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 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
83+ 3.62% |
$11.2K - $12.1K
|
2.37K
$368K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
82+ 0.62% |
$11.1K - $11.9K
|
13.3K
$2.06M
|
|
|
Oct 13, 2021
Q3 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
82+ 2.67% |
$11.1K - $11.9K
|
3.15K
$488K
|
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
79+ 8.04% |
$10.7K - $11.5K
|
1.06K
$165K
|
|
|
Oct 27, 2021
Q3 2021
|
Eads & Heald Wealth Management
|
BUY
|
- |
79+ 0.44% |
$10.7K - $11.5K
|
17.9K
$2.77M
|
|
|
Nov 02, 2021
Q3 2021
|
Hms Capital Management, LLC
|
BUY
|
- |
79+ 1.34% |
$10.7K - $11.5K
|
5.99K
$929K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
79+ 0.7% |
$10.7K - $11.5K
|
11.4K
$1.77M
|
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
78+ 0.23% |
$10.5K - $11.4K
|
33.4K
$5.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
76+ 0.33% |
$10.3K - $11.1K
|
22.8K
$3.54M
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
75+ 0.42% |
$10.1K - $10.9K
|
18K
$2.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
75+ 0.33% |
$10.1K - $10.9K
|
22.5K
$3.49M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
74+ 1.49% |
$10K - $10.8K
|
5.03K
$780K
|
|
|
Nov 08, 2021
Q3 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
74+ 1.29% |
$10K - $10.8K
|
5.81K
$900K
|
|
|
Oct 28, 2021
Q3 2021
|
Dillon & Associates Inc
|
BUY
|
- |
73+ 0.31% |
$9.87K - $10.6K
|
23.3K
$3.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
73+ 2.08% |
$9.87K - $10.6K
|
3.58K
$555K
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
73+ 3.01% |
$9.87K - $10.6K
|
2.5K
$388K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
72+ 0.99% |
$9.74K - $10.5K
|
7.33K
$1.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
BUY
|
- |
72+ 1.26% |
$9.74K - $10.5K
|
5.78K
$897K
|
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
72+ 0.13% |
$9.74K - $10.5K
|
55.9K
$8.67M
|
|
|
Oct 21, 2021
Q3 2021
|
Aldebaran Financial Inc.
|
BUY
|
- |
71+ 0.36% |
$9.6K - $10.3K
|
19.9K
$3.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
71+ 3.05% |
$9.6K - $10.3K
|
2.4K
$372K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
68+ 2.71% |
$9.2K - $9.91K
|
2.58K
$400K
|
|
|
Nov 03, 2021
Q3 2021
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
68+ 0.38% |
$9.2K - $9.91K
|
17.9K
$2.77M
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
BUY
|
- |
68+ 1.12% |
$9.2K - $9.91K
|
6.12K
$950K
|
|
|
Nov 15, 2021
Q3 2021
|
Derbend Asset Management
|
BUY
|
- |
67+ 3.32% |
$9.06K - $9.76K
|
2.09K
$324K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
66+ 1.29% |
$8.93K - $9.61K
|
5.18K
$803K
|
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
BUY
|
- |
66+ 2.72% |
$8.93K - $9.61K
|
2.49K
$386K
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
BUY
|
- |
65+ 0.56% |
$8.79K - $9.47K
|
11.7K
$1.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
65+ 1.69% |
$8.79K - $9.47K
|
3.9K
$605K
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
64+ 0.11% |
$8.66K - $9.32K
|
57.2K
$8.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
64+ 0.25% |
$8.66K - $9.32K
|
25.9K
$4.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
63+ 0.17% |
$8.52K - $9.18K
|
37K
$5.74M
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
63+ 2.73% |
$8.52K - $9.18K
|
2.37K
$368K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
63+ 0.07% |
$8.52K - $9.18K
|
95.2K
$14.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
63+ 0.79% |
$8.52K - $9.18K
|
8.07K
$1.25M
|
|
|
Nov 18, 2021
Q3 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
63+ 0.43% |
$8.52K - $9.18K
|
14.9K
$2.31M
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
62+ 0.33% |
$8.38K - $9.03K
|
19K
$2.95M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
62+ 4.37% |
$8.38K - $9.03K
|
1.48K
$230K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
62+ 0.15% |
$8.38K - $9.03K
|
41.4K
$6.43M
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
62+ 2.79% |
$8.38K - $9.03K
|
2.29K
$355K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
61+ 0.18% |
$8.25K - $8.89K
|
34K
$5.28M
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
61+ 1.03% |
$8.25K - $8.89K
|
6.01K
$932K
|
|
|
Nov 12, 2021
Q3 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
61+ 1.08% |
$8.25K - $8.89K
|
5.7K
$884K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
60+ 0.5% |
$8.11K - $8.74K
|
12K
$1.87M
|
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
60+ 1.35% |
$8.11K - $8.74K
|
4.51K
$699K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
59+ 0.31% |
$7.98K - $8.6K
|
19.1K
$2.97M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
59+ 2.5% |
$7.98K - $8.6K
|
2.42K
$376K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
59New |
$7.98K - $8.6K
|
59
$9.15K
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
58+ 2.69% |
$7.84K - $8.45K
|
2.21K
$343K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
58+ 0.22% |
$7.84K - $8.45K
|
26.2K
$4.07M
|