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 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
54+ 7.69% |
$8.51K - $9.31K
|
756
$117K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
53+ 2.64% |
$8.36K - $9.14K
|
2.06K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
53+ 0.14% |
$8.36K - $9.14K
|
38K
$5.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
52+ 0.36% |
$8.2K - $8.96K
|
14.4K
$2.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
52+ 0.47% |
$8.2K - $8.96K
|
11K
$1.71M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
52+ 2.7% |
$8.2K - $8.96K
|
1.98K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
52+ 1.16% |
$8.2K - $8.96K
|
4.52K
$701K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
51+ 0.92% |
$8.04K - $8.79K
|
5.62K
$871K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
51+ 0.06% |
$8.04K - $8.79K
|
86.7K
$13.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Prentice Wealth Management LLC
|
BUY
|
- |
51+ 1.14% |
$8.04K - $8.79K
|
4.53K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
50+ 0.22% |
$7.88K - $8.62K
|
22.8K
$3.54M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
50+ 0.17% |
$7.88K - $8.62K
|
29K
$4.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
50+ 18.25% |
$7.88K - $8.62K
|
324
$50.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Chiron Capital Management, LLC
|
BUY
|
- |
50+ 2.42% |
$7.88K - $8.62K
|
2.12K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
50+ 1.42% |
$7.88K - $8.62K
|
3.58K
$556K
|
|
|
Aug 14, 2025
Q2 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
50+ 1.03% |
$7.88K - $8.62K
|
4.89K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
50+ 2.88% |
$7.88K - $8.62K
|
1.78K
$277K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
48+ 2.95% |
$7.57K - $8.27K
|
1.67K
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
48+ 32.0% |
$7.57K - $8.27K
|
198
$30.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
BUY
|
- |
48+ 0.35% |
$7.57K - $8.27K
|
13.6K
$2.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
48+ 0.43% |
$7.57K - $8.27K
|
11.1K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
48+ 0.38% |
$7.57K - $8.27K
|
12.6K
$1.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
47+ 0.25% |
$7.41K - $8.1K
|
18.6K
$2.89M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
47+ 4.39% |
$7.41K - $8.1K
|
1.12K
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
47+ 0.46% |
$7.41K - $8.1K
|
10.3K
$1.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
46New |
$7.25K - $7.93K
|
46
$7.13K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
46+ 0.83% |
$7.25K - $7.93K
|
5.61K
$869K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
46+ 1.21% |
$7.25K - $7.93K
|
3.86K
$598K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46+ 0.77% |
$7.25K - $7.93K
|
6.05K
$939K
|
|
|
Aug 13, 2025
Q2 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
46+ 2.81% |
$7.25K - $7.93K
|
1.68K
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
45+ 3.44% |
$7.09K - $7.76K
|
1.36K
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
45+ 0.44% |
$7.09K - $7.76K
|
10.2K
$1.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
45+ 0.96% |
$7.09K - $7.76K
|
4.73K
$733K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
45+ 0.35% |
$7.09K - $7.76K
|
12.8K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
BUY
|
- |
45+ 0.27% |
$7.09K - $7.76K
|
16.5K
$2.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
45+ 2.42% |
$7.09K - $7.76K
|
1.91K
$295K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
44+ 0.98% |
$6.94K - $7.59K
|
4.52K
$701K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
44+ 0.07% |
$6.94K - $7.59K
|
59.3K
$9.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
43+ 1.37% |
$6.78K - $7.41K
|
3.19K
$494K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
43+ 1.5% |
$6.78K - $7.41K
|
2.92K
$452K
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
43+ 3.27% |
$6.78K - $7.41K
|
1.36K
$210K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
42+ 0.37% |
$6.62K - $7.24K
|
11.3K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
42+ 0.71% |
$6.62K - $7.24K
|
5.96K
$924K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
42+ 1.51% |
$6.62K - $7.24K
|
2.83K
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
42+ 0.65% |
$6.62K - $7.24K
|
6.49K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
40+ 59.7% |
$6.31K - $6.9K
|
107
$16.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
40+ 0.7% |
$6.31K - $6.9K
|
5.79K
$898K
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
39+ 0.8% |
$6.15K - $6.72K
|
4.92K
$764K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
39+ 0.81% |
$6.15K - $6.72K
|
4.87K
$755K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
39+ 0.86% |
$6.15K - $6.72K
|
4.55K
$706K
|