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 12, 2024
Q3 2024
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.5K- 15.63% |
$241K - $267K
|
8.1K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-53- 22.08% |
$8.52K - $9.42K
|
187
$29.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
13.8KNew |
$2.22M - $2.46M
|
13.8K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
211+ 14.48% |
$33.9K - $37.5K
|
1.67K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
29.6KNew |
$4.76M - $5.26M
|
29.6K
$4.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
1.22K+ 56.56% |
$196K - $217K
|
3.38K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
1.31KNew |
$211K - $233K
|
1.31K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
3.46K+ 13.03% |
$556K - $615K
|
30K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.99K- 1.62% |
$319K - $353K
|
121K
$19.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-204- 9.33% |
$32.8K - $36.3K
|
1.98K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
406KNew |
$65.3M - $72.3M
|
406K
$65M
|
|
|
Nov 12, 2024
Q3 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
457+ 2.34% |
$73.5K - $81.3K
|
20K
$3.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
72+ 3.24% |
$11.6K - $12.8K
|
2.3K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
6.02K+ 101.76% |
$968K - $1.07M
|
11.9K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-75- 1.45% |
$12.1K - $13.3K
|
5.11K
$817K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.95K+ 35.63% |
$796K - $881K
|
18.9K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-250- 0.5% |
$40.2K - $44.5K
|
49.4K
$7.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5.09K+ 33.83% |
$818K - $905K
|
20.1K
$3.22M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
1.41M+ 427.46% |
$227M - $251M
|
1.74M
$279M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-100- 4.42% |
$16.1K - $17.8K
|
2.16K
$346K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-25- 0.83% |
$4.02K - $4.45K
|
2.97K
$475K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-5- 0.06% |
$804 - $889
|
8.34K
$1.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-387- 7.63% |
$62.2K - $68.8K
|
4.68K
$749K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-16- 0.96% |
$2.57K - $2.85K
|
1.66K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-932- 43.74% |
$150K - $166K
|
1.2K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-33.4K- 61.02% |
$5.38M - $5.95M
|
21.4K
$3.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
37.3KNew |
$6M - $6.63M
|
37.3K
$5.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.2KNew |
$192K - $213K
|
1.2K
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-25- 0.38% |
$4.02K - $4.45K
|
6.53K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.29K+ 15.35% |
$208K - $230K
|
9.7K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1.17KNew |
$188K - $208K
|
1.17K
$187K
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-23K- 21.89% |
$3.7M - $4.09M
|
82.1K
$13.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-137- 52.29% |
$22K - $24.4K
|
125
$20K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-4.93K- 76.19% |
$792K - $876K
|
1.54K
$246K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1+ 0.2% |
$161 - $178
|
501
$80.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
100New |
$16.1K - $17.8K
|
100
$16K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
24+ 10.57% |
$3.86K - $4.27K
|
251
$40.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.43K+ 9.75% |
$390K - $431K
|
27.3K
$4.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
789New |
$127K - $140K
|
789
$126K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-275- 12.69% |
$44.2K - $48.9K
|
1.89K
$302K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
189New |
$30.4K - $33.6K
|
189
$30.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
53+ 3.13% |
$8.52K - $9.42K
|
1.75K
$279K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
131+ 2.32% |
$21.1K - $23.3K
|
5.77K
$923K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
45+ 1.52% |
$7.23K - $8K
|
3K
$480K
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
BUY
|
- |
1.3KNew |
$209K - $231K
|
1.3K
$208K
|
|
|
Nov 04, 2024
Q3 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
27.7K+ 3111.46% |
$4.45M - $4.92M
|
28.6K
$4.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-70- 3.3% |
$11.3K - $12.4K
|
2.05K
$328K
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
SELL
|
- |
-894- 12.6% |
$144K - $159K
|
6.2K
$991K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.14K- 2.33% |
$344K - $380K
|
89.7K
$14.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
22.6K+ 27.65% |
$3.64M - $4.02M
|
104K
$16.7M
|