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 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
155+ 5.3% |
$22.9K - $25.2K
|
3.08K
$536K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-310- 1.63% |
$45.7K - $50.4K
|
18.7K
$3.26M
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
442+ 24.58% |
$65.2K - $71.9K
|
2.24K
$390K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-225- 2.69% |
$33.2K - $36.6K
|
8.13K
$1.42M
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-100- 8.85% |
$14.7K - $16.3K
|
1.03K
$179K
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-3- 0.14% |
$442 - $488
|
2.19K
$382K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-35- 0.11% |
$5.16K - $5.69K
|
32.7K
$5.69M
|
|
Apr 16, 2024
Q1 2024
|
Magnolia Capital Management LTD
|
SELL
|
- |
-20- 0.32% |
$2.95K - $3.25K
|
6.25K
$1.09M
|
|
Apr 16, 2024
Q1 2024
|
Arlington Partners LLC
|
SELL
|
- |
-845- 4.08% |
$125K - $137K
|
19.9K
$3.46M
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-663- 10.34% |
$97.7K - $108K
|
5.75K
$1M
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
SELL
|
- |
-59- 1.12% |
$8.7K - $9.59K
|
5.19K
$903K
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.7K- 89.69% |
$1.87M - $2.06M
|
1.46K
$254K
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
118+ 20.52% |
$17.4K - $19.2K
|
693
$121K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.34K+ 9.51% |
$197K - $217K
|
15.4K
$2.68M
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-54- 3.26% |
$7.96K - $8.78K
|
1.6K
$279K
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.21K- 14.45% |
$178K - $196K
|
7.14K
$1.24M
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.37KNew |
$201K - $222K
|
1.37K
$238K
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-3K- 14.29% |
$442K - $488K
|
18K
$3.13M
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-50- 1.41% |
$7.37K - $8.13K
|
3.48K
$606K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1+ 0.05% |
$147 - $163
|
2.2K
$383K
|
|
Apr 15, 2024
Q1 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$185K - $204K
|
1.26K
$219K
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-79- 4.56% |
$11.6K - $12.8K
|
1.65K
$288K
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.49K+ 100.0% |
$220K - $243K
|
2.99K
$520K
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
144New |
$21.2K - $23.4K
|
144
$25.1K
|
|
Apr 12, 2024
Q1 2024
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
17.1KNew |
$2.52M - $2.78M
|
17.1K
$2.97M
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75+ 38.46% |
$11.1K - $12.2K
|
270
$47K
|
|
Apr 12, 2024
Q1 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-4.62K- 76.14% |
$682K - $752K
|
1.45K
$252K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.26KNew |
$186K - $205K
|
1.26K
$219K
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
SELL
|
- |
-90- 2.52% |
$13.3K - $14.6K
|
3.48K
$606K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
487+ 124.55% |
$71.8K - $79.2K
|
878
$153K
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
9.14K+ 493.09% |
$1.35M - $1.49M
|
11K
$1.91M
|
|
Apr 11, 2024
Q1 2024
|
Profit Investment Management, LLC
|
SELL
|
- |
-97- 1.55% |
$14.3K - $15.8K
|
6.15K
$1.07M
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
3.45K+ 56.51% |
$508K - $560K
|
9.54K
$1.66M
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-250- 5.6% |
$36.9K - $40.7K
|
4.21K
$733K
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 0.03% |
$737 - $813
|
17.2K
$2.99M
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.51K- 5.03% |
$222K - $245K
|
28.4K
$4.95M
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-56- 52.83% |
$8.26K - $9.11K
|
50
$8.7K
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.55KNew |
$228K - $251K
|
1.55K
$269K
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3- 0.18% |
$442 - $488
|
1.64K
$285K
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-71- 0.79% |
$10.5K - $11.5K
|
8.9K
$1.55M
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
45+ 2.05% |
$6.63K - $7.32K
|
2.24K
$391K
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
261+ 2.38% |
$38.5K - $42.4K
|
11.2K
$1.96M
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
4.25K+ 66.45% |
$626K - $691K
|
10.6K
$1.85M
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-32- 1.53% |
$4.72K - $5.2K
|
2.06K
$358K
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.37KNew |
$202K - $223K
|
1.37K
$238K
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
266+ 5.55% |
$39.2K - $43.3K
|
5.06K
$880K
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-26- 0.48% |
$3.83K - $4.23K
|
5.41K
$942K
|
|
Apr 08, 2024
Q1 2024
|
Pensionfund Sabic
|
SELL
|
- |
-2.6K- 11.06% |
$383K - $423K
|
20.9K
$3.64M
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-538- 1.25% |
$79.3K - $87.5K
|
42.6K
$7.41M
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
70+ 10.94% |
$10.3K - $11.4K
|
710
$124K
|