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
|
44 Wealth Management LLC
|
SELL
|
- |
-811- 4.82% |
$128K - $140K
|
16K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-812- 0.78% |
$128K - $140K
|
104K
$16.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-813- 17.92% |
$128K - $140K
|
3.72K
$577K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-814- 19.69% |
$128K - $140K
|
3.32K
$515K
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-817- 23.57% |
$129K - $141K
|
2.65K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-817- 6.27% |
$129K - $141K
|
12.2K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Windward Capital Management CO
|
SELL
|
- |
-819- 0.6% |
$129K - $141K
|
136K
$21.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-820- 19.92% |
$129K - $141K
|
3.3K
$511K
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-822- 2.47% |
$130K - $142K
|
32.5K
$5.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Maple Capital Management, Inc.
|
SELL
|
- |
-827- 7.02% |
$130K - $143K
|
11K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-829- 8.0% |
$131K - $143K
|
9.54K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-830- 13.02% |
$131K - $143K
|
5.55K
$860K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-835- 7.7% |
$132K - $144K
|
10K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-836- 4.62% |
$132K - $144K
|
17.3K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-838- 1.47% |
$132K - $144K
|
56.1K
$8.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-843- 3.22% |
$133K - $145K
|
25.3K
$3.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-844- 2.77% |
$133K - $145K
|
29.6K
$4.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-857- 0.87% |
$135K - $148K
|
97.5K
$15.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
SELL
|
- |
-861- 21.19% |
$136K - $148K
|
3.2K
$497K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-865- 18.8% |
$136K - $149K
|
3.74K
$579K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-865- 3.68% |
$136K - $149K
|
22.6K
$3.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-878- 24.07% |
$138K - $151K
|
2.77K
$429K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-878- 3.52% |
$138K - $151K
|
24.1K
$3.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-882- 22.45% |
$139K - $152K
|
3.05K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-884- 0.4% |
$139K - $152K
|
221K
$34.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-885- 21.19% |
$140K - $153K
|
3.29K
$510K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-904- 4.01% |
$143K - $156K
|
21.6K
$3.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-904- 1.14% |
$143K - $156K
|
78.1K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-904- 0.58% |
$143K - $156K
|
156K
$24.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-908- 1.7% |
$143K - $157K
|
52.6K
$8.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
SELL
|
- |
-911- 10.39% |
$144K - $157K
|
7.86K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-912- 2.23% |
$144K - $157K
|
40K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-915- 2.38% |
$144K - $158K
|
37.6K
$5.83M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-919- 5.85% |
$145K - $158K
|
14.8K
$2.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-920- 3.5% |
$145K - $159K
|
25.3K
$3.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-922- 1.84% |
$145K - $159K
|
49.2K
$7.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-922- 10.31% |
$145K - $159K
|
8.02K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-923- 2.58% |
$146K - $159K
|
34.8K
$5.4M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-923- 18.61% |
$146K - $159K
|
4.04K
$626K
|
|
|
Jul 30, 2025
Q2 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-928- 17.29% |
$146K - $160K
|
4.44K
$689K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-931- 2.69% |
$147K - $160K
|
33.7K
$5.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-931- 2.03% |
$147K - $160K
|
44.9K
$6.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-932- 27.58% |
$147K - $161K
|
2.45K
$380K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-935- 0.93% |
$147K - $161K
|
99.4K
$15.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Somerville Kurt F
|
SELL
|
- |
-942- 0.84% |
$149K - $162K
|
111K
$17.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-942- 3.89% |
$149K - $162K
|
23.3K
$3.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-952- 3.75% |
$150K - $164K
|
24.5K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-972- 3.53% |
$153K - $168K
|
26.6K
$4.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-973- 2.99% |
$153K - $168K
|
31.5K
$4.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-979- 6.12% |
$154K - $169K
|
15K
$2.33M
|