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 |
---|---|---|---|---|---|---|---|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.58K- 2.26% |
$253K - $280K
|
68.2K
$11.6M
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
79+ 4.78% |
$12.7K - $14K
|
1.73K
$293K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.29K+ 15.35% |
$208K - $230K
|
9.7K
$1.64M
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
BUY
|
- |
1.17KNew |
$188K - $208K
|
1.17K
$199K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-23K- 21.89% |
$3.7M - $4.09M
|
82.1K
$13.9M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.72K- 4.93% |
$276K - $305K
|
33.1K
$5.61M
|
|
Nov 07, 2024
Q3 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
SELL
|
- |
-137- 52.29% |
$22K - $24.4K
|
125
$21.2K
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-43- 1.91% |
$6.91K - $7.65K
|
2.21K
$375K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-22.9K- 5.29% |
$3.68M - $4.08M
|
410K
$69.5M
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-4.93K- 76.19% |
$792K - $876K
|
1.54K
$261K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
218+ 3.38% |
$35K - $38.8K
|
6.67K
$1.13M
|
|
Nov 07, 2024
Q3 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
164+ 0.13% |
$26.4K - $29.2K
|
122K
$20.7M
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-247K- 2.55% |
$39.7M - $43.9M
|
9.44M
$1.6B
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-400- 7.82% |
$64.3K - $71.1K
|
4.71K
$799K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.9K+ 3.13% |
$1.11M - $1.23M
|
227K
$38.5M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.65K+ 93.88% |
$747K - $826K
|
9.6K
$1.63M
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.07K+ 8.64% |
$171K - $190K
|
13.4K
$2.27M
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1+ 0.03% |
$161 - $178
|
3.18K
$539K
|
|
Nov 07, 2024
Q3 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-11- 0.12% |
$1.77K - $1.96K
|
9.51K
$1.61M
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
8.47K+ 3831.22% |
$1.36M - $1.51M
|
8.69K
$1.47M
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
8.65K+ 42.86% |
$1.39M - $1.54M
|
28.8K
$4.88M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
14+ 3.45% |
$2.25K - $2.49K
|
420
$71.2K
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
19.1KNew |
$3.07M - $3.39M
|
19.1K
$3.23M
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
SELL
|
- |
-1.2K- 19.99% |
$193K - $214K
|
4.81K
$815K
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
3.33K+ 16.82% |
$536K - $593K
|
23.2K
$3.92M
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
200+ 0.38% |
$32.2K - $35.6K
|
52.3K
$8.86M
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1+ 0.2% |
$161 - $178
|
501
$84.9K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.4K+ 0.43% |
$225K - $249K
|
325K
$55M
|
|
Nov 07, 2024
Q3 2024
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-24.2K- 0.89% |
$3.89M - $4.31M
|
2.7M
$457M
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-711- 1.61% |
$114K - $126K
|
43.5K
$7.37M
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
100New |
$16.1K - $17.8K
|
100
$16.9K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61.1K+ 7.02% |
$9.83M - $10.9M
|
932K
$158M
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-353- 4.5% |
$56.7K - $62.8K
|
7.49K
$1.27M
|
|
Nov 06, 2024
Q3 2024
|
Broderick Brian C
|
SELL
|
- |
-328- 0.33% |
$52.7K - $58.3K
|
100K
$17M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.03K- 6.84% |
$970K - $1.07M
|
82.2K
$13.9M
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
314+ 8.21% |
$50.5K - $55.8K
|
4.14K
$701K
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
24+ 10.57% |
$3.86K - $4.27K
|
251
$42.5K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.65K+ 20.29% |
$587K - $649K
|
21.7K
$3.67M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.43K+ 9.75% |
$390K - $431K
|
27.3K
$4.62M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
789New |
$127K - $140K
|
789
$134K
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-275- 12.69% |
$44.2K - $48.9K
|
1.89K
$321K
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-776- 15.84% |
$125K - $138K
|
4.12K
$699K
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
261+ 1.04% |
$42K - $46.4K
|
25.4K
$4.3M
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.91K- 2.23% |
$790K - $874K
|
216K
$36.5M
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-9- 0.52% |
$1.45K - $1.6K
|
1.73K
$293K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
491+ 2.96% |
$78.9K - $87.3K
|
17.1K
$2.89M
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.08K+ 4.0% |
$174K - $192K
|
28.1K
$4.77M
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-24- 0.77% |
$3.86K - $4.27K
|
3.08K
$522K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-133K- 4.09% |
$21.4M - $23.7M
|
3.12M
$528M
|
|
Nov 06, 2024
Q3 2024
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-450- 16.57% |
$72.3K - $80K
|
2.27K
$384K
|