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 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.03% |
$158 - $172
|
3.22K
$499K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$158 - $172
|
7.05K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 0.13% |
$158 - $172
|
756
$117K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-1- 0.01% |
$158 - $172
|
7.3K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1- -0.0% |
$158 - $172
|
26.9K
$4.17M
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-1- 0.03% |
$158 - $172
|
3.08K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1- 0.07% |
$158 - $172
|
1.4K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1- 0.98% |
$158 - $172
|
101
$15.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1- 0.03% |
$158 - $172
|
3.66K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-1- 0.04% |
$158 - $172
|
2.67K
$415K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 0.98% |
$315 - $345
|
202
$31.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$315 - $345
|
5.48K
$850K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-3- 0.06% |
$473 - $517
|
5.24K
$812K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-3- 0.43% |
$473 - $517
|
695
$108K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-3- 0.15% |
$473 - $517
|
2.02K
$313K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3- 0.1% |
$473 - $517
|
3.02K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-3- 0.05% |
$473 - $517
|
6.24K
$968K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.09% |
$631 - $690
|
4.53K
$703K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.14% |
$631 - $690
|
2.88K
$446K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-4- 0.07% |
$631 - $690
|
5.63K
$873K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-4- 0.15% |
$631 - $690
|
2.74K
$425K
|
|
|
Jul 02, 2025
Q2 2025
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-5- 0.04% |
$788 - $862
|
11.7K
$1.81M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-5- 0.14% |
$788 - $862
|
3.47K
$538K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-5- 0.09% |
$788 - $862
|
5.85K
$908K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-5- 0.38% |
$788 - $862
|
1.32K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5- 0.3% |
$788 - $862
|
1.65K
$256K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6- 0.42% |
$946 - $1.03K
|
1.43K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-6- 0.22% |
$946 - $1.03K
|
2.76K
$428K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-6- 0.18% |
$946 - $1.03K
|
3.29K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-6- 0.03% |
$946 - $1.03K
|
18.5K
$2.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.43% |
$1.1K - $1.21K
|
1.61K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-7- 0.57% |
$1.1K - $1.21K
|
1.22K
$189K
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-8- 0.08% |
$1.26K - $1.38K
|
9.69K
$1.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-8- 0.04% |
$1.26K - $1.38K
|
19.8K
$3.07M
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8- 0.33% |
$1.26K - $1.38K
|
2.38K
$370K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-8- 0.08% |
$1.26K - $1.38K
|
9.54K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-8- 0.93% |
$1.26K - $1.38K
|
849
$132K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-9- 0.47% |
$1.42K - $1.55K
|
1.89K
$293K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-9- 0.35% |
$1.42K - $1.55K
|
2.59K
$401K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-9- 0.66% |
$1.42K - $1.55K
|
1.37K
$212K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-9- 0.36% |
$1.42K - $1.55K
|
2.49K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
SELL
|
- |
-9- 0.45% |
$1.42K - $1.55K
|
2K
$310K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-9- 0.15% |
$1.42K - $1.55K
|
6.13K
$950K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-9- 0.23% |
$1.42K - $1.55K
|
3.99K
$619K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-10- 38.46% |
$1.58K - $1.72K
|
16
$2.48K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-10- 2.43% |
$1.58K - $1.72K
|
401
$62.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
SELL
|
- |
-10- 0.59% |
$1.58K - $1.72K
|
1.69K
$262K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-10- 0.11% |
$1.58K - $1.72K
|
9.37K
$1.45M
|