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 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
801+ 12.2% |
$129K - $144K
|
7.37K
$1.22M
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-614- 11.02% |
$98.9K - $110K
|
4.96K
$823K
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-115- 4.84% |
$18.5K - $20.7K
|
2.26K
$375K
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-34- 1.28% |
$5.48K - $6.11K
|
2.63K
$436K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.02% |
$161 - $180
|
6.03K
$1M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
25.4KNew |
$4.09M - $4.57M
|
25.4K
$4.22M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
12+ 0.91% |
$1.93K - $2.16K
|
1.33K
$221K
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-280- 1.85% |
$45.1K - $50.3K
|
14.8K
$2.46M
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
632+ 1.14% |
$102K - $114K
|
56.1K
$9.31M
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.27K+ 5.15% |
$848K - $946K
|
107K
$17.8M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
370+ 6.99% |
$59.6K - $66.5K
|
5.66K
$940K
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.01KNew |
$323K - $360K
|
2.01K
$333K
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-59- 2.55% |
$9.5K - $10.6K
|
2.25K
$374K
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.19K- 1.36% |
$192K - $215K
|
86.5K
$14.4M
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-400- 14.03% |
$64.4K - $71.9K
|
2.45K
$407K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
180+ 0.43% |
$29K - $32.3K
|
42.5K
$7.06M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
52+ 0.16% |
$8.37K - $9.34K
|
33.5K
$5.56M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.13K- 22.73% |
$987K - $1.1M
|
20.8K
$3.46M
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
739+ 9.21% |
$119K - $133K
|
8.77K
$1.45M
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-17.4K- 52.81% |
$2.8M - $3.12M
|
15.5K
$2.58M
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-55- 0.76% |
$8.86K - $9.88K
|
7.2K
$1.2M
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
16+ 2.89% |
$2.58K - $2.88K
|
570
$94.6K
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-49- 1.63% |
$7.89K - $8.81K
|
2.96K
$491K
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.7K- 28.45% |
$1.08M - $1.2M
|
16.8K
$2.8M
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-1.19K- 23.35% |
$191K - $213K
|
3.9K
$647K
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-365- 10.35% |
$58.8K - $65.6K
|
3.16K
$525K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-691- 2.46% |
$111K - $124K
|
27.4K
$4.55M
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.3K+ 4.75% |
$371K - $414K
|
50.8K
$8.43M
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$483 - $539
|
5.08K
$843K
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.89K+ 3.54% |
$304K - $339K
|
55.2K
$9.15M
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
SELL
|
- |
-1.79M- 67.13% |
$288M - $321M
|
876K
$145M
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
931+ 23.93% |
$150K - $167K
|
4.82K
$800K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-701- 3.81% |
$113K - $126K
|
17.7K
$2.94M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
70+ 5.35% |
$11.3K - $12.6K
|
1.38K
$229K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
307KNew |
$49.4M - $55.1M
|
307K
$50.9M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
953+ 2.5% |
$153K - $171K
|
39.1K
$6.49M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-111- 1.51% |
$17.9K - $19.9K
|
7.22K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-18.8K- 46.11% |
$3.03M - $3.38M
|
22K
$3.65M
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.35KNew |
$218K - $243K
|
1.35K
$225K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
39+ 0.28% |
$6.28K - $7.01K
|
14K
$2.32M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-317- 0.6% |
$51.1K - $57K
|
52.9K
$8.78M
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
121+ 0.18% |
$19.5K - $21.7K
|
66.8K
$11.1M
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-307- 4.15% |
$49.4K - $55.2K
|
7.1K
$1.18M
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-37.7K- 15.62% |
$6.07M - $6.77M
|
204K
$33.8M
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-631- 5.35% |
$102K - $113K
|
11.2K
$1.85M
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-192- 0.68% |
$30.9K - $34.5K
|
28K
$4.64M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-38- 0.34% |
$6.12K - $6.83K
|
11.1K
$1.84M
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
98+ 2.88% |
$15.8K - $17.6K
|
3.5K
$582K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-981- 1.0% |
$158K - $176K
|
97.3K
$16.2M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-59.2K- 99.9% |
$9.53M - $10.6M
|
59
$9.79K
|