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 4,081 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 $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
7,156
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
7,147
shares
|
$1.13 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
7,147
shares
|
$1.13 Million
0.3% of portfolio
|
Q2 2022
Reduced 22.94%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
7,141
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
7,139
shares
|
$1.13 Million
0.23% of portfolio
|
Q1 2024
Reduced 14.45%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
7,136
shares
|
$1.13 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,136
shares
|
$1.13 Million
0.18% of portfolio
|
Q1 2023
Reduced 27.55%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
7,113
shares
|
$1.13 Million
0.22% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
7,099
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Added 37.44%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
7,094
shares
|
$1.12 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,090
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
7,081
shares
|
$1.12 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
7,074
shares
|
$1.12 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
7,058
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
7,053
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
7,040
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2024
Added 79.13%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
7,032
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2024
Reduced 33.12%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,021
shares
|
$1.11 Million
0.59% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
7,017
shares
|
$1.11 Million
0.24% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
7,014
shares
|
$1.11 Million
0.99% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
7,011
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2023
Added 6.4%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
7,011
shares
|
$1.11 Million
0.59% of portfolio
|
Q1 2023
Reduced 2.09%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
7,005
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
6,996
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2024
Reduced 69.08%
|