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 4,080 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 $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
2,666
shares
|
$432,158
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
2,663
shares
|
$431,672
0.25% of portfolio
|
Q3 2024
Reduced 27.24%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
2,662
shares
|
$431,510
0.26% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
2,661
shares
|
$431,348
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
2,660
shares
|
$431,186
0.38% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
2,659
shares
|
$431,023
0.16% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
2,659
shares
|
$431,023
0.14% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
2,657
shares
|
$430,699
0.18% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Whelan Financial
|
Oct 28, 2024 Q3 2024 |
2,651
shares
|
$429,727
0.19% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,648
shares
|
$429,240
0.17% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
2,646
shares
|
$428,916
0.22% of portfolio
|
Q2 2024
Added 8.18%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
2,645
shares
|
$428,754
0.36% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
2,633
shares
|
$426,809
0.16% of portfolio
|
Q2 2023
Added 12.14%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,630
shares
|
$426,323
0.47% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
2,626
shares
|
$425,674
0.07% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
2,624
shares
|
$425,350
0.26% of portfolio
|
Q3 2024
Added 32.12%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
2,623
shares
|
$425,188
0.25% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
2,621
shares
|
$424,864
0.25% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,618
shares
|
$424,377
0.27% of portfolio
|
Q2 2023
Reduced 27.56%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
2,617
shares
|
$424,215
0.18% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
2,614
shares
|
$423,729
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 23, 2024 Q3 2024 |
2,611
shares
|
$423,243
0.27% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
2,605
shares
|
$422,270
0.06% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
2,600
shares
|
$421,460
0.09% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
2,597
shares
|
$420,973
0.29% of portfolio
|
Q1 2024
Reduced 13.75%
|