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 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
14+ 0.35% |
$1.89K - $2.04K
|
4.04K
$688K
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
14+ 0.14% |
$1.89K - $2.04K
|
10.1K
$1.72M
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
14+ 0.31% |
$1.89K - $2.04K
|
4.53K
$771K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
14+ 0.14% |
$1.89K - $2.04K
|
9.88K
$1.68M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
14+ 0.24% |
$1.89K - $2.04K
|
5.95K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
14+ 0.14% |
$1.89K - $2.04K
|
10.3K
$1.76M
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
13+ 0.1% |
$1.76K - $1.89K
|
13.6K
$2.32M
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
13+ 0.19% |
$1.76K - $1.89K
|
7K
$1.19M
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
BUY
|
- |
12+ 0.02% |
$1.62K - $1.75K
|
77.8K
$13.2M
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
12+ 0.35% |
$1.62K - $1.75K
|
3.49K
$593K
|
|
Nov 15, 2021
Q3 2021
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
12+ 0.53% |
$1.62K - $1.75K
|
2.29K
$390K
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12+ 0.12% |
$1.62K - $1.75K
|
9.86K
$1.68M
|
|
Nov 02, 2021
Q3 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
12+ 0.15% |
$1.62K - $1.75K
|
8.11K
$1.38M
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
11+ 0.6% |
$1.49K - $1.6K
|
1.84K
$313K
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
11+ 0.63% |
$1.49K - $1.6K
|
1.76K
$300K
|
|
Nov 15, 2021
Q3 2021
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
11+ 0.03% |
$1.49K - $1.6K
|
41.7K
$7.09M
|
|
Nov 05, 2021
Q3 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.62% |
$1.49K - $1.6K
|
1.8K
$306K
|
|
Oct 15, 2021
Q3 2021
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
11+ 0.09% |
$1.49K - $1.6K
|
12.6K
$2.15M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
10+ 0.23% |
$1.35K - $1.46K
|
4.42K
$753K
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
9+ 0.48% |
$1.22K - $1.31K
|
1.88K
$320K
|
|
Nov 03, 2021
Q3 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
9+ 0.48% |
$1.22K - $1.31K
|
1.87K
$319K
|
|
Oct 29, 2021
Q3 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
9+ 0.1% |
$1.22K - $1.31K
|
8.59K
$1.46M
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
9+ 0.58% |
$1.22K - $1.31K
|
1.57K
$267K
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
9+ 0.43% |
$1.22K - $1.31K
|
2.1K
$357K
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.16% |
$1.22K - $1.31K
|
5.76K
$981K
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
9+ 0.08% |
$1.22K - $1.31K
|
10.7K
$1.82M
|
|
Nov 15, 2021
Q3 2021
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
8+ 0.43% |
$1.08K - $1.17K
|
1.86K
$316K
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
8+ 0.01% |
$1.08K - $1.17K
|
89.3K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
8+ 0.11% |
$1.08K - $1.17K
|
7.17K
$1.22M
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8+ 0.29% |
$1.08K - $1.17K
|
2.76K
$469K
|
|
Nov 12, 2021
Q3 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
8+ 0.25% |
$1.08K - $1.17K
|
3.22K
$548K
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
BUY
|
- |
7+ 0.22% |
$947 - $1.02K
|
3.13K
$533K
|
|
Nov 10, 2021
Q3 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
7+ 0.17% |
$947 - $1.02K
|
4.05K
$690K
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.04% |
$947 - $1.02K
|
16.1K
$2.74M
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7+ 0.21% |
$947 - $1.02K
|
3.27K
$557K
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$947 - $1.02K
|
1.92K
$326K
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
7+ 0.29% |
$947 - $1.02K
|
2.42K
$411K
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
7+ 0.22% |
$947 - $1.02K
|
3.14K
$534K
|
|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
6+ 0.17% |
$811 - $874
|
3.52K
$599K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
6+ 0.22% |
$811 - $874
|
2.77K
$471K
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.15% |
$811 - $874
|
3.94K
$671K
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
6+ 0.02% |
$811 - $874
|
32.8K
$5.59M
|
|
Nov 16, 2021
Q3 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.14% |
$811 - $874
|
4.26K
$726K
|
|
Dec 12, 2024
Q3 2021
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
6+ 0.24% |
$811 - $874
|
2.56K
$435K
|
|
Oct 20, 2021
Q3 2021
|
Piershale Financial Group, Inc.
|
BUY
|
- |
5+ 0.27% |
$676 - $728
|
1.85K
$314K
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5+ 0.05% |
$676 - $728
|
9.86K
$1.68M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.19% |
$676 - $728
|
2.69K
$458K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5+ 0.29% |
$676 - $728
|
1.76K
$299K
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4+ 0.09% |
$541 - $583
|
4.71K
$801K
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.07% |
$541 - $583
|
6.02K
$1.02M
|