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 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-15- 0.55% |
$2.38K - $2.64K
|
2.72K
$422K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
SELL
|
- |
-15- 0.86% |
$2.38K - $2.64K
|
1.73K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-15- 0.9% |
$2.38K - $2.64K
|
1.64K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.34% |
$2.38K - $2.64K
|
4.45K
$690K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-15- 0.39% |
$2.38K - $2.64K
|
3.83K
$594K
|
|
|
May 12, 2025
Q1 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-15- 0.16% |
$2.38K - $2.64K
|
9.24K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-15- 0.37% |
$2.38K - $2.64K
|
4.05K
$627K
|
|
|
May 21, 2025
Q1 2025
|
Chelsea Counsel CO
|
SELL
|
- |
-15- 0.07% |
$2.38K - $2.64K
|
20.3K
$3.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-16- 0.4% |
$2.54K - $2.82K
|
3.96K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
SELL
|
- |
-16- 1.35% |
$2.54K - $2.82K
|
1.17K
$181K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-16- 0.19% |
$2.54K - $2.82K
|
8.57K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-16- 1.84% |
$2.54K - $2.82K
|
854
$132K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-17- 0.18% |
$2.7K - $3K
|
9.27K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-17- 0.95% |
$2.7K - $3K
|
1.78K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-17- 0.03% |
$2.7K - $3K
|
59K
$9.14M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-17- 0.57% |
$2.7K - $3K
|
2.99K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-17- 0.09% |
$2.7K - $3K
|
18.9K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-17- 0.58% |
$2.7K - $3K
|
2.89K
$449K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-19- 0.61% |
$3.01K - $3.35K
|
3.12K
$483K
|
|
|
May 14, 2025
Q1 2025
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-19- 0.34% |
$3.01K - $3.35K
|
5.59K
$867K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-20- 0.3% |
$3.17K - $3.53K
|
6.59K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-20- 0.34% |
$3.17K - $3.53K
|
5.8K
$899K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-20- 2.81% |
$3.17K - $3.53K
|
693
$107K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-20- 0.67% |
$3.17K - $3.53K
|
2.97K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Chiron Capital Management, LLC
|
SELL
|
- |
-20- 0.96% |
$3.17K - $3.53K
|
2.07K
$321K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-21- 2.44% |
$3.33K - $3.7K
|
841
$130K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-22- 0.06% |
$3.49K - $3.88K
|
36.9K
$5.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-22- 1.01% |
$3.49K - $3.88K
|
2.16K
$336K
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.26% |
$3.49K - $3.88K
|
8.29K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-22- 1.74% |
$3.49K - $3.88K
|
1.25K
$193K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-22- 0.98% |
$3.49K - $3.88K
|
2.21K
$343K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-23- 0.44% |
$3.65K - $4.05K
|
5.17K
$802K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-23- 0.71% |
$3.65K - $4.05K
|
3.21K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Savior LLC
|
SELL
|
- |
-23- 0.7% |
$3.65K - $4.05K
|
3.25K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-23- 0.22% |
$3.65K - $4.05K
|
10.4K
$1.61M
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-24- 0.58% |
$3.81K - $4.23K
|
4.13K
$641K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
SELL
|
- |
-24- 0.56% |
$3.81K - $4.23K
|
4.25K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-24- 0.47% |
$3.81K - $4.23K
|
5.07K
$787K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-24- 0.13% |
$3.81K - $4.23K
|
18K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-24- 0.38% |
$3.81K - $4.23K
|
6.27K
$972K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-24- 24.24% |
$3.81K - $4.23K
|
75
$11.6K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-24- 0.03% |
$3.81K - $4.23K
|
95.8K
$14.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-25- 0.8% |
$3.96K - $4.41K
|
3.1K
$481K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.34% |
$3.96K - $4.41K
|
7.25K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-25- 1.66% |
$3.96K - $4.41K
|
1.48K
$229K
|
|
|
Apr 21, 2025
Q1 2025
|
Clark & Stuart, Inc
Portland, ME |
SELL
|
- |
-25- 0.3% |
$3.96K - $4.41K
|
8.31K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-25- 0.6% |
$3.96K - $4.41K
|
4.15K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-25- 1.08% |
$3.96K - $4.41K
|
2.29K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-25- 0.05% |
$3.96K - $4.41K
|
53.5K
$8.3M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-25- 0.26% |
$3.96K - $4.41K
|
9.7K
$1.5M
|