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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
189New |
$30.4K - $33.6K
|
189
$32K
|
|
|
Nov 05, 2024
Q3 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-50- 0.02% |
$8.04K - $8.89K
|
213K
$36M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.75K+ 1.85% |
$442K - $489K
|
151K
$25.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.2K+ 41.06% |
$2.77M - $3.06M
|
59.2K
$10M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
259+ 5.47% |
$41.6K - $46.1K
|
4.99K
$845K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-923- 5.3% |
$148K - $164K
|
16.5K
$2.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-130- 1.25% |
$20.9K - $23.1K
|
10.3K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-278K- 99.3% |
$44.7M - $49.5M
|
1.97K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-2.35K- 9.07% |
$378K - $418K
|
23.6K
$3.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.37K+ 9.28% |
$380K - $421K
|
27.9K
$4.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
53+ 3.13% |
$8.52K - $9.42K
|
1.75K
$296K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-4.64K- 3.21% |
$745K - $824K
|
140K
$23.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-5- 0.01% |
$804 - $889
|
38.9K
$6.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
SELL
|
- |
-96- 1.85% |
$15.4K - $17.1K
|
5.09K
$863K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
7.07KNew |
$1.14M - $1.26M
|
7.07K
$1.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-34- 0.62% |
$5.47K - $6.05K
|
5.41K
$916K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
486+ 4.14% |
$78.1K - $86.4K
|
12.2K
$2.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41.2K+ 29.73% |
$6.63M - $7.33M
|
180K
$30.5M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-82- 1.29% |
$13.2K - $14.6K
|
6.29K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-177- 0.72% |
$28.5K - $31.5K
|
24.5K
$4.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
194+ 1.04% |
$31.2K - $34.5K
|
18.8K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.99K+ 4.63% |
$319K - $353K
|
44.8K
$7.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
11.8K+ 390.81% |
$1.89M - $2.09M
|
14.8K
$2.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
131+ 2.32% |
$21.1K - $23.3K
|
5.77K
$978K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
600+ 4.31% |
$96.5K - $107K
|
14.5K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
45+ 1.52% |
$7.23K - $8K
|
3K
$508K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
348+ 1.41% |
$55.9K - $61.9K
|
25.1K
$4.25M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.61K- 1.38% |
$259K - $286K
|
115K
$19.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.3KNew |
$209K - $231K
|
1.3K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
27.7K+ 3111.46% |
$4.45M - $4.92M
|
28.6K
$4.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-8- 0.45% |
$1.29K - $1.42K
|
1.78K
$302K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
4+ 0.23% |
$643 - $711
|
1.72K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
6.57KNew |
$1.06M - $1.17M
|
6.57K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-70- 3.3% |
$11.3K - $12.4K
|
2.05K
$348K
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-76- 1.69% |
$12.2K - $13.5K
|
4.42K
$749K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-894- 12.6% |
$144K - $159K
|
6.2K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-40- 1.68% |
$6.43K - $7.11K
|
2.35K
$398K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-125- 1.78% |
$20.1K - $22.2K
|
6.9K
$1.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.14K- 2.33% |
$344K - $380K
|
89.7K
$15.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-11K- 1.44% |
$1.77M - $1.96M
|
753K
$128M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
22.6K+ 27.65% |
$3.64M - $4.02M
|
104K
$17.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-200- 1.72% |
$32.2K - $35.6K
|
11.4K
$1.93M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$643 - $711
|
7.85K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
2.1KNew |
$337K - $373K
|
2.1K
$355K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
300+ 2142.86% |
$48.2K - $53.3K
|
314
$53.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-497- 19.07% |
$79.9K - $88.4K
|
2.11K
$357K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.11% |
$482 - $533
|
2.66K
$451K
|
|
|
Nov 01, 2024
Q3 2024
|
Troy Asset Management LTD
|
SELL
|
- |
-234K- 20.09% |
$37.6M - $41.6M
|
930K
$158M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
254+ 2.12% |
$40.8K - $45.2K
|
12.2K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 2.74% |
$3.54K - $3.91K
|
824
$140K
|