Purchases and Sales Made in Q1 2025 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 2025. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.62KNew |
$257K - $286K
|
1.62K
$252K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.61KNew |
$255K - $283K
|
1.61K
$249K
|
|
|
Apr 11, 2025
Q1 2025
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 3.54% |
$255K - $283K
|
47K
$7.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.61KNew |
$254K - $283K
|
1.61K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
BUY
|
- |
1.61K+ 15.07% |
$254K - $283K
|
12.3K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
BUY
|
- |
1.6K+ 6.31% |
$253K - $282K
|
26.9K
$4.18M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.58K+ 8.45% |
$251K - $278K
|
20.3K
$3.14M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.58K+ 16.42% |
$250K - $278K
|
11.2K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.57K+ 3.98% |
$249K - $277K
|
41K
$6.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.57KNew |
$248K - $276K
|
1.57K
$243K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
1.56K+ 10.23% |
$248K - $275K
|
16.8K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.55K+ 39.71% |
$246K - $274K
|
5.47K
$848K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.55K+ 2.48% |
$246K - $274K
|
64.3K
$9.97M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.55K+ 4.14% |
$246K - $274K
|
39.1K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
1.55K+ 32.08% |
$245K - $273K
|
6.37K
$988K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.54K+ 4.34% |
$244K - $271K
|
37K
$5.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
1.52KNew |
$241K - $268K
|
1.52K
$236K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.52K+ 3.28% |
$240K - $267K
|
47.7K
$7.39M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.51K+ 6.91% |
$240K - $267K
|
23.4K
$3.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.51KNew |
$239K - $265K
|
1.51K
$234K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.51K+ 13.5% |
$239K - $265K
|
12.7K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.5K+ 11.33% |
$238K - $265K
|
14.8K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.49K+ 13.39% |
$237K - $263K
|
12.7K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
1.49K+ 3.44% |
$237K - $263K
|
44.8K
$6.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1.49K+ 14.98% |
$236K - $263K
|
11.4K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.49K+ 2.86% |
$236K - $262K
|
53.6K
$8.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.49K+ 7.11% |
$236K - $262K
|
22.4K
$3.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.49K+ 1.34% |
$236K - $262K
|
113K
$17.5M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 3.43% |
$235K - $262K
|
44.8K
$6.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.48K+ 12.09% |
$234K - $261K
|
13.7K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.46K+ 20.03% |
$232K - $258K
|
8.76K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
1.46KNew |
$231K - $257K
|
1.46K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.46K+ 11.96% |
$231K - $257K
|
13.6K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
1.45K+ 4.82% |
$229K - $255K
|
31.4K
$4.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.44K+ 31.26% |
$229K - $255K
|
6.06K
$940K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1.43K+ 11.43% |
$227K - $252K
|
14K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
1.43K+ 4.71% |
$226K - $251K
|
31.7K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.42K+ 2.98% |
$226K - $251K
|
49.2K
$7.63M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.42K+ 25.55% |
$225K - $250K
|
6.98K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Roberts Foundation
San Mateo, CA |
BUY
|
- |
1.41K+ 0.61% |
$224K - $249K
|
231K
$35.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.41K+ 3.92% |
$223K - $248K
|
37.4K
$5.79M
|
|
|
May 13, 2025
Q1 2025
|
Le Conte Wealth Management, LLC
Maryville, TN |
BUY
|
- |
1.41KNew |
$223K - $248K
|
1.41K
$218K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.41K+ 13.67% |
$223K - $248K
|
11.7K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
1.4K+ 2.08% |
$221K - $246K
|
68.4K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.39K+ 2.86% |
$220K - $245K
|
49.9K
$7.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.38K+ 5.26% |
$219K - $244K
|
27.7K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.38K+ 2.98% |
$218K - $243K
|
47.6K
$7.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.37KNew |
$216K - $241K
|
1.37K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1.36KNew |
$215K - $239K
|
1.36K
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.36KNew |
$215K - $239K
|
1.36K
$210K
|