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 |
---|---|---|---|---|---|---|---|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.76K+ 12.18% |
$244K - $288K
|
16.2K
$2.76M
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.76K+ 7.16% |
$244K - $288K
|
26.3K
$4.47M
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.76K+ 3.55% |
$244K - $288K
|
51.2K
$8.72M
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.74K+ 13.22% |
$241K - $286K
|
14.9K
$2.54M
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.74K+ 3.15% |
$241K - $285K
|
56.9K
$9.69M
|
|
Feb 03, 2022
Q4 2021
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.72KNew |
$238K - $282K
|
1.72K
$293K
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
1.72KNew |
$238K - $282K
|
1.72K
$292K
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.71K+ 61.81% |
$237K - $281K
|
4.48K
$763K
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
1.7KNew |
$236K - $279K
|
1.7K
$290K
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.7KNew |
$235K - $278K
|
1.7K
$289K
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.69K+ 6.16% |
$234K - $277K
|
29K
$4.95M
|
|
Feb 08, 2022
Q4 2021
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
1.68KNew |
$233K - $275K
|
1.68K
$286K
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.68KNew |
$233K - $275K
|
1.68K
$285K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.67K+ 47.51% |
$232K - $275K
|
5.19K
$884K
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.67K+ 2.91% |
$232K - $274K
|
59.1K
$10.1M
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.65K+ 13.26% |
$230K - $272K
|
14.1K
$2.41M
|
|
May 11, 2022
Q4 2021
|
Asset Management Resources, LLC
|
BUY
|
- |
1.64KNew |
$228K - $270K
|
1.64K
$280K
|
|
Apr 25, 2022
Q4 2021
|
Manteio Capital LLC
|
BUY
|
- |
1.64KNew |
$227K - $269K
|
1.64K
$279K
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
1.63KNew |
$227K - $268K
|
1.63K
$278K
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
1.62K+ 0.92% |
$225K - $266K
|
178K
$30.4M
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
1.61KNew |
$224K - $265K
|
1.61K
$275K
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.6K+ 10.33% |
$222K - $263K
|
17.1K
$2.92M
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.6K+ 17.39% |
$222K - $263K
|
10.8K
$1.84M
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.59KNew |
$221K - $261K
|
1.59K
$271K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 5.44% |
$220K - $261K
|
30.8K
$5.24M
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
1.57KNew |
$218K - $258K
|
1.57K
$268K
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
1.57K+ 6.98% |
$218K - $258K
|
24.1K
$4.1M
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
1.56KNew |
$217K - $256K
|
1.56K
$266K
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.56KNew |
$216K - $256K
|
1.56K
$265K
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.56K+ 0.39% |
$216K - $255K
|
401K
$68.3M
|
|
Jan 18, 2022
Q4 2021
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.55K+ 3.83% |
$216K - $255K
|
42.1K
$7.18M
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.55K+ 2.27% |
$215K - $254K
|
69.8K
$11.9M
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.54K+ 2.2% |
$213K - $253K
|
71.6K
$12.2M
|
|
Feb 07, 2022
Q4 2021
|
Hoya Capital Real Estate, LLC
|
BUY
|
- |
1.53KNew |
$213K - $252K
|
1.53K
$261K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.52K+ 2.68% |
$211K - $249K
|
58.3K
$9.92M
|
|
Jan 20, 2022
Q4 2021
|
Altus Wealth Management, LLC
|
BUY
|
- |
1.51K+ 5.56% |
$210K - $248K
|
28.7K
$4.89M
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.51KNew |
$209K - $248K
|
1.51K
$257K
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.51K+ 5.67% |
$209K - $247K
|
28.1K
$4.79M
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
1.51KNew |
$209K - $247K
|
1.51K
$257K
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.51KNew |
$209K - $247K
|
1.51K
$257K
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
1.51KNew |
$209K - $247K
|
1.51K
$257K
|
|
Feb 11, 2022
Q4 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
1.5K+ 6.04% |
$208K - $247K
|
26.4K
$4.49M
|
|
Feb 14, 2022
Q4 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.49K+ 8.21% |
$207K - $244K
|
19.6K
$3.34M
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.49KNew |
$206K - $244K
|
1.49K
$253K
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
1.48K+ 2.43% |
$205K - $243K
|
62.4K
$10.6M
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.48K+ 1.28% |
$205K - $243K
|
117K
$19.9M
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
1.48K+ 3.04% |
$205K - $242K
|
49.9K
$8.51M
|
|
Aug 08, 2022
Q4 2021
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
1.47KNew |
$204K - $241K
|
1.47K
$250K
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.47K+ 1.34% |
$204K - $241K
|
111K
$19M
|
|
Jan 12, 2022
Q4 2021
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.46K+ 6.39% |
$202K - $240K
|
24.3K
$4.14M
|