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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,222
shares
|
$1.66 Million
0.22% of portfolio
|
Q2 2024
Added 141.43%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
10,216
shares
|
$1.66 Million
0.2% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
10,204
shares
|
$1.65 Million
0.28% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
10,185
shares
|
$1.65 Million
0.4% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Freedom Day Solutions, LLC
|
Oct 23, 2024 Q3 2024 |
10,148
shares
|
$1.64 Million
0.55% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
10,122
shares
|
$1.64 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
10,105
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
10,101
shares
|
$1.64 Million
1.12% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
10,095
shares
|
$1.64 Million
0.15% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
Oct 23, 2024 Q3 2024 |
10,095
shares
|
$1.64 Million
1.44% of portfolio
|
Q3 2024
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
10,075
shares
|
$1.63 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
10,065
shares
|
$1.63 Million
0.8% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
10,034
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
10,030
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
10,014
shares
|
$1.62 Million
0.71% of portfolio
|
Q3 2024
Reduced 43.21%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
9,999
shares
|
$1.62 Million
0.08% of portfolio
|
Q3 2024
Reduced 13.06%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
9,999
shares
|
$1.62 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
9,993
shares
|
$1.62 Million
0.36% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
9,990
shares
|
$1.62 Million
0.47% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
9,969
shares
|
$1.62 Million
1.03% of portfolio
|
Q1 2024
Added 195.69%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
9,917
shares
|
$1.61 Million
0.19% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
9,888
shares
|
$1.6 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
9,855
shares
|
$1.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
9,854
shares
|
$1.6 Million
1.19% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
9,846
shares
|
$1.6 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.14%
|