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 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5+ 0.05% |
$676 - $728
|
9.86K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
5+ 0.19% |
$676 - $728
|
2.69K
$417K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5+ 0.29% |
$676 - $728
|
1.76K
$272K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
4+ 0.09% |
$541 - $583
|
4.71K
$730K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
4+ 0.07% |
$541 - $583
|
6.02K
$933K
|
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
4+ 0.24% |
$541 - $583
|
1.7K
$263K
|
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.25% |
$406 - $437
|
1.2K
$186K
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.16% |
$406 - $437
|
1.94K
$300K
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
3+ 0.0% |
$406 - $437
|
78.4K
$12.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.21% |
$406 - $437
|
1.46K
$227K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3+ 0.12% |
$406 - $437
|
2.47K
$383K
|
|
|
Oct 26, 2021
Q3 2021
|
Security Asset Management
|
BUY
|
- |
3+ 0.02% |
$406 - $437
|
18K
$2.79M
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
3+ 0.04% |
$406 - $437
|
7.34K
$1.14M
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3+ 0.02% |
$406 - $437
|
15.5K
$2.41M
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3+ 0.2% |
$406 - $437
|
1.52K
$235K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.04% |
$406 - $437
|
8.28K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2+ 0.06% |
$270 - $291
|
3.32K
$514K
|
|
|
Oct 21, 2021
Q3 2021
|
Oak Asset Management, LLC
|
BUY
|
- |
2+ 0.01% |
$270 - $291
|
20.3K
$3.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
2+ 0.12% |
$270 - $291
|
1.7K
$264K
|
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2+ 0.06% |
$270 - $291
|
3.28K
$509K
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2+ 0.05% |
$270 - $291
|
4.02K
$624K
|
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$270 - $291
|
3.17K
$491K
|
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2+ 0.05% |
$270 - $291
|
4.33K
$671K
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.05% |
$270 - $291
|
4.42K
$685K
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
2+ 0.03% |
$270 - $291
|
7.08K
$1.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2+ 0.0% |
$270 - $291
|
53.5K
$8.3M
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2+ 0.05% |
$270 - $291
|
4.22K
$655K
|
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.11% |
$270 - $291
|
1.8K
$279K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2+ 0.01% |
$270 - $291
|
16.2K
$2.51M
|
|
|
Nov 03, 2021
Q3 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2+ 0.09% |
$270 - $291
|
2.13K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
2+ 0.03% |
$270 - $291
|
7.32K
$1.13M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$135 - $146
|
2.83K
$438K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1+ 0.15% |
$135 - $146
|
670
$104K
|
|
|
Nov 15, 2021
Q3 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$135 - $146
|
2.14K
$332K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
1+ 0.03% |
$135 - $146
|
3.01K
$467K
|
|
|
Oct 27, 2021
Q3 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.01% |
$135 - $146
|
8.21K
$1.27M
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
1+ 0.05% |
$135 - $146
|
2.08K
$322K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.22% |
$135 - $146
|
453
$70.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$135 - $146
|
1
$155
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1+ 0.0% |
$135 - $146
|
25K
$3.88M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1New |
$135 - $146
|
1
$155
|
|
|
Oct 15, 2021
Q3 2021
|
Lathrop Investment Management Corp
|
BUY
|
- |
1+ 0.06% |
$135 - $146
|
1.63K
$253K
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1+ 0.01% |
$135 - $146
|
7.27K
$1.13M
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.03% |
$135 - $146
|
3.05K
$473K
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$135 - $146
|
11.3K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.03% |
$135 - $146
|
3.98K
$617K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1+ 0.03% |
$135 - $146
|
3.39K
$526K
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$135 - $146
|
3.54K
$549K
|
|
|
Nov 05, 2021
Q3 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.03% |
$135 - $146
|
2.96K
$459K
|
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.04% |
$135 - $146
|
2.46K
$381K
|