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 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
66+ 0.35% |
$9.16K - $10.8K
|
19.1K
$3.23M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
66New |
$9.16K - $10.8K
|
66
$11.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
66+ 0.08% |
$9.16K - $10.8K
|
86.4K
$14.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
65+ 0.55% |
$9.02K - $10.7K
|
11.9K
$2.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
65+ 0.16% |
$9.02K - $10.7K
|
39.6K
$6.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
65+ 2.19% |
$9.02K - $10.7K
|
3.03K
$513K
|
|
|
Jan 28, 2022
Q4 2021
|
Poplar Forest Capital LLC
|
BUY
|
- |
64+ 0.25% |
$8.88K - $10.5K
|
25.5K
$4.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
63+ 0.2% |
$8.74K - $10.3K
|
31.7K
$5.36M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
61+ 2.21% |
$8.47K - $10K
|
2.82K
$476K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
61+ 46.92% |
$8.47K - $10K
|
191
$32.3K
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
60+ 3.12% |
$8.33K - $9.85K
|
1.98K
$335K
|
|
|
Feb 16, 2022
Q4 2021
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
59+ 0.23% |
$8.19K - $9.69K
|
25.8K
$4.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
59+ 0.34% |
$8.19K - $9.69K
|
17.5K
$2.96M
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
57+ 3.31% |
$7.91K - $9.36K
|
1.78K
$301K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
57+ 0.21% |
$7.91K - $9.36K
|
27.1K
$4.58M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
55+ 4.36% |
$7.63K - $9.03K
|
1.32K
$223K
|
|
|
Feb 08, 2022
Q4 2021
|
Hamel Associates, Inc.
|
BUY
|
- |
55+ 0.07% |
$7.63K - $9.03K
|
73.8K
$12.5M
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
55+ 0.05% |
$7.63K - $9.03K
|
120K
$20.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
54+ 2.56% |
$7.49K - $8.87K
|
2.16K
$366K
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
54+ 0.25% |
$7.49K - $8.87K
|
21.3K
$3.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
54+ 8.52% |
$7.49K - $8.87K
|
688
$116K
|
|
|
Jan 13, 2022
Q4 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
52+ 0.4% |
$7.22K - $8.54K
|
13.2K
$2.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
52+ 3.71% |
$7.22K - $8.54K
|
1.46K
$246K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
52+ 1.95% |
$7.22K - $8.54K
|
2.72K
$459K
|
|
|
Jan 20, 2022
Q4 2021
|
Chronos Wealth Management, LLC
|
BUY
|
- |
51+ 0.49% |
$7.08K - $8.37K
|
10.5K
$1.77M
|
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
51+ 0.57% |
$7.08K - $8.37K
|
9.07K
$1.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
51+ 1.21% |
$7.08K - $8.37K
|
4.28K
$723K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
51+ 0.9% |
$7.08K - $8.37K
|
5.71K
$965K
|
|
|
Feb 14, 2022
Q4 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
51+ 0.89% |
$7.08K - $8.37K
|
5.8K
$981K
|
|
|
Feb 08, 2022
Q4 2021
|
Notis Mc Conarty Edward
|
BUY
|
- |
50+ 0.09% |
$6.94K - $8.21K
|
58.8K
$9.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
50+ 0.63% |
$6.94K - $8.21K
|
8.05K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
48+ 0.24% |
$6.66K - $7.88K
|
20K
$3.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
48+ 0.18% |
$6.66K - $7.88K
|
26.7K
$4.52M
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
47+ 2.47% |
$6.52K - $7.72K
|
1.95K
$329K
|
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
47+ 2.2% |
$6.52K - $7.72K
|
2.18K
$369K
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 0.37% |
$6.52K - $7.72K
|
12.9K
$2.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
45+ 0.51% |
$6.25K - $7.39K
|
8.78K
$1.49M
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.37% |
$6.25K - $7.39K
|
12.1K
$2.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
45+ 0.2% |
$6.25K - $7.39K
|
22.4K
$3.79M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
43+ 0.75% |
$5.97K - $7.06K
|
5.81K
$982K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
43+ 0.94% |
$5.97K - $7.06K
|
4.62K
$781K
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
42+ 0.73% |
$5.83K - $6.9K
|
5.83K
$985K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
42+ 1.03% |
$5.83K - $6.9K
|
4.12K
$697K
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
41+ 1.73% |
$5.69K - $6.73K
|
2.41K
$408K
|
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
41+ 0.27% |
$5.69K - $6.73K
|
15K
$2.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Gables Capital Management Inc.
|
BUY
|
- |
40+ 0.19% |
$5.55K - $6.57K
|
21K
$3.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Trust Investment Advisors
|
BUY
|
- |
40+ 0.54% |
$5.55K - $6.57K
|
7.51K
$1.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
40+ 0.89% |
$5.55K - $6.57K
|
4.55K
$769K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
39+ 2.31% |
$5.41K - $6.4K
|
1.73K
$293K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
38+ 1.57% |
$5.27K - $6.24K
|
2.47K
$417K
|