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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-87- 1.3% |
$14K - $15.6K
|
6.58K
$1.06M
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.04K+ 40.94% |
$328K - $366K
|
7.01K
$1.13M
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.11K- 0.67% |
$179K - $200K
|
165K
$26.6M
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
276+ 19.55% |
$44.4K - $49.6K
|
1.69K
$272K
|
|
Feb 11, 2025
Q4 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1- 0.01% |
$161 - $180
|
15.7K
$2.52M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-6.73K- 2.84% |
$1.08M - $1.21M
|
230K
$37M
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-52.4K- 2.52% |
$8.44M - $9.42M
|
2.03M
$326M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
600+ 18.9% |
$96.6K - $108K
|
3.77K
$607K
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-370- 12.15% |
$59.6K - $66.5K
|
2.68K
$430K
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.12K- 20.83% |
$180K - $201K
|
4.25K
$684K
|
|
Feb 11, 2025
Q4 2024
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-4.3M- 44.66% |
$693M - $773M
|
5.33M
$857M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.5K+ 26.4% |
$1.86M - $2.07M
|
55.3K
$8.89M
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-139K- 15.67% |
$22.3M - $24.9M
|
747K
$120M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
993+ 9.72% |
$160K - $178K
|
11.2K
$1.8M
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.23K+ 9.47% |
$520K - $580K
|
37.3K
$6.01M
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
69+ 1.49% |
$11.1K - $12.4K
|
4.7K
$757K
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-85- 1.33% |
$13.7K - $15.3K
|
6.29K
$1.01M
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-290- 1.94% |
$46.7K - $52.1K
|
14.6K
$2.36M
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
2.95K+ 1.59% |
$476K - $531K
|
188K
$30.3M
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-73- 0.68% |
$11.8K - $13.1K
|
10.6K
$1.7M
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
17.6K+ 2.51% |
$2.83M - $3.16M
|
717K
$115M
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
10+ 0.21% |
$1.61K - $1.8K
|
4.83K
$778K
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.38KNew |
$545K - $608K
|
3.38K
$544K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.76KNew |
$283K - $315K
|
1.76K
$282K
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.92KNew |
$310K - $346K
|
1.92K
$309K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.87KNew |
$302K - $337K
|
1.87K
$302K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
69+ 3.36% |
$11.1K - $12.4K
|
2.13K
$342K
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
200New |
$32.2K - $35.9K
|
200
$32.2K
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-56.5K- 16.25% |
$9.09M - $10.1M
|
291K
$46.8M
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
283+ 152.97% |
$45.6K - $50.9K
|
468
$75.3K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-378- 32.56% |
$60.9K - $67.9K
|
783
$126K
|
|
Feb 10, 2025
Q4 2024
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-3.45K- 0.87% |
$556K - $620K
|
393K
$63.3M
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
60.5KNew |
$9.74M - $10.9M
|
60.5K
$9.74M
|
|
Feb 10, 2025
Q4 2024
|
Parnassus Investments, LLC
|
SELL
|
- |
-298K- 7.84% |
$47.9M - $53.5M
|
3.5M
$563M
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
340+ 27.35% |
$54.8K - $61.1K
|
1.58K
$255K
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-5.03K- 7.11% |
$809K - $903K
|
65.7K
$10.6M
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-45- 5.67% |
$7.25K - $8.09K
|
748
$120K
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
2.5K+ 11.19% |
$403K - $450K
|
24.9K
$4M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.87KNew |
$301K - $335K
|
1.87K
$300K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.34K- 2.13% |
$1.34M - $1.5M
|
383K
$61.6M
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-370- 0.68% |
$59.6K - $66.5K
|
54.1K
$8.7M
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
55New |
$8.86K - $9.88K
|
55
$8.85K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
13+ 15.29% |
$2.09K - $2.34K
|
98
$15.8K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
96+ 8.12% |
$15.5K - $17.3K
|
1.28K
$206K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.13K- 3.22% |
$1.15M - $1.28M
|
214K
$34.4M
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.08K- 1.27% |
$496K - $554K
|
239K
$38.4M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.12% |
$161 - $180
|
849
$137K
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
229+ 2.75% |
$36.9K - $41.2K
|
8.56K
$1.38M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.1K+ 5.4% |
$2.26M - $2.53M
|
275K
$44.2M
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
5.09KNew |
$819K - $914K
|
5.09K
$818K
|