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 31, 2022
Q4 2021
|
Life Pro Asset Management
|
BUY
|
- |
1.46KNew |
$202K - $239K
|
1.46K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.45KNew |
$201K - $238K
|
1.45K
$247K
|
|
|
Jan 13, 2022
Q4 2021
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
1.45KNew |
$201K - $238K
|
1.45K
$246K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.44KNew |
$200K - $237K
|
1.44K
$245K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.43K+ 7.39% |
$199K - $235K
|
20.8K
$3.54M
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.43KNew |
$198K - $235K
|
1.43K
$244K
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.43KNew |
$198K - $234K
|
1.43K
$243K
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.43KNew |
$198K - $234K
|
1.43K
$243K
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.42KNew |
$197K - $234K
|
1.42K
$242K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.42K+ 2.79% |
$197K - $233K
|
52.4K
$8.93M
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.42K+ 30.3% |
$197K - $233K
|
6.11K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.41KNew |
$196K - $232K
|
1.41K
$241K
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
1.41KNew |
$196K - $232K
|
1.41K
$241K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.41K+ 12.97% |
$196K - $232K
|
12.3K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.41K+ 1.3% |
$196K - $232K
|
110K
$18.7M
|
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.41K+ 7.06% |
$195K - $231K
|
21.3K
$3.63M
|
|
|
Jan 14, 2022
Q4 2021
|
Santori & Peters, Inc.
|
BUY
|
- |
1.41KNew |
$195K - $231K
|
1.41K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
1.4KNew |
$195K - $231K
|
1.4K
$239K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.4K+ 7.82% |
$195K - $231K
|
19.4K
$3.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.4K+ 18.56% |
$195K - $230K
|
8.96K
$1.53M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.4KNew |
$195K - $230K
|
1.4K
$239K
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.4KNew |
$194K - $230K
|
1.4K
$239K
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
1.39KNew |
$193K - $229K
|
1.39K
$237K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.39KNew |
$193K - $228K
|
1.39K
$237K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.39KNew |
$193K - $228K
|
1.39K
$236K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.39KNew |
$192K - $227K
|
1.39K
$236K
|
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
1.38KNew |
$192K - $227K
|
1.38K
$236K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
1.38KNew |
$191K - $226K
|
1.38K
$235K
|
|
|
Feb 08, 2022
Q4 2021
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.38KNew |
$191K - $226K
|
1.38K
$235K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.38K+ 5.04% |
$191K - $226K
|
28.7K
$4.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1.38K+ 8.8% |
$191K - $226K
|
17K
$2.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
1.37KNew |
$190K - $225K
|
1.37K
$234K
|
|
|
Jan 19, 2022
Q4 2021
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.37KNew |
$190K - $225K
|
1.37K
$234K
|
|
|
Jan 27, 2022
Q4 2021
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.37KNew |
$190K - $225K
|
1.37K
$233K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.37K+ 9.32% |
$190K - $225K
|
16.1K
$2.74M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.37KNew |
$190K - $224K
|
1.37K
$233K
|
|
|
Feb 10, 2022
Q4 2021
|
Jacobson & Schmitt Advisors, LLC
|
BUY
|
- |
1.37KNew |
$190K - $224K
|
1.37K
$233K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.36K+ 44.66% |
$189K - $224K
|
4.41K
$751K
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.36K+ 7.26% |
$189K - $223K
|
20.1K
$3.43M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.36KNew |
$189K - $223K
|
1.36K
$232K
|
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.36KNew |
$189K - $223K
|
1.36K
$232K
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.36KNew |
$189K - $223K
|
1.36K
$232K
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.35KNew |
$187K - $221K
|
1.35K
$229K
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
BUY
|
- |
1.35KNew |
$187K - $221K
|
1.35K
$229K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.35KNew |
$187K - $221K
|
1.35K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
1.34K+ 38.4% |
$186K - $221K
|
4.84K
$824K
|
|
|
Jan 31, 2022
Q4 2021
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.34KNew |
$186K - $221K
|
1.34K
$229K
|
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
1.34KNew |
$186K - $221K
|
1.34K
$229K
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.34KNew |
$186K - $220K
|
1.34K
$228K
|
|
|
Jan 13, 2022
Q4 2021
|
Abner Herrman & Brock LLC
|
BUY
|
- |
1.34K+ 9.25% |
$185K - $219K
|
15.8K
$2.69M
|