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 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.77K- 19.42% |
$284K - $314K
|
7.33K
$1.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
97+ 3.45% |
$15.6K - $17.2K
|
2.91K
$493K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
54+ 3.91% |
$8.68K - $9.6K
|
1.44K
$243K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-302- 1.19% |
$48.5K - $53.7K
|
25K
$4.24M
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
219+ 1.67% |
$35.2K - $38.9K
|
13.4K
$2.26M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
197+ 0.3% |
$31.7K - $35K
|
66.9K
$11.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-43- 1.01% |
$6.91K - $7.65K
|
4.22K
$715K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-90- 3.8% |
$14.5K - $16K
|
2.28K
$386K
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
8+ 0.59% |
$1.29K - $1.42K
|
1.37K
$232K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-192- 11.41% |
$30.9K - $34.1K
|
1.49K
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
1.33KNew |
$213K - $236K
|
1.33K
$224K
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-50- 0.84% |
$8.04K - $8.89K
|
5.89K
$997K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
BUY
|
- |
227+ 0.71% |
$36.5K - $40.4K
|
32K
$5.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.57K+ 70.32% |
$734K - $812K
|
11.1K
$1.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
4.78KNew |
$769K - $851K
|
4.78K
$810K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
633New |
$102K - $113K
|
633
$107K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.22KNew |
$196K - $216K
|
1.22K
$206K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
150+ 0.63% |
$24.1K - $26.7K
|
23.9K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
7.14KNew |
$1.15M - $1.27M
|
7.14K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
8.97KNew |
$1.44M - $1.6M
|
8.97K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
766+ 26.89% |
$123K - $136K
|
3.62K
$612K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-101- 14.31% |
$16.2K - $18K
|
605
$103K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.15% |
$965 - $1.07K
|
4.05K
$686K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2.7K+ 107.74% |
$434K - $480K
|
5.21K
$882K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
17.5K+ 5.7% |
$2.82M - $3.12M
|
325K
$55.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-30- 0.41% |
$4.82K - $5.33K
|
7.21K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
196+ 3.68% |
$31.5K - $34.9K
|
5.52K
$934K
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3+ 0.18% |
$482 - $533
|
1.68K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38+ 1.77% |
$6.11K - $6.76K
|
2.18K
$370K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-272- 8.75% |
$43.7K - $48.4K
|
2.84K
$481K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
407New |
$65.4K - $72.4K
|
407
$69K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-28- 1.09% |
$4.5K - $4.98K
|
2.54K
$430K
|
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-1.66K- 6.5% |
$267K - $295K
|
23.8K
$4.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-223- 15.27% |
$35.8K - $39.7K
|
1.24K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-118- 0.75% |
$19K - $21K
|
15.6K
$2.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-962- 8.55% |
$155K - $171K
|
10.3K
$1.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
240+ 2.31% |
$38.6K - $42.7K
|
10.6K
$1.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
47+ 3.66% |
$7.56K - $8.36K
|
1.33K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-271- 8.32% |
$43.6K - $48.2K
|
2.99K
$506K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6+ 0.21% |
$965 - $1.07K
|
2.8K
$474K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
53+ 0.34% |
$8.52K - $9.42K
|
15.7K
$2.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
432+ 2.35% |
$69.4K - $76.8K
|
18.8K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
105K+ 204.64% |
$16.9M - $18.7M
|
157K
$26.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
407+ 16.87% |
$65.4K - $72.4K
|
2.82K
$478K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
1.18KNew |
$190K - $210K
|
1.18K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-559- 13.84% |
$89.9K - $99.4K
|
3.48K
$590K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.91K+ 60.19% |
$1.27M - $1.41M
|
21.1K
$3.57M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
18+ 0.45% |
$2.89K - $3.2K
|
4.05K
$686K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
2.29K+ 2.11% |
$367K - $406K
|
110K
$18.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-17- 1.11% |
$2.73K - $3.02K
|
1.51K
$256K
|