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 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-33- 1.08% |
$5.31K - $5.93K
|
3.02K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.66% |
$193K - $215K
|
13.6K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.36K+ 14.97% |
$219K - $244K
|
10.4K
$1.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
16.7K+ 4.35% |
$2.69M - $3M
|
401K
$64.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-90- 2.27% |
$14.5K - $16.2K
|
3.87K
$623K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-489- 10.96% |
$78.8K - $87.9K
|
3.97K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
200+ 8.57% |
$32.2K - $35.9K
|
2.53K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 16.2% |
$190K - $212K
|
6.11K
$983K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-5- 0.31% |
$805 - $899
|
1.6K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
54+ 4.2% |
$8.7K - $9.7K
|
1.34K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
107+ 2.62% |
$17.2K - $19.2K
|
4.19K
$673K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
70New |
$11.3K - $12.6K
|
70
$11.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-126- 5.37% |
$20.3K - $22.6K
|
2.22K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
215K+ 9.37% |
$34.7M - $38.7M
|
2.51M
$404M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-143- 8.88% |
$23K - $25.7K
|
1.47K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
775+ 5.23% |
$125K - $139K
|
15.6K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Ycg, LLC
|
SELL
|
- |
-594- 0.52% |
$95.7K - $107K
|
114K
$18.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
50.4K+ 14.67% |
$8.12M - $9.06M
|
394K
$63.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5.01K- 17.22% |
$807K - $900K
|
24.1K
$3.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-778- 0.56% |
$125K - $140K
|
137K
$22.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
69.7KNew |
$11.2M - $12.5M
|
69.7K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
5.61KNew |
$903K - $1.01M
|
5.61K
$902K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
28New |
$4.51K - $5.03K
|
28
$4.51K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
36New |
$5.8K - $6.47K
|
36
$5.79K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-53- 0.64% |
$8.54K - $9.52K
|
8.19K
$1.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
4.01K+ 6.5% |
$646K - $721K
|
65.7K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
BUY
|
- |
40.7K+ 7.82% |
$6.56M - $7.32M
|
562K
$90.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-4.4K- 9.63% |
$709K - $791K
|
41.3K
$6.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.43K+ 3.35% |
$1.52M - $1.69M
|
291K
$46.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-518- 0.74% |
$83.4K - $93.1K
|
69.9K
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-9- 0.18% |
$1.45K - $1.62K
|
5.02K
$807K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
31+ 0.26% |
$4.99K - $5.57K
|
12.1K
$1.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
39.8K+ 0.97% |
$6.41M - $7.15M
|
4.16M
$670M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-429- 4.72% |
$69.1K - $77.1K
|
8.67K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.28KNew |
$207K - $231K
|
1.28K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-1.09K- 18.19% |
$175K - $195K
|
4.88K
$785K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.94KNew |
$634K - $708K
|
3.94K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$1.61K - $1.8K
|
10
$1.61K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.16K- 1.69% |
$186K - $208K
|
67.1K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.78K+ 10.01% |
$609K - $680K
|
41.6K
$6.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
51+ 5.24% |
$8.21K - $9.16K
|
1.02K
$165K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.64K+ 23.98% |
$586K - $654K
|
18.8K
$3.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6.2K- 28.47% |
$999K - $1.11M
|
15.6K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.81K+ 2.47% |
$292K - $326K
|
75.3K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.37K+ 86.45% |
$381K - $425K
|
5.11K
$821K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
799+ 1.45% |
$129K - $144K
|
55.9K
$8.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Candriam S.C.A.
|
BUY
|
- |
188K+ 17.56% |
$30.3M - $33.8M
|
1.26M
$202M
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$322 - $359
|
2.28K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.5K- 4.45% |
$242K - $270K
|
32.2K
$5.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-141- 1.52% |
$22.7K - $25.3K
|
9.16K
$1.47M
|