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 |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
125
shares
|
$21,192
0.02% of portfolio
|
Q3 2024
Reduced 52.29%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
123
shares
|
$20,853
0.01% of portfolio
|
Q2 2024
Added 25.51%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
122
shares
|
$20,683
0.03% of portfolio
|
Q1 2023
Reduced 71.16%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
117
shares
|
$19,836
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
106
shares
|
$17,971
0.01% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
106
shares
|
$17,971
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
105
shares
|
$17,801
0.01% of portfolio
|
Q4 2022
Added 320.0%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Oct 17, 2024 Q3 2024 |
101
shares
|
$17,123
0.01% of portfolio
|
Q3 2024
Reduced 89.51%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
100
shares
|
$16,954
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
85
shares
|
$14,410
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
82
shares
|
$13,902
0.0% of portfolio
|
Q3 2024
Added 64.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
80
shares
|
$13,563
1.23% of portfolio
|
Q3 2024
Added 135.29%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
75
shares
|
$12,715
0.01% of portfolio
|
Q3 2024
Reduced 60.94%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
65
shares
|
$11,020
0.0% of portfolio
|
Q2 2024
Reduced 75.56%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
63
shares
|
$10,681
0.01% of portfolio
|
Q4 2023
Reduced 54.68%
|
|
|
Gould Capital, LLC
|
Aug 14, 2024 Q2 2024 |
63
shares
|
$10,681
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
63
shares
|
$10,681
0.03% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
52
shares
|
$8,816
0.0% of portfolio
|
Q3 2024
Added 36.84%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
46
shares
|
$7,798
0.0% of portfolio
|
Q2 2024
Reduced 58.56%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
38
shares
|
$6,442
0.0% of portfolio
|
Q2 2024
Reduced 28.3%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
33
shares
|
$5,594
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
30
shares
|
$5,086
0.0% of portfolio
|
Q1 2022
Added 3.45%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
26
shares
|
$4,408
0.0% of portfolio
|
Q3 2023
Reduced 64.38%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
25
shares
|
$4,238
0.0% of portfolio
|
Q3 2024
Reduced 41.86%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
25
shares
|
$4,238
0.0% of portfolio
|
Q3 2023
Reduced 86.34%
|