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 13, 2021
Q3 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
173+ 0.43% |
$23.4K - $25.2K
|
40.6K
$6.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
170+ 4.14% |
$23K - $24.8K
|
4.27K
$663K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
167+ 2.13% |
$22.6K - $24.3K
|
8K
$1.24M
|
|
|
Oct 22, 2021
Q3 2021
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
166+ 0.23% |
$22.4K - $24.2K
|
71.4K
$11.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
165+ 1.35% |
$22.3K - $24K
|
12.4K
$1.92M
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
BUY
|
- |
164+ 2.2% |
$22.2K - $23.9K
|
7.61K
$1.18M
|
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
164+ 0.76% |
$22.2K - $23.9K
|
21.8K
$3.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
163+ 0.11% |
$22K - $23.7K
|
145K
$22.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
163+ 0.79% |
$22K - $23.7K
|
20.8K
$3.22M
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
162+ 4.94% |
$21.9K - $23.6K
|
3.44K
$534K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
162+ 3.67% |
$21.9K - $23.6K
|
4.58K
$710K
|
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
161+ 7.38% |
$21.8K - $23.5K
|
2.34K
$363K
|
|
|
Nov 10, 2021
Q3 2021
|
Broderick Brian C
|
BUY
|
- |
161+ 0.2% |
$21.8K - $23.5K
|
81.7K
$12.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
160+ 3.14% |
$21.6K - $23.3K
|
5.26K
$815K
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
158+ 1.7% |
$21.4K - $23K
|
9.48K
$1.47M
|
|
|
Nov 05, 2021
Q3 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
157+ 3.65% |
$21.2K - $22.9K
|
4.46K
$692K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
157+ 0.96% |
$21.2K - $22.9K
|
16.4K
$2.55M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
155+ 0.7% |
$21K - $22.6K
|
22.3K
$3.46M
|
|
|
Nov 12, 2021
Q3 2021
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
153New |
$20.7K - $22.3K
|
153
$23.7K
|
|
|
Oct 20, 2021
Q3 2021
|
North Point Portfolio Managers Corp
|
BUY
|
- |
150+ 8.97% |
$20.3K - $21.9K
|
1.82K
$283K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
150+ 1.2% |
$20.3K - $21.9K
|
12.7K
$1.97M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
150+ 5.32% |
$20.3K - $21.9K
|
2.97K
$460K
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
147+ 6.97% |
$19.9K - $21.4K
|
2.26K
$350K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
146+ 3.01% |
$19.7K - $21.3K
|
5K
$776K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
145+ 2.67% |
$19.6K - $21.1K
|
5.58K
$866K
|
|
|
Nov 15, 2021
Q3 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
144+ 1.43% |
$19.5K - $21K
|
10.2K
$1.59M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
143+ 1.2% |
$19.3K - $20.8K
|
12K
$1.86M
|
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
142+ 0.68% |
$19.2K - $20.7K
|
21.1K
$3.27M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
142+ 24.74% |
$19.2K - $20.7K
|
716
$111K
|
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
141+ 0.45% |
$19.1K - $20.5K
|
31.2K
$4.84M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
141+ 2.32% |
$19.1K - $20.5K
|
6.22K
$965K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
141+ 0.8% |
$19.1K - $20.5K
|
17.8K
$2.76M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
140+ 0.97% |
$18.9K - $20.4K
|
14.6K
$2.27M
|
|
|
Oct 21, 2021
Q3 2021
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
140+ 8.72% |
$18.9K - $20.4K
|
1.75K
$271K
|
|
|
Dec 07, 2021
Q3 2021
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
139+ 0.03% |
$18.8K - $20.2K
|
418K
$64.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
138+ 7.29% |
$18.7K - $20.1K
|
2.03K
$315K
|
|
|
Nov 12, 2021
Q3 2021
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
138+ 1.06% |
$18.7K - $20.1K
|
13.2K
$2.05M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
138+ 0.02% |
$18.7K - $20.1K
|
675K
$105M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
137+ 0.6% |
$18.5K - $20K
|
22.9K
$3.55M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
136+ 0.16% |
$18.4K - $19.8K
|
84.2K
$13.1M
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
136+ 0.7% |
$18.4K - $19.8K
|
19.6K
$3.04M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
132+ 4.83% |
$17.9K - $19.2K
|
2.87K
$444K
|
|
|
Oct 29, 2021
Q3 2021
|
Kingfisher Capital LLC
|
BUY
|
- |
131+ 1.45% |
$17.7K - $19.1K
|
9.15K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
131+ 3.73% |
$17.7K - $19.1K
|
3.64K
$565K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
130+ 3.48% |
$17.6K - $18.9K
|
3.87K
$600K
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
129+ 0.61% |
$17.4K - $18.8K
|
21.4K
$3.33M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
128+ 4.76% |
$17.3K - $18.6K
|
2.82K
$437K
|
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
127+ 0.42% |
$17.2K - $18.5K
|
30.5K
$4.73M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
126+ 8.2% |
$17K - $18.4K
|
1.66K
$258K
|
|
|
Nov 10, 2021
Q3 2021
|
Kidder Stephen W
|
BUY
|
- |
125+ 0.18% |
$16.9K - $18.2K
|
69.7K
$10.8M
|