Purchases and Sales Made in Q2 2025 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.85K+ 13.7% |
$291K - $318K
|
15.3K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.83K+ 141.87% |
$289K - $316K
|
3.13K
$485K
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
BUY
|
- |
1.83K+ 56.23% |
$289K - $316K
|
5.09K
$789K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.82K+ 0.5% |
$287K - $314K
|
368K
$57M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1.82K+ 2.73% |
$287K - $313K
|
68.4K
$10.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.82K+ 9.48% |
$286K - $313K
|
21K
$3.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.81K+ 38.9% |
$286K - $312K
|
6.47K
$1M
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
1.81K+ 60.88% |
$285K - $312K
|
4.78K
$742K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.81K+ 7.53% |
$285K - $311K
|
25.8K
$4M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.8K+ 4.86% |
$284K - $311K
|
38.9K
$6.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.8K+ 52.47% |
$284K - $311K
|
5.24K
$813K
|
|
|
Aug 08, 2025
Q2 2025
|
Credit Capital Investments LLC
Short Hills, NJ |
BUY
|
- |
1.8KNew |
$284K - $310K
|
1.8K
$279K
|
|
|
Aug 07, 2025
Q2 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
1.79K+ 2.63% |
$283K - $309K
|
70.1K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.79KNew |
$281K - $308K
|
1.79K
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.78K+ 12.71% |
$281K - $307K
|
15.8K
$2.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.78K+ 136.79% |
$281K - $307K
|
3.08K
$478K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.78K+ 20.49% |
$281K - $307K
|
10.5K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.78KNew |
$280K - $306K
|
1.78K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.78K+ 4.19% |
$280K - $306K
|
44.2K
$6.85M
|
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
1.77KNew |
$279K - $305K
|
1.77K
$275K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.76K+ 2.19% |
$278K - $304K
|
82.4K
$12.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.76KNew |
$277K - $303K
|
1.76K
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.75K+ 2.06% |
$276K - $302K
|
86.5K
$13.4M
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.74K+ 12.39% |
$274K - $300K
|
15.8K
$2.44M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.73K+ 2.47% |
$273K - $299K
|
72K
$11.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.73K+ 72.98% |
$273K - $299K
|
4.11K
$637K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
1.73K+ 2.17% |
$273K - $299K
|
81.5K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.73K+ 3.27% |
$272K - $298K
|
54.5K
$8.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.72KNew |
$272K - $297K
|
1.72K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
1.71KNew |
$270K - $295K
|
1.71K
$266K
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
1.71K+ 31.97% |
$270K - $295K
|
7.08K
$1.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 2.41% |
$266K - $291K
|
71.9K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.69K+ 0.3% |
$266K - $291K
|
572K
$88.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
1.69K+ 4.11% |
$266K - $290K
|
42.7K
$6.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.69KNew |
$266K - $290K
|
1.69K
$261K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
1.68K+ 13.9% |
$265K - $290K
|
13.8K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.68K+ 39.67% |
$264K - $289K
|
5.9K
$915K
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.65K+ 5.08% |
$260K - $284K
|
34.1K
$5.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
1.65K+ 3.29% |
$259K - $284K
|
51.6K
$8M
|
|
|
Jul 16, 2025
Q2 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
1.64K+ 33.88% |
$258K - $282K
|
6.46K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
1.63K+ 16.18% |
$257K - $281K
|
11.7K
$1.81M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
1.63K+ 23.57% |
$257K - $281K
|
8.53K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.63K+ 38.27% |
$257K - $280K
|
5.88K
$912K
|
|
|
Jul 18, 2025
Q2 2025
|
Dmkc Advisory Services, LLC
Des Moines, IA |
BUY
|
- |
1.63K+ 14.17% |
$256K - $280K
|
13.1K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.61K+ 4.27% |
$254K - $278K
|
39.3K
$6.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.6KNew |
$253K - $277K
|
1.6K
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.6K+ 1.86% |
$253K - $277K
|
87.7K
$13.6M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.6K+ 45.24% |
$253K - $276K
|
5.14K
$798K
|
|
|
Aug 06, 2025
Q2 2025
|
Brooktree Capital Management
|
BUY
|
- |
1.6KNew |
$252K - $276K
|
1.6K
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
1.6K+ 0.48% |
$252K - $276K
|
335K
$51.9M
|