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 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.51KNew |
$187K - $232K
|
1.51K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.13K+ 4.81% |
$140K - $174K
|
24.6K
$4.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Chapman Investment Management, LLC
|
SELL
|
- |
-2.4K- 47.63% |
$297K - $369K
|
2.64K
$451K
|
|
|
Feb 07, 2023
Q4 2022
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-14- 0.35% |
$1.73K - $2.16K
|
3.93K
$672K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.59K+ 1.71% |
$196K - $244K
|
94.2K
$16.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-4.65K- 51.08% |
$576K - $716K
|
4.46K
$762K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
31+ 1.27% |
$3.84K - $4.77K
|
2.47K
$423K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-1.22K- 0.05% |
$151K - $188K
|
2.45M
$419M
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
PUT |
200New |
$24.8K - $30.8K
|
200
$34.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
17.3K+ 33.58% |
$2.14M - $2.66M
|
68.7K
$11.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-177- 1.91% |
$21.9K - $27.2K
|
9.1K
$1.56M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5.17KNew |
$639K - $795K
|
5.17K
$883K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-908- 1.06% |
$112K - $140K
|
84.7K
$14.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Cowen Prime Advisors LLC
|
BUY
|
- |
100+ 20.0% |
$12.4K - $15.4K
|
600
$103K
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
56New |
$6.93K - $8.62K
|
56
$9.58K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5+ 0.08% |
$619 - $770
|
6.45K
$1.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
1.97KNew |
$244K - $303K
|
1.97K
$337K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
519+ 1.71% |
$64.2K - $79.9K
|
30.9K
$5.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
1.5KNew |
$186K - $231K
|
1.5K
$257K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2.78K+ 9.83% |
$344K - $428K
|
31.1K
$5.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.78KNew |
$220K - $274K
|
1.78K
$304K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.04KNew |
$376K - $468K
|
3.04K
$520K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
855New |
$106K - $132K
|
855
$146K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
229+ 487.23% |
$28.3K - $35.3K
|
276
$47.2K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-678- 2.45% |
$83.9K - $104K
|
26.9K
$4.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
BUY
|
- |
20+ 0.04% |
$2.48K - $3.08K
|
48.7K
$8.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-855- 1.87% |
$106K - $132K
|
44.8K
$7.67M
|
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
150+ 3.21% |
$18.6K - $23.1K
|
4.82K
$824K
|
|
|
Jan 24, 2023
Q4 2022
|
Integrity Advisory, LLC
|
BUY
|
- |
1.42KNew |
$175K - $218K
|
1.42K
$242K
|
|
|
Jan 24, 2023
Q4 2022
|
Matrix Trust CO
|
BUY
|
- |
3.39K+ 45.76% |
$419K - $521K
|
10.8K
$1.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$268K - $333K
|
2.16K
$370K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
27+ 0.18% |
$3.34K - $4.16K
|
14.8K
$2.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
1.36KNew |
$168K - $209K
|
1.36K
$232K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
42+ 0.31% |
$5.2K - $6.47K
|
13.6K
$2.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-111- 0.87% |
$13.7K - $17.1K
|
12.7K
$2.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
SELL
|
- |
-875- 0.34% |
$108K - $135K
|
255K
$43.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
SELL
|
- |
-227- 3.63% |
$28.1K - $34.9K
|
6.02K
$1.03M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-523- 5.36% |
$64.7K - $80.5K
|
9.24K
$1.58M
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
71+ 39.89% |
$8.79K - $10.9K
|
249
$42.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
1.78KNew |
$220K - $274K
|
1.78K
$304K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
329+ 4.49% |
$40.7K - $50.6K
|
7.66K
$1.31M
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
659New |
$81.6K - $101K
|
659
$113K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.08KNew |
$133K - $166K
|
1.08K
$184K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 3.73% |
$3.09K - $3.85K
|
695
$119K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.01K+ 0.3% |
$249K - $310K
|
682K
$117M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
100+ 2.33% |
$12.4K - $15.4K
|
4.38K
$750K
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
3.92KNew |
$486K - $604K
|
3.92K
$671K
|
|
|
Jan 12, 2023
Q4 2022
|
Ardevora Asset Management LLP
|
BUY
|
- |
131K+ 25.5% |
$16.2M - $20.2M
|
646K
$110M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-72- 2.37% |
$8.91K - $11.1K
|
2.96K
$506K
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
BUY
|
- |
12.1K+ 8.24% |
$1.5M - $1.87M
|
159K
$27.2M
|