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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1.22K+ 60.95% |
$180K - $198K
|
3.22K
$499K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.47K+ 38.59% |
$954K - $1.05M
|
23.2K
$3.6M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-36K- 74.47% |
$5.3M - $5.85M
|
12.3K
$1.91M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
500New |
$73.7K - $81.3K
|
500
$77.5K
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
68+ 3.01% |
$10K - $11.1K
|
2.33K
$361K
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
SELL
|
- |
-24.1K- 76.51% |
$3.55M - $3.91M
|
7.39K
$1.15M
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
10.1KNew |
$1.49M - $1.65M
|
10.1K
$1.57M
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
6.25KNew |
$921K - $1.02M
|
6.25K
$969K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.03K- 1.07% |
$152K - $168K
|
94.9K
$14.7M
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
6.61K+ 319.57% |
$975K - $1.08M
|
8.68K
$1.35M
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.46K- 67.88% |
$657K - $725K
|
2.11K
$327K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.25K- 1.02% |
$627K - $691K
|
414K
$64.2M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
96.5K+ 61.68% |
$14.2M - $15.7M
|
253K
$39.2M
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
460+ 25.54% |
$67.8K - $74.8K
|
2.26K
$351K
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
93.7K+ 10.21% |
$13.8M - $15.2M
|
1.01M
$157M
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-38- 0.72% |
$5.6K - $6.18K
|
5.24K
$813K
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-100- 1.45% |
$14.7K - $16.3K
|
6.81K
$1.06M
|
|
May 13, 2024
Q1 2024
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
44KNew |
$6.49M - $7.15M
|
44K
$6.82M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
100+ 2.86% |
$14.7K - $16.3K
|
3.6K
$558K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
40+ 2.76% |
$5.9K - $6.5K
|
1.49K
$231K
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-256- 9.6% |
$37.7K - $41.6K
|
2.41K
$374K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.77K- 0.78% |
$703K - $775K
|
605K
$93.8M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
28.1K+ 7.11% |
$4.15M - $4.57M
|
423K
$65.7M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-38K- 99.13% |
$5.6M - $6.17M
|
335
$52K
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$195K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
7.16K+ 65.26% |
$1.06M - $1.16M
|
18.1K
$2.81M
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
101+ 5.09% |
$14.9K - $16.4K
|
2.09K
$324K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-185K- 3.77% |
$27.2M - $30M
|
4.71M
$731M
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
10KNew |
$1.47M - $1.63M
|
10K
$1.55M
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-1K- 20.02% |
$147K - $163K
|
4K
$620K
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
1.29KNew |
$191K - $210K
|
1.29K
$201K
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-539- 3.55% |
$79.5K - $87.6K
|
14.6K
$2.27M
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-5.63K- 40.61% |
$830K - $915K
|
8.23K
$1.28M
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.64KNew |
$242K - $267K
|
1.64K
$254K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
247+ 12.36% |
$36.4K - $40.2K
|
2.25K
$348K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.57K+ 1.27% |
$232K - $256K
|
125K
$19.4M
|
|
May 07, 2024
Q1 2024
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.54K- 36.34% |
$227K - $251K
|
2.7K
$419K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
681New |
$100K - $111K
|
681
$106K
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-12.8K- 29.85% |
$1.89M - $2.08M
|
30.1K
$4.66M
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.26KNew |
$185K - $204K
|
1.26K
$195K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-825- 8.14% |
$122K - $134K
|
9.31K
$1.44M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-11.8K- 36.1% |
$1.74M - $1.92M
|
20.9K
$3.25M
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-1.12K- 37.94% |
$165K - $182K
|
1.83K
$283K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$191K - $211K
|
1.3K
$201K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.43K- 1.72% |
$653K - $720K
|
253K
$39.3M
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
20New |
$2.95K - $3.25K
|
20
$3.1K
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.19KNew |
$323K - $357K
|
2.19K
$340K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
206+ 9.73% |
$30.4K - $33.5K
|
2.32K
$360K
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.35KNew |
$199K - $220K
|
1.35K
$210K
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-605- 32.84% |
$89.2K - $98.4K
|
1.24K
$192K
|