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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
339+ 1.97% |
$53.8K - $59.8K
|
17.6K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
339+ 6.73% |
$53.8K - $59.8K
|
5.38K
$834K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
339+ 15.79% |
$53.8K - $59.8K
|
2.49K
$386K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
338+ 1.05% |
$53.6K - $59.6K
|
32.6K
$5.05M
|
|
|
May 06, 2025
Q1 2025
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
334+ 4.53% |
$53K - $58.9K
|
7.71K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
332+ 2.06% |
$52.6K - $58.5K
|
16.4K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
330+ 4125.0% |
$52.3K - $58.2K
|
338
$52.4K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
329+ 10.33% |
$52.2K - $58K
|
3.51K
$545K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
328+ 0.82% |
$52K - $57.8K
|
40.5K
$6.29M
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
324+ 1.67% |
$51.4K - $57.1K
|
19.7K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
323+ 2.21% |
$51.2K - $56.9K
|
14.9K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
321+ 10.57% |
$50.9K - $56.6K
|
3.36K
$521K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
320+ 4.41% |
$50.7K - $56.4K
|
7.58K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
320+ 3.07% |
$50.7K - $56.4K
|
10.7K
$1.66M
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
320+ 78.43% |
$50.7K - $56.4K
|
728
$113K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
318+ 5.25% |
$50.4K - $56.1K
|
6.38K
$989K
|
|
|
May 15, 2025
Q1 2025
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
318+ 10.99% |
$50.4K - $56.1K
|
3.21K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
317+ 3.99% |
$50.3K - $55.9K
|
8.26K
$1.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
316+ 2.76% |
$50.1K - $55.7K
|
11.8K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
313+ 16.4% |
$49.6K - $55.2K
|
2.22K
$345K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
313New |
$49.6K - $55.2K
|
313
$48.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
312+ 0.58% |
$49.5K - $55K
|
53.7K
$8.34M
|
|
|
May 12, 2025
Q1 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
312+ 1.3% |
$49.5K - $55K
|
24.3K
$3.76M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
311+ 10.35% |
$49.3K - $54.8K
|
3.32K
$514K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
311+ 15.65% |
$49.3K - $54.8K
|
2.3K
$356K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
311+ 12.46% |
$49.3K - $54.8K
|
2.81K
$435K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
310+ 14.19% |
$49.2K - $54.6K
|
2.5K
$387K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
309+ 2.01% |
$49K - $54.5K
|
15.7K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
308+ 4.6% |
$48.8K - $54.3K
|
7.01K
$1.09M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
306+ 0.88% |
$48.5K - $53.9K
|
35.2K
$5.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
305+ 4.72% |
$48.4K - $53.8K
|
6.77K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
305+ 0.67% |
$48.4K - $53.8K
|
46.1K
$7.15M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
300+ 193.55% |
$47.6K - $52.9K
|
455
$70.6K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
300+ 6.44% |
$47.6K - $52.9K
|
4.96K
$769K
|
|
|
Apr 29, 2025
Q1 2025
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
299+ 5.53% |
$47.4K - $52.7K
|
5.71K
$885K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
299+ 0.89% |
$47.4K - $52.7K
|
33.8K
$5.24M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
298+ 1.91% |
$47.3K - $52.5K
|
15.9K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
298+ 2.46% |
$47.3K - $52.5K
|
12.4K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
296+ 9.15% |
$46.9K - $52.2K
|
3.53K
$548K
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
295+ 7.39% |
$46.8K - $52K
|
4.29K
$665K
|
|
|
May 09, 2025
Q1 2025
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
295+ 1.72% |
$46.8K - $52K
|
17.5K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
294+ 0.93% |
$46.6K - $51.8K
|
31.8K
$4.93M
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
294+ 29.31% |
$46.6K - $51.8K
|
1.3K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
293+ 0.14% |
$46.5K - $51.6K
|
203K
$31.5M
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
292+ 7.47% |
$46.3K - $51.5K
|
4.2K
$651K
|
|
|
Apr 24, 2025
Q1 2025
|
Quilter PLC
|
BUY
|
- |
290+ 1.34% |
$46K - $51.1K
|
22K
$3.41M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
287+ 89.97% |
$45.5K - $50.6K
|
606
$94K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
287+ 0.84% |
$45.5K - $50.6K
|
34.5K
$5.36M
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
283+ 1.38% |
$44.9K - $49.9K
|
20.8K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
283+ 0.25% |
$44.9K - $49.9K
|
115K
$17.9M
|