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 4,080 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 $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,711
shares
|
$277,353
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
1,708
shares
|
$276,866
0.07% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,705
shares
|
$276,380
0.15% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,693
shares
|
$274,435
0.01% of portfolio
|
Q3 2024
Reduced 35.11%
|
|
|
Shikiar Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
1,690
shares
|
$273,949
0.08% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
1,689
shares
|
$273,786
0.06% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
1,689
shares
|
$273,786
0.27% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
1,689
shares
|
$273,786
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,689
shares
|
$273,786
0.19% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
1,683
shares
|
$272,814
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,680
shares
|
$272,328
0.11% of portfolio
|
Q2 2024
Reduced 23.91%
|
|
|
My Wealth Management Inc.
|
Nov 07, 2024 Q3 2024 |
1,678
shares
|
$272,003
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
1,678
shares
|
$272,003
0.06% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
1,677
shares
|
$271,841
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
1,674
shares
|
$271,355
0.22% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
1,672
shares
|
$271,031
0.14% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 18, 2024 Q3 2024 |
1,672
shares
|
$271,031
0.12% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,670
shares
|
$270,707
0.09% of portfolio
|
Q2 2024
Reduced 19.32%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Nov 12, 2024 Q3 2024 |
1,668
shares
|
$270,382
0.15% of portfolio
|
Q3 2024
Added 14.48%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
1,667
shares
|
$270,220
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
1,665
shares
|
$269,896
0.07% of portfolio
|
Q3 2024
Reduced 79.86%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$269,086
0.06% of portfolio
|
Q2 2024
Reduced 10.75%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,655
shares
|
$268,275
0.13% of portfolio
|
Q4 2024
Reduced 22.41%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
1,655
shares
|
$268,275
0.03% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,654
shares
|
$268,113
0.13% of portfolio
|
Q3 2024
Reduced 6.18%
|