Latest Institutional Transactions on Procter & Gamble CO (PG)
This table provides information on the latest institutional transactions involving Procter & Gamble CO (PG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
347+ 1.58% |
$55.9K - $62.4K
|
22.3K
$3.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
280+ 8.4% |
$45.1K - $50.3K
|
3.61K
$595K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3+ 0.05% |
$483 - $539
|
6.22K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
37+ 0.29% |
$5.96K - $6.65K
|
12.9K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
70+ 5.96% |
$11.3K - $12.6K
|
1.24K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.08K- 9.74% |
$334K - $373K
|
19.2K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.9K+ 36.56% |
$467K - $521K
|
10.8K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
351+ 1.24% |
$56.5K - $63.1K
|
28.7K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-398- 11.5% |
$64.1K - $71.5K
|
3.06K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
185+ 0.57% |
$29.8K - $33.2K
|
32.6K
$5.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-97- 0.28% |
$15.6K - $17.4K
|
34K
$5.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-155- 0.24% |
$25K - $27.9K
|
63.3K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
658+ 0.47% |
$106K - $118K
|
141K
$23.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3K+ 198.68% |
$483K - $539K
|
4.51K
$743K
|
|
|
Jan 16, 2025
Q4 2024
|
Reliant Investment Management, LLC
|
SELL
|
- |
-600- 7.99% |
$96.6K - $108K
|
6.91K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-48- 0.32% |
$7.73K - $8.63K
|
15.2K
$2.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-20.9K- 41.05% |
$3.36M - $3.75M
|
30K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.2K- 3.05% |
$677K - $755K
|
133K
$22M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.54K+ 2.58% |
$247K - $276K
|
61.1K
$10.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-214- 0.82% |
$34.5K - $38.5K
|
25.8K
$4.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Hamlin Capital Management, LLC
|
BUY
|
- |
1.38K+ 0.14% |
$222K - $248K
|
985K
$162M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-97- 0.65% |
$15.6K - $17.4K
|
14.8K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-753- 4.56% |
$121K - $135K
|
15.8K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.51K+ 8.21% |
$404K - $451K
|
33.1K
$5.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
248+ 1.22% |
$39.9K - $44.6K
|
20.5K
$3.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-296- 1.39% |
$47.7K - $53.2K
|
21K
$3.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-3.82K- 3.54% |
$615K - $687K
|
104K
$17.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-381- 5.6% |
$61.4K - $68.5K
|
6.42K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-231- 0.52% |
$37.2K - $41.5K
|
44.1K
$7.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-325- 19.65% |
$52.3K - $58.4K
|
1.33K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 5.78% |
$252K - $281K
|
28.6K
$4.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
117+ 2.56% |
$18.8K - $21K
|
4.69K
$773K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-6- 0.27% |
$966 - $1.08K
|
2.24K
$368K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2+ 0.05% |
$322 - $359
|
3.84K
$633K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.02K+ 91.5% |
$326K - $364K
|
4.24K
$698K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
16+ 0.54% |
$2.58K - $2.88K
|
3K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.37K+ 9.45% |
$542K - $605K
|
39K
$6.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
100+ 1.2% |
$16.1K - $18K
|
8.43K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-219- 1.62% |
$35.3K - $39.4K
|
13.3K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-343- 3.43% |
$55.2K - $61.6K
|
9.66K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.6K- 38.65% |
$258K - $288K
|
2.55K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-31.1K- 25.34% |
$5.01M - $5.59M
|
91.6K
$15.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.9K+ 13.0% |
$627K - $700K
|
33.8K
$5.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-64- 2.68% |
$10.3K - $11.5K
|
2.33K
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-187- 0.82% |
$30.1K - $33.6K
|
22.7K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-1- 0.02% |
$161 - $180
|
4.11K
$677K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
51K+ 136.72% |
$8.21M - $9.17M
|
88.3K
$14.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-390- 1.42% |
$62.8K - $70.1K
|
27K
$4.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.06KNew |
$654K - $730K
|
4.06K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-28- 0.03% |
$4.51K - $5.03K
|
80K
$13.2M
|