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 |
---|---|---|---|---|---|---|---|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.52KNew |
$224K - $247K
|
1.52K
$265K
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
27.7KNew |
$4.09M - $4.51M
|
27.7K
$4.83M
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-500- 6.74% |
$73.7K - $81.3K
|
6.92K
$1.2M
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-700- 7.91% |
$103K - $114K
|
8.15K
$1.42M
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-920- 15.69% |
$136K - $150K
|
4.94K
$861K
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-89- 2.4% |
$13.1K - $14.5K
|
3.62K
$631K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8New |
$1.18K - $1.3K
|
8
$1.39K
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.2KNew |
$324K - $357K
|
2.2K
$382K
|
|
Apr 22, 2024
Q1 2024
|
Ckw Financial Group
|
BUY
|
- |
1+ 0.03% |
$147 - $163
|
3.85K
$670K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
38+ 1.22% |
$5.6K - $6.18K
|
3.16K
$550K
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
236+ 12.7% |
$34.8K - $38.4K
|
2.09K
$365K
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-40- 9.9% |
$5.9K - $6.5K
|
364
$63.4K
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-515- 3.53% |
$75.9K - $83.7K
|
14.1K
$2.45M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.46K- 77.6% |
$510K - $562K
|
998
$174K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-49.6K- 98.41% |
$7.31M - $8.07M
|
800
$139K
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-270- 15.65% |
$39.8K - $43.9K
|
1.46K
$253K
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-383- 36.06% |
$56.5K - $62.3K
|
679
$118K
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-14- 0.81% |
$2.06K - $2.28K
|
1.71K
$297K
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
150KNew |
$22.1M - $24.4M
|
150K
$26.1M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
261New |
$38.5K - $42.4K
|
261
$45.4K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-5.64K- 42.37% |
$832K - $918K
|
7.67K
$1.34M
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
1.27KNew |
$187K - $206K
|
1.27K
$221K
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.07K+ 0.58% |
$157K - $174K
|
184K
$32.1M
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
627+ 6.47% |
$92.4K - $102K
|
10.3K
$1.8M
|
|
Apr 19, 2024
Q1 2024
|
Check Capital Management Inc
|
BUY
|
- |
1.3KNew |
$192K - $211K
|
1.3K
$226K
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30+ 1.09% |
$4.42K - $4.88K
|
2.79K
$486K
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.85K- 49.97% |
$1.01M - $1.11M
|
6.85K
$1.19M
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
47.1KNew |
$6.94M - $7.65M
|
47.1K
$8.19M
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-199- 3.48% |
$29.3K - $32.4K
|
5.51K
$960K
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.8KNew |
$265K - $292K
|
1.8K
$313K
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-123- 6.31% |
$18.1K - $20K
|
1.83K
$318K
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$219K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
105+ 16.72% |
$15.5K - $17.1K
|
733
$128K
|
|
Apr 18, 2024
Q1 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-24- 0.78% |
$3.54K - $3.9K
|
3.05K
$530K
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
487+ 11.08% |
$71.8K - $79.2K
|
4.88K
$850K
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.47KNew |
$217K - $240K
|
1.47K
$256K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$7.37K - $8.13K
|
50
$8.7K
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
4+ 0.03% |
$590 - $650
|
12.3K
$2.13M
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-499- 27.12% |
$73.6K - $81.1K
|
1.34K
$233K
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.15K- 0.71% |
$170K - $188K
|
161K
$28M
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$219K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
292+ 5.74% |
$43K - $47.5K
|
5.38K
$937K
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 1.19% |
$7.37K - $8.13K
|
4.16K
$725K
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.56KNew |
$673K - $742K
|
4.56K
$794K
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-112- 6.04% |
$16.5K - $18.2K
|
1.74K
$303K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-568- 93.73% |
$83.7K - $92.4K
|
38
$6.62K
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.82KNew |
$269K - $297K
|
1.82K
$318K
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-285- 2.04% |
$42K - $46.3K
|
13.7K
$2.39M
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$2.65K - $2.93K
|
4.28K
$746K
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-414- 13.75% |
$61K - $67.3K
|
2.6K
$452K
|