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 |
---|---|---|---|---|---|---|---|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.73KNew |
$1.07M - $1.27M
|
7.73K
$1.32M
|
|
Feb 14, 2022
Q4 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
7.71K+ 60.95% |
$1.07M - $1.27M
|
20.4K
$3.47M
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
7.66KNew |
$1.06M - $1.26M
|
7.66K
$1.3M
|
|
Feb 11, 2022
Q4 2021
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
7.6K+ 3.52% |
$1.05M - $1.25M
|
223K
$38M
|
|
Jan 18, 2022
Q4 2021
|
Trh Financial, LLC
|
BUY
|
- |
7.59K+ 5.6% |
$1.05M - $1.25M
|
143K
$24.4M
|
|
Feb 09, 2022
Q4 2021
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
7.58KNew |
$1.05M - $1.24M
|
7.58K
$1.29M
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
7.51KNew |
$1.04M - $1.23M
|
7.51K
$1.28M
|
|
Feb 10, 2022
Q4 2021
|
Ghe, LLC
|
BUY
|
- |
7.5KNew |
$1.04M - $1.23M
|
7.5K
$1.28M
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
7.48KNew |
$1.04M - $1.23M
|
7.48K
$1.27M
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
7.46KNew |
$1.04M - $1.22M
|
7.46K
$1.27M
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
7.43KNew |
$1.03M - $1.22M
|
7.43K
$1.27M
|
|
Feb 14, 2022
Q4 2021
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
7.39KNew |
$1.02M - $1.21M
|
7.39K
$1.26M
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
7.29K+ 155.86% |
$1.01M - $1.2M
|
12K
$2.04M
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7.26KNew |
$1.01M - $1.19M
|
7.26K
$1.24M
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7.25KNew |
$1.01M - $1.19M
|
7.25K
$1.23M
|
|
Jan 25, 2022
Q4 2021
|
Hamlin Capital Management, LLC
|
BUY
|
- |
7.15K+ 1.04% |
$992K - $1.17M
|
696K
$119M
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
7.14KNew |
$991K - $1.17M
|
7.14K
$1.22M
|
|
Jan 27, 2022
Q4 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
7.12K+ 124.66% |
$989K - $1.17M
|
12.8K
$2.19M
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.1KNew |
$986K - $1.17M
|
7.1K
$1.21M
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
7.07K+ 5.85% |
$981K - $1.16M
|
128K
$21.8M
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
7.03KNew |
$976K - $1.15M
|
7.03K
$1.2M
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.02KNew |
$975K - $1.15M
|
7.02K
$1.2M
|
|
Feb 15, 2022
Q4 2021
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
6.92KNew |
$960K - $1.14M
|
6.92K
$1.18M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.91K+ 2.76% |
$959K - $1.13M
|
258K
$43.9M
|
|
Feb 02, 2022
Q4 2021
|
Resource Consulting Group Inc
|
BUY
|
- |
6.84KNew |
$949K - $1.12M
|
6.84K
$1.16M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.8KNew |
$944K - $1.12M
|
6.8K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.76KNew |
$938K - $1.11M
|
6.76K
$1.15M
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
6.75KNew |
$937K - $1.11M
|
6.75K
$1.15M
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
6.73K+ 53.77% |
$934K - $1.1M
|
19.2K
$3.28M
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
6.7KNew |
$930K - $1.1M
|
6.7K
$1.14M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.7K+ 1030.62% |
$930K - $1.1M
|
7.35K
$1.25M
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
6.69KNew |
$928K - $1.1M
|
6.69K
$1.14M
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
6.59K+ 182.04% |
$915K - $1.08M
|
10.2K
$1.74M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.55K+ 8.56% |
$909K - $1.08M
|
83.1K
$14.2M
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.36KNew |
$882K - $1.04M
|
6.36K
$1.08M
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
6.36K+ 327.51% |
$882K - $1.04M
|
8.3K
$1.41M
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.34K+ 13.95% |
$879K - $1.04M
|
51.8K
$8.82M
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
6.29K+ 15.23% |
$873K - $1.03M
|
47.6K
$8.11M
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
6.23KNew |
$865K - $1.02M
|
6.23K
$1.06M
|
|
Feb 04, 2022
Q4 2021
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
6.22K+ 155.9% |
$864K - $1.02M
|
10.2K
$1.74M
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
6.2KNew |
$861K - $1.02M
|
6.2K
$1.06M
|
|
Jan 14, 2022
Q4 2021
|
Dock Street Asset Management Inc
|
BUY
|
- |
6.2K+ 32.67% |
$860K - $1.02M
|
25.2K
$4.29M
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.19KNew |
$859K - $1.02M
|
6.19K
$1.05M
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
6.15K+ 2.17% |
$854K - $1.01M
|
289K
$49.3M
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6.12KNew |
$849K - $1M
|
6.12K
$1.04M
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
6.09K+ 24.77% |
$845K - $999K
|
30.7K
$5.22M
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
6.06KNew |
$841K - $995K
|
6.06K
$1.03M
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.06K+ 5.55% |
$840K - $994K
|
115K
$19.6M
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
6.05KNew |
$840K - $994K
|
6.05K
$1.03M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.03KNew |
$837K - $990K
|
6.03K
$1.03M
|