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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-167- 3.5% |
$26.9K - $30K
|
4.61K
$732K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-5- 0.26% |
$805 - $899
|
1.92K
$305K
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-100- 7.69% |
$16.1K - $18K
|
1.2K
$191K
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-89- 0.42% |
$14.3K - $16K
|
21K
$3.33M
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
203+ 17.12% |
$32.7K - $36.5K
|
1.39K
$221K
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
3.01KNew |
$485K - $541K
|
3.01K
$478K
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.24KNew |
$200K - $223K
|
1.24K
$197K
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
140+ 2.01% |
$22.5K - $25.2K
|
7.09K
$1.13M
|
|
Jan 30, 2025
Q4 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
330+ 19.04% |
$53.1K - $59.3K
|
2.06K
$328K
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-232- 8.92% |
$37.4K - $41.7K
|
2.37K
$376K
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-15- 0.31% |
$2.42K - $2.7K
|
4.9K
$778K
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.09KNew |
$336K - $375K
|
2.09K
$331K
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
801+ 2.38% |
$129K - $144K
|
34.5K
$5.48M
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
100+ 0.79% |
$16.1K - $18K
|
12.8K
$2.03M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
253+ 0.23% |
$40.7K - $45.5K
|
112K
$17.8M
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-214- 0.88% |
$34.5K - $38.5K
|
24.1K
$3.83M
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-500- 3.87% |
$80.5K - $89.9K
|
12.4K
$1.97M
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-10.6K- 87.13% |
$1.7M - $1.9M
|
1.56K
$248K
|
|
Jan 29, 2025
Q4 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-86- 0.16% |
$13.9K - $15.5K
|
52.4K
$8.32M
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
29+ 2.25% |
$4.67K - $5.21K
|
1.32K
$209K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.48KNew |
$239K - $266K
|
1.48K
$235K
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
11.4K+ 37.49% |
$1.84M - $2.05M
|
41.9K
$6.65M
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-78- 3.65% |
$12.6K - $14K
|
2.06K
$327K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-8- 1.92% |
$1.29K - $1.44K
|
408
$64.8K
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-45- 0.49% |
$7.25K - $8.09K
|
9.23K
$1.47M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-99- 0.28% |
$15.9K - $17.8K
|
35.4K
$5.62M
|
|
Jan 29, 2025
Q4 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-1.77K- 44.01% |
$284K - $317K
|
2.25K
$357K
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.53K- 11.58% |
$247K - $275K
|
11.7K
$1.86M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
784+ 5.75% |
$126K - $141K
|
14.4K
$2.29M
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-240- 1.21% |
$38.7K - $43.1K
|
19.6K
$3.11M
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-196- 3.7% |
$31.6K - $35.2K
|
5.11K
$811K
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
394+ 89.55% |
$63.5K - $70.8K
|
834
$132K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
44.2K+ 10.46% |
$7.11M - $7.94M
|
466K
$74.1M
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.36KNew |
$219K - $244K
|
1.36K
$216K
|
|
Jan 29, 2025
Q4 2024
|
Hms Capital Management, LLC
|
SELL
|
- |
-129- 1.24% |
$20.8K - $23.2K
|
10.3K
$1.63M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
741+ 5.5% |
$119K - $133K
|
14.2K
$2.26M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.48K+ 3.31% |
$238K - $266K
|
46.2K
$7.34M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
95.2KNew |
$15.3M - $17.1M
|
95.2K
$15.1M
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-58- 2.79% |
$9.34K - $10.4K
|
2.02K
$321K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-9- 0.8% |
$1.45K - $1.62K
|
1.12K
$178K
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-154- 5.78% |
$24.8K - $27.7K
|
2.51K
$399K
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
700+ 92.11% |
$113K - $126K
|
1.46K
$232K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
474New |
$76.3K - $85.2K
|
474
$75.3K
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
100KNew |
$16.1M - $18M
|
100K
$15.9M
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.01K+ 60.0% |
$162K - $181K
|
2.69K
$427K
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-39- 0.18% |
$6.28K - $7.01K
|
21.1K
$3.35M
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-65- 4.48% |
$10.5K - $11.7K
|
1.39K
$220K
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
22.9K+ 16.51% |
$3.69M - $4.12M
|
162K
$25.7M
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
91+ 1.36% |
$14.7K - $16.4K
|
6.8K
$1.08M
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
65+ 0.56% |
$10.5K - $11.7K
|
11.6K
$1.85M
|