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 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-391- 11.95% |
$62K - $68.9K
|
2.88K
$447K
|
|
|
Apr 15, 2025
Q1 2025
|
Monarch Capital Management Inc
|
SELL
|
- |
-392- 0.84% |
$62.2K - $69.1K
|
46.2K
$7.17M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-393- 2.04% |
$62.3K - $69.3K
|
18.9K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-394- 6.46% |
$62.5K - $69.4K
|
5.71K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-395- 3.53% |
$62.6K - $69.6K
|
10.8K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-395- 1.64% |
$62.6K - $69.6K
|
23.7K
$3.67M
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-396- 4.69% |
$62.8K - $69.8K
|
8.05K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-396- 14.23% |
$62.8K - $69.8K
|
2.39K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-396- 3.94% |
$62.8K - $69.8K
|
9.65K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-399- 2.63% |
$63.3K - $70.3K
|
14.8K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-400- 5.11% |
$63.4K - $70.5K
|
7.44K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-400- 1.05% |
$63.4K - $70.5K
|
37.6K
$5.84M
|
|
|
May 01, 2025
Q1 2025
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-400- 4.18% |
$63.4K - $70.5K
|
9.17K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-400- 0.74% |
$63.4K - $70.5K
|
53.7K
$8.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-401- 3.6% |
$63.6K - $70.7K
|
10.7K
$1.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-405- 1.47% |
$64.2K - $71.4K
|
27.2K
$4.22M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-405- 5.4% |
$64.2K - $71.4K
|
7.1K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-407- 1.91% |
$64.5K - $71.7K
|
20.9K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-410- 10.86% |
$65K - $72.3K
|
3.36K
$522K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-412- 1.59% |
$65.3K - $72.6K
|
25.5K
$3.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-420- 6.4% |
$66.6K - $74K
|
6.14K
$952K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-420- 4.93% |
$66.6K - $74K
|
8.09K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-420- 11.74% |
$66.6K - $74K
|
3.16K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-422- 3.98% |
$66.9K - $74.4K
|
10.2K
$1.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-423- 0.74% |
$67.1K - $74.6K
|
56.5K
$8.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-425- 0.61% |
$67.4K - $74.9K
|
69.8K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-427- 20.7% |
$67.7K - $75.3K
|
1.64K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-428- 0.8% |
$67.9K - $75.4K
|
52.8K
$8.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-429- 18.04% |
$68K - $75.6K
|
1.95K
$302K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-429- 3.55% |
$68K - $75.6K
|
11.7K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-429- 1.45% |
$68K - $75.6K
|
29.1K
$4.51M
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-432- 1.7% |
$68.5K - $76.1K
|
25K
$3.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-433- 3.11% |
$68.7K - $76.3K
|
13.5K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-436- 9.51% |
$69.1K - $76.8K
|
4.15K
$644K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-437- 0.98% |
$69.3K - $77K
|
44.1K
$6.84M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-438- 3.25% |
$69.4K - $77.2K
|
13K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-441- 11.86% |
$69.9K - $77.7K
|
3.28K
$508K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-445- 2.58% |
$70.6K - $78.4K
|
16.8K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-445- 1.5% |
$70.6K - $78.4K
|
29.1K
$4.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-450- 20.14% |
$71.4K - $79.3K
|
1.78K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-450- 0.89% |
$71.4K - $79.3K
|
50.1K
$7.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-453- 7.8% |
$71.8K - $79.8K
|
5.36K
$831K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-454- 7.95% |
$72K - $80K
|
5.26K
$816K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-455- 2.32% |
$72.1K - $80.2K
|
19.1K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-456- 4.33% |
$72.3K - $80.4K
|
10.1K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-456- 11.53% |
$72.3K - $80.4K
|
3.5K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-458- 22.75% |
$72.6K - $80.7K
|
1.56K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-466- 3.61% |
$73.9K - $82.1K
|
12.5K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-467- 14.4% |
$74K - $82.3K
|
2.78K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-469- 1.22% |
$74.4K - $82.7K
|
37.9K
$5.87M
|