Latest Institutional Purchases of Procter & Gamble CO (PG)
This list provides information on the latest institutional transactions involving Procter & Gamble CO (PG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
500New |
$73.7K - $81.3K
|
500
$83.1K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
487+ 124.55% |
$71.8K - $79.2K
|
878
$146K
|
|
May 14, 2024
Q1 2024
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
462New |
$68.1K - $75.1K
|
462
$76.8K
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
460+ 25.54% |
$67.8K - $74.8K
|
2.26K
$376K
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
437New |
$64.4K - $71.1K
|
437
$72.6K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
361New |
$53.2K - $58.7K
|
361
$60K
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$44.2K - $48.8K
|
300
$49.9K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
292+ 5.74% |
$43K - $47.5K
|
5.38K
$895K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
286New |
$42.2K - $46.5K
|
286
$47.5K
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
265+ 0.9% |
$39.1K - $43.1K
|
29.6K
$4.92M
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
261New |
$38.5K - $42.4K
|
261
$43.4K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
247+ 12.36% |
$36.4K - $40.2K
|
2.25K
$373K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
206+ 9.73% |
$30.4K - $33.5K
|
2.32K
$386K
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
192+ 6.86% |
$28.3K - $31.2K
|
2.99K
$497K
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
163New |
$24K - $26.5K
|
163
$27.1K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
155+ 5.3% |
$22.9K - $25.2K
|
3.08K
$512K
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
125+ 0.73% |
$18.4K - $20.3K
|
17.2K
$2.86M
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
125New |
$18.4K - $20.3K
|
125
$20.8K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
119+ 57.49% |
$17.5K - $19.4K
|
326
$54.2K
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
118+ 20.52% |
$17.4K - $19.2K
|
693
$115K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
101+ 5.09% |
$14.9K - $16.4K
|
2.09K
$347K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
100+ 3.01% |
$14.7K - $16.3K
|
3.43K
$570K
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
100+ 2.86% |
$14.7K - $16.3K
|
3.6K
$598K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75+ 38.46% |
$11.1K - $12.2K
|
270
$44.9K
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
70+ 10.94% |
$10.3K - $11.4K
|
710
$118K
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
68+ 3.01% |
$10K - $11.1K
|
2.33K
$387K
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
60+ 3.82% |
$8.85K - $9.76K
|
1.63K
$271K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$7.37K - $8.13K
|
50
$8.31K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
40+ 2.76% |
$5.9K - $6.5K
|
1.49K
$247K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
38+ 1.22% |
$5.6K - $6.18K
|
3.16K
$525K
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
34+ 0.7% |
$5.01K - $5.53K
|
4.9K
$814K
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32+ 1.15% |
$4.72K - $5.2K
|
2.82K
$469K
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
25+ 0.46% |
$3.69K - $4.07K
|
5.41K
$900K
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
20New |
$2.95K - $3.25K
|
20
$3.32K
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
14+ 0.09% |
$2.06K - $2.28K
|
15.2K
$2.53M
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
14+ 0.6% |
$2.06K - $2.28K
|
2.36K
$392K
|
|
May 15, 2024
Q1 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
12+ 0.73% |
$1.77K - $1.95K
|
1.66K
$275K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8New |
$1.18K - $1.3K
|
8
$1.33K
|
|
May 15, 2024
Q1 2024
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$147 - $163
|
2.18K
$363K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
531KNew |
$76M - $81.6M
|
531K
$88.3M
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
110K+ 2.46% |
$15.7M - $16.9M
|
4.58M
$762M
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
101KNew |
$14.4M - $15.4M
|
101K
$16.7M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
98.9K+ 64.51% |
$14.1M - $15.2M
|
252K
$41.9M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
74.3K+ 8.42% |
$10.6M - $11.4M
|
958K
$159M
|
|
Feb 14, 2024
Q4 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
53.5KNew |
$7.65M - $8.21M
|
53.5K
$8.89M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
41.7KNew |
$5.96M - $6.4M
|
41.7K
$6.92M
|
|
Feb 14, 2024
Q4 2023
|
Albar Capital LTD
London, X0 |
BUY
|
- |
28.3KNew |
$4.05M - $4.35M
|
28.3K
$4.71M
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
27.6K+ 478.45% |
$3.95M - $4.24M
|
33.4K
$5.55M
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
16.5KNew |
$2.36M - $2.54M
|
16.5K
$2.75M
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
14.4KNew |
$2.06M - $2.21M
|
14.4K
$2.39M
|