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
|
Zevin Asset Management LLC
|
SELL
|
- |
-595- 7.07% |
$80.5K - $86.7K
|
7.82K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-598- 2.71% |
$80.9K - $87.1K
|
21.5K
$3.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-599- 1.66% |
$81K - $87.3K
|
35.4K
$5.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
SELL
|
- |
-599- 6.74% |
$81K - $87.3K
|
8.29K
$1.29M
|
|
|
Nov 03, 2021
Q3 2021
|
Auxano Advisors, LLC
|
SELL
|
- |
-600- 7.76% |
$81.1K - $87.4K
|
7.14K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-600- 48.62% |
$81.1K - $87.4K
|
634
$98.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-601- 1.53% |
$81.3K - $87.6K
|
38.6K
$5.99M
|
|
|
Nov 10, 2021
Q3 2021
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-606- 2.28% |
$82K - $88.3K
|
26K
$4.03M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-609- 4.42% |
$82.4K - $88.7K
|
13.2K
$2.04M
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-616- 1.88% |
$83.3K - $89.7K
|
32.1K
$4.98M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-619- 1.49% |
$83.7K - $90.2K
|
40.9K
$6.35M
|
|
|
Oct 18, 2021
Q3 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-619- 19.36% |
$83.7K - $90.2K
|
2.58K
$400K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-620- 1.66% |
$83.8K - $90.3K
|
36.8K
$5.71M
|
|
|
Nov 08, 2021
Q3 2021
|
Bradley Mark J.
|
SELL
|
- |
-625- 1.67% |
$84.5K - $91.1K
|
36.8K
$5.71M
|
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-626- 0.64% |
$84.7K - $91.2K
|
97.4K
$15.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-628- 1.41% |
$84.9K - $91.5K
|
43.9K
$6.81M
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-630- 1.39% |
$85.2K - $91.8K
|
44.7K
$6.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-634- 3.76% |
$85.7K - $92.4K
|
16.2K
$2.52M
|
|
|
Nov 05, 2021
Q3 2021
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-640- 5.43% |
$86.6K - $93.2K
|
11.2K
$1.73M
|
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-642- 3.34% |
$86.8K - $93.5K
|
18.6K
$2.88M
|
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
SELL
|
- |
-656- 0.9% |
$88.7K - $95.6K
|
72.1K
$11.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-663- 0.42% |
$89.7K - $96.6K
|
158K
$24.5M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-664- 0.67% |
$89.8K - $96.7K
|
98.3K
$15.2M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-666- 10.87% |
$90.1K - $97K
|
5.46K
$847K
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-666- 0.41% |
$90.1K - $97K
|
163K
$25.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-667- 1.01% |
$90.2K - $97.2K
|
65.2K
$10.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-672- 4.22% |
$90.9K - $97.9K
|
15.2K
$2.36M
|
|
|
Jan 23, 2024
Q3 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-673- 8.57% |
$91K - $98K
|
7.18K
$1.11M
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-676Closed |
$91.4K - $98.5K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-676- 0.95% |
$91.4K - $98.5K
|
70.7K
$11M
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-680- 1.32% |
$92K - $99.1K
|
51K
$7.91M
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-683- 2.71% |
$92.4K - $99.5K
|
24.5K
$3.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-685- 7.69% |
$92.6K - $99.8K
|
8.22K
$1.27M
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
SELL
|
- |
-690- 10.02% |
$93.3K - $101K
|
6.2K
$961K
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-692- 4.7% |
$93.6K - $101K
|
14K
$2.17M
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-698- 0.98% |
$94.4K - $102K
|
70.4K
$10.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-705- 6.02% |
$95.3K - $103K
|
11K
$1.71M
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-709Closed |
$95.9K - $103K
|
0
$0
|
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-715- 1.37% |
$96.7K - $104K
|
51.3K
$7.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-716- 0.02% |
$96.8K - $104K
|
4.35M
$675M
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-720- 1.3% |
$97.4K - $105K
|
54.9K
$8.51M
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-722- 4.14% |
$97.6K - $105K
|
16.7K
$2.59M
|
|
|
Nov 02, 2021
Q3 2021
|
Renaissance Investment Group LLC
|
SELL
|
- |
-723- 22.16% |
$97.8K - $105K
|
2.54K
$394K
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-723- 1.27% |
$97.8K - $105K
|
56.4K
$8.75M
|
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-724- 5.28% |
$97.9K - $105K
|
13K
$2.01M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-730- 6.84% |
$98.7K - $106K
|
9.95K
$1.54M
|
|
|
Oct 22, 2021
Q3 2021
|
Ami Asset Management Corp
|
SELL
|
- |
-730- 9.94% |
$98.7K - $106K
|
6.62K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-735- 13.41% |
$99.4K - $107K
|
4.74K
$736K
|
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-739- 0.98% |
$99.9K - $108K
|
74.7K
$11.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-743- 2.01% |
$100K - $108K
|
36.2K
$5.62M
|