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 4,068 institutions that hold shares in the stock, with a total of 1.54 Billion shares, which have been reported (via 13F filing form) to have a value of $261 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
540
shares
|
$91,551
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
515
shares
|
$87,313
0.05% of portfolio
|
Q2 2022
Reduced 49.01%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
509
shares
|
$86,295
0.01% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
501
shares
|
$84,939
0.03% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
500
shares
|
$84,770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
482
shares
|
$81,718
0.05% of portfolio
|
Q3 2024
Added 22.65%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
479
shares
|
$81,209
0.04% of portfolio
|
Q3 2023
Reduced 29.46%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
466
shares
|
$79,005
0.05% of portfolio
|
Q4 2023
Reduced 36.94%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
465
shares
|
$78,836
0.02% of portfolio
|
Q2 2024
Added 5.68%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
465
shares
|
$78,836
0.06% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
462
shares
|
$78,327
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
461
shares
|
$78,157
0.06% of portfolio
|
Q3 2024
Added 54.18%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
449
shares
|
$76,123
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
440
shares
|
$74,597
0.02% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
437
shares
|
$74,088
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
433
shares
|
$73,410
0.02% of portfolio
|
Q3 2024
Added 22.66%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
433
shares
|
$73,410
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
430
shares
|
$72,902
0.06% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
422
shares
|
$71,545
0.04% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
420
shares
|
$71,206
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
419
shares
|
$71,037
0.04% of portfolio
|
Q2 2024
Added 1.95%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
416
shares
|
$70,528
0.07% of portfolio
|
Q1 2024
Reduced 43.48%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
407
shares
|
$69,002
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
406
shares
|
$68,833
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
406
shares
|
$68,833
0.05% of portfolio
|
Q1 2024
Reduced 4.92%
|