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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.4KNew |
$204K - $220K
|
1.4K
$236K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 1.66% |
$341K - $368K
|
139K
$23.4M
|
|
Nov 09, 2023
Q3 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-30- 2.48% |
$4.38K - $4.71K
|
1.18K
$200K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-120- 12.77% |
$17.5K - $18.9K
|
820
$138K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.27K+ 760.78% |
$623K - $670K
|
4.83K
$815K
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
2KNew |
$292K - $314K
|
2K
$338K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
105+ 1.29% |
$15.3K - $16.5K
|
8.25K
$1.39M
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
BUY
|
- |
873+ 2.7% |
$127K - $137K
|
33.2K
$5.6M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.83KNew |
$268K - $288K
|
1.83K
$310K
|
|
Nov 08, 2023
Q3 2023
|
Lewis Capital Management, LLC
|
SELL
|
- |
-23- 0.35% |
$3.35K - $3.61K
|
6.58K
$1.11M
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-250- 19.61% |
$36.5K - $39.3K
|
1.03K
$173K
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.68KNew |
$245K - $264K
|
1.68K
$284K
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-231- 11.33% |
$33.7K - $36.3K
|
1.81K
$305K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-816- 2.15% |
$119K - $128K
|
37.1K
$6.27M
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.26% |
$146 - $157
|
385
$65K
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.47KNew |
$214K - $231K
|
1.47K
$248K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.69MNew |
$246M - $265M
|
1.69M
$285M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
73New |
$10.6K - $11.5K
|
73
$12.3K
|
|
Nov 03, 2023
Q3 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
3.3K+ 52.38% |
$481K - $518K
|
9.6K
$1.62M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-118- 2.35% |
$17.2K - $18.5K
|
4.9K
$827K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.31K- 56.14% |
$628K - $677K
|
3.37K
$568K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 6.32% |
$176K - $189K
|
20.3K
$3.43M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
30New |
$4.38K - $4.71K
|
30
$5.07K
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-300- 0.4% |
$43.8K - $47.1K
|
74.8K
$12.6M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-5.32K- 41.61% |
$777K - $836K
|
7.47K
$1.26M
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-75- 0.46% |
$10.9K - $11.8K
|
16.2K
$2.73M
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
72+ 2.68% |
$10.5K - $11.3K
|
2.76K
$465K
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-30- 2.09% |
$4.38K - $4.71K
|
1.41K
$237K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-158- 86.34% |
$23K - $24.8K
|
25
$4.22K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
19.3KNew |
$2.82M - $3.03M
|
19.3K
$3.26M
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.42KNew |
$207K - $222K
|
1.42K
$239K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
20+ 1.17% |
$2.92K - $3.14K
|
1.72K
$291K
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5K+ 30.91% |
$729K - $785K
|
21.2K
$3.58M
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
34+ 1.37% |
$4.96K - $5.34K
|
2.52K
$426K
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
112+ 0.96% |
$16.3K - $17.6K
|
11.7K
$1.98M
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.3K+ 4.31% |
$190K - $205K
|
31.5K
$5.33M
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-18- 0.69% |
$2.63K - $2.83K
|
2.58K
$436K
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-8- 66.67% |
$1.17K - $1.26K
|
4
$675
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.29K- 13.22% |
$480K - $517K
|
21.6K
$3.65M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.63K+ 5.74% |
$968K - $1.04M
|
122K
$20.6M
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.37% |
$438 - $471
|
808
$136K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
138+ 0.2% |
$20.1K - $21.7K
|
69.2K
$11.7M
|
|
Oct 25, 2023
Q3 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
6.64KNew |
$968K - $1.04M
|
6.64K
$1.12M
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
BUY
|
- |
117+ 4.1% |
$17.1K - $18.4K
|
2.97K
$502K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-65- 1.34% |
$9.48K - $10.2K
|
4.78K
$808K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-611- 73.09% |
$89.1K - $96K
|
225
$38K
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
29New |
$4.23K - $4.56K
|
29
$4.9K
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.14K+ 5.9% |
$166K - $178K
|
20.4K
$3.44M
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
38+ 1.12% |
$5.54K - $5.97K
|
3.43K
$579K
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.05KNew |
$298K - $321K
|
2.05K
$346K
|