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 4,079 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 $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
27,642
shares
|
$4.46 Million
0.33% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
27,630
shares
|
$4.46 Million
0.38% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
27,584
shares
|
$4.45 Million
0.08% of portfolio
|
Q3 2024
Added 12.36%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
27,558
shares
|
$4.45 Million
0.98% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
27,468
shares
|
$4.43 Million
0.34% of portfolio
|
Q3 2023
Added 3.73%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
27,466
shares
|
$4.43 Million
0.58% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
27,461
shares
|
$4.43 Million
1.03% of portfolio
|
Q4 2023
Added 0.56%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
27,433
shares
|
$4.42 Million
4.19% of portfolio
|
Q2 2023
Reduced 29.12%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
27,386
shares
|
$4.42 Million
2.54% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
27,365
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2024
Added 32.27%
|
|
|
Cadence Bank Na
|
Oct 27, 2022 Q3 2022 |
27,323
shares
|
$4.41 Million
21.42% of portfolio
|
Q3 2022
Reduced 80.9%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
27,296
shares
|
$4.4 Million
3.13% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
27,293
shares
|
$4.4 Million
1.21% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
27,252
shares
|
$4.4 Million
3.08% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
27,141
shares
|
$4.38 Million
0.4% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
27,139
shares
|
$4.38 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
27,099
shares
|
$4.37 Million
1.58% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2024 Q3 2024 |
27,079
shares
|
$4.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 92.03%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
27,072
shares
|
$4.37 Million
1.23% of portfolio
|
Q1 2024
Reduced 2.97%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
27,070
shares
|
$4.37 Million
1.6% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Shilanski & Associates, Inc.
|
Jul 18, 2024 Q2 2024 |
27,046
shares
|
$4.36 Million
1.51% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
27,009
shares
|
$4.36 Million
0.53% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
26,960
shares
|
$4.35 Million
0.79% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
26,955
shares
|
$4.35 Million
0.13% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
26,944
shares
|
$4.35 Million
1.04% of portfolio
|
Q4 2022
Reduced 2.45%
|