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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
422+ 6.4% |
$60.1K - $66.1K
|
7.01K
$1.21M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.61K+ 27.73% |
$657K - $722K
|
21.2K
$3.65M
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
42+ 2.39% |
$5.99K - $6.58K
|
1.8K
$309K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-172- 0.06% |
$24.5K - $26.9K
|
295K
$50.7M
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-996- 27.56% |
$142K - $156K
|
2.62K
$450K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.33K+ 502.65% |
$189K - $208K
|
1.59K
$274K
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
1.68KNew |
$239K - $263K
|
1.68K
$288K
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.45KNew |
$207K - $228K
|
1.45K
$250K
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
49+ 49.0% |
$6.98K - $7.67K
|
149
$25.6K
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
82+ 2.77% |
$11.7K - $12.8K
|
3.04K
$523K
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.47KNew |
$209K - $230K
|
1.47K
$252K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
52.2KNew |
$7.44M - $8.18M
|
52.2K
$8.98M
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
5.72KNew |
$814K - $895K
|
5.72K
$983K
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-73- 1.67% |
$10.4K - $11.4K
|
4.31K
$741K
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
15+ 0.27% |
$2.14K - $2.35K
|
5.65K
$971K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-350- 8.63% |
$49.9K - $54.8K
|
3.7K
$637K
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-70- 3.77% |
$9.98K - $11K
|
1.79K
$307K
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
BUY
|
- |
1.52KNew |
$217K - $238K
|
1.52K
$261K
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6+ 0.33% |
$855 - $939
|
1.83K
$315K
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
66+ 1.89% |
$9.41K - $10.3K
|
3.57K
$613K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
662+ 5.6% |
$94.3K - $104K
|
12.5K
$2.15M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17+ 0.04% |
$2.42K - $2.66K
|
44.4K
$7.63M
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1+ 0.07% |
$143 - $157
|
1.38K
$237K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.44K+ 15.27% |
$347K - $381K
|
18.4K
$3.16M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 29.89% |
$149K - $163K
|
2.45K
$421K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.44K+ 15.27% |
$347K - $381K
|
18.4K
$3.16M
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-713- 31.79% |
$102K - $112K
|
1.53K
$263K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
247+ 14.6% |
$35.2K - $38.7K
|
1.94K
$333K
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.98K- 76.75% |
$709K - $779K
|
1.51K
$259K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
8+ 0.84% |
$1.14K - $1.25K
|
965
$166K
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.72KNew |
$246K - $270K
|
1.72K
$296K
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
5.7KNew |
$812K - $893K
|
5.7K
$980K
|
|
Jul 18, 2023
Q2 2023
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-900- 38.54% |
$128K - $141K
|
1.44K
$247K
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
1.07K+ 5.43% |
$152K - $167K
|
20.7K
$3.56M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
351+ 7.19% |
$50K - $55K
|
5.23K
$899K
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.93KNew |
$275K - $302K
|
1.93K
$331K
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$143 - $157
|
353
$60.7K
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-195- 4.93% |
$27.8K - $30.5K
|
3.76K
$646K
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-174- 5.07% |
$24.8K - $27.2K
|
3.26K
$560K
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-1.6K- 45.83% |
$228K - $251K
|
1.89K
$325K
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-4.25K- 50.0% |
$606K - $665K
|
4.25K
$731K
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-17- 25.37% |
$2.42K - $2.66K
|
50
$8.6K
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.34KNew |
$191K - $209K
|
1.34K
$230K
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-70- 0.75% |
$9.98K - $11K
|
9.24K
$1.59M
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.71KNew |
$243K - $267K
|
1.71K
$293K
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
PUT |
2KNew |
$285K - $313K
|
2K
$344K
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
2.14KNew |
$305K - $335K
|
2.14K
$368K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-91- 1.83% |
$13K - $14.2K
|
4.9K
$842K
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
CALL |
2.4KNew |
$342K - $376K
|
2.4K
$413K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
150+ 28.68% |
$21.4K - $23.5K
|
673
$116K
|