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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
102+ 2.53% |
$16.1K - $17.6K
|
4.13K
$641K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
101New |
$15.9K - $17.4K
|
101
$15.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
101+ 1.06% |
$15.9K - $17.4K
|
9.64K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
100+ 3.76% |
$15.8K - $17.2K
|
2.76K
$428K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
100+ 2.79% |
$15.8K - $17.2K
|
3.68K
$571K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
100+ 1.58% |
$15.8K - $17.2K
|
6.42K
$995K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
100+ 0.68% |
$15.8K - $17.2K
|
14.7K
$2.28M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
100+ 7.22% |
$15.8K - $17.2K
|
1.49K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
100+ 7.99% |
$15.8K - $17.2K
|
1.35K
$210K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100+ 9.65% |
$15.8K - $17.2K
|
1.14K
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
100+ 7.14% |
$15.8K - $17.2K
|
1.5K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Claret Asset Management Corp
|
BUY
|
- |
100+ 5.65% |
$15.8K - $17.2K
|
1.87K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
99+ 0.56% |
$15.6K - $17.1K
|
17.7K
$2.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
99+ 2.5% |
$15.6K - $17.1K
|
4.06K
$629K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
98+ 6.85% |
$15.5K - $16.9K
|
1.53K
$237K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
98+ 4.34% |
$15.5K - $16.9K
|
2.36K
$366K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
96+ 0.1% |
$15.1K - $16.5K
|
98.1K
$15.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
94+ 2.36% |
$14.8K - $16.2K
|
4.08K
$633K
|
|
|
Jul 22, 2025
Q2 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
94+ 0.61% |
$14.8K - $16.2K
|
15.5K
$2.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Wills Financial Group LLC
Richmond, VA |
BUY
|
- |
94+ 0.19% |
$14.8K - $16.2K
|
50.7K
$7.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
92+ 0.4% |
$14.5K - $15.9K
|
23K
$3.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
92+ 2.31% |
$14.5K - $15.9K
|
4.07K
$632K
|
|
|
Aug 04, 2025
Q2 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
92+ 0.15% |
$14.5K - $15.9K
|
62.4K
$9.68M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
92+ 4.36% |
$14.5K - $15.9K
|
2.2K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
90+ 5.21% |
$14.2K - $15.5K
|
1.82K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
90+ 0.9% |
$14.2K - $15.5K
|
10.1K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
89+ 5.19% |
$14K - $15.3K
|
1.8K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
88+ 1.3% |
$13.9K - $15.2K
|
6.86K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
88+ 24.58% |
$13.9K - $15.2K
|
446
$69.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
87+ 1.64% |
$13.7K - $15K
|
5.39K
$836K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
87+ 0.45% |
$13.7K - $15K
|
19.3K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
87+ 2.72% |
$13.7K - $15K
|
3.29K
$510K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
86+ 1.75% |
$13.6K - $14.8K
|
5K
$775K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
86+ 2.17% |
$13.6K - $14.8K
|
4.05K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
85+ 3.94% |
$13.4K - $14.7K
|
2.24K
$347K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85+ 0.57% |
$13.4K - $14.7K
|
15K
$2.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
85New |
$13.4K - $14.7K
|
85
$13.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
84+ 2.07% |
$13.2K - $14.5K
|
4.14K
$642K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
84+ 4.34% |
$13.2K - $14.5K
|
2.02K
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
83+ 3.1% |
$13.1K - $14.3K
|
2.76K
$428K
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
83+ 0.76% |
$13.1K - $14.3K
|
11.1K
$1.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 1.03% |
$13.1K - $14.3K
|
8.14K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
82+ 2.01% |
$12.9K - $14.1K
|
4.16K
$645K
|
|
|
Jul 30, 2025
Q2 2025
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
82+ 6.85% |
$12.9K - $14.1K
|
1.28K
$198K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
79+ 4.81% |
$12.5K - $13.6K
|
1.72K
$267K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
78+ 5.58% |
$12.3K - $13.4K
|
1.48K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
77+ 1.58% |
$12.1K - $13.3K
|
4.94K
$767K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
76+ 2.94% |
$12K - $13.1K
|
2.66K
$412K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
76+ 0.47% |
$12K - $13.1K
|
16.1K
$2.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
76+ 2.82% |
$12K - $13.1K
|
2.78K
$430K
|