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 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-536- 12.77% |
$85K - $94.5K
|
3.66K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-537- 15.81% |
$85.1K - $94.7K
|
2.86K
$443K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-537- 0.83% |
$85.1K - $94.7K
|
64.2K
$9.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-542- 3.49% |
$85.9K - $95.5K
|
15K
$2.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-547- 12.91% |
$86.7K - $96.4K
|
3.69K
$572K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-547- 99.45% |
$86.7K - $96.4K
|
3
$465
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-550- 25.49% |
$87.2K - $96.9K
|
1.61K
$249K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-555- 4.88% |
$88K - $97.8K
|
10.8K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-556- 2.03% |
$88.2K - $98K
|
26.9K
$4.17M
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-557- 20.51% |
$88.3K - $98.2K
|
2.16K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-560- 1.0% |
$88.8K - $98.7K
|
55.4K
$8.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-561- 2.98% |
$89K - $98.9K
|
18.3K
$2.83M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-561- 1.02% |
$89K - $98.9K
|
54.2K
$8.41M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-562- 1.27% |
$89.1K - $99.1K
|
43.5K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-564- 4.04% |
$89.4K - $99.4K
|
13.4K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-565- 8.51% |
$89.6K - $99.6K
|
6.08K
$942K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-569- 5.6% |
$90.2K - $100K
|
9.6K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-572- 2.71% |
$90.7K - $101K
|
20.5K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-572- 0.5% |
$90.7K - $101K
|
113K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
SELL
|
- |
-573- 1.41% |
$90.9K - $101K
|
40K
$6.2M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-575- 12.96% |
$91.2K - $101K
|
3.86K
$599K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-577- 2.53% |
$91.5K - $102K
|
22.2K
$3.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-578- 15.99% |
$91.6K - $102K
|
3.04K
$471K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-579- 0.47% |
$91.8K - $102K
|
122K
$18.9M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-581- 2.38% |
$92.1K - $102K
|
23.8K
$3.7M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-595- 4.94% |
$94.3K - $105K
|
11.4K
$1.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-596- 23.78% |
$94.5K - $105K
|
1.91K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-599- 8.8% |
$95K - $106K
|
6.21K
$963K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-600- 2.78% |
$95.1K - $106K
|
21K
$3.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-600- 2.03% |
$95.1K - $106K
|
28.9K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-600- 9.27% |
$95.1K - $106K
|
5.87K
$911K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.47% |
$95.1K - $106K
|
126K
$19.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-601- 20.5% |
$95.3K - $106K
|
2.33K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-602- 0.37% |
$95.5K - $106K
|
161K
$25M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-605- 4.57% |
$95.9K - $107K
|
12.6K
$1.96M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-608- 1.15% |
$96.4K - $107K
|
52.3K
$8.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-609- 14.33% |
$96.6K - $107K
|
3.64K
$565K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-610- 5.45% |
$96.7K - $108K
|
10.6K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-615- 6.38% |
$97.5K - $108K
|
9.02K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-616- 5.58% |
$97.7K - $109K
|
10.4K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-616- 8.54% |
$97.7K - $109K
|
6.6K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-621- 0.86% |
$98.5K - $109K
|
71.9K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-624- 2.11% |
$98.9K - $110K
|
29K
$4.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-627- 4.58% |
$99.4K - $111K
|
13.1K
$2.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-630- 5.03% |
$99.9K - $111K
|
11.9K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-637- 1.42% |
$101K - $112K
|
44.1K
$6.84M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-638- 9.94% |
$101K - $112K
|
5.78K
$897K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-639- 14.96% |
$101K - $113K
|
3.63K
$563K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-641- 2.27% |
$102K - $113K
|
27.6K
$4.28M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-642- 1.54% |
$102K - $113K
|
41K
$6.35M
|