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 3,949 institutions that hold shares in the stock, with a total of 1.57 Billion shares, which have been reported (via 13F filing form) to have a value of $272 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 10, 2024 Q2 2024 |
649
shares
|
$112,633
0.06% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
648
shares
|
$112,460
0.09% of portfolio
|
Q4 2023
New holding
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 26, 2024 Q2 2024 |
635
shares
|
$110,204
0.07% of portfolio
|
Q2 2024
Reduced 3.93%
|
|
Sws Partners
|
Jul 17, 2024 Q2 2024 |
633
shares
|
$109,857
0.03% of portfolio
|
Q2 2024
New holding
|
|
Cultivar Capital, Inc.
Denton, TX |
Jul 23, 2024 Q2 2024 |
610
shares
|
$105,865
0.08% of portfolio
|
Q2 2024
New holding
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
601
shares
|
$104,303
0.19% of portfolio
|
Q3 2022
Added 79.4%
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
600
shares
|
$104,130
0.03% of portfolio
|
Q4 2022
Added 20.0%
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
580
shares
|
$100,659
0.08% of portfolio
|
Q2 2023
New holding
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
570
shares
|
$98,923
0.06% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Pacific Capital Wealth Advisors, Inc
|
Aug 06, 2024 Q2 2024 |
569
shares
|
$98,749
0.02% of portfolio
|
Q2 2024
Added 109.19%
|
|
Paladin Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
568
shares
|
$98,576
0.07% of portfolio
|
Q1 2023
New holding
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
555
shares
|
$96,320
0.03% of portfolio
|
Q2 2024
Added 80.78%
|
|
Tributary Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
555
shares
|
$96,320
0.01% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
554
shares
|
$96,146
0.06% of portfolio
|
Q2 2024
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jul 16, 2024 Q2 2024 |
544
shares
|
$94,411
0.06% of portfolio
|
Q2 2024
Added 51.53%
|
|
Evolution Advisers, Inc.
|
Jul 26, 2024 Q2 2024 |
540
shares
|
$93,717
0.05% of portfolio
|
Q4 2021
New holding
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
515
shares
|
$89,378
0.05% of portfolio
|
Q2 2022
Reduced 49.01%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
502
shares
|
$87,122
0.06% of portfolio
|
Q2 2024
Added 8.89%
|
|
En Rich Financial Partners LLC
Madison, WI |
Aug 13, 2024 Q2 2024 |
500
shares
|
$86,775
0.03% of portfolio
|
Q1 2024
New holding
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
479
shares
|
$83,130
0.04% of portfolio
|
Q2 2024
New holding
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
479
shares
|
$83,130
0.04% of portfolio
|
Q3 2023
Reduced 29.46%
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 25, 2024 Q2 2024 |
466
shares
|
$80,874
0.05% of portfolio
|
Q4 2023
Reduced 36.94%
|
|
Esl Trust Services, LLC
|
Aug 12, 2024 Q2 2024 |
465
shares
|
$80,700
0.02% of portfolio
|
Q2 2024
Added 5.68%
|
|
Ifs Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
465
shares
|
$80,700
0.06% of portfolio
|
Q3 2022
Added 0.43%
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 14, 2024 Q2 2024 |
462
shares
|
$80,180
0.1% of portfolio
|
Q1 2024
New holding
|