
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-547- 2.35% |
$85K - $92.2K
|
22.7K
$3.95M
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-234- 17.22% |
$36.3K - $39.4K
|
1.13K
$196K
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
50+ 1.78% |
$7.77K - $8.43K
|
2.85K
$496K
|
|
Jul 10, 2024
Q2 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.23K- 6.93% |
$191K - $207K
|
16.5K
$2.87M
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3+ 0.09% |
$466 - $506
|
3.28K
$570K
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1- 0.03% |
$155 - $169
|
3.22K
$560K
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-155- 2.91% |
$24.1K - $26.1K
|
5.17K
$898K
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
SELL
|
- |
-100- 4.58% |
$15.5K - $16.9K
|
2.09K
$363K
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-150- 0.92% |
$23.3K - $25.3K
|
16.2K
$2.82M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.97K- 6.59% |
$306K - $332K
|
27.9K
$4.86M
|
|
Jul 09, 2024
Q2 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-801- 8.66% |
$124K - $135K
|
8.45K
$1.47M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
4.74K+ 3.18% |
$736K - $799K
|
154K
$26.8M
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.96KNew |
$460K - $499K
|
2.96K
$515K
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-247- 0.82% |
$38.4K - $41.6K
|
30K
$5.22M
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 0.6% |
$2.02K - $2.19K
|
2.17K
$378K
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.14K- 0.9% |
$177K - $192K
|
125K
$21.8M
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-27- 0.8% |
$4.19K - $4.55K
|
3.36K
$585K
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
184+ 0.95% |
$28.6K - $31K
|
19.5K
$3.4M
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-366- 3.7% |
$56.9K - $61.7K
|
9.52K
$1.66M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
381+ 0.45% |
$59.2K - $64.2K
|
84.1K
$14.6M
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
307+ 4.64% |
$47.7K - $51.7K
|
6.92K
$1.2M
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-250- 1.1% |
$38.8K - $42.1K
|
22.5K
$3.91M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200+ 5.93% |
$31.1K - $33.7K
|
3.58K
$622K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.96K+ 30.76% |
$926K - $1M
|
25.3K
$4.41M
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
59+ 0.18% |
$9.16K - $9.95K
|
32.7K
$5.68M
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-53- 1.46% |
$8.23K - $8.93K
|
3.57K
$622K
|
|
Jul 09, 2024
Q2 2024
|
Eastover Investment Advisors LLC
|
BUY
|
- |
395+ 0.94% |
$61.4K - $66.6K
|
42.6K
$7.4M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-827- 2.66% |
$128K - $139K
|
30.2K
$5.25M
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3+ 0.03% |
$466 - $506
|
9.57K
$1.66M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
6.84K+ 1.52% |
$1.06M - $1.15M
|
457K
$79.5M
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-226- 0.21% |
$35.1K - $38.1K
|
109K
$18.9M
|