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 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-200- 1.72% |
$32.2K - $35.6K
|
11.4K
$1.82M
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$643 - $711
|
7.85K
$1.25M
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
2.1KNew |
$337K - $373K
|
2.1K
$335K
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-497- 19.07% |
$79.9K - $88.4K
|
2.11K
$337K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3- 0.11% |
$482 - $533
|
2.66K
$425K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.77K- 19.42% |
$284K - $314K
|
7.33K
$1.17M
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-302- 1.19% |
$48.5K - $53.7K
|
25K
$4M
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
197+ 0.3% |
$31.7K - $35K
|
66.9K
$10.7M
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
SELL
|
- |
-50- 0.84% |
$8.04K - $8.89K
|
5.89K
$941K
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
4.78KNew |
$769K - $851K
|
4.78K
$765K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
633New |
$102K - $113K
|
633
$101K
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.22KNew |
$196K - $216K
|
1.22K
$195K
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
8.97KNew |
$1.44M - $1.6M
|
8.97K
$1.43M
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.15% |
$965 - $1.07K
|
4.05K
$647K
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
38+ 1.77% |
$6.11K - $6.76K
|
2.18K
$349K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
407New |
$65.4K - $72.4K
|
407
$65.1K
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-1.66K- 6.5% |
$267K - $295K
|
23.8K
$3.81M
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-223- 15.27% |
$35.8K - $39.7K
|
1.24K
$198K
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
47+ 3.66% |
$7.56K - $8.36K
|
1.33K
$213K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
6+ 0.21% |
$965 - $1.07K
|
2.8K
$447K
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-17- 1.11% |
$2.73K - $3.02K
|
1.51K
$241K
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-250- 15.27% |
$40.2K - $44.5K
|
1.39K
$222K
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
1.16KNew |
$186K - $206K
|
1.16K
$185K
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-109- 7.67% |
$17.5K - $19.4K
|
1.31K
$210K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-355- 10.06% |
$57.1K - $63.1K
|
3.18K
$508K
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-101- 2.0% |
$16.2K - $18K
|
4.96K
$792K
|
|
Oct 29, 2024
Q3 2024
|
Biechele Royce Advisors
|
SELL
|
- |
-90- 1.03% |
$14.5K - $16K
|
8.68K
$1.39M
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.28KNew |
$367K - $406K
|
2.28K
$365K
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-99- 4.85% |
$15.9K - $17.6K
|
1.94K
$311K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-642- 4.53% |
$103K - $114K
|
13.5K
$2.16M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
500New |
$80.4K - $88.9K
|
500
$79.9K
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
441+ 6.25% |
$70.9K - $78.4K
|
7.5K
$1.2M
|
|
Oct 29, 2024
Q3 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-608- 2.86% |
$97.7K - $108K
|
20.7K
$3.3M
|
|
Oct 28, 2024
Q3 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
2.03K+ 4.78% |
$326K - $361K
|
44.4K
$7.1M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
201+ 27.42% |
$32.3K - $35.7K
|
934
$149K
|
|
Oct 25, 2024
Q3 2024
|
Xr Securities LLC
|
SELL
|
PUT |
-300- 5.88% |
$48.2K - $53.3K
|
4.8K
$767K
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11+ 0.55% |
$1.77K - $1.96K
|
2K
$319K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
197+ 20.25% |
$31.7K - $35K
|
1.17K
$187K
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
120+ 9.15% |
$19.3K - $21.3K
|
1.43K
$229K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
3.34K+ 5.04% |
$537K - $594K
|
69.6K
$11.1M
|
|
Oct 25, 2024
Q3 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-12.6KClosed |
$2.03M - $2.25M
|
0
$0
|
|
Oct 24, 2024
Q3 2024
|
Mcrae Capital Management Inc
|
BUY
|
- |
34+ 1.12% |
$5.47K - $6.05K
|
3.08K
$493K
|
|
Oct 24, 2024
Q3 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-9- 1.62% |
$1.45K - $1.6K
|
546
$87.3K
|
|
Oct 24, 2024
Q3 2024
|
Insight Folios Inc
|
BUY
|
- |
47+ 0.43% |
$7.56K - $8.36K
|
11K
$1.76M
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-375- 16.43% |
$60.3K - $66.7K
|
1.91K
$305K
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
1.24KNew |
$199K - $220K
|
1.24K
$198K
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
13+ 0.11% |
$2.09K - $2.31K
|
12.3K
$1.96M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
2.1KNew |
$337K - $373K
|
2.1K
$335K
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-25- 0.68% |
$4.02K - $4.45K
|
3.64K
$581K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-42- 17.65% |
$6.75K - $7.47K
|
196
$31.3K
|