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 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-15- 0.62% |
$2.21K - $2.44K
|
2.41K
$419K
|
|
May 07, 2024
Q1 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-98- 1.48% |
$14.4K - $15.9K
|
6.54K
$1.14M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$2.61M - $2.88M
|
17.7K
$3.08M
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
45+ 0.06% |
$6.63K - $7.32K
|
75.1K
$13.1M
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-11- 0.31% |
$1.62K - $1.79K
|
3.52K
$613K
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-11K- 61.64% |
$1.62M - $1.79M
|
6.84K
$1.19M
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
681New |
$100K - $111K
|
681
$119K
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
125New |
$18.4K - $20.3K
|
125
$21.8K
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16+ 0.97% |
$2.36K - $2.6K
|
1.67K
$291K
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-150- 4.82% |
$22.1K - $24.4K
|
2.96K
$515K
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
47+ 2.51% |
$6.93K - $7.64K
|
1.92K
$334K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-12.8K- 29.85% |
$1.89M - $2.08M
|
30.1K
$5.23M
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-6- 0.12% |
$885 - $976
|
4.99K
$869K
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.26KNew |
$185K - $204K
|
1.26K
$219K
|
|
May 06, 2024
Q1 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-38- 1.36% |
$5.6K - $6.18K
|
2.76K
$480K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-825- 8.14% |
$122K - $134K
|
9.31K
$1.62M
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.49K+ 11.0% |
$219K - $242K
|
15K
$2.61M
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-359- 5.63% |
$52.9K - $58.4K
|
6.02K
$1.05M
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.29KNew |
$190K - $210K
|
1.29K
$225K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
38+ 0.27% |
$5.6K - $6.18K
|
13.9K
$2.41M
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-70- 1.43% |
$10.3K - $11.4K
|
4.82K
$839K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-40- 0.23% |
$5.9K - $6.5K
|
17.6K
$3.06M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.8K- 36.1% |
$1.74M - $1.92M
|
20.9K
$3.65M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
24K+ 788.96% |
$3.54M - $3.9M
|
27.1K
$4.71M
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-115- 6.27% |
$17K - $18.7K
|
1.72K
$299K
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-100- 2.11% |
$14.7K - $16.3K
|
4.64K
$807K
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
292+ 0.41% |
$43K - $47.5K
|
70.8K
$12.3M
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-1.12K- 37.94% |
$165K - $182K
|
1.83K
$318K
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.51K- 33.47% |
$222K - $245K
|
3K
$522K
|
|
May 02, 2024
Q1 2024
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-1- 0.03% |
$147 - $163
|
3.34K
$581K
|
|
May 02, 2024
Q1 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-304- 11.85% |
$44.8K - $49.4K
|
2.26K
$394K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
500New |
$73.7K - $81.3K
|
500
$87K
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
5.36KNew |
$790K - $871K
|
5.36K
$933K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$191K - $211K
|
1.3K
$226K
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-87- 1.47% |
$12.8K - $14.1K
|
5.82K
$1.01M
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
2.96KNew |
$436K - $481K
|
2.96K
$515K
|
|
May 02, 2024
Q1 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$1.5M - $1.65M
|
10.2K
$1.77M
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.43KNew |
$211K - $233K
|
1.43K
$249K
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-16- 0.35% |
$2.36K - $2.6K
|
4.54K
$790K
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
437New |
$64.4K - $71.1K
|
437
$76.1K
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-84- 0.84% |
$12.4K - $13.7K
|
9.97K
$1.73M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.43K- 1.72% |
$653K - $720K
|
253K
$44.1M
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
20New |
$2.95K - $3.25K
|
20
$3.48K
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
1.33KNew |
$196K - $216K
|
1.33K
$231K
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-10- 0.3% |
$1.47K - $1.63K
|
3.3K
$575K
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.19KNew |
$323K - $357K
|
2.19K
$382K
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.75K- 4.34% |
$258K - $285K
|
38.6K
$6.71M
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-649- 11.38% |
$95.7K - $106K
|
5.06K
$880K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
206+ 9.73% |
$30.4K - $33.5K
|
2.32K
$404K
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.35KNew |
$199K - $220K
|
1.35K
$235K
|