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 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.51KNew |
$234K - $254K
|
1.51K
$240K
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
40New |
$6.21K - $6.74K
|
40
$6.35K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
839New |
$130K - $141K
|
839
$133K
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
616+ 11.85% |
$95.7K - $104K
|
5.81K
$923K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.16K+ 5.27% |
$1.11M - $1.21M
|
143K
$22.7M
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-1- 0.05% |
$155 - $169
|
2.02K
$320K
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.18KNew |
$493K - $535K
|
3.18K
$504K
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-40- 3.19% |
$6.21K - $6.74K
|
1.21K
$193K
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
449+ 1.47% |
$69.7K - $75.7K
|
31K
$4.92M
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
2.5KNew |
$389K - $422K
|
2.5K
$398K
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.45K- 6.3% |
$847K - $919K
|
81.1K
$12.9M
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-651- 1.19% |
$101K - $110K
|
53.8K
$8.55M
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.65K- 39.59% |
$256K - $278K
|
2.52K
$400K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.52K- 68.37% |
$1.32M - $1.44M
|
3.94K
$626K
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-358- 18.8% |
$55.6K - $60.3K
|
1.55K
$246K
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-95.3K- 19.6% |
$14.8M - $16.1M
|
391K
$62.1M
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
5.49KNew |
$852K - $925K
|
5.49K
$871K
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-11- 45.83% |
$1.71K - $1.85K
|
13
$2.06K
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-15- 28.3% |
$2.33K - $2.53K
|
38
$6.04K
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
760+ 0.66% |
$118K - $128K
|
115K
$18.3M
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-91- 6.02% |
$14.1K - $15.3K
|
1.42K
$226K
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-2.71K- 56.27% |
$420K - $456K
|
2.1K
$334K
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.39% |
$777 - $843
|
1.3K
$207K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
410New |
$63.7K - $69.1K
|
410
$65.1K
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.38K- 3.3% |
$215K - $233K
|
40.5K
$6.44M
|
|
Aug 05, 2024
Q2 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
20+ 0.96% |
$3.11K - $3.37K
|
2.1K
$333K
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
671KNew |
$104M - $113M
|
671K
$107M
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-67- 5.23% |
$10.4K - $11.3K
|
1.21K
$193K
|
|
Aug 02, 2024
Q2 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-235- 5.49% |
$36.5K - $39.6K
|
4.05K
$642K
|
|
Aug 01, 2024
Q2 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-157K- 69.03% |
$24.3M - $26.4M
|
70.2K
$11.2M
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-242- 3.73% |
$37.6K - $40.8K
|
6.25K
$993K
|
|
Aug 01, 2024
Q2 2024
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-4.03K- 2.67% |
$626K - $679K
|
147K
$23.4M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
40+ 0.71% |
$6.21K - $6.74K
|
5.64K
$895K
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
234+ 16.74% |
$36.3K - $39.4K
|
1.63K
$259K
|
|
Jul 31, 2024
Q2 2024
|
Gouws Capital LLC
|
SELL
|
- |
-405- 16.84% |
$62.9K - $68.3K
|
2K
$318K
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-50- 2.32% |
$7.77K - $8.43K
|
2.11K
$334K
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$155 - $169
|
4.67K
$741K
|
|
Jul 30, 2024
Q2 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-900- 6.69% |
$140K - $152K
|
12.6K
$1.99M
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-133- 2.08% |
$20.7K - $22.4K
|
6.26K
$994K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
270New |
$41.9K - $45.5K
|
270
$42.9K
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
115+ 2.61% |
$17.9K - $19.4K
|
4.52K
$717K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-85- 1.8% |
$13.2K - $14.3K
|
4.65K
$738K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.69KNew |
$262K - $285K
|
1.69K
$268K
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-16- 1.03% |
$2.49K - $2.7K
|
1.54K
$244K
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-71- 5.44% |
$11K - $12K
|
1.24K
$196K
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.06% |
$155 - $169
|
1.75K
$278K
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-26- 3.93% |
$4.04K - $4.38K
|
635
$101K
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
59.7KNew |
$9.27M - $10.1M
|
59.7K
$9.48M
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-100- 1.1% |
$15.5K - $16.9K
|
8.96K
$1.42M
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
97+ 0.86% |
$15.1K - $16.4K
|
11.4K
$1.81M
|