Purchases and Sales Made in Q3 2021 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
BUY
|
- |
820+ 53.07% |
$111K - $119K
|
2.37K
$367K
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
816+ 4.19% |
$110K - $119K
|
20.3K
$3.14M
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
BUY
|
- |
813+ 0.93% |
$110K - $118K
|
88.4K
$13.7M
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
812+ 1.27% |
$110K - $118K
|
64.9K
$10.1M
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
812+ 6.18% |
$110K - $118K
|
13.9K
$2.16M
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
807+ 23.92% |
$109K - $118K
|
4.18K
$648K
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
803+ 5.3% |
$109K - $117K
|
16K
$2.47M
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
796+ 0.24% |
$108K - $116K
|
328K
$50.8M
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
796+ 2.41% |
$108K - $116K
|
33.9K
$5.25M
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
791+ 3.81% |
$107K - $115K
|
21.6K
$3.34M
|
|
Nov 12, 2021
Q3 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
790+ 3.64% |
$107K - $115K
|
22.5K
$3.49M
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
BUY
|
- |
776+ 6.49% |
$105K - $113K
|
12.7K
$1.98M
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
770+ 5.23% |
$104K - $112K
|
15.5K
$2.4M
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
770+ 9.24% |
$104K - $112K
|
9.1K
$1.41M
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
768+ 3.1% |
$104K - $112K
|
25.6K
$3.97M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
759+ 13.98% |
$103K - $111K
|
6.19K
$960K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
758+ 13.96% |
$103K - $110K
|
6.19K
$959K
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
754+ 23.9% |
$102K - $110K
|
3.91K
$606K
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
751+ 1.46% |
$102K - $109K
|
52.2K
$8.09M
|
|
Oct 28, 2021
Q3 2021
|
First American Bank
Dundee, IL |
BUY
|
- |
746+ 0.6% |
$101K - $109K
|
125K
$19.3M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
734+ 8.93% |
$99.3K - $107K
|
8.96K
$1.39M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
734+ 8.93% |
$99.3K - $107K
|
8.96K
$1.39M
|
|
Nov 02, 2021
Q3 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
733+ 3.85% |
$99.1K - $107K
|
19.8K
$3.07M
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
727+ 34.64% |
$98.3K - $106K
|
2.83K
$438K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
727+ 1.55% |
$98.3K - $106K
|
47.7K
$7.4M
|
|
Nov 10, 2021
Q3 2021
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
726+ 15.79% |
$98.2K - $106K
|
5.32K
$826K
|
|
Oct 14, 2021
Q3 2021
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
719+ 4.13% |
$97.2K - $105K
|
18.1K
$2.81M
|
|
Oct 13, 2021
Q3 2021
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
713+ 1.27% |
$96.4K - $104K
|
56.7K
$8.8M
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
711+ 1.28% |
$96.2K - $104K
|
56.1K
$8.71M
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
710+ 0.7% |
$96K - $103K
|
102K
$15.8M
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
708+ 3.21% |
$95.7K - $103K
|
22.7K
$3.53M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
708+ 5.13% |
$95.7K - $103K
|
14.5K
$2.25M
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
707+ 0.58% |
$95.6K - $103K
|
123K
$19M
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
706+ 2.86% |
$95.5K - $103K
|
25.4K
$3.93M
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
702+ 2.83% |
$94.9K - $102K
|
25.5K
$3.96M
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
699+ 17.55% |
$94.5K - $102K
|
4.68K
$726K
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
694+ 1.2% |
$93.9K - $101K
|
58.4K
$9.05M
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
694+ 24.51% |
$93.9K - $101K
|
3.53K
$547K
|
|
Oct 18, 2021
Q3 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
684+ 2.58% |
$92.5K - $99.6K
|
27.2K
$4.22M
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
681+ 1.18% |
$92.1K - $99.2K
|
58.2K
$9.03M
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
679+ 13.2% |
$91.8K - $98.9K
|
5.82K
$903K
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
668+ 7.11% |
$90.3K - $97.3K
|
10.1K
$1.56M
|
|
Oct 12, 2021
Q3 2021
|
Eastover Investment Advisors LLC
|
BUY
|
- |
667+ 1.92% |
$90.2K - $97.2K
|
35.5K
$5.5M
|
|
Oct 14, 2021
Q3 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
662+ 25.28% |
$89.5K - $96.4K
|
3.28K
$509K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
650+ 5.18% |
$87.9K - $94.7K
|
13.2K
$2.05M
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
650+ 8.62% |
$87.9K - $94.7K
|
8.19K
$1.27M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
650New |
$87.9K - $94.7K
|
650
$101K
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
648+ 3.88% |
$87.6K - $94.4K
|
17.4K
$2.69M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
647+ 15.07% |
$87.5K - $94.3K
|
4.94K
$766K
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
647+ 0.65% |
$87.5K - $94.3K
|
100K
$15.6M
|