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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-10- 0.19% |
$1.61K - $1.8K
|
5.3K
$772K
|
|
|
Feb 11, 2025
Q4 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-1- 0.08% |
$161 - $180
|
1.28K
$187K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
302+ 7.68% |
$48.6K - $54.3K
|
4.23K
$617K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-208- 2.5% |
$33.5K - $37.4K
|
8.11K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.04K+ 40.94% |
$328K - $366K
|
7.01K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
10+ 0.21% |
$1.61K - $1.8K
|
4.83K
$705K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
3.38KNew |
$545K - $608K
|
3.38K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-378- 32.56% |
$60.9K - $67.9K
|
783
$114K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
60.5KNew |
$9.74M - $10.9M
|
60.5K
$8.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
1.87KNew |
$301K - $335K
|
1.87K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
55New |
$8.86K - $9.88K
|
55
$8.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-62- 0.21% |
$9.99K - $11.1K
|
28.9K
$4.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
4.32KNew |
$695K - $775K
|
4.32K
$629K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-2.82K- 5.69% |
$454K - $506K
|
46.7K
$6.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
167+ 13.42% |
$26.9K - $30K
|
1.41K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
90.1K+ 186.02% |
$14.5M - $16.2M
|
138K
$20.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 2.51% |
$350K - $391K
|
84.4K
$12.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kimelman & Baird, LLC
New York, NY |
SELL
|
- |
-3.3K- 14.37% |
$531K - $593K
|
19.7K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
400+ 16.12% |
$64.4K - $71.9K
|
2.88K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
74+ 5.36% |
$11.9K - $13.3K
|
1.46K
$212K
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
2.05KNew |
$330K - $368K
|
2.05K
$298K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 0.74% |
$322 - $359
|
272
$39.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
1.48KNew |
$238K - $265K
|
1.48K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 16.2% |
$190K - $212K
|
6.11K
$891K
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-5- 0.31% |
$805 - $899
|
1.6K
$233K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
54+ 4.2% |
$8.7K - $9.7K
|
1.34K
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
69.7KNew |
$11.2M - $12.5M
|
69.7K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-4.4K- 9.63% |
$709K - $791K
|
41.3K
$6.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
10New |
$1.61K - $1.8K
|
10
$1.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$322 - $359
|
2.28K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Crystal Rock Capital Management
|
BUY
|
- |
850+ 3.47% |
$137K - $153K
|
25.4K
$3.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
293+ 2.47% |
$47.2K - $52.7K
|
12.1K
$1.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-692- 5.24% |
$111K - $124K
|
12.5K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
1.29KNew |
$207K - $231K
|
1.29K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
431+ 36.93% |
$69.4K - $77.5K
|
1.6K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-41K- 99.9% |
$6.6M - $7.37M
|
39
$5.69K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.55K+ 4.66% |
$250K - $279K
|
34.9K
$5.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
98+ 5.13% |
$15.8K - $17.6K
|
2.01K
$293K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
189+ 6.87% |
$30.4K - $34K
|
2.94K
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
493+ 2.67% |
$79.4K - $88.6K
|
18.9K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
2.23KNew |
$359K - $400K
|
2.23K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-282- 2.99% |
$45.4K - $50.7K
|
9.14K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
10.6K+ 516.23% |
$1.7M - $1.9M
|
12.6K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-1.12KClosed |
$180K - $200K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
10KNew |
$1.61M - $1.8M
|
10K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
77+ 0.14% |
$12.4K - $13.8K
|
54.7K
$7.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.35KNew |
$379K - $423K
|
2.35K
$343K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
96New |
$15.5K - $17.3K
|
96
$14K
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
SELL
|
- |
-100- 5.13% |
$16.1K - $18K
|
1.85K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-50- 0.73% |
$8.05K - $8.99K
|
6.84K
$997K
|
|