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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,244
shares
|
$514,368
0.07% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
Strong Box Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
3,236
shares
|
$513,100
0.25% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
3,227
shares
|
$511,673
0.2% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,216
shares
|
$509,928
0.09% of portfolio
|
Q2 2024
Added 18.41%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
3,215
shares
|
$509,770
0.49% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
3,215
shares
|
$509,770
0.28% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
3,214
shares
|
$509,611
0.06% of portfolio
|
Q2 2024
Added 17.34%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,211
shares
|
$509,136
0.15% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
3,210
shares
|
$508,977
0.29% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
3,200
shares
|
$507,392
0.36% of portfolio
|
Q4 2024
Added 64.1%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
3,197
shares
|
$506,916
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
3,192
shares
|
$506,123
0.37% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
3,191
shares
|
$505,964
0.54% of portfolio
|
Q3 2024
Added 12.76%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,181
shares
|
$504,379
0.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
3,176
shares
|
$503,586
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
3,175
shares
|
$503,428
0.05% of portfolio
|
Q3 2024
Reduced 10.06%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
3,174
shares
|
$503,269
0.19% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
3,169
shares
|
$502,476
0.12% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
3,164
shares
|
$501,683
0.14% of portfolio
|
Q3 2024
Added 51.1%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
3,160
shares
|
$501,049
0.28% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,159
shares
|
$500,891
0.19% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
3,153
shares
|
$499,939
0.12% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
3,151
shares
|
$499,622
0.17% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
3,146
shares
|
$498,829
0.29% of portfolio
|
Q2 2024
Added 14.02%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,144
shares
|
$498,512
0.06% of portfolio
|
Q3 2022
Reduced 21.1%
|