Purchases and Sales Made in Q4 2021 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 2021. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
428+ 1.79% |
$59.4K - $70.3K
|
24.4K
$4.07M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
427+ 0.76% |
$59.3K - $70.1K
|
56.3K
$9.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
426+ 3.37% |
$59.1K - $69.9K
|
13.1K
$2.19M
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
425+ 9.62% |
$59K - $69.8K
|
4.84K
$810K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
425+ 0.97% |
$59K - $69.8K
|
44.5K
$7.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
424+ 6.82% |
$58.8K - $69.6K
|
6.64K
$1.11M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
423+ 2.59% |
$58.7K - $69.5K
|
16.7K
$2.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
421+ 5.14% |
$58.4K - $69.1K
|
8.61K
$1.44M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
421+ 14.96% |
$58.4K - $69.1K
|
3.24K
$541K
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
BUY
|
- |
416+ 15.98% |
$57.7K - $68.3K
|
3.02K
$505K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
410+ 4.03% |
$56.9K - $67.3K
|
10.6K
$1.77M
|
|
|
Jan 19, 2022
Q4 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
407+ 7.08% |
$56.5K - $66.8K
|
6.16K
$1.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
405+ 1.88% |
$56.2K - $66.5K
|
21.9K
$3.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
404+ 12.16% |
$56.1K - $66.3K
|
3.73K
$623K
|
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
404+ 5.7% |
$56.1K - $66.3K
|
7.49K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
403+ 5.89% |
$55.9K - $66.2K
|
7.25K
$1.21M
|
|
|
Feb 15, 2022
Q4 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
402+ 1.29% |
$55.8K - $66K
|
31.7K
$5.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
399+ 6.72% |
$55.4K - $65.5K
|
6.34K
$1.06M
|
|
|
Feb 03, 2022
Q4 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
398+ 3.02% |
$55.2K - $65.3K
|
13.6K
$2.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
397+ 1.31% |
$55.1K - $65.2K
|
30.8K
$5.14M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
394+ 1.65% |
$54.7K - $64.7K
|
24.2K
$4.05M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
389+ 5.82% |
$54K - $63.9K
|
7.07K
$1.18M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
389+ 2.56% |
$54K - $63.9K
|
15.6K
$2.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
389+ 2.53% |
$54K - $63.9K
|
15.7K
$2.63M
|
|
|
Jan 14, 2022
Q4 2021
|
Sara Bay Financial
|
BUY
|
- |
385+ 10.4% |
$53.4K - $63.2K
|
4.09K
$683K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
385+ 1.1% |
$53.4K - $63.2K
|
35.3K
$5.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
377+ 1.4% |
$52.3K - $61.9K
|
27.2K
$4.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
374+ 8.15% |
$51.9K - $61.4K
|
4.96K
$830K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
374+ 1.43% |
$51.9K - $61.4K
|
26.6K
$4.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
371+ 4.2% |
$51.5K - $60.9K
|
9.2K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
371+ 0.11% |
$51.5K - $60.9K
|
329K
$54.9M
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
369+ 1.32% |
$51.2K - $60.6K
|
28.3K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
368+ 4.11% |
$51.1K - $60.4K
|
9.32K
$1.56M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
368+ 4.11% |
$51.1K - $60.4K
|
9.32K
$1.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Mjp Associates Inc
|
BUY
|
- |
366+ 5.32% |
$50.8K - $60.1K
|
7.25K
$1.21M
|
|
|
May 15, 2023
Q4 2021
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
365+ 7.2% |
$50.7K - $59.9K
|
5.44K
$909K
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
363+ 0.81% |
$50.4K - $59.6K
|
45.1K
$7.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
362+ 4.63% |
$50.2K - $59.4K
|
8.18K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Leisure Capital Management
|
BUY
|
- |
362+ 1.95% |
$50.2K - $59.4K
|
19K
$3.17M
|
|
|
Jan 25, 2022
Q4 2021
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
350+ 0.71% |
$48.6K - $57.5K
|
49.4K
$8.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
350+ 4.42% |
$48.6K - $57.5K
|
8.27K
$1.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
349+ 0.34% |
$48.4K - $57.3K
|
103K
$17.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
347+ 5.13% |
$48.2K - $57K
|
7.11K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Curran Financial Partners, LLC
|
BUY
|
- |
344+ 7.22% |
$47.7K - $56.5K
|
5.11K
$854K
|
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
339+ 7.88% |
$47K - $55.7K
|
4.64K
$776K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
337+ 2.4% |
$46.8K - $55.3K
|
14.4K
$2.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
335+ 4.49% |
$46.5K - $55K
|
7.79K
$1.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
334New |
$46.4K - $54.8K
|
334
$55.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
329+ 1.98% |
$45.7K - $54K
|
17K
$2.84M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
327+ 6.31% |
$45.4K - $53.7K
|
5.51K
$921K
|