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 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-913- 1.44% |
$145K - $161K
|
62.3K
$9.67M
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-914- 5.43% |
$145K - $161K
|
15.9K
$2.47M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-917- 1.44% |
$145K - $162K
|
62.8K
$9.75M
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-920- 5.68% |
$146K - $162K
|
15.3K
$2.37M
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-920- 1.77% |
$146K - $162K
|
51K
$7.92M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-926- 1.11% |
$147K - $163K
|
82.2K
$12.8M
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-928- 9.34% |
$147K - $164K
|
9.01K
$1.4M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-933- 2.8% |
$148K - $164K
|
32.4K
$5.02M
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-935- 3.91% |
$148K - $165K
|
23K
$3.57M
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-942- 1.01% |
$149K - $166K
|
92.3K
$14.3M
|
|
Apr 09, 2025
Q1 2025
|
Talbot Financial, LLC
Bellevue, WA |
SELL
|
- |
-946- 1.36% |
$150K - $167K
|
68.8K
$10.7M
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-955- 3.61% |
$151K - $168K
|
25.5K
$3.96M
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-959- 20.54% |
$152K - $169K
|
3.71K
$576K
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-966- 13.16% |
$153K - $170K
|
6.38K
$989K
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-966- 26.07% |
$153K - $170K
|
2.74K
$425K
|
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-966- 15.23% |
$153K - $170K
|
5.38K
$834K
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-979- 31.55% |
$155K - $173K
|
2.12K
$329K
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-982- 43.72% |
$156K - $173K
|
1.26K
$196K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-983- 11.59% |
$156K - $173K
|
7.5K
$1.16M
|
|
May 12, 2025
Q1 2025
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-984- 23.83% |
$156K - $173K
|
3.15K
$488K
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-985- 4.72% |
$156K - $174K
|
19.9K
$3.09M
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
SELL
|
- |
-988- 10.93% |
$157K - $174K
|
8.06K
$1.25M
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-990- 27.86% |
$157K - $174K
|
2.56K
$397K
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1K- 14.48% |
$159K - $176K
|
5.91K
$916K
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1K- 20.77% |
$159K - $176K
|
3.81K
$592K
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
SELL
|
- |
-1K- 17.83% |
$159K - $177K
|
4.62K
$717K
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
SELL
|
- |
-1K- 15.24% |
$159K - $177K
|
5.58K
$865K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-1K- 6.65% |
$159K - $177K
|
14.1K
$2.19M
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-1K- 38.19% |
$159K - $177K
|
1.63K
$252K
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-1.01K- 1.72% |
$160K - $177K
|
57.3K
$8.89M
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.01K- 26.48% |
$160K - $177K
|
2.79K
$433K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.01K- 13.87% |
$160K - $178K
|
6.27K
$972K
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.01K- 0.87% |
$160K - $178K
|
114K
$17.8M
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.02K- 18.48% |
$161K - $179K
|
4.48K
$695K
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.02K- 0.55% |
$162K - $180K
|
185K
$28.7M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.02K- 4.08% |
$162K - $180K
|
24.1K
$3.73M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.03K- 1.31% |
$163K - $181K
|
77.3K
$12M
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.03K- 11.07% |
$163K - $181K
|
8.24K
$1.28M
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
SELL
|
- |
-1.03K- 20.75% |
$163K - $182K
|
3.93K
$610K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 6.17% |
$164K - $182K
|
15.7K
$2.44M
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
SELL
|
- |
-1.03K- 1.16% |
$164K - $182K
|
88.5K
$13.7M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.04K- 0.35% |
$164K - $183K
|
291K
$45.2M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 24.5% |
$164K - $183K
|
3.2K
$496K
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.04K- 1.92% |
$165K - $183K
|
53K
$8.22M
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-1.04K- 11.83% |
$165K - $184K
|
7.77K
$1.21M
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
SELL
|
- |
-1.05K- 5.77% |
$166K - $184K
|
17.1K
$2.65M
|
|
May 01, 2025
Q1 2025
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.05K- 39.3% |
$166K - $185K
|
1.62K
$251K
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.05K- 2.55% |
$167K - $186K
|
40.2K
$6.24M
|
|
Apr 14, 2025
Q1 2025
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-1.06K- 4.74% |
$168K - $187K
|
21.3K
$3.3M
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.06K- 44.42% |
$169K - $187K
|
1.33K
$206K
|