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 08, 2024
Q3 2024
|
Fcf Advisors LLC
|
BUY
|
- |
24.1K+ 88.98% |
$3.88M - $4.29M
|
51.3K
$8.69M
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-57- 4.09% |
$9.16K - $10.1K
|
1.34K
$227K
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-101- 7.56% |
$16.2K - $18K
|
1.24K
$209K
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-1.12K- 7.49% |
$179K - $198K
|
13.8K
$2.33M
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-2.3K- 45.01% |
$370K - $410K
|
2.82K
$477K
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
3.91K+ 7.24% |
$628K - $695K
|
57.9K
$9.81M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
CALL |
200New |
$32.2K - $35.6K
|
200
$33.9K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-18- 0.32% |
$2.89K - $3.2K
|
5.64K
$956K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
218+ 10.56% |
$35K - $38.8K
|
2.28K
$387K
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-42- 2.43% |
$6.75K - $7.47K
|
1.69K
$286K
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-250- 15.59% |
$40.2K - $44.5K
|
1.35K
$229K
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
492+ 0.91% |
$79.1K - $87.5K
|
54.7K
$9.27M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
51.3K+ 83.93% |
$8.24M - $9.12M
|
112K
$19M
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.48K+ 10.12% |
$238K - $263K
|
16.1K
$2.73M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-5- 0.02% |
$804 - $889
|
22.3K
$3.77M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1- 0.01% |
$161 - $178
|
8.25K
$1.4M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-5.36K- 11.95% |
$861K - $953K
|
39.5K
$6.69M
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
45+ 1.34% |
$7.23K - $8K
|
3.39K
$575K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.05% |
$161 - $178
|
2.09K
$354K
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-185- 8.93% |
$29.7K - $32.9K
|
1.89K
$320K
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-210- 12.57% |
$33.8K - $37.3K
|
1.46K
$248K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-198- 13.21% |
$31.8K - $35.2K
|
1.3K
$220K
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-1.12K- 3.85% |
$180K - $200K
|
28K
$4.75M
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
21+ 0.4% |
$3.38K - $3.73K
|
5.27K
$893K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
236+ 2.36% |
$37.9K - $42K
|
10.2K
$1.73M
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-38- 1.26% |
$6.11K - $6.76K
|
2.97K
$503K
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-480- 11.47% |
$77.2K - $85.4K
|
3.71K
$628K
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
67+ 0.47% |
$10.8K - $11.9K
|
14.3K
$2.43M
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-100- 7.43% |
$16.1K - $17.8K
|
1.25K
$211K
|
|
Oct 02, 2024
Q3 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-175- 5.3% |
$28.1K - $31.1K
|
3.13K
$530K
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
40+ 0.55% |
$6.43K - $7.11K
|
7.26K
$1.23M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
BUY
|
- |
1.16KNew |
$186K - $206K
|
1.16K
$196K
|
|
Q2 2024 | |||||||
Jan 27, 2025
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-18- 0.36% |
$2.8K - $3.03K
|
5.03K
$853K
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-980- 13.41% |
$152K - $165K
|
6.33K
$1.07M
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-14.4K- 94.74% |
$2.24M - $2.43M
|
800
$136K
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-462- 4.42% |
$71.8K - $77.9K
|
9.99K
$1.69M
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
441+ 14.02% |
$68.5K - $74.3K
|
3.59K
$608K
|
|
Nov 13, 2024
Q2 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-1.38K- 3.68% |
$214K - $232K
|
36.1K
$6.11M
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-52- 3.79% |
$8.08K - $8.77K
|
1.32K
$223K
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
1.18KNew |
$184K - $199K
|
1.18K
$200K
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-199- 4.17% |
$30.9K - $33.5K
|
4.57K
$774K
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-10.9K- 8.99% |
$1.69M - $1.84M
|
110K
$18.7M
|
|
Aug 28, 2024
Q2 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-500- 7.24% |
$77.7K - $84.3K
|
6.41K
$1.09M
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1.42KNew |
$220K - $239K
|
1.42K
$240K
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-48.5K- 86.06% |
$7.54M - $8.18M
|
7.86K
$1.33M
|
|
Aug 15, 2024
Q2 2024
|
Ascension Asset Management LLC
|
SELL
|
- |
-265- 1.74% |
$41.2K - $44.7K
|
14.9K
$2.53M
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
352New |
$54.7K - $59.3K
|
352
$59.6K
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-67- 2.95% |
$10.4K - $11.3K
|
2.2K
$373K
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-320- 16.39% |
$49.7K - $53.9K
|
1.63K
$277K
|
|
Aug 14, 2024
Q2 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-150K- 43.14% |
$23.3M - $25.2M
|
197K
$33.4M
|