Latest Institutional Purchases of Procter & Gamble CO (PG)
This list provides information on the latest institutional transactions involving Procter & Gamble CO (PG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6.33K+ 178.05% |
$1.02M - $1.14M
|
9.88K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
6.09KNew |
$980K - $1.09M
|
6.09K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.05K+ 9.75% |
$975K - $1.09M
|
68.1K
$11.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.74KNew |
$925K - $1.03M
|
5.74K
$946K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
5.39K+ 100.54% |
$868K - $968K
|
10.7K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.23K+ 42.66% |
$842K - $940K
|
17.5K
$2.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.15KNew |
$830K - $926K
|
5.15K
$849K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
5KNew |
$805K - $898K
|
5K
$824K
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.94K+ 46.08% |
$796K - $888K
|
15.7K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.9K+ 321.68% |
$789K - $880K
|
6.42K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.65K+ 0.42% |
$749K - $836K
|
1.12M
$185M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
4.4KNew |
$709K - $791K
|
4.4K
$726K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
4.36KNew |
$702K - $783K
|
4.36K
$718K
|
|
|
Jan 22, 2025
Q4 2024
|
Altus Wealth Management, LLC
|
BUY
|
- |
4.11K+ 7.76% |
$662K - $738K
|
57K
$9.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
4.06KNew |
$654K - $730K
|
4.06K
$669K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.06K+ 349.31% |
$654K - $729K
|
5.22K
$860K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.9K+ 13.0% |
$627K - $700K
|
33.8K
$5.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.77K+ 11.63% |
$608K - $678K
|
36.2K
$5.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
3.69K+ 1.95% |
$594K - $663K
|
193K
$31.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
3.6KNew |
$580K - $647K
|
3.6K
$593K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.4KNew |
$547K - $610K
|
3.4K
$559K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.37K+ 9.45% |
$542K - $605K
|
39K
$6.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.33K+ 107.12% |
$536K - $598K
|
6.43K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.19K+ 20.82% |
$513K - $573K
|
18.5K
$3.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
3.18K+ 43.02% |
$512K - $572K
|
10.6K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3K+ 198.68% |
$483K - $539K
|
4.51K
$743K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.9K+ 1.67% |
$468K - $522K
|
177K
$29.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
2.9KNew |
$467K - $521K
|
2.9K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.9K+ 36.56% |
$467K - $521K
|
10.8K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.84K+ 6.78% |
$457K - $510K
|
44.7K
$7.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.83KNew |
$455K - $508K
|
2.83K
$465K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.79K+ 6.39% |
$450K - $502K
|
46.5K
$7.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.78KNew |
$448K - $500K
|
2.78K
$458K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
2.69K+ 4.17% |
$433K - $483K
|
67.1K
$11.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.67K+ 7.52% |
$429K - $479K
|
38.1K
$6.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.6K+ 1.5% |
$419K - $467K
|
176K
$29M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 6.13% |
$416K - $464K
|
44.7K
$7.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.51K+ 8.21% |
$404K - $451K
|
33.1K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.42K+ 3.19% |
$390K - $435K
|
78.3K
$12.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.3K+ 4.75% |
$371K - $414K
|
50.8K
$8.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
2.28KNew |
$367K - $409K
|
2.28K
$375K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2.23K+ 113.7% |
$360K - $401K
|
4.2K
$691K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.23K+ 46.01% |
$359K - $400K
|
7.07K
$1.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.09K+ 21.46% |
$337K - $376K
|
11.8K
$1.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.07KNew |
$333K - $372K
|
2.07K
$341K
|
|
|
Jan 10, 2025
Q4 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.05K+ 2.9% |
$331K - $369K
|
72.8K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.03K+ 5.26% |
$327K - $365K
|
40.7K
$6.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
2.03KNew |
$326K - $364K
|
2.03K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
2.02K+ 91.5% |
$326K - $364K
|
4.24K
$698K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
1.96K+ 4.13% |
$316K - $352K
|
49.4K
$8.14M
|