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 |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
31,540
shares
|
$5.21 Million
0.63% of portfolio
|
Q3 2023
Added 4.31%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
31,520
shares
|
$5.2 Million
0.53% of portfolio
|
Q3 2024
Reduced 72.12%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
31,477
shares
|
$5.2 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ayrshire Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
31,343
shares
|
$5.18 Million
2.72% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
31,302
shares
|
$5.17 Million
3.67% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Tom Russo
Gardner Russo & Quinn LLC
|
Nov 13, 2024 Q3 2024 |
31,277
shares
|
$5.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
31,276
shares
|
$5.16 Million
0.93% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
31,187
shares
|
$5.15 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
31,161
shares
|
$5.15 Million
2.45% of portfolio
|
Q3 2024
Reduced 14.16%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
31,082
shares
|
$5.13 Million
1.23% of portfolio
|
Q4 2022
Added 9.83%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
30,994
shares
|
$5.12 Million
2.11% of portfolio
|
Q2 2024
Added 1.47%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
30,991
shares
|
$5.12 Million
1.95% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
30,989
shares
|
$5.12 Million
0.97% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
30,984
shares
|
$5.12 Million
1.08% of portfolio
|
Q3 2023
Reduced 15.75%
|
|
|
Prospector Partners LLC
Guilford, CT |
Nov 13, 2024 Q3 2024 |
30,895
shares
|
$5.1 Million
0.58% of portfolio
|
Q3 2024
Reduced 19.07%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,877
shares
|
$5.1 Million
0.55% of portfolio
|
Q4 2022
Added 1.71%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
30,877
shares
|
$5.1 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
30,873
shares
|
$5.1 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
30,862
shares
|
$5.1 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
30,852
shares
|
$5.09 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
30,794
shares
|
$5.09 Million
0.47% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
30,737
shares
|
$5.08 Million
1.15% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
30,610
shares
|
$5.05 Million
1.39% of portfolio
|
Q3 2024
Added 23.55%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
30,566
shares
|
$5.05 Million
0.2% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
30,556
shares
|
$5.05 Million
0.92% of portfolio
|
Q3 2024
Reduced 15.53%
|