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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
2,236
shares
|
$362,455
0.12% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
2,234
shares
|
$362,131
0.28% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Orser Capital Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,232
shares
|
$361,807
0.3% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
2,227
shares
|
$360,996
0.17% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
2,226
shares
|
$360,834
0.43% of portfolio
|
Q2 2024
Added 18.91%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
2,223
shares
|
$360,348
0.09% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,218
shares
|
$359,537
0.08% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
2,218
shares
|
$359,537
0.23% of portfolio
|
Q2 2024
Reduced 13.63%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
2,213
shares
|
$358,727
0.16% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
2,212
shares
|
$358,565
0.03% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
2,211
shares
|
$358,403
0.05% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
2,211
shares
|
$358,403
0.14% of portfolio
|
Q3 2024
Reduced 28.56%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
2,209
shares
|
$358,078
0.08% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,204
shares
|
$357,268
0.08% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
2,200
shares
|
$356,620
0.19% of portfolio
|
Q4 2020
New holding
|
|
|
Edgewood Management LLC
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
2,200
shares
|
$356,620
0.0% of portfolio
|
Q4 2018
Reduced 31.25%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
2,200
shares
|
$356,620
0.64% of portfolio
|
Q1 2024
Reduced 13.32%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
2,199
shares
|
$356,457
0.26% of portfolio
|
Q1 2024
Reduced 27.04%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
2,199
shares
|
$356,457
0.22% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
2,193
shares
|
$355,485
0.23% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
2,183
shares
|
$353,864
0.04% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
2,181
shares
|
$353,540
0.09% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Sl Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
2,179
shares
|
$353,215
0.6% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
2,173
shares
|
$352,243
0.4% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
2,170
shares
|
$351,757
0.2% of portfolio
|
Q3 2024
Added 2.79%
|