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 |
|---|---|---|---|---|---|
|
Tcm Advisors, LLC
Martinsburg, WV |
Nov 13, 2024 Q3 2024 |
3,800
shares
|
$602,528
0.07% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,800
shares
|
$602,528
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
3,799
shares
|
$602,369
0.44% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
3,797
shares
|
$602,052
0.24% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
3,797
shares
|
$602,052
0.16% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
3,795
shares
|
$601,735
0.17% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
3,786
shares
|
$600,308
0.07% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
3,784
shares
|
$599,991
0.18% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
3,780
shares
|
$599,356
0.21% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
3,779
shares
|
$599,198
0.33% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
3,778
shares
|
$599,039
0.2% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
3,774
shares
|
$598,405
0.23% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Adalta Capital Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,770
shares
|
$597,771
0.37% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
3,763
shares
|
$596,661
0.33% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
3,763
shares
|
$596,661
0.3% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Connective Portfolio Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,760
shares
|
$596,185
0.76% of portfolio
|
Q2 2023
Reduced 4.93%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
3,759
shares
|
$596,027
0.22% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
3,752
shares
|
$594,917
0.1% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
3,750
shares
|
$594,600
0.47% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
3,747
shares
|
$594,124
0.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
3,738
shares
|
$592,697
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,737
shares
|
$592,538
0.09% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
3,733
shares
|
$591,904
0.85% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
3,733
shares
|
$591,904
0.21% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
3,729
shares
|
$591,270
0.12% of portfolio
|
Q3 2024
Added 0.08%
|