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 |
|---|---|---|---|---|---|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,654
shares
|
$268,113
0.13% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Benson Investment Management Company, Inc.
|
Oct 11, 2024 Q3 2024 |
1,644
shares
|
$266,492
0.12% of portfolio
|
Q2 2019
Reduced 5.73%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
1,641
shares
|
$266,006
0.21% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
1,640
shares
|
$265,844
0.04% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,638
shares
|
$265,519
0.05% of portfolio
|
Q3 2024
Reduced 17.02%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
1,636
shares
|
$265,195
0.18% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
1,630
shares
|
$264,223
0.1% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
1,629
shares
|
$264,060
0.19% of portfolio
|
Q1 2024
Added 3.82%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
1,621
shares
|
$262,764
0.14% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
1,620
shares
|
$262,602
0.12% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,618
shares
|
$262,277
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
1,618
shares
|
$262,277
0.23% of portfolio
|
Q3 2024
Added 64.1%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
1,615
shares
|
$261,791
0.14% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
1,614
shares
|
$261,629
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
1,611
shares
|
$261,143
0.13% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
1,610
shares
|
$260,981
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
1,606
shares
|
$260,332
0.12% of portfolio
|
Q1 2023
Reduced 1.05%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,602
shares
|
$259,684
0.07% of portfolio
|
Q3 2023
Added 1.39%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
1,599
shares
|
$259,197
0.14% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,598
shares
|
$259,035
0.19% of portfolio
|
Q3 2024
Added 33.39%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,595
shares
|
$258,549
0.15% of portfolio
|
Q2 2023
Added 0.38%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
1,594
shares
|
$258,387
0.12% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
1,594
shares
|
$258,387
0.12% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,593
shares
|
$258,225
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,593
shares
|
$258,225
0.03% of portfolio
|
Q3 2024
Added 27.44%
|