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 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.48% |
$1.11K - $1.23K
|
1.46K
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
7+ 0.61% |
$1.11K - $1.23K
|
1.16K
$180K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
7+ 0.58% |
$1.11K - $1.23K
|
1.2K
$187K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7+ 0.53% |
$1.11K - $1.23K
|
1.34K
$207K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
7+ 0.56% |
$1.11K - $1.23K
|
1.26K
$195K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7+ 0.43% |
$1.11K - $1.23K
|
1.63K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7+ 0.02% |
$1.11K - $1.23K
|
29.8K
$4.62M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$1.11K - $1.23K
|
10.1K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
7+ 0.01% |
$1.11K - $1.23K
|
52.6K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
7+ 0.26% |
$1.11K - $1.23K
|
2.69K
$417K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7+ 0.2% |
$1.11K - $1.23K
|
3.54K
$550K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7+ 0.1% |
$1.11K - $1.23K
|
7.19K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7+ 0.23% |
$1.11K - $1.23K
|
3.05K
$472K
|
|
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
7+ 0.2% |
$1.11K - $1.23K
|
3.46K
$536K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7+ 0.32% |
$1.11K - $1.23K
|
2.21K
$343K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$951 - $1.06K
|
3.47K
$538K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.38% |
$951 - $1.06K
|
1.6K
$248K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.31% |
$951 - $1.06K
|
1.94K
$300K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6+ 0.16% |
$951 - $1.06K
|
3.84K
$595K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
6+ 0.17% |
$951 - $1.06K
|
3.59K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6+ 0.01% |
$951 - $1.06K
|
49.3K
$7.65M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6+ 0.42% |
$951 - $1.06K
|
1.42K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
6+ 0.29% |
$951 - $1.06K
|
2.09K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
BUY
|
- |
6+ 0.4% |
$951 - $1.06K
|
1.51K
$235K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.58% |
$793 - $881
|
870
$135K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.06% |
$793 - $881
|
8.65K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5+ 0.08% |
$793 - $881
|
6.41K
$994K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
5+ 0.17% |
$793 - $881
|
2.87K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
5+ 0.4% |
$793 - $881
|
1.24K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
5+ 0.3% |
$793 - $881
|
1.65K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5+ 0.13% |
$793 - $881
|
3.87K
$601K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.31% |
$793 - $881
|
1.63K
$253K
|
|
|
May 16, 2025
Q1 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
5+ 0.06% |
$793 - $881
|
7.94K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.18% |
$634 - $705
|
2.22K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
4+ 0.29% |
$634 - $705
|
1.4K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
4+ 0.16% |
$634 - $705
|
2.55K
$395K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4+ 0.28% |
$634 - $705
|
1.41K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4+ 0.33% |
$634 - $705
|
1.21K
$188K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$634 - $705
|
5.17K
$802K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4New |
$634 - $705
|
4
$620
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4+ 0.26% |
$634 - $705
|
1.53K
$237K
|
|
|
May 12, 2025
Q1 2025
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
4+ 0.08% |
$634 - $705
|
5.01K
$776K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
4+ 0.09% |
$634 - $705
|
4.41K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$634 - $705
|
4.15K
$643K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
4New |
$634 - $705
|
4
$620
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
3+ 0.17% |
$476 - $529
|
1.73K
$269K
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
3+ 0.14% |
$476 - $529
|
2.2K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3+ 0.03% |
$476 - $529
|
10.5K
$1.64M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3+ 0.23% |
$476 - $529
|
1.3K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
3+ 0.11% |
$476 - $529
|
2.65K
$410K
|