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 15, 2024
Q1 2024
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
3.14KNew |
$463K - $510K
|
3.14K
$505K
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
2.42KNew |
$357K - $394K
|
2.42K
$390K
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.19KNew |
$323K - $357K
|
2.19K
$353K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
2.1KNew |
$310K - $341K
|
2.1K
$338K
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
1.96KNew |
$288K - $318K
|
1.96K
$315K
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.91K+ 31.91% |
$281K - $310K
|
7.89K
$1.27M
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.64KNew |
$242K - $267K
|
1.64K
$264K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.57K+ 1.27% |
$232K - $256K
|
125K
$20.1M
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.52KNew |
$224K - $247K
|
1.52K
$245K
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.47KNew |
$217K - $240K
|
1.47K
$237K
|
|
Apr 10, 2025
Q1 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
1.35KNew |
$199K - $220K
|
1.35K
$218K
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.35KNew |
$199K - $220K
|
1.35K
$217K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
1.34K+ 9.51% |
$197K - $217K
|
15.4K
$2.48M
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.32KNew |
$195K - $215K
|
1.32K
$213K
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$191K - $211K
|
1.3K
$209K
|
|
May 09, 2024
Q1 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
1.29KNew |
$191K - $210K
|
1.29K
$208K
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.29KNew |
$190K - $210K
|
1.29K
$208K
|
|
May 13, 2024
Q1 2024
|
Aldebaran Capital, LLC
Indianapolis, IN |
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$203K
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
1.26KNew |
$186K - $205K
|
1.26K
$203K
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$203K
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$203K
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
1.26KNew |
$185K - $204K
|
1.26K
$202K
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1.22K+ 60.95% |
$180K - $198K
|
3.22K
$518K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
681New |
$100K - $111K
|
681
$110K
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
549+ 3.31% |
$80.9K - $89.3K
|
17.1K
$2.75M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
500New |
$73.7K - $81.3K
|
500
$80.5K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
487+ 124.55% |
$71.8K - $79.2K
|
878
$141K
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
460+ 25.54% |
$67.8K - $74.8K
|
2.26K
$364K
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
437New |
$64.4K - $71.1K
|
437
$70.3K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
361New |
$53.2K - $58.7K
|
361
$58.1K
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$44.2K - $48.8K
|
300
$48.3K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
292+ 5.74% |
$43K - $47.5K
|
5.38K
$866K
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
286New |
$42.2K - $46.5K
|
286
$46K
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
265+ 0.9% |
$39.1K - $43.1K
|
29.6K
$4.76M
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
247+ 12.36% |
$36.4K - $40.2K
|
2.25K
$361K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
206+ 9.73% |
$30.4K - $33.5K
|
2.32K
$374K
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
192+ 6.86% |
$28.3K - $31.2K
|
2.99K
$481K
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
155+ 5.3% |
$22.9K - $25.2K
|
3.08K
$496K
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
125New |
$18.4K - $20.3K
|
125
$20.1K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
122New |
$18K - $19.8K
|
122
$19.6K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
119+ 57.49% |
$17.5K - $19.4K
|
326
$52.5K
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
101+ 5.09% |
$14.9K - $16.4K
|
2.09K
$336K
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
100+ 3.01% |
$14.7K - $16.3K
|
3.43K
$551K
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
100+ 2.86% |
$14.7K - $16.3K
|
3.6K
$579K
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75+ 38.46% |
$11.1K - $12.2K
|
270
$43.4K
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
68+ 3.01% |
$10K - $11.1K
|
2.33K
$374K
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
60+ 3.82% |
$8.85K - $9.76K
|
1.63K
$262K
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$7.37K - $8.13K
|
50
$8.05K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
40+ 2.76% |
$5.9K - $6.5K
|
1.49K
$239K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
38+ 1.22% |
$5.6K - $6.18K
|
3.16K
$508K
|