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 |
---|---|---|---|---|---|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
5,070
shares
|
$803,899
0.1% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
5,068
shares
|
$803,582
0.33% of portfolio
|
Q3 2024
Added 4.93%
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
5,065
shares
|
$803,106
0.46% of portfolio
|
Q3 2024
Added 18.84%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
5,060
shares
|
$802,313
0.15% of portfolio
|
Q3 2024
Reduced 6.26%
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
5,049
shares
|
$800,569
0.25% of portfolio
|
Q3 2024
Added 12.37%
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
5,041
shares
|
$799,300
0.69% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
5,040
shares
|
$799,142
0.06% of portfolio
|
Q3 2024
Added 4.87%
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 29, 2024 Q3 2024 |
5,032
shares
|
$797,873
0.56% of portfolio
|
Q3 2024
Added 0.28%
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
5,027
shares
|
$797,081
0.28% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
5,024
shares
|
$796,605
0.53% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
5,008
shares
|
$794,068
0.29% of portfolio
|
Q3 2024
New holding
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
5,001
shares
|
$792,958
0.56% of portfolio
|
Q3 2024
Added 0.32%
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
4,998
shares
|
$792,482
0.36% of portfolio
|
Q3 2024
New holding
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
4,990
shares
|
$791,214
0.18% of portfolio
|
Q3 2024
Added 5.47%
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,987
shares
|
$790,738
0.16% of portfolio
|
Q3 2024
Added 21.87%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
4,979
shares
|
$789,470
0.34% of portfolio
|
Q3 2024
Added 14.91%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
4,974
shares
|
$788,677
0.08% of portfolio
|
Q3 2024
Added 5.09%
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Nov 12, 2024 Q3 2024 |
4,972
shares
|
$788,360
0.44% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
4,971
shares
|
$788,201
0.06% of portfolio
|
Q3 2024
Added 8.73%
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
4,970
shares
|
$788,043
0.33% of portfolio
|
Q2 2024
Reduced 8.67%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
4,969
shares
|
$787,884
0.39% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
4,955
shares
|
$785,664
0.34% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,955
shares
|
$785,664
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
4,955
shares
|
$785,664
0.17% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
4,954
shares
|
$785,506
0.68% of portfolio
|
Q3 2024
Added 0.86%
|