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 |
|---|---|---|---|---|---|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
19,565
shares
|
$3.17 Million
0.22% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,545
shares
|
$3.17 Million
0.68% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
19,537
shares
|
$3.17 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
19,498
shares
|
$3.16 Million
0.62% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
19,498
shares
|
$3.16 Million
0.76% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
19,479
shares
|
$3.16 Million
0.43% of portfolio
|
Q1 2024
Added 286.8%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
19,474
shares
|
$3.16 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
19,392
shares
|
$3.14 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
19,386
shares
|
$3.14 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
19,372
shares
|
$3.14 Million
3.02% of portfolio
|
Q3 2022
Added 477.06%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,335
shares
|
$3.13 Million
0.09% of portfolio
|
Q3 2024
Added 46.01%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
19,323
shares
|
$3.13 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
19,320
shares
|
$3.13 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
19,251
shares
|
$3.12 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
19,250
shares
|
$3.12 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
19,235
shares
|
$3.12 Million
0.47% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,158
shares
|
$3.11 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
19,155
shares
|
$3.11 Million
1.35% of portfolio
|
Q4 2023
Reduced 64.75%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
19,142
shares
|
$3.1 Million
1.18% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
19,092
shares
|
$3.09 Million
2.38% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
19,015
shares
|
$3.08 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
18,984
shares
|
$3.08 Million
0.32% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
18,934
shares
|
$3.07 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
18,853
shares
|
$3.06 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
18,852
shares
|
$3.06 Million
0.08% of portfolio
|
Q3 2024
Added 35.63%
|