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 |
---|---|---|---|---|---|---|---|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
31+ 3.23% |
$4.23K - $4.77K
|
991
$165K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
153+ 38.73% |
$20.9K - $23.5K
|
548
$91.3K
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-90- 20.36% |
$12.3K - $13.9K
|
352
$58.6K
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
CALL |
100New |
$13.7K - $15.4K
|
100
$16.7K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-510- 37.53% |
$69.7K - $78.5K
|
849
$141K
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-200- 0.79% |
$27.3K - $30.8K
|
25.2K
$4.19M
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
6.36K+ 18.69% |
$869K - $979K
|
40.4K
$6.72M
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-200- 10.38% |
$27.3K - $30.8K
|
1.73K
$288K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-12- 70.59% |
$1.64K - $1.85K
|
5
$833
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
1.37K+ 17.84% |
$187K - $211K
|
9.06K
$1.51M
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
101+ 7.57% |
$13.8K - $15.5K
|
1.44K
$239K
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.41K+ 8.74% |
$329K - $371K
|
30K
$4.99M
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-1.51K- 52.06% |
$206K - $232K
|
1.39K
$231K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
73+ 2.63% |
$9.97K - $11.2K
|
2.85K
$474K
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
150+ 5.36% |
$20.5K - $23.1K
|
2.95K
$491K
|
|
May 02, 2023
Q1 2023
|
Progressive Investment Management Corp
|
BUY
|
- |
1.8KNew |
$246K - $277K
|
1.8K
$300K
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
235+ 1.52% |
$32.1K - $36.2K
|
15.7K
$2.62M
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-11.4K- 88.16% |
$1.56M - $1.76M
|
1.53K
$255K
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.49KNew |
$204K - $229K
|
1.49K
$248K
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-188- 6.89% |
$25.7K - $28.9K
|
2.54K
$423K
|
|
Apr 28, 2023
Q1 2023
|
Saybrook Capital
|
SELL
|
- |
-49- 0.27% |
$6.69K - $7.54K
|
17.8K
$2.96M
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-154- 5.5% |
$21K - $23.7K
|
2.65K
$441K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-152- 0.51% |
$20.8K - $23.4K
|
29.6K
$4.93M
|
|
Apr 26, 2023
Q1 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-17- 1.05% |
$2.32K - $2.62K
|
1.61K
$267K
|
|
Apr 26, 2023
Q1 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-20.8K- 54.2% |
$2.84M - $3.2M
|
17.5K
$2.92M
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-61- 0.92% |
$8.33K - $9.39K
|
6.54K
$1.09M
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
146+ 2.95% |
$19.9K - $22.5K
|
5.1K
$849K
|
|
Apr 24, 2023
Q1 2023
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-95- 5.94% |
$13K - $14.6K
|
1.5K
$250K
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
38+ 0.69% |
$5.19K - $5.85K
|
5.57K
$928K
|
|
Apr 21, 2023
Q1 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-390- 1.78% |
$53.3K - $60K
|
21.6K
$3.59M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
568New |
$77.6K - $87.4K
|
568
$94.6K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.04% |
$137 - $154
|
2.74K
$456K
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-150- 2.09% |
$20.5K - $23.1K
|
7.01K
$1.17M
|
|
Apr 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-400- 19.14% |
$54.6K - $61.6K
|
1.69K
$281K
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
1+ 0.02% |
$137 - $154
|
4.48K
$746K
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
135+ 0.14% |
$18.4K - $20.8K
|
98.4K
$16.4M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
99+ 9900.0% |
$13.5K - $15.2K
|
100
$16.7K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
SELL
|
- |
-115- 8.41% |
$15.7K - $17.7K
|
1.25K
$208K
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-69- 1.35% |
$9.42K - $10.6K
|
5.03K
$838K
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
10+ 0.2% |
$1.37K - $1.54K
|
5.08K
$845K
|
|
Apr 19, 2023
Q1 2023
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-43- 2.5% |
$5.87K - $6.62K
|
1.67K
$279K
|
|
Apr 18, 2023
Q1 2023
|
Bay Rivers Group
|
SELL
|
- |
-47- 1.21% |
$6.42K - $7.23K
|
3.84K
$640K
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-6.72K- 95.73% |
$918K - $1.03M
|
300
$50K
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.62K- 0.38% |
$221K - $249K
|
419K
$69.8M
|
|
Apr 17, 2023
Q1 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-3.6K- 42.55% |
$492K - $554K
|
4.86K
$809K
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
SELL
|
- |
-3- 0.04% |
$410 - $462
|
7.78K
$1.29M
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-346- 7.84% |
$47.3K - $53.3K
|
4.07K
$678K
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-1.85K- 6.87% |
$253K - $285K
|
25.1K
$4.18M
|
|
Apr 14, 2023
Q1 2023
|
Sara Bay Financial
|
SELL
|
- |
-18- 0.51% |
$2.46K - $2.77K
|
3.48K
$580K
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.23K- 6.99% |
$441K - $497K
|
43K
$7.16M
|