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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
32,738
shares
|
$5.41 Million
0.4% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
32,666
shares
|
$5.39 Million
0.15% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
32,665
shares
|
$5.39 Million
0.69% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
32,658
shares
|
$5.39 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
32,602
shares
|
$5.38 Million
2.97% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Gfs Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
32,549
shares
|
$5.37 Million
1.2% of portfolio
|
Q3 2024
Added 37312.64%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
32,524
shares
|
$5.37 Million
0.54% of portfolio
|
Q3 2023
Reduced 3.92%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
32,503
shares
|
$5.37 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
32,500
shares
|
$5.37 Million
5.22% of portfolio
|
Q2 2022
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
32,457
shares
|
$5.36 Million
0.27% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
32,439
shares
|
$5.36 Million
1.2% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
32,339
shares
|
$5.34 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
32,252
shares
|
$5.33 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
32,226
shares
|
$5.32 Million
1.26% of portfolio
|
Q3 2024
Added 9.65%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
32,174
shares
|
$5.31 Million
1.19% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
32,154
shares
|
$5.31 Million
2.0% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
32,153
shares
|
$5.31 Million
0.39% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
32,115
shares
|
$5.3 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
32,104
shares
|
$5.3 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
31,989
shares
|
$5.28 Million
0.52% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
31,924
shares
|
$5.27 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
31,873
shares
|
$5.26 Million
0.62% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
31,660
shares
|
$5.23 Million
0.41% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
31,602
shares
|
$5.22 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
31,566
shares
|
$5.21 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.86%
|