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 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-196- 18.05% |
$31.1K - $34.5K
|
890
$138K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-602- 0.37% |
$95.5K - $106K
|
161K
$25M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-27.6K- 28.69% |
$4.38M - $4.87M
|
68.6K
$10.6M
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
11+ 0.17% |
$1.74K - $1.94K
|
6.37K
$988K
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-316- 84.04% |
$50.1K - $55.7K
|
60
$9.31K
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.55KNew |
$404K - $449K
|
2.55K
$395K
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-53- 4.19% |
$8.4K - $9.34K
|
1.21K
$188K
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-8.09K- 54.06% |
$1.28M - $1.43M
|
6.87K
$1.07M
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-100- 3.5% |
$15.9K - $17.6K
|
2.76K
$427K
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-399- 2.63% |
$63.3K - $70.3K
|
14.8K
$2.29M
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.34K+ 5.92% |
$213K - $237K
|
24K
$3.73M
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42New |
$6.66K - $7.4K
|
42
$6.51K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-252- 7.11% |
$40K - $44.4K
|
3.29K
$510K
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.92KNew |
$304K - $338K
|
1.92K
$297K
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-57- 2.83% |
$9.04K - $10K
|
1.95K
$303K
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-609- 14.33% |
$96.6K - $107K
|
3.64K
$565K
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
9+ 0.23% |
$1.43K - $1.59K
|
3.91K
$607K
|
|
Apr 21, 2025
Q1 2025
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
170+ 566.67% |
$27K - $30K
|
200
$31K
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.36KNew |
$215K - $239K
|
1.36K
$210K
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-445- 2.58% |
$70.6K - $78.4K
|
16.8K
$2.61M
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
20+ 0.34% |
$3.17K - $3.53K
|
5.82K
$903K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.41K+ 13.67% |
$223K - $248K
|
11.7K
$1.81M
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.75K- 37.27% |
$436K - $485K
|
4.63K
$718K
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-63- 1.05% |
$9.99K - $11.1K
|
5.92K
$919K
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-80- 6.13% |
$12.7K - $14.1K
|
1.23K
$190K
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-5- 0.02% |
$793 - $881
|
29.9K
$4.64M
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-108- 0.7% |
$17.1K - $19K
|
15.4K
$2.38M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
25+ 0.35% |
$3.96K - $4.41K
|
7.24K
$1.12M
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
294+ 0.93% |
$46.6K - $51.8K
|
31.8K
$4.93M
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
158+ 6.59% |
$25.1K - $27.8K
|
2.56K
$396K
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
40+ 0.38% |
$6.34K - $7.05K
|
10.5K
$1.63M
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
96+ 3.2% |
$15.2K - $16.9K
|
3.1K
$480K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
70New |
$11.1K - $12.3K
|
70
$10.9K
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
10K+ 100.0% |
$1.59M - $1.76M
|
20K
$3.1M
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
68.8K+ 77.65% |
$10.9M - $12.1M
|
157K
$24.4M
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
SELL
|
- |
-675- 2.51% |
$107K - $119K
|
26.2K
$4.06M
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-225- 2.53% |
$35.7K - $39.7K
|
8.67K
$1.34M
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$183K
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-450- 20.14% |
$71.4K - $79.3K
|
1.78K
$277K
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$190K - $211K
|
1.2K
$186K
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-30- 0.28% |
$4.76K - $5.29K
|
10.8K
$1.67M
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
10.7K+ 24.18% |
$1.7M - $1.89M
|
55K
$8.52M
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-148- 76.29% |
$23.5K - $26.1K
|
46
$7.13K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
100+ 3.52% |
$15.9K - $17.6K
|
2.94K
$455K
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-4- 0.33% |
$634 - $705
|
1.22K
$190K
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.79K- 29.08% |
$284K - $315K
|
4.36K
$677K
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-100- 7.71% |
$15.9K - $17.6K
|
1.2K
$186K
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-14.6K- 1.61% |
$2.32M - $2.58M
|
894K
$139M
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-392- 0.84% |
$62.2K - $69.1K
|
46.2K
$7.17M
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-420- 6.4% |
$66.6K - $74K
|
6.14K
$952K
|