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 $254 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
33,731
shares
|
$5.57 Million
2.75% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
33,705
shares
|
$5.57 Million
0.59% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
33,602
shares
|
$5.55 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
33,594
shares
|
$5.55 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
33,583
shares
|
$5.55 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
33,557
shares
|
$5.54 Million
0.12% of portfolio
|
Q3 2022
Added 112.32%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
33,529
shares
|
$5.54 Million
0.62% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
33,512
shares
|
$5.53 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
33,423
shares
|
$5.52 Million
0.21% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
33,377
shares
|
$5.51 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
33,365
shares
|
$5.51 Million
0.76% of portfolio
|
Q4 2023
Added 478.45%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
33,314
shares
|
$5.5 Million
3.5% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
33,302
shares
|
$5.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
33,234
shares
|
$5.49 Million
1.15% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
33,192
shares
|
$5.48 Million
0.3% of portfolio
|
Q3 2022
Reduced 1.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
33,121
shares
|
$5.47 Million
0.21% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
33,103
shares
|
$5.47 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
32,970
shares
|
$5.44 Million
1.34% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
32,939
shares
|
$5.44 Million
0.85% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
32,905
shares
|
$5.43 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
32,882
shares
|
$5.43 Million
0.64% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
32,844
shares
|
$5.42 Million
0.58% of portfolio
|
Q3 2023
Reduced 0.77%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
32,832
shares
|
$5.42 Million
1.15% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
32,825
shares
|
$5.42 Million
0.25% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
32,750
shares
|
$5.41 Million
1.34% of portfolio
|
Q3 2024
Added 6.6%
|