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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
100+ 3.13% |
$13.9K - $16.4K
|
3.3K
$562K
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
100+ 0.41% |
$13.9K - $16.4K
|
24.6K
$4.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
99+ 0.85% |
$13.7K - $16.3K
|
11.8K
$2.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
98+ 3.38% |
$13.6K - $16.1K
|
3K
$511K
|
|
|
Jan 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
97+ 2.51% |
$13.5K - $15.9K
|
3.97K
$675K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
94+ 3.36% |
$13K - $15.4K
|
2.89K
$492K
|
|
|
Jan 31, 2022
Q4 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
94+ 0.53% |
$13K - $15.4K
|
17.9K
$3.05M
|
|
|
Jan 25, 2022
Q4 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
93+ 1.8% |
$12.9K - $15.3K
|
5.25K
$894K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
92+ 1.12% |
$12.8K - $15.1K
|
8.33K
$1.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
91+ 0.42% |
$12.6K - $14.9K
|
21.7K
$3.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
91+ 3.06% |
$12.6K - $14.9K
|
3.06K
$521K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
91+ 2.33% |
$12.6K - $14.9K
|
4K
$681K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
91+ 0.17% |
$12.6K - $14.9K
|
53.4K
$9.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
90+ 1.03% |
$12.5K - $14.8K
|
8.81K
$1.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
90+ 32.85% |
$12.5K - $14.8K
|
364
$62K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
90+ 0.19% |
$12.5K - $14.8K
|
46.4K
$7.89M
|
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
90+ 2.47% |
$12.5K - $14.8K
|
3.74K
$636K
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
90+ 2.55% |
$12.5K - $14.8K
|
3.62K
$616K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90+ 4.99% |
$12.5K - $14.8K
|
1.89K
$322K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
90+ 4.1% |
$12.5K - $14.8K
|
2.29K
$389K
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
89+ 4.95% |
$12.4K - $14.6K
|
1.89K
$321K
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
88+ 0.84% |
$12.2K - $14.4K
|
10.5K
$1.79M
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
88+ 0.14% |
$12.2K - $14.4K
|
64K
$10.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
85+ 0.34% |
$11.8K - $14K
|
25.4K
$4.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Wills Financial Group, Inc.
|
BUY
|
- |
85+ 0.17% |
$11.8K - $14K
|
50K
$8.51M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
84+ 0.11% |
$11.7K - $13.8K
|
77.2K
$13.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
84+ 5.74% |
$11.7K - $13.8K
|
1.55K
$263K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
BUY
|
- |
84+ 0.72% |
$11.7K - $13.8K
|
11.7K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
84+ 2.26% |
$11.7K - $13.8K
|
3.8K
$647K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
83+ 0.43% |
$11.5K - $13.6K
|
19.4K
$3.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
81+ 0.34% |
$11.2K - $13.3K
|
23.9K
$4.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
80+ 0.85% |
$11.1K - $13.1K
|
9.53K
$1.62M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
79+ 0.61% |
$11K - $13K
|
13K
$2.21M
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
79+ 2.23% |
$11K - $13K
|
3.62K
$616K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
78+ 1.67% |
$10.8K - $12.8K
|
4.74K
$807K
|
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
77+ 0.6% |
$10.7K - $12.6K
|
13K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
76+ 11.76% |
$10.5K - $12.5K
|
722
$123K
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
75+ 0.75% |
$10.4K - $12.3K
|
10.1K
$1.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Reitz Capital Advisors LLC
|
BUY
|
- |
75+ 4.4% |
$10.4K - $12.3K
|
1.78K
$303K
|
|
|
Jan 25, 2022
Q4 2021
|
Mount Vernon Associates Inc
|
BUY
|
- |
75+ 4.83% |
$10.4K - $12.3K
|
1.63K
$277K
|
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
75+ 3.0% |
$10.4K - $12.3K
|
2.58K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
75+ 4.46% |
$10.4K - $12.3K
|
1.76K
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
75+ 1.36% |
$10.4K - $12.3K
|
5.58K
$950K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
75+ 0.35% |
$10.4K - $12.3K
|
21.3K
$3.63M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
74+ 0.32% |
$10.3K - $12.2K
|
23.2K
$3.94M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
74+ 1.36% |
$10.3K - $12.2K
|
5.53K
$942K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
74+ 0.89% |
$10.3K - $12.2K
|
8.35K
$1.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
72+ 0.88% |
$9.99K - $11.8K
|
8.3K
$1.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
71+ 3.63% |
$9.85K - $11.7K
|
2.03K
$345K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
71+ 4.78% |
$9.85K - $11.7K
|
1.56K
$265K
|