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 |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-6.6K- 1.63% |
$1.06M - $1.17M
|
398K
$67.4M
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
50KNew |
$8.04M - $8.89M
|
50K
$8.47M
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.04K- 22.99% |
$166K - $184K
|
3.47K
$587K
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
44+ 0.96% |
$7.07K - $7.82K
|
4.63K
$785K
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-268- 10.98% |
$43.1K - $47.7K
|
2.17K
$368K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-673- 30.18% |
$108K - $120K
|
1.56K
$264K
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.19KNew |
$191K - $212K
|
1.19K
$202K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$192K - $213K
|
1.2K
$203K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.16KNew |
$187K - $207K
|
1.16K
$197K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.73K+ 9.13% |
$439K - $486K
|
32.7K
$5.53M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$1.93K - $2.13K
|
5.41K
$917K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
24+ 0.1% |
$3.86K - $4.27K
|
24.2K
$4.1M
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-130- 0.65% |
$20.9K - $23.1K
|
20K
$3.38M
|
|
Oct 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
24.1K+ 88.98% |
$3.88M - $4.29M
|
51.3K
$8.69M
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-57- 4.09% |
$9.16K - $10.1K
|
1.34K
$227K
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-101- 7.56% |
$16.2K - $18K
|
1.24K
$209K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.12K- 7.49% |
$179K - $198K
|
13.8K
$2.33M
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-2.3K- 45.01% |
$370K - $410K
|
2.82K
$477K
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
3.91K+ 7.24% |
$628K - $695K
|
57.9K
$9.81M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
200New |
$32.2K - $35.6K
|
200
$33.9K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-18- 0.32% |
$2.89K - $3.2K
|
5.64K
$956K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
218+ 10.56% |
$35K - $38.8K
|
2.28K
$387K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-42- 2.43% |
$6.75K - $7.47K
|
1.69K
$286K
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-250- 15.59% |
$40.2K - $44.5K
|
1.35K
$229K
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
492+ 0.91% |
$79.1K - $87.5K
|
54.7K
$9.27M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
51.3K+ 83.93% |
$8.24M - $9.12M
|
112K
$19M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.48K+ 10.12% |
$238K - $263K
|
16.1K
$2.73M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-5- 0.02% |
$804 - $889
|
22.3K
$3.77M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$161 - $178
|
8.25K
$1.4M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-5.36K- 11.95% |
$861K - $953K
|
39.5K
$6.69M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
45+ 1.34% |
$7.23K - $8K
|
3.39K
$575K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.05% |
$161 - $178
|
2.09K
$354K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-185- 8.93% |
$29.7K - $32.9K
|
1.89K
$320K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-210- 12.57% |
$33.8K - $37.3K
|
1.46K
$248K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-198- 13.21% |
$31.8K - $35.2K
|
1.3K
$220K
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-1.12K- 3.85% |
$180K - $200K
|
28K
$4.75M
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
21+ 0.4% |
$3.38K - $3.73K
|
5.27K
$893K
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-38- 1.26% |
$6.11K - $6.76K
|
2.97K
$503K
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-480- 11.47% |
$77.2K - $85.4K
|
3.71K
$628K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
67+ 0.47% |
$10.8K - $11.9K
|
14.3K
$2.43M
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-100- 7.43% |
$16.1K - $17.8K
|
1.25K
$211K
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-175- 5.3% |
$28.1K - $31.1K
|
3.13K
$530K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
40+ 0.55% |
$6.43K - $7.11K
|
7.26K
$1.23M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.16KNew |
$186K - $206K
|
1.16K
$196K
|
|
Q2 2024 | |||||||
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-18- 0.36% |
$2.8K - $3.03K
|
5.03K
$853K
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-980- 13.41% |
$152K - $165K
|
6.33K
$1.07M
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-14.4K- 94.74% |
$2.24M - $2.43M
|
800
$136K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
441+ 14.02% |
$68.5K - $74.3K
|
3.59K
$608K
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.38K- 3.68% |
$214K - $232K
|
36.1K
$6.11M
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-52- 3.79% |
$8.08K - $8.77K
|
1.32K
$223K
|