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 |
|---|---|---|---|---|---|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,952
shares
|
$785,189
0.19% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
4,944
shares
|
$783,920
0.16% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
4,940
shares
|
$783,286
0.1% of portfolio
|
Q2 2021
Reduced 80.32%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
4,929
shares
|
$781,542
0.21% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
4,925
shares
|
$780,908
0.07% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
4,918
shares
|
$779,798
0.33% of portfolio
|
Q3 2024
Added 28.01%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
4,912
shares
|
$778,846
0.3% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
4,898
shares
|
$776,626
0.42% of portfolio
|
Q1 2024
Added 0.7%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,895
shares
|
$776,151
0.6% of portfolio
|
Q2 2023
Reduced 1.83%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
4,894
shares
|
$775,992
0.17% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
4,876
shares
|
$773,138
0.22% of portfolio
|
Q3 2024
Added 7.42%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
4,865
shares
|
$771,394
0.44% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
4,864
shares
|
$771,235
0.34% of portfolio
|
Q1 2024
Reduced 30.54%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
4,864
shares
|
$771,235
0.1% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
4,860
shares
|
$770,601
0.16% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
4,856
shares
|
$769,967
0.28% of portfolio
|
Q2 2024
Reduced 25.94%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
4,855
shares
|
$769,808
0.32% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,849
shares
|
$768,857
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
4,846
shares
|
$768,381
0.31% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,843
shares
|
$767,906
0.2% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
4,842
shares
|
$767,747
0.06% of portfolio
|
Q3 2024
Added 29.85%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
4,842
shares
|
$767,747
0.25% of portfolio
|
Q3 2024
Added 193.1%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
4,828
shares
|
$765,527
0.71% of portfolio
|
Q4 2023
Reduced 63.53%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
4,823
shares
|
$764,734
0.17% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
4,818
shares
|
$763,942
0.39% of portfolio
|
Q1 2022
Added 0.02%
|