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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
1.83KNew |
$254K - $300K
|
1.83K
$301K
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
1.81KNew |
$251K - $297K
|
1.81K
$298K
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.72KNew |
$238K - $282K
|
1.72K
$283K
|
|
Feb 07, 2022
Q4 2021
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
1.53KNew |
$213K - $252K
|
1.53K
$252K
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.45KNew |
$201K - $238K
|
1.45K
$239K
|
|
Feb 14, 2022
Q4 2021
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
1.4KNew |
$195K - $231K
|
1.4K
$231K
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
768New |
$107K - $126K
|
768
$127K
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
540New |
$74.9K - $88.7K
|
540
$89K
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
450New |
$62.5K - $73.9K
|
450
$74.1K
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
75+ 4.46% |
$10.4K - $12.3K
|
1.76K
$289K
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
36+ 0.14% |
$5K - $5.91K
|
25.5K
$4.2M
|
|
Jan 20, 2022
Q4 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
28+ 1.75% |
$3.89K - $4.6K
|
1.63K
$268K
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
37.4KNew |
$5.05M - $5.44M
|
37.4K
$6.16M
|
|
Nov 12, 2021
Q3 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
30K+ 100.0% |
$4.06M - $4.37M
|
60K
$9.88M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
PUT |
6.9KNew |
$933K - $1.01M
|
6.9K
$1.14M
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
5.95KNew |
$805K - $867K
|
5.95K
$980K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
3.32K+ 2.7% |
$449K - $484K
|
126K
$20.8M
|
|
Oct 15, 2021
Q3 2021
|
Spirit Of America Management Corp
|
BUY
|
- |
350+ 5.06% |
$47.3K - $51K
|
7.27K
$1.2M
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
CALL |
100New |
$13.5K - $14.6K
|
100
$16.5K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
149KNew |
$19.5M - $20.6M
|
149K
$24.5M
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
97.2KNew |
$12.8M - $13.5M
|
97.2K
$16M
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
23.7KNew |
$3.11M - $3.28M
|
23.7K
$3.9M
|
|
Sep 21, 2023
Q2 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
22.6K+ 226.0% |
$2.96M - $3.13M
|
32.6K
$5.37M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
500+ 500.0% |
$65.6K - $69.2K
|
600
$98.8K
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
BUY
|
CALL |
500New |
$65.6K - $69.2K
|
500
$82.4K
|
|
Jul 02, 2021
Q2 2021
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
15New |
$1.97K - $2.08K
|
15
$2.47K
|
|
Q1 2021 | |||||||
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
BUY
|
- |
10.6KNew |
$1.29M - $1.48M
|
10.6K
$1.74M
|
|
May 12, 2021
Q1 2021
|
Weil Company, Inc.
|
BUY
|
- |
225+ 4.5% |
$27.5K - $31.5K
|
5.23K
$861K
|
|
Q4 2020 | |||||||
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
16K+ 31.27% |
$2.17M - $2.31M
|
67.2K
$11.1M
|
|
Feb 12, 2021
Q4 2020
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
16KNew |
$2.17M - $2.31M
|
16K
$2.64M
|
|
Mar 02, 2021
Q4 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
7KNew |
$949K - $1.01M
|
7K
$1.15M
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
2.67KNew |
$362K - $386K
|
2.67K
$440K
|
|
Feb 03, 2021
Q4 2020
|
Western Financial Corporation
|
BUY
|
- |
2.2KNew |
$298K - $318K
|
2.2K
$362K
|
|
Jan 13, 2021
Q4 2020
|
Ht Partners LLC
|
BUY
|
- |
1.95KNew |
$264K - $281K
|
1.95K
$321K
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
875New |
$119K - $126K
|
875
$144K
|
|
Jan 20, 2021
Q4 2020
|
Trinity Legacy Partners, LLC
|
BUY
|
PUT |
700New |
$94.9K - $101K
|
700
$115K
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
399New |
$54.1K - $57.7K
|
399
$65.7K
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
246New |
$33.3K - $35.5K
|
246
$40.5K
|
|
Feb 12, 2021
Q4 2020
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
8New |
$1.08K - $1.16K
|
8
$1.32K
|
|
Feb 11, 2021
Q4 2020
|
Independent Advisor Alliance
|
BUY
|
CALL |
4New |
$542 - $578
|
4
$659
|
|
Q3 2020 | |||||||
Oct 19, 2020
Q3 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
175KNew |
$21M - $24.6M
|
175K
$28.8M
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
6.04KNew |
$725K - $849K
|
6.04K
$995K
|
|
Nov 13, 2020
Q3 2020
|
Doliver Advisors, LP
Houston, TX |
BUY
|
PUT |
1KNew |
$120K - $141K
|
1K
$165K
|
|
Nov 16, 2020
Q3 2020
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
PUT |
700New |
$84K - $98.4K
|
700
$115K
|
|
Nov 17, 2020
Q3 2020
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200+ 1.57% |
$24K - $28.1K
|
12.9K
$2.13M
|
|
Nov 13, 2020
Q3 2020
|
Sns Financial Group, LLC
|
BUY
|
CALL |
100New |
$12K - $14.1K
|
100
$16.5K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.23K+ 7.0% |
$244K - $278K
|
34.1K
$5.61M
|
|
Aug 12, 2020
Q2 2020
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
1.74KNew |
$190K - $216K
|
1.74K
$286K
|
|
Aug 07, 2020
Q2 2020
|
Financial Advantage, Inc.
|
BUY
|
- |
203+ 203.0% |
$22.2K - $25.3K
|
303
$49.9K
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Latash Investments, LLC
Anchorage, AK |
BUY
|
- |
2.13KNew |
$249K - $269K
|
2.13K
$351K
|