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 |
|---|---|---|---|---|---|
|
Connolly Sarah T.
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,592
shares
|
$258,063
21.07% of portfolio
|
Q4 2023
Reduced 94.12%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,591
shares
|
$257,901
0.07% of portfolio
|
Q2 2023
Added 502.65%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
1,591
shares
|
$257,901
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
1,589
shares
|
$257,576
0.12% of portfolio
|
Q3 2024
Reduced 52.83%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
1,588
shares
|
$257,414
0.04% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2024 Q3 2024 |
1,584
shares
|
$256,766
0.4% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
S&T Bank
Indiana, PA |
Nov 13, 2024 Q3 2024 |
1,583
shares
|
$256,604
0.07% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
1,582
shares
|
$256,442
0.11% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
1,578
shares
|
$255,793
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
1,576
shares
|
$255,469
0.12% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Oct 15, 2024 Q3 2024 |
1,575
shares
|
$255,307
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
1,570
shares
|
$254,497
0.11% of portfolio
|
Q3 2024
Added 23.04%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,561
shares
|
$253,038
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,557
shares
|
$252,389
0.2% of portfolio
|
Q3 2024
Reduced 30.18%
|
|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
1,556
shares
|
$252,227
0.15% of portfolio
|
Q2 2024
Reduced 6.43%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,554
shares
|
$251,903
0.02% of portfolio
|
Q4 2023
Reduced 3.3%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,550
shares
|
$251,255
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Aaf Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,550
shares
|
$251,255
0.14% of portfolio
|
Q2 2024
Added 24.5%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
1,548
shares
|
$250,930
0.05% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
1,546
shares
|
$250,606
0.07% of portfolio
|
Q2 2024
Reduced 18.8%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
1,544
shares
|
$250,282
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
1,542
shares
|
$249,958
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
1,540
shares
|
$249,634
0.12% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
1,539
shares
|
$249,471
0.06% of portfolio
|
Q3 2024
Reduced 76.19%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,538
shares
|
$249,309
0.07% of portfolio
|
Q1 2023
Added 14.95%
|