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 4,078 institutions that hold shares in the stock, with a total of 1.54 Billion shares, which have been reported (via 13F filing form) to have a value of $257 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
42,165
shares
|
$7.07 Million
0.72% of portfolio
|
Q2 2022
Reduced 1.86%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
42,138
shares
|
$7.06 Million
0.53% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
42,122
shares
|
$7.06 Million
1.58% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
41,996
shares
|
$7.04 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
41,957
shares
|
$7.03 Million
1.45% of portfolio
|
Q3 2022
Reduced 8.44%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
41,855
shares
|
$7.02 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
41,777
shares
|
$7 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
41,723
shares
|
$6.99 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
41,656
shares
|
$6.98 Million
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
41,654
shares
|
$6.98 Million
0.81% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,575
shares
|
$6.97 Million
0.2% of portfolio
|
Q3 2024
Added 16.07%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
41,537
shares
|
$6.96 Million
1.13% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
41,500
shares
|
$6.96 Million
3.8% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
41,456
shares
|
$6.95 Million
0.22% of portfolio
|
Q2 2020
Added 7.0%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
41,418
shares
|
$6.94 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Hendley & CO Inc
|
Oct 31, 2024 Q3 2024 |
41,350
shares
|
$6.93 Million
2.5% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
41,338
shares
|
$6.93 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
41,269
shares
|
$6.92 Million
0.48% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
41,265
shares
|
$6.92 Million
0.76% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
41,202
shares
|
$6.91 Million
1.17% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
41,105
shares
|
$6.89 Million
0.5% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
41,050
shares
|
$6.88 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
40,975
shares
|
$6.87 Million
5.77% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
40,864
shares
|
$6.85 Million
0.05% of portfolio
|
Q3 2024
Reduced 93.43%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
40,813
shares
|
$6.84 Million
0.5% of portfolio
|
Q3 2024
Added 61.03%
|