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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
195New |
$27.9K - $29.9K
|
195
$31.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-14.1K- 19.05% |
$2.01M - $2.16M
|
59.7K
$9.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
228New |
$32.6K - $35K
|
228
$36.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
2KNew |
$286K - $307K
|
2K
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.14K- 19.11% |
$735K - $790K
|
21.8K
$3.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-76- 54.68% |
$10.9K - $11.7K
|
63
$10.1K
|
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-9.12K- 24.65% |
$1.3M - $1.4M
|
27.9K
$4.46M
|
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
BUY
|
- |
350+ 3.44% |
$50.1K - $53.7K
|
10.5K
$1.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
5+ 0.27% |
$715 - $768
|
1.83K
$293K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.18K- 2.34% |
$311K - $334K
|
91K
$14.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
304+ 1.05% |
$43.5K - $46.7K
|
29.2K
$4.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.55K- 14.7% |
$222K - $238K
|
9.01K
$1.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-50- 0.56% |
$7.15K - $7.68K
|
8.9K
$1.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
BUY
|
- |
1.6K+ 6.77% |
$229K - $246K
|
25.3K
$4.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
14.4KNew |
$2.06M - $2.21M
|
14.4K
$2.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
24New |
$3.43K - $3.68K
|
24
$3.84K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-752- 19.85% |
$108K - $115K
|
3.04K
$485K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-45- 0.43% |
$6.44K - $6.91K
|
10.5K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-7.26K- 65.78% |
$1.04M - $1.11M
|
3.78K
$604K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-8.41K- 63.53% |
$1.2M - $1.29M
|
4.83K
$772K
|
|
|
Jan 19, 2024
Q4 2023
|
Nexus Investment Management Ulc
|
SELL
|
- |
-100- 5.26% |
$14.3K - $15.4K
|
1.8K
$288K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4.24K+ 36.84% |
$606K - $650K
|
15.7K
$2.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.46KNew |
$208K - $224K
|
1.46K
$233K
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
87New |
$12.4K - $13.4K
|
87
$13.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
204+ 5.97% |
$29.2K - $31.3K
|
3.62K
$579K
|
|
|
Jan 12, 2024
Q4 2023
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
161+ 1.82% |
$23K - $24.7K
|
9.02K
$1.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-1.08K- 41.36% |
$154K - $166K
|
1.53K
$245K
|
|
|
Jan 12, 2024
Q4 2023
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-13.9K- 99.99% |
$1.99M - $2.14M
|
1
$160
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-59- 2.36% |
$8.44K - $9.06K
|
2.44K
$390K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-865- 9.5% |
$124K - $133K
|
8.24K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
SELL
|
- |
-192- 2.81% |
$27.5K - $29.5K
|
6.65K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.65KNew |
$236K - $253K
|
1.65K
$263K
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
3.25KNew |
$465K - $499K
|
3.25K
$520K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-234- 11.18% |
$33.5K - $35.9K
|
1.86K
$297K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
424+ 1.73% |
$60.6K - $65.1K
|
24.9K
$3.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
74.3K+ 8.42% |
$10.6M - $11.4M
|
958K
$153M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1.86K- 3.62% |
$266K - $285K
|
49.5K
$7.91M
|
|
|
Jan 02, 2024
Q4 2023
|
Wyrmwood Management LLC
New York, NY |
BUY
|
- |
200New |
$28.6K - $30.7K
|
200
$32K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2025
Q3 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-9.13KClosed |
$1.33M - $1.43M
|
0
$0
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
50+ 6.25% |
$7.29K - $7.85K
|
850
$136K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-16.4K- 2.98% |
$2.39M - $2.58M
|
534K
$85.4M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2- 0.14% |
$292 - $314
|
1.46K
$234K
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-24.3K- 67.89% |
$3.54M - $3.81M
|
11.5K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-254- 0.77% |
$37K - $39.9K
|
32.8K
$5.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.33K- 3.92% |
$194K - $209K
|
32.5K
$5.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
458+ 30.93% |
$66.8K - $71.9K
|
1.94K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.07K+ 79.8% |
$593K - $639K
|
9.17K
$1.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-15- 0.77% |
$2.19K - $2.36K
|
1.94K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
22.9K+ 631.35% |
$3.34M - $3.6M
|
26.5K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
32.6K+ 168.91% |
$4.76M - $5.12M
|
51.9K
$8.3M
|
|