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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
1.68KNew |
$245K - $264K
|
1.68K
$285K
|
|
Nov 07, 2023
Q3 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-231- 11.33% |
$33.7K - $36.3K
|
1.81K
$306K
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-816- 2.15% |
$119K - $128K
|
37.1K
$6.29M
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.26% |
$146 - $157
|
385
$65.2K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.69MNew |
$246M - $265M
|
1.69M
$286M
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
73New |
$10.6K - $11.5K
|
73
$12.4K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-4.31K- 56.14% |
$628K - $677K
|
3.37K
$570K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.21K+ 6.32% |
$176K - $189K
|
20.3K
$3.44M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
30New |
$4.38K - $4.71K
|
30
$5.08K
|
|
Nov 03, 2023
Q3 2023
|
Ar Asset Management Inc
|
SELL
|
- |
-300- 0.4% |
$43.8K - $47.1K
|
74.8K
$12.7M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-5.32K- 41.61% |
$777K - $836K
|
7.47K
$1.27M
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-75- 0.46% |
$10.9K - $11.8K
|
16.2K
$2.74M
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
72+ 2.68% |
$10.5K - $11.3K
|
2.76K
$467K
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-30- 2.09% |
$4.38K - $4.71K
|
1.41K
$238K
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-158- 86.34% |
$23K - $24.8K
|
25
$4.24K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
19.3KNew |
$2.82M - $3.03M
|
19.3K
$3.27M
|
|
Oct 31, 2023
Q3 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5K+ 30.91% |
$729K - $785K
|
21.2K
$3.59M
|
|
Oct 31, 2023
Q3 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
34+ 1.37% |
$4.96K - $5.34K
|
2.52K
$427K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.3K+ 4.31% |
$190K - $205K
|
31.5K
$5.34M
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-8- 66.67% |
$1.17K - $1.26K
|
4
$678
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.29K- 13.22% |
$480K - $517K
|
21.6K
$3.66M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.63K+ 5.74% |
$968K - $1.04M
|
122K
$20.7M
|
|
Oct 26, 2023
Q3 2023
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.37% |
$438 - $471
|
808
$137K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
138+ 0.2% |
$20.1K - $21.7K
|
69.2K
$11.7M
|
|
Oct 25, 2023
Q3 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
6.64KNew |
$968K - $1.04M
|
6.64K
$1.12M
|
|
Oct 24, 2023
Q3 2023
|
Redwood Investments, LLC
|
BUY
|
- |
117+ 4.1% |
$17.1K - $18.4K
|
2.97K
$504K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-65- 1.34% |
$9.48K - $10.2K
|
4.78K
$810K
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.14K+ 5.9% |
$166K - $178K
|
20.4K
$3.45M
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
38+ 1.12% |
$5.54K - $5.97K
|
3.43K
$581K
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.05KNew |
$298K - $321K
|
2.05K
$347K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
5.3KNew |
$773K - $833K
|
5.3K
$898K
|
|
Oct 20, 2023
Q3 2023
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-378- 2.21% |
$55.1K - $59.4K
|
16.7K
$2.83M
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-5.79K- 15.75% |
$845K - $910K
|
31K
$5.25M
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
22+ 1.39% |
$3.21K - $3.46K
|
1.6K
$271K
|
|
Oct 19, 2023
Q3 2023
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
276+ 2.71% |
$40.3K - $43.4K
|
10.5K
$1.78M
|
|
Oct 19, 2023
Q3 2023
|
Fenimore Asset Management Inc
|
SELL
|
- |
-1.2K- 37.63% |
$175K - $189K
|
1.99K
$337K
|
|
Oct 19, 2023
Q3 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-68- 4.57% |
$9.92K - $10.7K
|
1.42K
$241K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-5.37K- 7.4% |
$783K - $843K
|
67.1K
$11.4M
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-200- 29.46% |
$29.2K - $31.4K
|
479
$81.2K
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
9.56KNew |
$1.39M - $1.5M
|
9.56K
$1.62M
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-80- 1.07% |
$11.7K - $12.6K
|
7.37K
$1.25M
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
988+ 3.73% |
$144K - $155K
|
27.5K
$4.65M
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-20- 0.25% |
$2.92K - $3.14K
|
7.92K
$1.34M
|
|
Oct 13, 2023
Q3 2023
|
Marks Wealth, LLC
|
SELL
|
- |
-123- 1.94% |
$17.9K - $19.3K
|
6.22K
$1.05M
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
8.21KNew |
$1.2M - $1.29M
|
8.21K
$1.39M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.74KNew |
$253K - $273K
|
1.74K
$294K
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-650- 11.21% |
$94.8K - $102K
|
5.15K
$873K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.18K- 32.0% |
$171K - $185K
|
2.5K
$423K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-47- 64.38% |
$6.86K - $7.38K
|
26
$4.41K
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
15.8KNew |
$2.31M - $2.49M
|
15.8K
$2.68M
|