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 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-225- 5.22% |
$30.4K - $32.8K
|
4.08K
$695K
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-225- 43.77% |
$30.4K - $32.8K
|
289
$49.2K
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-227- 7.28% |
$30.7K - $33.1K
|
2.89K
$492K
|
|
Nov 12, 2021
Q3 2021
|
Gables Capital Management Inc.
|
SELL
|
- |
-230- 1.08% |
$31.1K - $33.5K
|
21K
$3.57M
|
|
Nov 18, 2021
Q3 2021
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-230- 1.02% |
$31.1K - $33.5K
|
22.2K
$3.79M
|
|
Nov 15, 2021
Q3 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-233- 1.18% |
$31.5K - $33.9K
|
19.5K
$3.32M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-233- 12.0% |
$31.5K - $33.9K
|
1.71K
$291K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-234- 5.82% |
$31.6K - $34.1K
|
3.79K
$644K
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-236- 0.91% |
$31.9K - $34.4K
|
25.7K
$4.38M
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-237- 0.56% |
$32.1K - $34.5K
|
41.8K
$7.11M
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-237- 1.12% |
$32.1K - $34.5K
|
21K
$3.57M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-238- 1.83% |
$32.2K - $34.7K
|
12.8K
$2.18M
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
SELL
|
- |
-240- 8.93% |
$32.5K - $35K
|
2.45K
$417K
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-241- 0.19% |
$32.6K - $35.1K
|
125K
$21.2M
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-244Closed |
$33K - $35.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-246- 0.35% |
$33.3K - $35.8K
|
70.8K
$12M
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-246- 1.74% |
$33.3K - $35.8K
|
13.9K
$2.36M
|
|
Nov 10, 2021
Q3 2021
|
Page Arthur B
|
SELL
|
- |
-248- 1.14% |
$33.5K - $36.1K
|
21.5K
$3.66M
|
|
Nov 12, 2021
Q3 2021
|
Private Wealth Partners, LLC
|
SELL
|
- |
-250- 0.94% |
$33.8K - $36.4K
|
26.5K
$4.5M
|
|
Nov 09, 2021
Q3 2021
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-250- 0.61% |
$33.8K - $36.4K
|
40.8K
$6.94M
|
|
Nov 09, 2021
Q3 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-250- 10.64% |
$33.8K - $36.4K
|
2.1K
$357K
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
SELL
|
- |
-251- 0.97% |
$33.9K - $36.6K
|
25.7K
$4.37M
|
|
Nov 12, 2021
Q3 2021
|
Cheviot Value Management, LLC
|
SELL
|
- |
-252- 6.25% |
$34.1K - $36.7K
|
3.78K
$643K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-255- 5.51% |
$34.5K - $37.1K
|
4.38K
$745K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-258- 0.41% |
$34.9K - $37.6K
|
62.7K
$10.7M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-260- 0.18% |
$35.2K - $37.9K
|
143K
$24.3M
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-262- 5.28% |
$35.4K - $38.2K
|
4.7K
$800K
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-262- 12.87% |
$35.4K - $38.2K
|
1.77K
$302K
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-264- 1.03% |
$35.7K - $38.5K
|
25.3K
$4.31M
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-265- 3.62% |
$35.8K - $38.6K
|
7.05K
$1.2M
|
|
Nov 09, 2021
Q3 2021
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-265- 0.38% |
$35.8K - $38.6K
|
70.4K
$12M
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-265- 1.75% |
$35.8K - $38.6K
|
14.8K
$2.53M
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-265- 0.77% |
$35.8K - $38.6K
|
34.2K
$5.82M
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-266- 12.4% |
$36K - $38.8K
|
1.88K
$320K
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
SELL
|
- |
-270- 5.45% |
$36.5K - $39.3K
|
4.69K
$798K
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-272- 3.48% |
$36.8K - $39.6K
|
7.55K
$1.28M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
SELL
|
- |
-272- 2.71% |
$36.8K - $39.6K
|
9.75K
$1.66M
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-272- 2.85% |
$36.8K - $39.6K
|
9.27K
$1.58M
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-275- 0.93% |
$37.2K - $40.1K
|
29.2K
$4.97M
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
SELL
|
- |
-276- 3.69% |
$37.3K - $40.2K
|
7.21K
$1.23M
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
SELL
|
- |
-277- 68.91% |
$37.5K - $40.4K
|
125
$21.3K
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
SELL
|
- |
-278- 0.31% |
$37.6K - $40.5K
|
88.3K
$15M
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-278- 7.62% |
$37.6K - $40.5K
|
3.37K
$573K
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-279- 0.95% |
$37.7K - $40.6K
|
29.1K
$4.95M
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-280Closed |
$37.9K - $40.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-280- 15.16% |
$37.9K - $40.8K
|
1.57K
$267K
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-280- 3.31% |
$37.9K - $40.8K
|
8.18K
$1.39M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-282- 2.26% |
$38.1K - $41.1K
|
12.2K
$2.08M
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-282- 0.45% |
$38.1K - $41.1K
|
61.7K
$10.5M
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-283- 0.32% |
$38.3K - $41.2K
|
87.6K
$14.9M
|