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 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
6.18K+ 5.59% |
$994K - $1.11M
|
117K
$18.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-10- 0.58% |
$1.61K - $1.8K
|
1.73K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-28- 0.68% |
$4.51K - $5.03K
|
4.11K
$653K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-40- 0.66% |
$6.44K - $7.19K
|
5.99K
$951K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.45K+ 0.26% |
$395K - $440K
|
931K
$148M
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
9+ 0.5% |
$1.45K - $1.62K
|
1.82K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.31KNew |
$211K - $236K
|
1.31K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
25New |
$4.03K - $4.49K
|
25
$3.97K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-37.1K- 12.64% |
$5.98M - $6.67M
|
257K
$40.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
406+ 7.52% |
$65.4K - $73K
|
5.8K
$922K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
103+ 1.25% |
$16.6K - $18.5K
|
8.37K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
274New |
$44.1K - $49.2K
|
274
$43.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
2.03K+ 3.34% |
$326K - $364K
|
62.8K
$9.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-243- 1.85% |
$39.1K - $43.7K
|
12.9K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-614- 11.02% |
$98.9K - $110K
|
4.96K
$787K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-34- 1.28% |
$5.48K - $6.11K
|
2.63K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
25.4KNew |
$4.09M - $4.57M
|
25.4K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-59- 2.55% |
$9.5K - $10.6K
|
2.25K
$358K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.19K- 23.35% |
$191K - $213K
|
3.9K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
931+ 23.93% |
$150K - $167K
|
4.82K
$766K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-701- 3.81% |
$113K - $126K
|
17.7K
$2.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-2.74K- 71.22% |
$442K - $493K
|
1.11K
$176K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.06K+ 349.31% |
$654K - $729K
|
5.22K
$829K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.48% |
$805 - $899
|
1.04K
$165K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
193+ 7.49% |
$31.1K - $34.7K
|
2.77K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-13- 2.55% |
$2.09K - $2.34K
|
496
$78.8K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
95+ 1.57% |
$15.3K - $17.1K
|
6.13K
$973K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.44KNew |
$232K - $259K
|
1.44K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-73- 2.79% |
$11.8K - $13.1K
|
2.55K
$405K
|
|
|
Jan 22, 2025
Q4 2024
|
Southern Style Financial, Inc.
San Diego, CA |
BUY
|
- |
15.1KNew |
$2.44M - $2.72M
|
15.1K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
80+ 4.26% |
$12.9K - $14.4K
|
1.96K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
251+ 16.28% |
$40.4K - $45.1K
|
1.79K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-31.5K- 96.08% |
$5.08M - $5.67M
|
1.29K
$204K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.09K- 2.09% |
$176K - $196K
|
51.3K
$8.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
100+ 2.5% |
$16.1K - $18K
|
4.1K
$651K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
150+ 5.86% |
$24.2K - $27K
|
2.71K
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
120+ 2.97% |
$19.3K - $21.6K
|
4.16K
$661K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-5K- 58.82% |
$805K - $899K
|
3.5K
$556K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
45+ 2.98% |
$7.25K - $8.09K
|
1.56K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
66+ 1.12% |
$10.6K - $11.9K
|
5.97K
$948K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
320+ 0.98% |
$51.5K - $57.5K
|
33.1K
$5.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
55+ 0.81% |
$8.86K - $9.88K
|
6.81K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-241- 6.71% |
$38.8K - $43.3K
|
3.35K
$532K
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
106+ 2.13% |
$17.1K - $19K
|
5.08K
$806K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-50- 2.25% |
$8.05K - $8.99K
|
2.17K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Asset Planning Services Inc
|
SELL
|
- |
-155- 2.48% |
$25K - $27.9K
|
6.08K
$966K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
235+ 7.03% |
$37.8K - $42.2K
|
3.58K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-30- 0.35% |
$4.83K - $5.39K
|
8.61K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.47K- 30.27% |
$236K - $264K
|
3.38K
$537K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
499+ 7.21% |
$80.4K - $89.7K
|
7.42K
$1.18M
|