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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-38K- 99.13% |
$5.6M - $6.17M
|
335
$58.9K
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-184- 1.66% |
$27.1K - $29.9K
|
10.9K
$1.92M
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
SELL
|
- |
-1.43K- 17.5% |
$211K - $232K
|
6.73K
$1.18M
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 2.97% |
$14.7K - $16.3K
|
3.27K
$575K
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1.27K- 1.5% |
$186K - $206K
|
83.2K
$14.6M
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$222K
|
|
May 10, 2024
Q1 2024
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
4.43K+ 46.06% |
$654K - $721K
|
14.1K
$2.47M
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
134+ 0.77% |
$19.8K - $21.8K
|
17.4K
$3.07M
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-604- 13.12% |
$89K - $98.2K
|
4K
$704K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
7.16K+ 65.26% |
$1.06M - $1.16M
|
18.1K
$3.19M
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-21- 4.92% |
$3.1K - $3.41K
|
406
$71.4K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
101+ 5.09% |
$14.9K - $16.4K
|
2.09K
$367K
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-70- 0.33% |
$10.3K - $11.4K
|
20.9K
$3.68M
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-31- 0.47% |
$4.57K - $5.04K
|
6.57K
$1.16M
|
|
May 10, 2024
Q1 2024
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
161New |
$23.7K - $26.2K
|
161
$28.3K
|
|
May 10, 2024
Q1 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-67- 1.17% |
$9.88K - $10.9K
|
5.64K
$992K
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.27KNew |
$187K - $206K
|
1.27K
$223K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-185K- 3.77% |
$27.2M - $30M
|
4.71M
$829M
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-100- 0.71% |
$14.7K - $16.3K
|
13.9K
$2.45M
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-63- 1.22% |
$9.29K - $10.2K
|
5.12K
$901K
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
40+ 1.49% |
$5.9K - $6.5K
|
2.73K
$480K
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-100- 1.48% |
$14.7K - $16.3K
|
6.67K
$1.17M
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
10KNew |
$1.47M - $1.63M
|
10K
$1.76M
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.17% |
$1.62K - $1.79K
|
6.61K
$1.16M
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
29.3KNew |
$4.32M - $4.76M
|
29.3K
$5.15M
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1K- 20.02% |
$147K - $163K
|
4K
$703K
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-148- 4.55% |
$21.8K - $24.1K
|
3.1K
$546K
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
10+ 0.58% |
$1.47K - $1.63K
|
1.74K
$305K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
14+ 0.09% |
$2.06K - $2.28K
|
15.2K
$2.68M
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.18K+ 59.46% |
$174K - $192K
|
3.17K
$558K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
724+ 9.98% |
$107K - $118K
|
7.98K
$1.4M
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-126- 6.75% |
$18.6K - $20.5K
|
1.74K
$306K
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.27KNew |
$187K - $206K
|
1.27K
$223K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-393- 1.33% |
$57.9K - $63.9K
|
29.2K
$5.13M
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
1.29KNew |
$191K - $210K
|
1.29K
$227K
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
10.7KNew |
$1.58M - $1.74M
|
10.7K
$1.88M
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-539- 3.55% |
$79.5K - $87.6K
|
14.6K
$2.57M
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
60+ 3.82% |
$8.85K - $9.76K
|
1.63K
$287K
|
|
May 08, 2024
Q1 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-200- 7.73% |
$29.5K - $32.5K
|
2.39K
$420K
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125+ 6.21% |
$18.4K - $20.3K
|
2.14K
$376K
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-5.63K- 40.61% |
$830K - $915K
|
8.23K
$1.45M
|
|
May 08, 2024
Q1 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-59- 0.14% |
$8.7K - $9.59K
|
41.2K
$7.25M
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.64KNew |
$242K - $267K
|
1.64K
$288K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
247+ 12.36% |
$36.4K - $40.2K
|
2.25K
$395K
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-280- 0.39% |
$41.3K - $45.5K
|
70.7K
$12.4M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.57K+ 1.27% |
$232K - $256K
|
125K
$22M
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.54K- 36.34% |
$227K - $251K
|
2.7K
$475K
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$442 - $488
|
20.3K
$3.57M
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14+ 0.21% |
$2.06K - $2.28K
|
6.64K
$1.17M
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.91K+ 31.91% |
$281K - $310K
|
7.89K
$1.39M
|