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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
698+ 1702.44% |
$108K - $118K
|
739
$117K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
13+ 0.13% |
$2.02K - $2.19K
|
10.4K
$1.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
32K+ 259.35% |
$4.98M - $5.4M
|
44.4K
$7.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.06KNew |
$165K - $179K
|
1.06K
$169K
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.6KNew |
$248K - $270K
|
1.6K
$254K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8+ 1.95% |
$1.24K - $1.35K
|
419
$66.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-106K- 97.14% |
$16.5M - $17.9M
|
3.13K
$496K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
95+ 7.01% |
$14.8K - $16K
|
1.45K
$230K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
610New |
$94.8K - $103K
|
610
$96.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
25+ 25.51% |
$3.88K - $4.21K
|
123
$19.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Baker Chad R
Perrysburg, OH |
SELL
|
- |
-751- 1.4% |
$117K - $127K
|
52.7K
$8.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
SELL
|
- |
-90- 1.38% |
$14K - $15.2K
|
6.45K
$1.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
176+ 0.2% |
$27.3K - $29.7K
|
90K
$14.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
11.6KNew |
$1.8M - $1.96M
|
11.6K
$1.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-125- 4.42% |
$19.4K - $21.1K
|
2.7K
$429K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-50- 1.07% |
$7.77K - $8.43K
|
4.62K
$734K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
633New |
$98.3K - $107K
|
633
$101K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
354+ 18.91% |
$55K - $59.7K
|
2.23K
$354K
|
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.22KNew |
$190K - $206K
|
1.22K
$194K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-906- 9.28% |
$141K - $153K
|
8.86K
$1.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$155 - $169
|
2.35K
$373K
|
|
|
Jul 16, 2024
Q2 2024
|
Consolidated Capital Management, LLC
|
BUY
|
- |
9.38K+ 50.82% |
$1.46M - $1.58M
|
27.8K
$4.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
600New |
$93.2K - $101K
|
600
$95.3K
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-6.45K- 75.36% |
$1M - $1.09M
|
2.11K
$335K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
117New |
$18.2K - $19.7K
|
117
$18.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
5.99K+ 141.43% |
$930K - $1.01M
|
10.2K
$1.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.68KNew |
$261K - $284K
|
1.68K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-50- 2.19% |
$7.77K - $8.43K
|
2.23K
$355K
|
|
|
Jul 10, 2024
Q2 2024
|
Professional Advisory Services Inc
|
SELL
|
- |
-78- 0.67% |
$12.1K - $13.1K
|
11.5K
$1.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-150- 0.92% |
$23.3K - $25.3K
|
16.2K
$2.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-366- 3.7% |
$56.9K - $61.7K
|
9.52K
$1.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-250- 1.1% |
$38.8K - $42.1K
|
22.5K
$3.57M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
200+ 5.93% |
$31.1K - $33.7K
|
3.58K
$568K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
1.27KNew |
$197K - $213K
|
1.27K
$201K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-137- 0.43% |
$21.3K - $23.1K
|
31.9K
$5.06M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 0.49% |
$4.82K - $5.23K
|
6.38K
$1.01M
|
|
| Q1 2024 | |||||||
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
1.35KNew |
$199K - $220K
|
1.35K
$215K
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
SELL
|
- |
-20.1KClosed |
$2.97M - $3.27M
|
0
$0
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
122New |
$18K - $19.8K
|
122
$19.4K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-9- 3.4% |
$1.33K - $1.46K
|
256
$40.7K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
6.58K+ 195.69% |
$970K - $1.07M
|
9.94K
$1.58M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
549+ 3.31% |
$80.9K - $89.3K
|
17.1K
$2.72M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 286.8% |
$2.13M - $2.35M
|
19.5K
$3.09M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-130- 8.7% |
$19.2K - $21.1K
|
1.37K
$217K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
361New |
$53.2K - $58.7K
|
361
$57.3K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.37K- 0.81% |
$350K - $386K
|
289K
$45.9M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.29KNew |
$190K - $210K
|
1.29K
$205K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
SELL
|
- |
-166- 8.59% |
$24.5K - $27K
|
1.77K
$280K
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-6.41K- 95.63% |
$945K - $1.04M
|
293
$46.5K
|
|
|
May 15, 2024
Q1 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-400- 11.4% |
$59K - $65K
|
3.11K
$494K
|
|