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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
714New |
$113K - $126K
|
714
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3+ 0.3% |
$476 - $529
|
1.02K
$166K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
26.4K+ 5.24% |
$4.19M - $4.66M
|
531K
$86.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.51KNew |
$239K - $265K
|
1.51K
$245K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
746+ 5.7% |
$118K - $131K
|
13.8K
$2.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.43K+ 4.71% |
$226K - $251K
|
31.7K
$5.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-17.5K- 1.34% |
$2.77M - $3.08M
|
1.28M
$208M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.36K+ 6.14% |
$1.48M - $1.65M
|
162K
$26.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
CALL |
6.3K+ 136.96% |
$999K - $1.11M
|
10.9K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
31+ 1.77% |
$4.92K - $5.46K
|
1.79K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.8K+ 62.39% |
$444K - $493K
|
7.28K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-115- 7.7% |
$18.2K - $20.3K
|
1.38K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
3.59KNew |
$569K - $632K
|
3.59K
$583K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
46New |
$7.29K - $8.11K
|
46
$7.48K
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-627- 4.58% |
$99.4K - $111K
|
13.1K
$2.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
370+ 18.97% |
$58.7K - $65.2K
|
2.32K
$377K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
2.38K+ 25.71% |
$378K - $420K
|
11.7K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-157- 1.64% |
$24.9K - $27.7K
|
9.41K
$1.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
65+ 0.83% |
$10.3K - $11.5K
|
7.92K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.96K- 7.56% |
$469K - $522K
|
36.2K
$5.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-39- 5.29% |
$6.18K - $6.87K
|
698
$113K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
SELL
|
- |
-7.47K- 30.28% |
$1.18M - $1.32M
|
17.2K
$2.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-665- 2.59% |
$105K - $117K
|
25K
$4.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
590+ 11.76% |
$93.6K - $104K
|
5.61K
$911K
|
|
|
Apr 28, 2025
Q1 2025
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-30- 0.41% |
$4.76K - $5.29K
|
7.27K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
29.5K+ 18092.02% |
$4.68M - $5.2M
|
29.7K
$4.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
891+ 3.67% |
$141K - $157K
|
25.1K
$4.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
606+ 3.71% |
$96.1K - $107K
|
17K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-17- 0.95% |
$2.7K - $3K
|
1.78K
$289K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
6.81K+ 3.82% |
$1.08M - $1.2M
|
185K
$30.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
247+ 0.48% |
$39.2K - $43.5K
|
51.9K
$8.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
20+ 0.71% |
$3.17K - $3.53K
|
2.82K
$459K
|
|
|
Apr 28, 2025
Q1 2025
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-171- 10.88% |
$27.1K - $30.1K
|
1.4K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.2K- 38.86% |
$1.62M - $1.8M
|
16K
$2.61M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
70+ 7.22% |
$11.1K - $12.3K
|
1.04K
$169K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
378+ 0.59% |
$59.9K - $66.6K
|
64K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-578- 15.99% |
$91.6K - $102K
|
3.04K
$494K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.49K- 2.0% |
$554K - $615K
|
171K
$27.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-147- 0.33% |
$23.3K - $25.9K
|
44.1K
$7.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-119- 1.73% |
$18.9K - $21K
|
6.75K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.57K- 7.23% |
$567K - $630K
|
45.9K
$7.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
75+ 2.74% |
$11.9K - $13.2K
|
2.82K
$458K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
180+ 15.04% |
$28.5K - $31.7K
|
1.38K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-7- 0.16% |
$1.11K - $1.23K
|
4.45K
$723K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.82K+ 1.56% |
$606K - $673K
|
249K
$40.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-822- 20.24% |
$130K - $145K
|
3.24K
$527K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-17- 0.03% |
$2.7K - $3K
|
59K
$9.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.13K+ 192.76% |
$654K - $727K
|
6.27K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
100+ 0.39% |
$15.9K - $17.6K
|
25.9K
$4.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
695+ 12.02% |
$110K - $123K
|
6.48K
$1.05M
|