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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5+ 0.05% |
$716 - $821
|
9.57K
$1.48M
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
5+ 0.25% |
$716 - $821
|
2.04K
$316K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5+ 0.52% |
$716 - $821
|
968
$150K
|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
4+ 0.03% |
$573 - $657
|
14.5K
$2.25M
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4+ 0.04% |
$573 - $657
|
8.98K
$1.39M
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
4+ 0.08% |
$573 - $657
|
5.1K
$791K
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
4+ 0.25% |
$573 - $657
|
1.58K
$244K
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
4+ 0.24% |
$573 - $657
|
1.67K
$259K
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
4+ 0.01% |
$573 - $657
|
36.8K
$5.7M
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
4+ 0.05% |
$573 - $657
|
8.89K
$1.38M
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3+ 0.3% |
$430 - $493
|
996
$154K
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$430 - $493
|
4.48K
$695K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.1% |
$430 - $493
|
3.05K
$472K
|
|
Apr 28, 2022
Q1 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$430 - $493
|
3.8K
$589K
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$430 - $493
|
9.56K
$1.48M
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
3+ 0.01% |
$430 - $493
|
24.1K
$3.74M
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
3+ 0.06% |
$430 - $493
|
4.71K
$731K
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
3+ 0.66% |
$430 - $493
|
460
$71.3K
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3+ 0.12% |
$430 - $493
|
2.47K
$384K
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
3New |
$430 - $493
|
3
$465
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 0.05% |
$430 - $493
|
5.49K
$851K
|
|
May 25, 2022
Q1 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
3+ 0.23% |
$430 - $493
|
1.3K
$201K
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3+ 0.11% |
$430 - $493
|
2.72K
$422K
|
|
Apr 12, 2022
Q1 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$286 - $328
|
2.84K
$440K
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
2+ 0.14% |
$286 - $328
|
1.43K
$222K
|
|
Apr 22, 2022
Q1 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2+ 0.13% |
$286 - $328
|
1.59K
$247K
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.11% |
$286 - $328
|
1.81K
$281K
|
|
May 10, 2022
Q1 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
2+ 0.08% |
$286 - $328
|
2.55K
$395K
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2+ 0.05% |
$286 - $328
|
3.88K
$601K
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2+ 0.04% |
$286 - $328
|
4.75K
$737K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.02% |
$286 - $328
|
10.2K
$1.59M
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.05% |
$286 - $328
|
4.23K
$655K
|
|
May 16, 2022
Q1 2022
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$286 - $328
|
22.9K
$3.55M
|
|
Apr 27, 2022
Q1 2022
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.11% |
$286 - $328
|
1.8K
$279K
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2+ 0.03% |
$286 - $328
|
7.71K
$1.2M
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
2+ 0.14% |
$286 - $328
|
1.47K
$227K
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.25% |
$286 - $328
|
791
$123K
|
|
May 05, 2025
Q1 2022
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
2+ 0.08% |
$286 - $328
|
2.44K
$379K
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1+ 0.15% |
$143 - $164
|
671
$104K
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
1+ 0.03% |
$143 - $164
|
4K
$620K
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
1+ 0.03% |
$143 - $164
|
3.33K
$516K
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
1+ 0.07% |
$143 - $164
|
1.41K
$219K
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
1+ 0.05% |
$143 - $164
|
2.08K
$322K
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.22% |
$143 - $164
|
455
$70.6K
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
BUY
|
- |
1+ 0.02% |
$143 - $164
|
4.82K
$747K
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$143 - $164
|
5.33K
$826K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$143 - $164
|
2.89K
$449K
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.21% |
$143 - $164
|
482
$74.8K
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$143 - $164
|
3.16K
$491K
|
|
May 10, 2022
Q1 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$143 - $164
|
1.49K
$231K
|