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 28, 2025
Q1 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-123- 2.58% |
$19.5K - $21.7K
|
4.64K
$719K
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
192+ 1.97% |
$30.4K - $33.8K
|
9.92K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
548New |
$86.9K - $96.6K
|
548
$85K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
115+ 84.56% |
$18.2K - $20.3K
|
251
$38.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
158+ 1.67% |
$25.1K - $27.8K
|
9.65K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
106+ 4.02% |
$16.8K - $18.7K
|
2.74K
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4New |
$634 - $705
|
4
$620
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-200- 9.1% |
$31.7K - $35.3K
|
2K
$310K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-647- 12.37% |
$103K - $114K
|
4.58K
$711K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
178+ 14.91% |
$28.2K - $31.4K
|
1.37K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-78- 2.55% |
$12.4K - $13.7K
|
2.98K
$462K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.4K+ 82.76% |
$381K - $423K
|
5.3K
$822K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
50+ 2.09% |
$7.93K - $8.81K
|
2.44K
$378K
|
|
|
Apr 24, 2025
Q1 2025
|
Waverton Investment Management LTD
|
SELL
|
- |
-1.52K- 20.36% |
$240K - $267K
|
5.93K
$920K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$202K - $225K
|
1.28K
$198K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
290+ 1.34% |
$46K - $51.1K
|
22K
$3.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.48K- 46.69% |
$234K - $260K
|
1.68K
$261K
|
|
|
Apr 24, 2025
Q1 2025
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-198- 27.89% |
$31.4K - $34.9K
|
512
$79.4K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-100- 0.43% |
$15.9K - $17.6K
|
23.3K
$3.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
330+ 4125.0% |
$52.3K - $58.2K
|
338
$52.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-39- 2.33% |
$6.18K - $6.87K
|
1.63K
$253K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-113- 1.6% |
$17.9K - $19.9K
|
6.96K
$1.08M
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2+ 0.16% |
$317 - $353
|
1.24K
$192K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-518- 92.34% |
$82.1K - $91.3K
|
43
$6.67K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-88- 44.9% |
$14K - $15.5K
|
108
$16.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-8- 0.43% |
$1.27K - $1.41K
|
1.86K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.26K+ 71.7% |
$200K - $222K
|
3.02K
$469K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
3+ 0.15% |
$476 - $529
|
1.97K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.26KNew |
$517K - $575K
|
3.26K
$506K
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-157- 5.5% |
$24.9K - $27.7K
|
2.7K
$418K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
74+ 1.01% |
$11.7K - $13K
|
7.43K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-400- 1.05% |
$63.4K - $70.5K
|
37.6K
$5.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-920- 1.77% |
$146K - $162K
|
51K
$7.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
110+ 1.34% |
$17.4K - $19.4K
|
8.3K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13- 1.02% |
$2.06K - $2.29K
|
1.27K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-36- 1.78% |
$5.71K - $6.35K
|
1.99K
$308K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
170+ 38.55% |
$27K - $30K
|
611
$94.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.05% |
$159 - $176
|
1.83K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-906- 0.53% |
$144K - $160K
|
170K
$26.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.18KNew |
$188K - $209K
|
1.18K
$183K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$159 - $176
|
1.3K
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-379- 12.14% |
$60.1K - $66.8K
|
2.74K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
55New |
$8.72K - $9.69K
|
55
$8.53K
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-220- 9.17% |
$34.9K - $38.8K
|
2.18K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-300- 7.32% |
$47.6K - $52.9K
|
3.8K
$589K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
308+ 4.6% |
$48.8K - $54.3K
|
7.01K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.57KNew |
$248K - $276K
|
1.57K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-225- 7.36% |
$35.7K - $39.7K
|
2.83K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
1+ 0.01% |
$159 - $176
|
7.98K
$1.24M
|