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 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-400- 1.05% |
$63.4K - $70.5K
|
37.6K
$5.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-13- 1.02% |
$2.06K - $2.29K
|
1.27K
$185K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-36- 1.78% |
$5.71K - $6.35K
|
1.99K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-906- 0.53% |
$144K - $160K
|
170K
$24.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.18KNew |
$188K - $209K
|
1.18K
$173K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.08% |
$159 - $176
|
1.3K
$189K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
55New |
$8.72K - $9.69K
|
55
$8.02K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-300- 7.32% |
$47.6K - $52.9K
|
3.8K
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.57KNew |
$248K - $276K
|
1.57K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-196- 18.05% |
$31.1K - $34.5K
|
890
$130K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-316- 84.04% |
$50.1K - $55.7K
|
60
$8.75K
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.55KNew |
$404K - $449K
|
2.55K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-53- 4.19% |
$8.4K - $9.34K
|
1.21K
$177K
|
|
|
Apr 22, 2025
Q1 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-100- 3.5% |
$15.9K - $17.6K
|
2.76K
$402K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
42New |
$6.66K - $7.4K
|
42
$6.12K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-252- 7.11% |
$40K - $44.4K
|
3.29K
$480K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.92KNew |
$304K - $338K
|
1.92K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-57- 2.83% |
$9.04K - $10K
|
1.95K
$285K
|
|
|
Apr 21, 2025
Q1 2025
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-609- 14.33% |
$96.6K - $107K
|
3.64K
$531K
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
1.36KNew |
$215K - $239K
|
1.36K
$198K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.41K+ 13.67% |
$223K - $248K
|
11.7K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-2.75K- 37.27% |
$436K - $485K
|
4.63K
$675K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-80- 6.13% |
$12.7K - $14.1K
|
1.23K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-108- 0.7% |
$17.1K - $19K
|
15.4K
$2.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
25+ 0.35% |
$3.96K - $4.41K
|
7.24K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
158+ 6.59% |
$25.1K - $27.8K
|
2.56K
$373K
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
10K+ 100.0% |
$1.59M - $1.76M
|
20K
$2.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-225- 2.53% |
$35.7K - $39.7K
|
8.67K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$172K
|
|
|
Apr 16, 2025
Q1 2025
|
Pullen Investment Management, LLC
Bradenton, FL |
SELL
|
- |
-450- 20.14% |
$71.4K - $79.3K
|
1.78K
$260K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$190K - $211K
|
1.2K
$175K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-4- 0.33% |
$634 - $705
|
1.22K
$178K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-100- 7.71% |
$15.9K - $17.6K
|
1.2K
$175K
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
SELL
|
- |
-420- 6.4% |
$66.6K - $74K
|
6.14K
$895K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-547- 12.91% |
$86.7K - $96.4K
|
3.69K
$538K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
29+ 0.27% |
$4.6K - $5.11K
|
10.8K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.61KNew |
$254K - $283K
|
1.61K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.11K- 5.82% |
$175K - $195K
|
17.9K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
31+ 2.55% |
$4.92K - $5.46K
|
1.25K
$182K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-64- 5.14% |
$10.1K - $11.3K
|
1.18K
$172K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-4- 0.29% |
$634 - $705
|
1.39K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
1.3KNew |
$205K - $228K
|
1.3K
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-85- 5.9% |
$13.5K - $15K
|
1.36K
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3+ 0.23% |
$476 - $529
|
1.3K
$189K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-121- 1.69% |
$19.2K - $21.3K
|
7.02K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
837+ 37.91% |
$133K - $148K
|
3.05K
$444K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-30- 0.53% |
$4.76K - $5.29K
|
5.62K
$819K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
2.7K+ 9.21% |
$428K - $476K
|
32K
$4.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Unigestion Holding Sa
|
SELL
|
- |
-147K- 57.1% |
$23.3M - $26M
|
111K
$16.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.25KNew |
$197K - $219K
|
1.25K
$182K
|
|