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 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
8.96KNew |
$1.28M - $1.4M
|
8.96K
$1.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-207K- 13.95% |
$29.5M - $32.4M
|
1.28M
$186M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-189- 2.46% |
$26.9K - $29.6K
|
7.5K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-28- 3.03% |
$3.99K - $4.38K
|
896
$131K
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
1.45KNew |
$206K - $227K
|
1.45K
$211K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
35+ 0.11% |
$4.99K - $5.48K
|
30.5K
$4.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
31.7K+ 9.74% |
$4.52M - $4.96M
|
357K
$52.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.04K- 20.16% |
$291K - $319K
|
8.08K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Harvest Volatility Management LLC
|
BUY
|
- |
31+ 0.49% |
$4.42K - $4.85K
|
6.31K
$921K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
580New |
$82.7K - $90.8K
|
580
$84.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.12K- 5.76% |
$159K - $175K
|
18.3K
$2.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-11.3K- 29.12% |
$1.61M - $1.76M
|
27.4K
$4M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
61New |
$8.69K - $9.55K
|
61
$8.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
19.2KNew |
$2.74M - $3.01M
|
19.2K
$2.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
28+ 2.0% |
$3.99K - $4.38K
|
1.43K
$208K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
1.35KNew |
$192K - $211K
|
1.35K
$197K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
422+ 6.4% |
$60.1K - $66.1K
|
7.01K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4.61K+ 27.73% |
$657K - $722K
|
21.2K
$3.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
42+ 2.39% |
$5.99K - $6.58K
|
1.8K
$262K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-172- 0.06% |
$24.5K - $26.9K
|
295K
$43M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-996- 27.56% |
$142K - $156K
|
2.62K
$382K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.33K+ 502.65% |
$189K - $208K
|
1.59K
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
1.68KNew |
$239K - $263K
|
1.68K
$245K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
52.2KNew |
$7.44M - $8.18M
|
52.2K
$7.61M
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-73- 1.67% |
$10.4K - $11.4K
|
4.31K
$628K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
15+ 0.27% |
$2.14K - $2.35K
|
5.65K
$823K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-350- 8.63% |
$49.9K - $54.8K
|
3.7K
$540K
|
|
|
Jul 25, 2023
Q2 2023
|
Nat West Group PLC
|
BUY
|
- |
1.52KNew |
$217K - $238K
|
1.52K
$222K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
662+ 5.6% |
$94.3K - $104K
|
12.5K
$1.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17+ 0.04% |
$2.42K - $2.66K
|
44.4K
$6.47M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.44K+ 15.27% |
$347K - $381K
|
18.4K
$2.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 29.89% |
$149K - $163K
|
2.45K
$357K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
2.44K+ 15.27% |
$347K - $381K
|
18.4K
$2.68M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-713- 31.79% |
$102K - $112K
|
1.53K
$223K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
247+ 14.6% |
$35.2K - $38.7K
|
1.94K
$283K
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.98K- 76.75% |
$709K - $779K
|
1.51K
$220K
|
|
|
Jul 18, 2023
Q2 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.72KNew |
$246K - $270K
|
1.72K
$251K
|
|
|
Jul 18, 2023
Q2 2023
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
5.7KNew |
$812K - $893K
|
5.7K
$831K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
351+ 7.19% |
$50K - $55K
|
5.23K
$763K
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-195- 4.93% |
$27.8K - $30.5K
|
3.76K
$548K
|
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-1.6K- 45.83% |
$228K - $251K
|
1.89K
$276K
|
|
|
Jul 14, 2023
Q2 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-17- 25.37% |
$2.42K - $2.66K
|
50
$7.29K
|
|
|
Jul 14, 2023
Q2 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
1.34KNew |
$191K - $209K
|
1.34K
$195K
|
|
|
Jul 13, 2023
Q2 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-70- 0.75% |
$9.98K - $11K
|
9.24K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.71KNew |
$243K - $267K
|
1.71K
$249K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
PUT |
2KNew |
$285K - $313K
|
2K
$292K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-91- 1.83% |
$13K - $14.2K
|
4.9K
$714K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-40- 4.33% |
$5.7K - $6.26K
|
883
$129K
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
1.34KNew |
$191K - $209K
|
1.34K
$195K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
6+ 0.38% |
$855 - $939
|
1.6K
$233K
|
|