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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-200- 10.75% |
$31.1K - $33.7K
|
1.66K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
7.2KNew |
$1.12M - $1.21M
|
7.2K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-21.8K- 80.1% |
$3.38M - $3.67M
|
5.41K
$789K
|
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
1.22KNew |
$189K - $205K
|
1.22K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
PUT |
-1.4K- 51.85% |
$217K - $236K
|
1.3K
$190K
|
|
|
Aug 13, 2024
Q2 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-298- 17.69% |
$46.3K - $50.2K
|
1.39K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
1.46K+ 100.0% |
$227K - $246K
|
2.92K
$426K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13New |
$2.02K - $2.19K
|
13
$1.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
198+ 12.3% |
$30.8K - $33.4K
|
1.81K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.42M+ 0.9% |
$221M - $240M
|
159M
$23.2B
|
|
|
Aug 13, 2024
Q2 2024
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
2.67KNew |
$415K - $450K
|
2.67K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4.16K+ 39.6% |
$646K - $701K
|
14.7K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-274- 1.25% |
$42.6K - $46.2K
|
21.7K
$3.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-11K- 31.04% |
$1.71M - $1.85M
|
24.4K
$3.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Mckinley Capital Management LLC
|
SELL
|
- |
-5.76K- 10.22% |
$894K - $970K
|
50.5K
$7.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.53K- 3.9% |
$1.17M - $1.27M
|
186K
$27.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.51KNew |
$234K - $254K
|
1.51K
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
839New |
$130K - $141K
|
839
$122K
|
|
|
Aug 12, 2024
Q2 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
616+ 11.85% |
$95.7K - $104K
|
5.81K
$848K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
7.16K+ 5.27% |
$1.11M - $1.21M
|
143K
$20.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-40- 3.19% |
$6.21K - $6.74K
|
1.21K
$177K
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
449+ 1.47% |
$69.7K - $75.7K
|
31K
$4.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
2.5KNew |
$389K - $422K
|
2.5K
$365K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-5.45K- 6.3% |
$847K - $919K
|
81.1K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-651- 1.19% |
$101K - $110K
|
53.8K
$7.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8.52K- 68.37% |
$1.32M - $1.44M
|
3.94K
$574K
|
|
|
Aug 08, 2024
Q2 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-358- 18.8% |
$55.6K - $60.3K
|
1.55K
$225K
|
|
|
Aug 07, 2024
Q2 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
5.49KNew |
$852K - $925K
|
5.49K
$800K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-15- 28.3% |
$2.33K - $2.53K
|
38
$5.54K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
760+ 0.66% |
$118K - $128K
|
115K
$16.8M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-91- 6.02% |
$14.1K - $15.3K
|
1.42K
$207K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-2.71K- 56.27% |
$420K - $456K
|
2.1K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5+ 0.39% |
$777 - $843
|
1.3K
$190K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
410New |
$63.7K - $69.1K
|
410
$59.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.38K- 3.3% |
$215K - $233K
|
40.5K
$5.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
671KNew |
$104M - $113M
|
671K
$97.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Absher Wealth Management, LLC
|
SELL
|
- |
-67- 5.23% |
$10.4K - $11.3K
|
1.21K
$177K
|
|
|
Aug 01, 2024
Q2 2024
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-157K- 69.03% |
$24.3M - $26.4M
|
70.2K
$10.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-242- 3.73% |
$37.6K - $40.8K
|
6.25K
$912K
|
|
|
Aug 01, 2024
Q2 2024
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-4.03K- 2.67% |
$626K - $679K
|
147K
$21.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
234+ 16.74% |
$36.3K - $39.4K
|
1.63K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-133- 2.08% |
$20.7K - $22.4K
|
6.26K
$913K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
270New |
$41.9K - $45.5K
|
270
$39.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
115+ 2.61% |
$17.9K - $19.4K
|
4.52K
$658K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-85- 1.8% |
$13.2K - $14.3K
|
4.65K
$678K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-16- 1.03% |
$2.49K - $2.7K
|
1.54K
$224K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-71- 5.44% |
$11K - $12K
|
1.24K
$180K
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-26- 3.93% |
$4.04K - $4.38K
|
635
$92.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
59.7KNew |
$9.27M - $10.1M
|
59.7K
$8.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
97+ 0.86% |
$15.1K - $16.4K
|
11.4K
$1.66M
|
|