Purchases and Sales Made in Q1 2021 in Colgate Palmolive CO (CL)
This table provides information about the institutional ownership of Colgate Palmolive CO (CL) during Q1 2021. The information is specifically focused on institutions that hold shares of COLGATE PALMOLIVE CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2021
Q1 2021
|
Grant
|
BUY
|
- |
25+ 0.48% |
$1.86K - $2.11K
|
5.26K
$504K
|
|
Sep 21, 2023
Q1 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
23+ 25.56% |
$1.71K - $1.94K
|
113
$10.8K
|
|
Apr 09, 2021
Q1 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22+ 0.49% |
$1.64K - $1.86K
|
4.51K
$432K
|
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 0.57% |
$1.64K - $1.86K
|
3.91K
$375K
|
|
Apr 30, 2021
Q1 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
21+ 0.66% |
$1.56K - $1.77K
|
3.22K
$309K
|
|
Apr 29, 2021
Q1 2021
|
Candriam S.C.A.
|
BUY
|
- |
20+ 0.02% |
$1.49K - $1.69K
|
133K
$12.7M
|
|
Apr 20, 2021
Q1 2021
|
S.A. Mason LLC
|
BUY
|
- |
16+ 0.57% |
$1.19K - $1.35K
|
2.83K
$271K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 0.44% |
$1.19K - $1.35K
|
3.67K
$351K
|
|
May 07, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
16New |
$1.19K - $1.35K
|
16
$1.53K
|
|
Apr 28, 2021
Q1 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
15+ 0.58% |
$1.12K - $1.27K
|
2.62K
$251K
|
|
Apr 19, 2021
Q1 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
15+ 0.45% |
$1.12K - $1.27K
|
3.31K
$318K
|
|
Apr 30, 2021
Q1 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
15+ 0.39% |
$1.12K - $1.27K
|
3.87K
$371K
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
15+ 0.25% |
$1.12K - $1.27K
|
6.04K
$579K
|
|
May 10, 2021
Q1 2021
|
Red Cedar Capital, LLC
|
BUY
|
- |
13New |
$968 - $1.1K
|
13
$1.25K
|
|
Apr 14, 2021
Q1 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
10+ 0.39% |
$744 - $845
|
2.56K
$245K
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10+ 0.18% |
$744 - $845
|
5.69K
$546K
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.33% |
$744 - $845
|
3.06K
$293K
|
|
May 18, 2021
Q1 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10+ 0.14% |
$744 - $845
|
7.1K
$681K
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10+ 1.11% |
$744 - $845
|
909
$87.2K
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
8+ 0.27% |
$596 - $676
|
3.03K
$290K
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
8+ 0.39% |
$596 - $676
|
2.08K
$200K
|
|
May 10, 2021
Q1 2021
|
Northstar Group, Inc.
|
BUY
|
- |
7+ 0.15% |
$521 - $592
|
4.83K
$463K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.29% |
$447 - $507
|
2.07K
$198K
|
|
May 12, 2021
Q1 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.05% |
$447 - $507
|
13K
$1.24M
|
|
May 10, 2021
Q1 2021
|
American Investment Services, Inc.
|
BUY
|
- |
6+ 0.1% |
$447 - $507
|
5.82K
$558K
|
|
Apr 16, 2021
Q1 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
4+ 0.08% |
$298 - $338
|
5.22K
$501K
|
|
May 13, 2021
Q1 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.76% |
$149 - $169
|
265
$25.4K
|
|
May 18, 2021
Q1 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.02% |
$149 - $169
|
9.46K
$907K
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.08% |
$149 - $169
|
2.49K
$239K
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.43% |
$149 - $169
|
464
$44.5K
|
|
Apr 28, 2021
Q1 2021
|
Bcs Wealth Management
|
BUY
|
- |
1+ 0.01% |
$74.4 - $84.5
|
12.8K
$1.22M
|
|
Apr 29, 2021
Q1 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$74.4 - $84.5
|
4.99K
$478K
|
|
May 14, 2021
Q1 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.04% |
$74.4 - $84.5
|
2.55K
$244K
|
|
May 03, 2021
Q1 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.4% |
$74.4 - $84.5
|
249
$23.9K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
SELL
|
- |
-1- 0.03% |
$74.4 - $84.5
|
3.61K
$346K
|
|
May 07, 2021
Q1 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1- 0.01% |
$74.4 - $84.5
|
11.7K
$1.12M
|
|
Apr 06, 2021
Q1 2021
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1- 0.01% |
$74.4 - $84.5
|
11.3K
$1.09M
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2- 1.96% |
$149 - $169
|
100
$9.59K
|
|
Apr 12, 2021
Q1 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5- 0.15% |
$372 - $423
|
3.37K
$324K
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-5- 0.38% |
$372 - $423
|
1.31K
$125K
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-6- 18.75% |
$447 - $507
|
26
$2.49K
|
|
Apr 20, 2021
Q1 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-7- 0.07% |
$521 - $592
|
10.2K
$978K
|
|
May 12, 2021
Q1 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-8- 0.16% |
$596 - $676
|
5K
$479K
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-9- 0.3% |
$670 - $761
|
3.01K
$289K
|
|
Apr 06, 2021
Q1 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-10- 0.11% |
$744 - $845
|
9.46K
$907K
|
|
Apr 29, 2021
Q1 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-10- 0.35% |
$744 - $845
|
2.85K
$273K
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-11- 0.9% |
$819 - $930
|
1.22K
$117K
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-11- 0.37% |
$819 - $930
|
2.97K
$284K
|
|
May 14, 2021
Q1 2021
|
Plancorp, LLC
|
SELL
|
- |
-11- 0.09% |
$819 - $930
|
12.1K
$1.16M
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$819 - $930
|
0
$0
|