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 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-1.26K- 7.7% |
$203K - $227K
|
15.1K
$2.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
493+ 11.78% |
$79.4K - $88.6K
|
4.68K
$786K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
95.2KNew |
$15.3M - $17.1M
|
95.2K
$16M
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
15.3K+ 128.32% |
$2.46M - $2.75M
|
27.2K
$4.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
559+ 0.88% |
$90K - $100K
|
64.3K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-58- 2.79% |
$9.34K - $10.4K
|
2.02K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-300- 1.39% |
$48.3K - $53.9K
|
21.2K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-118- 1.29% |
$19K - $21.2K
|
9.02K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-293K- 55.76% |
$47.2M - $52.7M
|
233K
$39.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.1K- 5.56% |
$177K - $197K
|
18.6K
$3.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-9- 0.8% |
$1.45K - $1.62K
|
1.12K
$188K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-93- 2.36% |
$15K - $16.7K
|
3.84K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-1- 0.02% |
$161 - $180
|
5.55K
$933K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
14.4K+ 83.5% |
$2.32M - $2.59M
|
31.7K
$5.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1.5K- 14.38% |
$241K - $269K
|
8.9K
$1.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-748- 22.4% |
$120K - $134K
|
2.59K
$435K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-154- 5.78% |
$24.8K - $27.7K
|
2.51K
$421K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
485+ 21.57% |
$78.1K - $87.2K
|
2.73K
$459K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.55K+ 0.31% |
$249K - $278K
|
505K
$84.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
97.6K+ 1.71% |
$15.7M - $17.5M
|
5.81M
$977M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 0.25% |
$32.2K - $35.9K
|
80.6K
$13.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
700+ 92.11% |
$113K - $126K
|
1.46K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
474New |
$76.3K - $85.2K
|
474
$79.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-306- 0.26% |
$49.3K - $55K
|
119K
$20M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
40+ 1.09% |
$6.44K - $7.19K
|
3.7K
$622K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
18KNew |
$2.9M - $3.24M
|
18K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
30+ 0.65% |
$4.83K - $5.39K
|
4.66K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-73- 1.38% |
$11.8K - $13.1K
|
5.23K
$878K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-1.91K- 25.54% |
$308K - $344K
|
5.58K
$936K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-3- 0.03% |
$483 - $539
|
8.88K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-58- 1.32% |
$9.34K - $10.4K
|
4.33K
$728K
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
136+ 1.68% |
$21.9K - $24.4K
|
8.25K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
556+ 22.14% |
$89.5K - $99.9K
|
3.07K
$515K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-410- 16.07% |
$66K - $73.7K
|
2.14K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2.1KNew |
$339K - $378K
|
2.1K
$353K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7.63K- 82.19% |
$1.23M - $1.37M
|
1.65K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 0.22% |
$3.22K - $3.59K
|
9.2K
$1.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
474+ 9.54% |
$76.3K - $85.2K
|
5.44K
$914K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-3.52K- 5.11% |
$566K - $632K
|
65.3K
$11M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-112- 2.79% |
$18K - $20.1K
|
3.9K
$655K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
59+ 0.39% |
$9.5K - $10.6K
|
15.3K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-1.31K- 2.46% |
$211K - $236K
|
52K
$8.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
100KNew |
$16.1M - $18M
|
100K
$16.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.65K- 2.25% |
$427K - $477K
|
115K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$805 - $899
|
3.4K
$570K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-1.84K- 0.81% |
$296K - $330K
|
225K
$37.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.91K- 34.07% |
$629K - $702K
|
7.56K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
31+ 0.23% |
$4.99K - $5.57K
|
13.3K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.37K+ 1.77% |
$221K - $246K
|
78.7K
$13.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1+ 0.02% |
$161 - $180
|
6.47K
$1.09M
|