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 |
|---|---|---|---|---|---|
|
Professional Advisory Services Inc
|
Oct 17, 2024 Q3 2024 |
11,493
shares
|
$1.86 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
11,482
shares
|
$1.86 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
11,474
shares
|
$1.86 Million
1.36% of portfolio
|
Q3 2023
Reduced 67.89%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
11,472
shares
|
$1.86 Million
1.62% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
11,469
shares
|
$1.86 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
11,457
shares
|
$1.86 Million
0.66% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
11,449
shares
|
$1.86 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
11,445
shares
|
$1.86 Million
1.42% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
11,420
shares
|
$1.85 Million
2.2% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
Oct 08, 2024 Q3 2024 |
11,398
shares
|
$1.85 Million
1.53% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
11,375
shares
|
$1.84 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
11,370
shares
|
$1.84 Million
0.4% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
11,306
shares
|
$1.83 Million
0.65% of portfolio
|
Q3 2024
Added 352.42%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
11,298
shares
|
$1.83 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
11,286
shares
|
$1.83 Million
0.08% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
11,274
shares
|
$1.83 Million
0.51% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
11,228
shares
|
$1.82 Million
0.09% of portfolio
|
Q2 2024
Reduced 4.42%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
11,198
shares
|
$1.82 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
11,189
shares
|
$1.81 Million
1.01% of portfolio
|
Q2 2023
Reduced 1.23%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
11,182
shares
|
$1.81 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
11,176
shares
|
$1.81 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
11,143
shares
|
$1.81 Million
0.59% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
11,132
shares
|
$1.8 Million
1.3% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
11,112
shares
|
$1.8 Million
0.68% of portfolio
|
Q3 2024
Reduced 73.07%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
11,112
shares
|
$1.8 Million
1.04% of portfolio
|
Q3 2024
Added 1.23%
|