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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
36New |
$5.8K - $6.47K
|
36
$5.58K
|
|
Feb 06, 2025
Q4 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-4.4K- 9.63% |
$709K - $791K
|
41.3K
$6.41M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$1.61K - $1.8K
|
10
$1.55K
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$322 - $359
|
2.28K
$354K
|
|
Feb 05, 2025
Q4 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
850+ 3.47% |
$137K - $153K
|
25.4K
$3.94M
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
293+ 2.47% |
$47.2K - $52.7K
|
12.1K
$1.88M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-692- 5.24% |
$111K - $124K
|
12.5K
$1.94M
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.29KNew |
$207K - $231K
|
1.29K
$200K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
235New |
$37.8K - $42.2K
|
235
$36.4K
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
431+ 36.93% |
$69.4K - $77.5K
|
1.6K
$248K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-41K- 99.9% |
$6.6M - $7.37M
|
39
$6.05K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.55K+ 4.66% |
$250K - $279K
|
34.9K
$5.41M
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
98+ 5.13% |
$15.8K - $17.6K
|
2.01K
$312K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
189+ 6.87% |
$30.4K - $34K
|
2.94K
$456K
|
|
Feb 04, 2025
Q4 2024
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
234+ 15.4% |
$37.7K - $42K
|
1.75K
$272K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
493+ 2.67% |
$79.4K - $88.6K
|
18.9K
$2.94M
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.23KNew |
$359K - $400K
|
2.23K
$346K
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-282- 2.99% |
$45.4K - $50.7K
|
9.14K
$1.42M
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
10.6K+ 516.23% |
$1.7M - $1.9M
|
12.6K
$1.95M
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.12KClosed |
$180K - $200K
|
0
$0
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
10KNew |
$1.61M - $1.8M
|
10K
$1.55M
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
77+ 0.14% |
$12.4K - $13.8K
|
54.7K
$8.48M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.35KNew |
$379K - $423K
|
2.35K
$365K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
96New |
$15.5K - $17.3K
|
96
$14.9K
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-100- 5.13% |
$16.1K - $18K
|
1.85K
$287K
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-50- 0.73% |
$8.05K - $8.99K
|
6.84K
$1.06M
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
17New |
$2.74K - $3.05K
|
17
$2.64K
|
|
Feb 03, 2025
Q4 2024
|
St. Nicholas Private Asset Management, Inc
Jacksonville, FL |
BUY
|
- |
12KNew |
$1.93M - $2.16M
|
12K
$1.86M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.78K- 0.6% |
$447K - $499K
|
461K
$71.5M
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
189+ 2.88% |
$30.4K - $34K
|
6.75K
$1.05M
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-445- 22.47% |
$71.7K - $80K
|
1.54K
$238K
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
83+ 0.47% |
$13.4K - $14.9K
|
17.8K
$2.76M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
527New |
$84.9K - $94.7K
|
527
$81.7K
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-94- 1.38% |
$15.1K - $16.9K
|
6.71K
$1.04M
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
671+ 26.36% |
$108K - $121K
|
3.22K
$499K
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
393+ 5.53% |
$63.3K - $70.6K
|
7.51K
$1.16M
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.06K+ 69.1% |
$171K - $191K
|
2.6K
$403K
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
7.92K+ 67.46% |
$1.27M - $1.42M
|
19.7K
$3.05M
|
|
Jan 30, 2025
Q4 2024
|
Check Capital Management Inc
|
SELL
|
- |
-100- 7.69% |
$16.1K - $18K
|
1.2K
$186K
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
203+ 17.12% |
$32.7K - $36.5K
|
1.39K
$215K
|
|
Jan 30, 2025
Q4 2024
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
3.01KNew |
$485K - $541K
|
3.01K
$467K
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.24KNew |
$200K - $223K
|
1.24K
$193K
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-232- 8.92% |
$37.4K - $41.7K
|
2.37K
$367K
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
2.09KNew |
$336K - $375K
|
2.09K
$323K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
1.48KNew |
$239K - $266K
|
1.48K
$230K
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-78- 3.65% |
$12.6K - $14K
|
2.06K
$319K
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-8- 1.92% |
$1.29K - $1.44K
|
408
$63.3K
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-196- 3.7% |
$31.6K - $35.2K
|
5.11K
$792K
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
1.36KNew |
$219K - $244K
|
1.36K
$210K
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
95.2KNew |
$15.3M - $17.1M
|
95.2K
$14.8M
|