Institutional Ownership Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG). We have compiled data on the 4,081 institutions that hold shares in the stock, with a total of 1.53 Billion shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
5,303
shares
|
$840,843
0.74% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
Heritage Investment Group, Inc.
|
Nov 06, 2024 Q3 2024 |
5,302
shares
|
$840,685
0.18% of portfolio
|
Q3 2024
Added 11.13%
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Oct 21, 2024 Q3 2024 |
5,298
shares
|
$840,050
0.13% of portfolio
|
Q3 2024
New holding
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
5,294
shares
|
$839,416
0.11% of portfolio
|
Q3 2024
Added 17.23%
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
5,290
shares
|
$838,782
0.67% of portfolio
|
Q3 2024
Added 5.36%
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
5,289
shares
|
$838,623
0.8% of portfolio
|
Q3 2024
New holding
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
5,287
shares
|
$838,306
0.34% of portfolio
|
Q3 2023
Added 26.21%
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
5,284
shares
|
$837,831
1.51% of portfolio
|
Q4 2022
Added 2.05%
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
5,273
shares
|
$836,086
0.44% of portfolio
|
Q3 2024
Added 0.3%
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
5,271
shares
|
$835,769
0.31% of portfolio
|
Q3 2024
Added 0.29%
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
5,268
shares
|
$835,294
0.38% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
5,268
shares
|
$835,294
0.21% of portfolio
|
Q3 2024
Added 0.4%
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
5,267
shares
|
$835,135
1.03% of portfolio
|
Q3 2024
Added 27.72%
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
5,255
shares
|
$833,232
0.45% of portfolio
|
Q3 2024
Reduced 34.51%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
5,250
shares
|
$832,440
0.75% of portfolio
|
Q3 2024
Added 13.83%
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
5,240
shares
|
$830,854
0.53% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
5,240
shares
|
$830,854
0.16% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,236
shares
|
$830,220
0.44% of portfolio
|
Q3 2024
New holding
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
5,231
shares
|
$829,427
0.2% of portfolio
|
Q4 2023
Reduced 7.15%
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
5,231
shares
|
$829,427
0.77% of portfolio
|
Q2 2023
Added 7.19%
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
5,225
shares
|
$828,476
0.32% of portfolio
|
Q1 2021
Added 4.5%
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
5,224
shares
|
$828,317
0.15% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
5,206
shares
|
$825,463
0.11% of portfolio
|
Q3 2024
Added 107.74%
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
5,205
shares
|
$825,304
0.71% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
5,204
shares
|
$825,146
0.53% of portfolio
|
Q3 2024
Added 8.35%
|