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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
303+ 3.1% |
$41K - $44.1K
|
10.1K
$1.71M
|
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
302+ 2.88% |
$40.8K - $44K
|
10.8K
$1.83M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
302+ 13.25% |
$40.8K - $44K
|
2.58K
$439K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
300+ 2.17% |
$40.6K - $43.7K
|
14.1K
$2.41M
|
|
|
Oct 27, 2021
Q3 2021
|
Hendley & CO Inc
|
BUY
|
- |
298+ 0.45% |
$40.3K - $43.4K
|
67K
$11.4M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
298+ 1.21% |
$40.3K - $43.4K
|
24.9K
$4.24M
|
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
295+ 8.22% |
$39.9K - $43K
|
3.88K
$661K
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
293+ 5.57% |
$39.6K - $42.7K
|
5.56K
$946K
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
292+ 12.13% |
$39.5K - $42.5K
|
2.7K
$460K
|
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
291+ 0.87% |
$39.4K - $42.4K
|
33.9K
$5.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
291+ 0.97% |
$39.4K - $42.4K
|
30.3K
$5.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
290+ 0.96% |
$39.2K - $42.2K
|
30.4K
$5.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
290+ 7.0% |
$39.2K - $42.2K
|
4.43K
$754K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
288+ 0.32% |
$38.9K - $42K
|
89.9K
$15.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
286+ 0.93% |
$38.7K - $41.7K
|
31.1K
$5.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
285+ 3.19% |
$38.5K - $41.5K
|
9.22K
$1.57M
|
|
|
Oct 20, 2021
Q3 2021
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
284+ 0.62% |
$38.4K - $41.4K
|
45.7K
$7.78M
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
BUY
|
- |
282+ 6.31% |
$38.1K - $41.1K
|
4.75K
$808K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
281+ 2.29% |
$38K - $40.9K
|
12.6K
$2.14M
|
|
|
Nov 10, 2021
Q3 2021
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
281+ 0.2% |
$38K - $40.9K
|
138K
$23.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
280+ 0.66% |
$37.9K - $40.8K
|
42.8K
$7.29M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
280+ 0.5% |
$37.9K - $40.8K
|
56.7K
$9.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
279+ 15.25% |
$37.7K - $40.6K
|
2.11K
$359K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
279+ 6.25% |
$37.7K - $40.6K
|
4.74K
$807K
|
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
278+ 11.65% |
$37.6K - $40.5K
|
2.67K
$454K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
278+ 18.19% |
$37.6K - $40.5K
|
1.81K
$307K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
270+ 12.23% |
$36.5K - $39.3K
|
2.48K
$422K
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
269+ 3.71% |
$36.4K - $39.2K
|
7.52K
$1.28M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
264+ 1.19% |
$35.7K - $38.5K
|
22.4K
$3.81M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
261+ 4.27% |
$35.3K - $38K
|
6.37K
$1.08M
|
|
|
Oct 08, 2021
Q3 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
257+ 1.81% |
$34.8K - $37.4K
|
14.4K
$2.46M
|
|
|
Oct 22, 2021
Q3 2021
|
Exeter Financial, LLC
|
BUY
|
- |
257+ 1.85% |
$34.8K - $37.4K
|
14.1K
$2.41M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
257+ 3.63% |
$34.8K - $37.4K
|
7.34K
$1.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
256+ 0.73% |
$34.6K - $37.3K
|
35.2K
$5.99M
|
|
|
Nov 08, 2021
Q3 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
253+ 6.27% |
$34.2K - $36.9K
|
4.29K
$730K
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
251+ 2.08% |
$33.9K - $36.6K
|
12.3K
$2.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
247+ 0.36% |
$33.4K - $36K
|
67.9K
$11.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
246+ 7.01% |
$33.3K - $35.8K
|
3.75K
$639K
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
241+ 2.22% |
$32.6K - $35.1K
|
11.1K
$1.88M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
240+ 4.44% |
$32.5K - $35K
|
5.65K
$962K
|
|
|
Nov 15, 2021
Q3 2021
|
Family Management Corp
New York, NY |
BUY
|
- |
238+ 5.15% |
$32.2K - $34.7K
|
4.86K
$827K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
238+ 0.86% |
$32.2K - $34.7K
|
27.9K
$4.76M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
237+ 0.16% |
$32.1K - $34.5K
|
149K
$25.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
236+ 1.93% |
$31.9K - $34.4K
|
12.5K
$2.12M
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
BUY
|
- |
235+ 4.04% |
$31.8K - $34.2K
|
6.05K
$1.03M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
233+ 0.45% |
$31.5K - $33.9K
|
51.5K
$8.76M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
232+ 6.98% |
$31.4K - $33.8K
|
3.56K
$605K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
227+ 0.19% |
$30.7K - $33.1K
|
120K
$20.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
227+ 1.48% |
$30.7K - $33.1K
|
15.5K
$2.64M
|
|
|
Nov 09, 2021
Q3 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
227+ 12.44% |
$30.7K - $33.1K
|
2.05K
$349K
|