Purchases and Sales Made in Q1 2022 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
13+ 0.12% |
$1.86K - $2.13K
|
10.5K
$1.67M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
12+ 0.15% |
$1.72K - $1.97K
|
7.8K
$1.24M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
12+ 0.39% |
$1.72K - $1.97K
|
3.07K
$489K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
12+ 0.13% |
$1.72K - $1.97K
|
9.2K
$1.47M
|
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
11+ 0.01% |
$1.58K - $1.81K
|
75.3K
$12M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
11+ 0.49% |
$1.58K - $1.81K
|
2.24K
$357K
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
11+ 0.04% |
$1.58K - $1.81K
|
27.4K
$4.36M
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
10+ 0.29% |
$1.43K - $1.64K
|
3.42K
$544K
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
10+ 0.33% |
$1.43K - $1.64K
|
3.05K
$486K
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
10+ 0.7% |
$1.43K - $1.64K
|
1.43K
$228K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10+ 1.55% |
$1.43K - $1.64K
|
655
$104K
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
10+ 0.71% |
$1.43K - $1.64K
|
1.41K
$225K
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.49% |
$1.43K - $1.64K
|
2.06K
$329K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.26% |
$1.43K - $1.64K
|
3.88K
$618K
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
BUY
|
- |
9+ 0.09% |
$1.29K - $1.48K
|
10.2K
$1.63M
|
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
9+ 0.43% |
$1.29K - $1.48K
|
2.12K
$337K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
9+ 0.04% |
$1.29K - $1.48K
|
21.2K
$3.38M
|
|
|
Apr 27, 2022
Q1 2022
|
Patron Partners, LLC
|
BUY
|
- |
9+ 0.03% |
$1.29K - $1.48K
|
33.4K
$5.32M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9+ 0.16% |
$1.29K - $1.48K
|
5.52K
$880K
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
9+ 0.15% |
$1.29K - $1.48K
|
6.2K
$987K
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
8+ 0.42% |
$1.15K - $1.31K
|
1.9K
$302K
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8+ 0.17% |
$1.15K - $1.31K
|
4.69K
$747K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8+ 0.16% |
$1.15K - $1.31K
|
4.91K
$782K
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
8+ 0.19% |
$1.15K - $1.31K
|
4.32K
$688K
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
8+ 0.26% |
$1.15K - $1.31K
|
3.1K
$493K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
8+ 0.1% |
$1.15K - $1.31K
|
8.37K
$1.33M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
7+ 0.2% |
$1K - $1.15K
|
3.53K
$562K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
BUY
|
- |
7+ 0.14% |
$1K - $1.15K
|
4.88K
$777K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
7+ 0.18% |
$1K - $1.15K
|
3.99K
$636K
|
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.16% |
$1K - $1.15K
|
4.41K
$702K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.51% |
$1K - $1.15K
|
1.38K
$220K
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
6+ 0.23% |
$859 - $985
|
2.67K
$426K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
6+ 0.25% |
$859 - $985
|
2.41K
$384K
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
6+ 0.09% |
$859 - $985
|
6.45K
$1.03M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.1% |
$859 - $985
|
6.02K
$959K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.15% |
$859 - $985
|
3.95K
$630K
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
6+ 0.14% |
$859 - $985
|
4.15K
$661K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.22% |
$859 - $985
|
2.77K
$441K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6+ 0.44% |
$859 - $985
|
1.37K
$219K
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
6+ 0.25% |
$859 - $985
|
2.42K
$386K
|
|
|
May 12, 2022
Q1 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
6+ 0.15% |
$859 - $985
|
4.01K
$638K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.13% |
$716 - $821
|
4K
$637K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5+ 0.13% |
$716 - $821
|
3.89K
$619K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.2% |
$716 - $821
|
2.46K
$391K
|
|
|
Apr 11, 2022
Q1 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
5+ 0.3% |
$716 - $821
|
1.67K
$266K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
5+ 0.12% |
$716 - $821
|
4.06K
$647K
|
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
5+ 0.06% |
$716 - $821
|
7.94K
$1.26M
|
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5+ 0.14% |
$716 - $821
|
3.53K
$562K
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5+ 0.05% |
$716 - $821
|
9.57K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5+ 0.25% |
$716 - $821
|
2.04K
$325K
|