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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-350- 8.63% |
$49.9K - $54.8K
|
3.7K
$633K
|
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
BUY
|
- |
1.52KNew |
$217K - $238K
|
1.52K
$260K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
662+ 5.6% |
$94.3K - $104K
|
12.5K
$2.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17+ 0.04% |
$2.42K - $2.66K
|
44.4K
$7.59M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.44K+ 15.27% |
$347K - $381K
|
18.4K
$3.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 29.89% |
$149K - $163K
|
2.45K
$418K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.44K+ 15.27% |
$347K - $381K
|
18.4K
$3.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-713- 31.79% |
$102K - $112K
|
1.53K
$262K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
247+ 14.6% |
$35.2K - $38.7K
|
1.94K
$332K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.98K- 76.75% |
$709K - $779K
|
1.51K
$258K
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.72KNew |
$246K - $270K
|
1.72K
$295K
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
5.7KNew |
$812K - $893K
|
5.7K
$975K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
351+ 7.19% |
$50K - $55K
|
5.23K
$895K
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-195- 4.93% |
$27.8K - $30.5K
|
3.76K
$643K
|
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-1.6K- 45.83% |
$228K - $251K
|
1.89K
$323K
|
|
|
Jul 14, 2023
Q2 2023
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-4.25K- 50.0% |
$606K - $665K
|
4.25K
$727K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-17- 25.37% |
$2.42K - $2.66K
|
50
$8.55K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.34KNew |
$191K - $209K
|
1.34K
$229K
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-70- 0.75% |
$9.98K - $11K
|
9.24K
$1.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.71KNew |
$243K - $267K
|
1.71K
$292K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
PUT |
2KNew |
$285K - $313K
|
2K
$342K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-91- 1.83% |
$13K - $14.2K
|
4.9K
$837K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 4.33% |
$5.7K - $6.26K
|
883
$151K
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
3.37KNew |
$481K - $528K
|
3.37K
$577K
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
1.34KNew |
$191K - $209K
|
1.34K
$229K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
6+ 0.38% |
$855 - $939
|
1.6K
$273K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-989- 5.29% |
$135K - $152K
|
17.7K
$3.03M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.87KClosed |
$256K - $288K
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-28- 1.48% |
$3.82K - $4.31K
|
1.87K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Pinnbrook Capital Management LP
|
BUY
|
- |
24.1KNew |
$3.29M - $3.7M
|
24.1K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-13K- 3.91% |
$1.77M - $2M
|
319K
$54.6M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-31.5K- 69.06% |
$4.3M - $4.84M
|
14.1K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9- 0.19% |
$1.23K - $1.39K
|
4.77K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.71K- 27.55% |
$371K - $418K
|
7.14K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-257- 14.18% |
$35.1K - $39.6K
|
1.56K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-400- 20.06% |
$54.6K - $61.6K
|
1.59K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-301- 71.16% |
$41.1K - $46.3K
|
122
$20.9K
|
|
|
May 15, 2023
Q1 2023
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
157KNew |
$21.5M - $24.2M
|
157K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.5KNew |
$205K - $231K
|
1.5K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Candlestick Capital Management LP
Greenwich, CT |
BUY
|
- |
400KNew |
$54.6M - $61.6M
|
400K
$68.4M
|
|
|
May 15, 2023
Q1 2023
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-1KClosed |
$137K - $154K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
6.12KNew |
$835K - $941K
|
6.12K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Ithaka Group LLC
Bethesda, MD |
SELL
|
- |
-1.5K- 50.0% |
$205K - $231K
|
1.5K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-2.01K- 21.66% |
$275K - $310K
|
7.28K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
7.86K+ 176.46% |
$1.07M - $1.21M
|
12.3K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
10.6K+ 9.88% |
$1.45M - $1.64M
|
118K
$20.2M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 10.54% |
$1.56M - $1.76M
|
120K
$20.5M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
200+ 14.95% |
$27.3K - $30.8K
|
1.54K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-500- 8.55% |
$68.3K - $77K
|
5.35K
$915K
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-6.21K- 81.98% |
$848K - $956K
|
1.37K
$233K
|
|