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 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
97+ 1.86% |
$15.4K - $17.1K
|
5.32K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
97+ 1.31% |
$15.4K - $17.1K
|
7.51K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
96+ 3.2% |
$15.2K - $16.9K
|
3.1K
$480K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
96+ 6.39% |
$15.2K - $16.9K
|
1.6K
$248K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
95+ 2.35% |
$15.1K - $16.7K
|
4.14K
$643K
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
95+ 0.53% |
$15.1K - $16.7K
|
18K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
95+ 0.22% |
$15.1K - $16.7K
|
43.1K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
95+ 0.62% |
$15.1K - $16.7K
|
15.3K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
94+ 1.01% |
$14.9K - $16.6K
|
9.4K
$1.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
94+ 1.46% |
$14.9K - $16.6K
|
6.55K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
93+ 0.76% |
$14.7K - $16.4K
|
12.3K
$1.91M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
93+ 0.64% |
$14.7K - $16.4K
|
14.7K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
93+ 0.74% |
$14.7K - $16.4K
|
12.7K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
93+ 0.17% |
$14.7K - $16.4K
|
55.3K
$8.58M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
90+ 5.04% |
$14.3K - $15.9K
|
1.87K
$291K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
90+ 1.33% |
$14.3K - $15.9K
|
6.86K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
89+ 1.01% |
$14.1K - $15.7K
|
8.94K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
88+ 1.87% |
$14K - $15.5K
|
4.79K
$743K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
88+ 3.6% |
$14K - $15.5K
|
2.53K
$392K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
87+ 1.55% |
$13.8K - $15.3K
|
5.7K
$884K
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
87+ 2.14% |
$13.8K - $15.3K
|
4.14K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Whelan Financial
|
BUY
|
- |
87+ 2.89% |
$13.8K - $15.3K
|
3.1K
$480K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
87+ 5.3% |
$13.8K - $15.3K
|
1.73K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
86+ 0.75% |
$13.6K - $15.2K
|
11.6K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
86+ 7.11% |
$13.6K - $15.2K
|
1.3K
$201K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
85+ 1.5% |
$13.5K - $15K
|
5.75K
$892K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
84+ 3.75% |
$13.3K - $14.8K
|
2.32K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
83+ 1.64% |
$13.2K - $14.6K
|
5.15K
$798K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
83+ 0.43% |
$13.2K - $14.6K
|
19.3K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
83+ 0.52% |
$13.2K - $14.6K
|
16K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
82+ 50.31% |
$13K - $14.5K
|
245
$38K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
82+ 1.13% |
$13K - $14.5K
|
7.31K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
82+ 8.3% |
$13K - $14.5K
|
1.07K
$166K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
81+ 0.78% |
$12.8K - $14.3K
|
10.4K
$1.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
81+ 1.1% |
$12.8K - $14.3K
|
7.44K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
81+ 3.09% |
$12.8K - $14.3K
|
2.71K
$420K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
80+ 23.12% |
$12.7K - $14.1K
|
426
$66.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
79+ 0.5% |
$12.5K - $13.9K
|
15.9K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
79+ 3.68% |
$12.5K - $13.9K
|
2.22K
$345K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
78+ 4.87% |
$12.4K - $13.7K
|
1.68K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
78+ 3.61% |
$12.4K - $13.7K
|
2.24K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
78+ 0.64% |
$12.4K - $13.7K
|
12.2K
$1.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
76+ 1.85% |
$12.1K - $13.4K
|
4.18K
$648K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
76+ 4.09% |
$12.1K - $13.4K
|
1.93K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
76+ 0.66% |
$12.1K - $13.4K
|
11.6K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
76+ 14.0% |
$12.1K - $13.4K
|
619
$96K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
75+ 6.82% |
$11.9K - $13.2K
|
1.17K
$182K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
75+ 0.68% |
$11.9K - $13.2K
|
11K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
75+ 1.04% |
$11.9K - $13.2K
|
7.3K
$1.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
75+ 0.27% |
$11.9K - $13.2K
|
27.7K
$4.29M
|