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 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-8.54K- 98.38% |
$1.35M - $1.51M
|
141
$21.9K
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-169- 0.66% |
$26.8K - $29.8K
|
25.6K
$3.97M
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-37- 2.88% |
$5.87K - $6.52K
|
1.25K
$194K
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
81+ 0.78% |
$12.8K - $14.3K
|
10.4K
$1.62M
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$183K
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
68+ 1.81% |
$10.8K - $12K
|
3.83K
$595K
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
300+ 193.55% |
$47.6K - $52.9K
|
455
$70.6K
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
940+ 11.16% |
$149K - $166K
|
9.37K
$1.45M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-438- 3.25% |
$69.4K - $77.2K
|
13K
$2.02M
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
194+ 13.06% |
$30.8K - $34.2K
|
1.68K
$261K
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
18.5KNew |
$2.94M - $3.27M
|
18.5K
$2.88M
|
|
Q4 2024 | |||||||
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
11.4K+ 831.24% |
$1.83M - $2.05M
|
12.8K
$1.98M
|
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
1.14KNew |
$183K - $204K
|
1.14K
$176K
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-38.9K- 11.72% |
$6.26M - $6.98M
|
293K
$45.4M
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
64New |
$10.3K - $11.5K
|
64
$9.93K
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
20KNew |
$3.22M - $3.59M
|
20K
$3.1M
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
5.11KNew |
$823K - $918K
|
5.11K
$792K
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
1.62K+ 3.38% |
$261K - $291K
|
49.6K
$7.69M
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10New |
$1.61K - $1.8K
|
10
$1.55K
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
200New |
$32.2K - $35.9K
|
200
$31K
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-504- 14.48% |
$81.2K - $90.6K
|
2.98K
$462K
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
1.25KNew |
$201K - $224K
|
1.25K
$193K
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
14.3KNew |
$2.31M - $2.58M
|
14.3K
$2.22M
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.9KNew |
$306K - $341K
|
1.9K
$294K
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
38+ 0.34% |
$6.12K - $6.83K
|
11.2K
$1.74M
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
20.7KNew |
$3.33M - $3.71M
|
20.7K
$3.2M
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
406New |
$65.4K - $73K
|
406
$63K
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.14K- 10.19% |
$183K - $205K
|
10K
$1.56M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28.8K+ 19.67% |
$4.64M - $5.18M
|
175K
$27.2M
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
1.74KNew |
$280K - $313K
|
1.74K
$270K
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
32+ 0.69% |
$5.15K - $5.75K
|
4.67K
$723K
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
1.74KNew |
$281K - $313K
|
1.74K
$270K
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-23- 1.22% |
$3.7K - $4.13K
|
1.87K
$289K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2KNew |
$322K - $359K
|
2K
$310K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-378K- 3.2% |
$60.8M - $67.9M
|
11.4M
$1.77B
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
43+ 1.54% |
$6.93K - $7.73K
|
2.83K
$439K
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-2.98K- 59.54% |
$480K - $536K
|
2.03K
$314K
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
97.1KNew |
$15.6M - $17.4M
|
97.1K
$15.1M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.06K+ 588.33% |
$1.14M - $1.27M
|
8.26K
$1.28M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
7.7KNew |
$1.24M - $1.38M
|
7.7K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
11KNew |
$1.78M - $1.98M
|
11K
$1.71M
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
1.72KNew |
$277K - $309K
|
1.72K
$267K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
900New |
$145K - $162K
|
900
$140K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
373+ 5.59% |
$60.1K - $67K
|
7.04K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
890+ 2.22% |
$143K - $160K
|
40.9K
$6.34M
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-27- 0.05% |
$4.35K - $4.85K
|
50.4K
$7.81M
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-18.8K- 62.99% |
$3.03M - $3.38M
|
11.1K
$1.71M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.74KNew |
$924K - $1.03M
|
5.74K
$889K
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.06KNew |
$493K - $550K
|
3.06K
$475K
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.25KNew |
$201K - $225K
|
1.25K
$194K
|