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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.35KNew |
$199K - $220K
|
1.35K
$229K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-605- 32.84% |
$89.2K - $98.4K
|
1.24K
$210K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.32KNew |
$195K - $215K
|
1.32K
$224K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
119+ 57.49% |
$17.5K - $19.4K
|
326
$55.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
PUT |
2.1KNew |
$310K - $341K
|
2.1K
$356K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
SELL
|
- |
-16- 0.95% |
$2.36K - $2.6K
|
1.67K
$283K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
16.4KNew |
$2.42M - $2.67M
|
16.4K
$2.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
265+ 0.9% |
$39.1K - $43.1K
|
29.6K
$5.01M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-815- 27.04% |
$120K - $133K
|
2.2K
$373K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.72M- 99.89% |
$253M - $279M
|
1.94K
$329K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-225- 2.91% |
$33.2K - $36.6K
|
7.5K
$1.27M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
SELL
|
- |
-44- 2.01% |
$6.49K - $7.15K
|
2.15K
$364K
|
|
|
Apr 29, 2024
Q1 2024
|
Page Arthur B
|
SELL
|
- |
-35- 0.22% |
$5.16K - $5.69K
|
16.2K
$2.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-39- 1.61% |
$5.75K - $6.34K
|
2.39K
$404K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
4.5KNew |
$663K - $732K
|
4.5K
$762K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
32+ 1.15% |
$4.72K - $5.2K
|
2.82K
$478K
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
7KNew |
$1.03M - $1.14M
|
7K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
163New |
$24K - $26.5K
|
163
$27.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-245- 4.27% |
$36.1K - $39.8K
|
5.5K
$931K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-275- 1.11% |
$40.5K - $44.7K
|
24.6K
$4.16M
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
300New |
$44.2K - $48.8K
|
300
$50.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-2.14K- 30.54% |
$315K - $348K
|
4.86K
$824K
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
14+ 0.6% |
$2.06K - $2.28K
|
2.36K
$400K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
1.29KNew |
$190K - $209K
|
1.29K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-76- 2.33% |
$11.2K - $12.4K
|
3.19K
$541K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-37- 1.35% |
$5.45K - $6.02K
|
2.7K
$457K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-281- 67.39% |
$41.4K - $45.7K
|
136
$23K
|
|
|
Apr 22, 2024
Q1 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.52KNew |
$224K - $247K
|
1.52K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
BUY
|
- |
27.7KNew |
$4.09M - $4.51M
|
27.7K
$4.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-700- 7.91% |
$103K - $114K
|
8.15K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
8New |
$1.18K - $1.3K
|
8
$1.36K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
38+ 1.22% |
$5.6K - $6.18K
|
3.16K
$535K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-515- 3.53% |
$75.9K - $83.7K
|
14.1K
$2.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.46K- 77.6% |
$510K - $562K
|
998
$169K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-49.6K- 98.41% |
$7.31M - $8.07M
|
800
$136K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-383- 36.06% |
$56.5K - $62.3K
|
679
$115K
|
|
|
Apr 19, 2024
Q1 2024
|
Svenska Handelsbanken Ab (Publ)
|
BUY
|
- |
150KNew |
$22.1M - $24.4M
|
150K
$25.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
261New |
$38.5K - $42.4K
|
261
$44.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.85K- 49.97% |
$1.01M - $1.11M
|
6.85K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
47.1KNew |
$6.94M - $7.65M
|
47.1K
$7.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Ami Asset Management Corp
|
SELL
|
- |
-199- 3.48% |
$29.3K - $32.4K
|
5.51K
$934K
|
|
|
Apr 19, 2024
Q1 2024
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-123- 6.31% |
$18.1K - $20K
|
1.83K
$309K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$213K
|
|
|
Apr 18, 2024
Q1 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.47KNew |
$217K - $240K
|
1.47K
$250K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
50New |
$7.37K - $8.13K
|
50
$8.47K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.15K- 0.71% |
$170K - $188K
|
161K
$27.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.26KNew |
$186K - $205K
|
1.26K
$213K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
292+ 5.74% |
$43K - $47.5K
|
5.38K
$912K
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 1.19% |
$7.37K - $8.13K
|
4.16K
$705K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.56KNew |
$673K - $742K
|
4.56K
$773K
|