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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-9- 0.18% |
$1.45K - $1.62K
|
5.02K
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-429- 4.72% |
$69.1K - $77.1K
|
8.67K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
1.28KNew |
$207K - $231K
|
1.28K
$205K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$1.61K - $1.8K
|
10
$1.59K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.37K+ 86.45% |
$381K - $425K
|
5.11K
$813K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$322 - $359
|
2.28K
$364K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.74K- 77.19% |
$1.57M - $1.75M
|
2.88K
$459K
|
|
|
Feb 05, 2025
Q4 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
850+ 3.47% |
$137K - $153K
|
25.4K
$4.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
293+ 2.47% |
$47.2K - $52.7K
|
12.1K
$1.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
167KNew |
$26.8M - $29.9M
|
167K
$26.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-60- 1.29% |
$9.66K - $10.8K
|
4.6K
$733K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-692- 5.24% |
$111K - $124K
|
12.5K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.29KNew |
$207K - $231K
|
1.29K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
235New |
$37.8K - $42.2K
|
235
$37.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
431+ 36.93% |
$69.4K - $77.5K
|
1.6K
$255K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-41K- 99.9% |
$6.6M - $7.37M
|
39
$6.21K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.55K+ 4.66% |
$250K - $279K
|
34.9K
$5.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
98+ 5.13% |
$15.8K - $17.6K
|
2.01K
$320K
|
|
|
Feb 04, 2025
Q4 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-490- 14.29% |
$78.9K - $88.1K
|
2.94K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
189+ 6.87% |
$30.4K - $34K
|
2.94K
$468K
|
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
234+ 15.4% |
$37.7K - $42K
|
1.75K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-625- 2.58% |
$101K - $112K
|
23.6K
$3.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
493+ 2.67% |
$79.4K - $88.6K
|
18.9K
$3.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.23KNew |
$359K - $400K
|
2.23K
$355K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-282- 2.99% |
$45.4K - $50.7K
|
9.14K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
10.6K+ 516.23% |
$1.7M - $1.9M
|
12.6K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-141- 1.17% |
$22.7K - $25.3K
|
11.9K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.12KClosed |
$180K - $200K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
10KNew |
$1.61M - $1.8M
|
10K
$1.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
77+ 0.14% |
$12.4K - $13.8K
|
54.7K
$8.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-222- 5.31% |
$35.8K - $39.9K
|
3.96K
$631K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
1.47KNew |
$236K - $264K
|
1.47K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.35KNew |
$379K - $423K
|
2.35K
$375K
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.3K- 12.39% |
$209K - $234K
|
9.19K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
96New |
$15.5K - $17.3K
|
96
$15.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-56- 2.4% |
$9.02K - $10.1K
|
2.28K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-100- 5.13% |
$16.1K - $18K
|
1.85K
$295K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
17K+ 260.33% |
$2.74M - $3.06M
|
23.6K
$3.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-89- 0.28% |
$14.3K - $16K
|
32.2K
$5.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-50- 0.73% |
$8.05K - $8.99K
|
6.84K
$1.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
17New |
$2.74K - $3.05K
|
17
$2.71K
|
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
12KNew |
$1.93M - $2.16M
|
12K
$1.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Fisher Funds Management LTD
Auckland, Q2 |
BUY
|
- |
129KNew |
$20.8M - $23.2M
|
129K
$20.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-204- 1.89% |
$32.9K - $36.7K
|
10.6K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.78K- 0.6% |
$447K - $499K
|
461K
$73.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
189+ 2.88% |
$30.4K - $34K
|
6.75K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-445- 22.47% |
$71.7K - $80K
|
1.54K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
83+ 0.47% |
$13.4K - $14.9K
|
17.8K
$2.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
527New |
$84.9K - $94.7K
|
527
$84K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.86K+ 5.34% |
$460K - $514K
|
56.4K
$8.99M
|