Purchases and Sales Made in Q4 2021 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Fosun International LTD
|
BUY
|
- |
3.91K+ 9.61% |
$543K - $642K
|
44.6K
$7.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
3.91KNew |
$542K - $642K
|
3.91K
$666K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.9KNew |
$542K - $641K
|
3.9K
$665K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.88KNew |
$539K - $637K
|
3.88K
$661K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.86KNew |
$536K - $634K
|
3.86K
$658K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.85K+ 15.37% |
$534K - $632K
|
28.9K
$4.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.81K+ 9.86% |
$529K - $625K
|
42.4K
$7.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.81KNew |
$528K - $625K
|
3.81K
$648K
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
3.8K+ 105.97% |
$527K - $624K
|
7.38K
$1.26M
|
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.79K+ 1.39% |
$526K - $623K
|
276K
$47M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
3.79KNew |
$525K - $622K
|
3.79K
$645K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.77K+ 3.86% |
$524K - $619K
|
101K
$17.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.76KNew |
$522K - $618K
|
3.76K
$641K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
3.76KNew |
$521K - $617K
|
3.76K
$640K
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
3.75K+ 2.9% |
$521K - $616K
|
133K
$22.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
3.74K+ 9.32% |
$519K - $614K
|
43.9K
$7.47M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.74K+ 6.47% |
$519K - $614K
|
61.6K
$10.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.74K+ 2.59% |
$519K - $614K
|
148K
$25.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
3.72K+ 2.76% |
$516K - $610K
|
139K
$23.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.67K+ 12.95% |
$509K - $602K
|
32K
$5.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.67KNew |
$509K - $602K
|
3.67K
$624K
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
3.65K+ 6.51% |
$506K - $599K
|
59.7K
$10.2M
|
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.64KNew |
$505K - $598K
|
3.64K
$620K
|
|
|
Feb 16, 2022
Q4 2021
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
3.64KNew |
$505K - $598K
|
3.64K
$620K
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.63KNew |
$504K - $597K
|
3.63K
$619K
|
|
|
Feb 14, 2022
Q4 2021
|
Periscope Capital Inc.
Toronto, A6 |
BUY
|
- |
3.62KNew |
$502K - $594K
|
3.62K
$616K
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
3.62KNew |
$502K - $594K
|
3.62K
$616K
|
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
3.61KNew |
$501K - $593K
|
3.61K
$615K
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
3.61KNew |
$500K - $592K
|
3.61K
$614K
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.6KNew |
$500K - $591K
|
3.6K
$614K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.6K+ 16.61% |
$500K - $591K
|
25.3K
$4.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.6K+ 807.17% |
$500K - $591K
|
4.05K
$689K
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.59K+ 1.44% |
$499K - $590K
|
253K
$43M
|
|
|
May 06, 2022
Q4 2021
|
Relaxing Retirement Coach
|
BUY
|
- |
3.57KNew |
$496K - $586K
|
3.57K
$608K
|
|
|
Feb 14, 2022
Q4 2021
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
3.55KNew |
$493K - $583K
|
3.55K
$605K
|
|
|
Feb 08, 2022
Q4 2021
|
Broderick Brian C
|
BUY
|
- |
3.54K+ 4.34% |
$492K - $582K
|
85.2K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
3.52KNew |
$488K - $577K
|
3.52K
$599K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.5K+ 26.78% |
$486K - $575K
|
16.6K
$2.82M
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.49KNew |
$484K - $573K
|
3.49K
$594K
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
3.43KNew |
$476K - $564K
|
3.43K
$585K
|
|
|
Jan 12, 2022
Q4 2021
|
Mcia Inc
|
BUY
|
- |
3.42K+ 37.21% |
$475K - $562K
|
12.6K
$2.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
3.41KNew |
$473K - $560K
|
3.41K
$581K
|
|
|
Feb 16, 2022
Q4 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
3.37K+ 14.95% |
$468K - $554K
|
25.9K
$4.42M
|
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.37KNew |
$467K - $553K
|
3.37K
$574K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
3.34K+ 92.11% |
$463K - $548K
|
6.96K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.33KNew |
$462K - $547K
|
3.33K
$567K
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.31KNew |
$459K - $543K
|
3.31K
$563K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.3K+ 7.05% |
$458K - $542K
|
50.1K
$8.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.29K+ 14.0% |
$456K - $540K
|
26.8K
$4.56M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.29K+ 3.82% |
$456K - $540K
|
89.2K
$15.2M
|