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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.06K- 44.42% |
$169K - $187K
|
1.33K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-143- 8.54% |
$22.7K - $25.2K
|
1.53K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.4K+ 24.76% |
$538K - $598K
|
17.1K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-6- 0.24% |
$951 - $1.06K
|
2.54K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-281- 2.66% |
$44.6K - $49.5K
|
10.3K
$1.5M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3+ 300.0% |
$476 - $529
|
4
$583
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-322- 19.48% |
$51.1K - $56.8K
|
1.33K
$194K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
86+ 7.11% |
$13.6K - $15.2K
|
1.3K
$189K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-2.38K- 13.43% |
$378K - $420K
|
15.4K
$2.24M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
90+ 5.04% |
$14.3K - $15.9K
|
1.87K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-327- 20.81% |
$51.8K - $57.6K
|
1.24K
$181K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
6.9KNew |
$1.09M - $1.22M
|
6.9K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-50- 1.42% |
$7.93K - $8.81K
|
3.46K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
49+ 0.34% |
$7.77K - $8.64K
|
14.7K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-100- 0.69% |
$15.9K - $17.6K
|
14.4K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1- -0.0% |
$159 - $176
|
43K
$6.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-375- 19.47% |
$59.5K - $66.1K
|
1.55K
$226K
|
|
|
Apr 30, 2025
Q1 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$172K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
143New |
$22.7K - $25.2K
|
143
$20.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
653New |
$104K - $115K
|
653
$95.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-100- 1.47% |
$15.9K - $17.6K
|
6.72K
$980K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-6- 0.5% |
$951 - $1.06K
|
1.2K
$175K
|
|
|
Apr 29, 2025
Q1 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
700New |
$111K - $123K
|
700
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
19.4K+ 5.25% |
$3.07M - $3.41M
|
388K
$56.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
2K+ 0.39% |
$317K - $353K
|
511K
$74.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
729+ 7.57% |
$116K - $128K
|
10.4K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.29K+ 16.41% |
$204K - $226K
|
9.11K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
714New |
$113K - $126K
|
714
$104K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3+ 0.3% |
$476 - $529
|
1.02K
$149K
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.51KNew |
$239K - $265K
|
1.51K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet Bank & Trust LTD
|
BUY
|
- |
2.38K+ 25.71% |
$378K - $420K
|
11.7K
$1.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-665- 2.59% |
$105K - $117K
|
25K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
192+ 1.97% |
$30.4K - $33.8K
|
9.92K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
548New |
$86.9K - $96.6K
|
548
$79.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-647- 12.37% |
$103K - $114K
|
4.58K
$668K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
BUY
|
- |
178+ 14.91% |
$28.2K - $31.4K
|
1.37K
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-78- 2.55% |
$12.4K - $13.7K
|
2.98K
$435K
|
|
|
Apr 24, 2025
Q1 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.4K+ 82.76% |
$381K - $423K
|
5.3K
$773K
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
BUY
|
- |
1.28KNew |
$202K - $225K
|
1.28K
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Pacific Global Investment Management CO
|
SELL
|
- |
-1.48K- 46.69% |
$234K - $260K
|
1.68K
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-100- 0.43% |
$15.9K - $17.6K
|
23.3K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
330+ 4125.0% |
$52.3K - $58.2K
|
338
$49.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-39- 2.33% |
$6.18K - $6.87K
|
1.63K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2+ 0.16% |
$317 - $353
|
1.24K
$181K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-518- 92.34% |
$82.1K - $91.3K
|
43
$6.27K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-88- 44.9% |
$14K - $15.5K
|
108
$15.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
1.26K+ 71.7% |
$200K - $222K
|
3.02K
$441K
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
3+ 0.15% |
$476 - $529
|
1.97K
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
3.26KNew |
$517K - $575K
|
3.26K
$476K
|
|