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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-771- 9.48% |
$124K - $137K
|
7.36K
$1.25M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
14+ 36.84% |
$2.25K - $2.49K
|
52
$8.81K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-306- 1.75% |
$49.2K - $54.4K
|
17.2K
$2.91M
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 1.19% |
$8.04K - $8.89K
|
4.16K
$705K
|
|
Oct 16, 2024
Q3 2024
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
32+ 0.63% |
$5.14K - $5.69K
|
5.14K
$872K
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-59- 1.38% |
$9.48K - $10.5K
|
4.23K
$716K
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-215- 2.2% |
$34.6K - $38.2K
|
9.55K
$1.62M
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-40- 0.25% |
$6.43K - $7.11K
|
15.6K
$2.65M
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3K- 49.88% |
$482K - $533K
|
3.01K
$511K
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-46- 0.76% |
$7.39K - $8.18K
|
5.98K
$1.01M
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-86- 1.71% |
$13.8K - $15.3K
|
4.96K
$840K
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
286+ 1.8% |
$46K - $50.9K
|
16.1K
$2.73M
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
100+ 7.53% |
$16.1K - $17.8K
|
1.43K
$242K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.59K+ 6.88% |
$256K - $283K
|
24.7K
$4.19M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.81K+ 15.49% |
$290K - $321K
|
13.5K
$2.28M
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
384+ 1.44% |
$61.7K - $68.3K
|
27.1K
$4.59M
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
97+ 8.68% |
$15.6K - $17.2K
|
1.21K
$206K
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
988+ 47.27% |
$159K - $176K
|
3.08K
$522K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
1.23KNew |
$198K - $219K
|
1.23K
$208K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.36K+ 1.71% |
$218K - $241K
|
80.8K
$13.7M
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
1.21KNew |
$194K - $215K
|
1.21K
$205K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-8- 0.05% |
$1.29K - $1.42K
|
16.5K
$2.8M
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-100- 3.38% |
$16.1K - $17.8K
|
2.86K
$484K
|
|
Oct 11, 2024
Q3 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-1.78K- 3.6% |
$286K - $317K
|
47.7K
$8.09M
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
292+ 2.04% |
$46.9K - $51.9K
|
14.6K
$2.48M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
47.6K+ 3.53% |
$7.64M - $8.46M
|
1.39M
$236M
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
414+ 13.71% |
$66.6K - $73.6K
|
3.43K
$582K
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-21- 1.21% |
$3.38K - $3.73K
|
1.72K
$291K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 0.77% |
$482 - $533
|
394
$66.8K
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-175- 1.85% |
$28.1K - $31.1K
|
9.29K
$1.57M
|
|
Oct 10, 2024
Q3 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
137+ 5.37% |
$22K - $24.4K
|
2.69K
$455K
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
35KNew |
$5.62M - $6.22M
|
35K
$5.92M
|
|
Oct 10, 2024
Q3 2024
|
Shikiar Asset Management Inc
|
SELL
|
- |
-184- 9.82% |
$29.6K - $32.7K
|
1.69K
$286K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.8K- 29.67% |
$1.73M - $1.92M
|
25.6K
$4.33M
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1+ 0.05% |
$161 - $178
|
1.85K
$314K
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
52+ 36.11% |
$8.36K - $9.25K
|
196
$33.2K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
693+ 17.56% |
$111K - $123K
|
4.64K
$786K
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-6.6K- 1.63% |
$1.06M - $1.17M
|
398K
$67.4M
|
|
Oct 09, 2024
Q3 2024
|
Bsn Capital Partners LTD
|
BUY
|
- |
50KNew |
$8.04M - $8.89M
|
50K
$8.47M
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.04K- 22.99% |
$166K - $184K
|
3.47K
$587K
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
44+ 0.96% |
$7.07K - $7.82K
|
4.63K
$785K
|
|
Oct 09, 2024
Q3 2024
|
Red Mountain Financial, LLC
Fort Collins, CO |
SELL
|
- |
-268- 10.98% |
$43.1K - $47.7K
|
2.17K
$368K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-673- 30.18% |
$108K - $120K
|
1.56K
$264K
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1.19KNew |
$191K - $212K
|
1.19K
$202K
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
1.2KNew |
$192K - $213K
|
1.2K
$203K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.16KNew |
$187K - $207K
|
1.16K
$197K
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.73K+ 9.13% |
$439K - $486K
|
32.7K
$5.53M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$1.93K - $2.13K
|
5.41K
$917K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
24+ 0.1% |
$3.86K - $4.27K
|
24.2K
$4.1M
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-130- 0.65% |
$20.9K - $23.1K
|
20K
$3.38M
|