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 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-8Closed |
$1.11K - $1.31K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
SELL
|
- |
-65- 14.91% |
$9.02K - $10.7K
|
371
$62.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-487Closed |
$67.6K - $80K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
CALL |
2.09KNew |
$291K - $344K
|
2.09K
$354K
|
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
28+ 1.75% |
$3.89K - $4.6K
|
1.63K
$275K
|
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
2.84KNew |
$394K - $466K
|
2.84K
$480K
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
36+ 0.14% |
$5K - $5.91K
|
25.5K
$4.31M
|
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
SELL
|
- |
-2.48K- 1.36% |
$344K - $407K
|
180K
$30.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$251K - $297K
|
1.81K
$305K
|
|
|
Jan 07, 2022
Q4 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-600- 31.58% |
$83.3K - $98.5K
|
1.3K
$220K
|
|
| Q3 2021 | |||||||
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-13Closed |
$1.76K - $1.89K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
3.32K+ 2.7% |
$449K - $484K
|
126K
$21.3M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-574- 1.95% |
$77.6K - $83.6K
|
28.9K
$4.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-159KClosed |
$21.5M - $23.2M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-1.4K- 55.09% |
$189K - $204K
|
1.14K
$193K
|
|
|
Nov 15, 2021
Q3 2021
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-395- 74.25% |
$53.4K - $57.5K
|
137
$23.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Capital Management LLC
New York, NY |
SELL
|
- |
-5.15KClosed |
$697K - $751K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
SELL
|
- |
-67- 5.28% |
$9.06K - $9.76K
|
1.2K
$203K
|
|
|
Nov 12, 2021
Q3 2021
|
Factorial Partners, LLC
|
SELL
|
- |
-16.3KClosed |
$2.2M - $2.37M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-1.66KClosed |
$224K - $242K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
30K+ 100.0% |
$4.06M - $4.37M
|
60K
$10.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-5.54KClosed |
$749K - $806K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-120KClosed |
$16.2M - $17.5M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Legato Capital Management LLC
|
SELL
|
- |
-7.86KClosed |
$1.06M - $1.15M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-7.29KClosed |
$985K - $1.06M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-4.33KClosed |
$586K - $631K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Compass Capital Management, Inc
|
SELL
|
- |
-353KClosed |
$47.7M - $51.4M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-150Closed |
$20.3K - $21.9K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-395Closed |
$53.4K - $57.5K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$13.5K - $14.6K
|
100
$16.9K
|
|
|
Nov 02, 2021
Q3 2021
|
America First Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 31.65% |
$281K - $303K
|
4.49K
$760K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
PUT |
6.9KNew |
$933K - $1.01M
|
6.9K
$1.17M
|
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
5.95KNew |
$805K - $867K
|
5.95K
$1.01M
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-8Closed |
$1.08K - $1.17K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Davis Rea Ltd.
|
SELL
|
- |
-1.85KClosed |
$250K - $269K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harvey Capital Management Inc
|
SELL
|
- |
-3.1KClosed |
$419K - $452K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
37.4KNew |
$5.05M - $5.44M
|
37.4K
$6.32M
|
|
|
Oct 22, 2021
Q3 2021
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-1.86KClosed |
$252K - $271K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
SELL
|
PUT |
-337- 94.93% |
$45.6K - $49.1K
|
18
$3.04K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-1KClosed |
$136K - $146K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-350Closed |
$47.3K - $51K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 5.06% |
$47.3K - $51K
|
7.27K
$1.23M
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
PUT |
-75Closed |
$10.1K - $10.9K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 11, 2024
Q2 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.35KClosed |
$832K - $878K
|
0
$0
|
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
22.6K+ 226.0% |
$2.96M - $3.13M
|
32.6K
$5.51M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
97.2KNew |
$12.8M - $13.5M
|
97.2K
$16.4M
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
500+ 500.0% |
$65.6K - $69.2K
|
600
$101K
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-625Closed |
$82K - $86.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-1.78KClosed |
$233K - $246K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.38KClosed |
$312K - $329K
|
0
$0
|
|