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 10, 2025
Q1 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-123- 9.26% |
$19.5K - $21.7K
|
1.21K
$176K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-4.41K- 21.66% |
$699K - $777K
|
16K
$2.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-2.49K- 34.84% |
$394K - $438K
|
4.65K
$678K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
4.16K+ 92.15% |
$659K - $733K
|
8.67K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.61KNew |
$255K - $283K
|
1.61K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
SELL
|
- |
-37- 1.31% |
$5.87K - $6.52K
|
2.78K
$405K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.89K- 69.76% |
$775K - $861K
|
2.12K
$309K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-200- 13.32% |
$31.7K - $35.3K
|
1.3K
$190K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-24- 0.58% |
$3.81K - $4.23K
|
4.13K
$603K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-454- 7.95% |
$72K - $80K
|
5.26K
$767K
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.18KNew |
$187K - $208K
|
1.18K
$172K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
300+ 193.55% |
$47.6K - $52.9K
|
455
$66.3K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
940+ 11.16% |
$149K - $166K
|
9.37K
$1.37M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-438- 3.25% |
$69.4K - $77.2K
|
13K
$1.9M
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
194+ 13.06% |
$30.8K - $34.2K
|
1.68K
$245K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
18.5KNew |
$2.94M - $3.27M
|
18.5K
$2.7M
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
100+ 91.74% |
$16.1K - $18K
|
209
$30.5K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
1.54K+ 30.64% |
$248K - $277K
|
6.57K
$958K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
23.8K+ 90.53% |
$3.83M - $4.28M
|
50.1K
$7.3M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
2.22K+ 5.14% |
$357K - $398K
|
45.3K
$6.61M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
6.43K+ 4.97% |
$1.04M - $1.16M
|
136K
$19.8M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
64New |
$10.3K - $11.5K
|
64
$9.33K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
1.62K+ 3.38% |
$261K - $291K
|
49.6K
$7.23M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10New |
$1.61K - $1.8K
|
10
$1.46K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
200New |
$32.2K - $35.9K
|
200
$29.2K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-504- 14.48% |
$81.2K - $90.6K
|
2.98K
$434K
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
1.25KNew |
$201K - $224K
|
1.25K
$182K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
14.3KNew |
$2.31M - $2.58M
|
14.3K
$2.09M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
20.7KNew |
$3.33M - $3.71M
|
20.7K
$3.01M
|
|
|
Feb 26, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1.14K- 10.19% |
$183K - $205K
|
10K
$1.46M
|
|
|
Feb 19, 2025
Q4 2024
|
Warm Springs Advisors Inc.
Larkspur, CA |
BUY
|
- |
1.74KNew |
$280K - $313K
|
1.74K
$254K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
32+ 0.69% |
$5.15K - $5.75K
|
4.67K
$680K
|
|
|
Feb 18, 2025
Q4 2024
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-23- 1.22% |
$3.7K - $4.13K
|
1.87K
$272K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2KNew |
$322K - $359K
|
2K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-378K- 3.2% |
$60.8M - $67.9M
|
11.4M
$1.66B
|
|
|
Feb 14, 2025
Q4 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-2.98K- 59.54% |
$480K - $536K
|
2.03K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
97.1KNew |
$15.6M - $17.4M
|
97.1K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
7.06K+ 588.33% |
$1.14M - $1.27M
|
8.26K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
7.7KNew |
$1.24M - $1.38M
|
7.7K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
11KNew |
$1.78M - $1.98M
|
11K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Rockbridge Capital Management LLC
Alexandria, VA |
BUY
|
- |
1.72KNew |
$277K - $309K
|
1.72K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
373+ 5.59% |
$60.1K - $67K
|
7.04K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
890+ 2.22% |
$143K - $160K
|
40.9K
$5.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Wills Financial Group, Inc.
|
SELL
|
- |
-27- 0.05% |
$4.35K - $4.85K
|
50.4K
$7.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-18.8K- 62.99% |
$3.03M - $3.38M
|
11.1K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.74KNew |
$924K - $1.03M
|
5.74K
$836K
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
1.25KNew |
$201K - $225K
|
1.25K
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-13.3K- 46.45% |
$2.15M - $2.4M
|
15.4K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hook Mill Capital Partners, LP
New York, NY |
BUY
|
- |
22.3K+ 12.86% |
$3.58M - $4M
|
195K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
144+ 11.51% |
$23.2K - $25.9K
|
1.4K
$203K
|
|