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 4,079 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 $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
25,864
shares
|
$4.17 Million
1.61% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
25,804
shares
|
$4.16 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
25,795
shares
|
$4.16 Million
1.4% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
25,782
shares
|
$4.16 Million
0.95% of portfolio
|
Q2 2022
Reduced 1.09%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
25,777
shares
|
$4.16 Million
1.61% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
25,745
shares
|
$4.15 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
25,731
shares
|
$4.15 Million
1.71% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
25,716
shares
|
$4.15 Million
0.32% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
25,704
shares
|
$4.15 Million
2.81% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
25,631
shares
|
$4.13 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
25,630
shares
|
$4.13 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
25,625
shares
|
$4.13 Million
0.52% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Thematics Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
25,607
shares
|
$4.13 Million
0.18% of portfolio
|
Q3 2024
Reduced 11.88%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
25,597
shares
|
$4.13 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
25,588
shares
|
$4.13 Million
0.83% of portfolio
|
Q3 2024
Added 101.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
25,563
shares
|
$4.12 Million
0.27% of portfolio
|
Q3 2024
Reduced 29.67%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
25,493
shares
|
$4.11 Million
0.64% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
25,490
shares
|
$4.11 Million
2.25% of portfolio
|
Q3 2024
Reduced 6.95%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
25,472
shares
|
$4.11 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
25,471
shares
|
$4.11 Million
0.88% of portfolio
|
Q4 2021
Added 0.14%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
25,407
shares
|
$4.1 Million
0.52% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
25,325
shares
|
$4.08 Million
0.53% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
25,312
shares
|
$4.08 Million
0.67% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
25,274
shares
|
$4.08 Million
2.17% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
25,270
shares
|
$4.08 Million
1.42% of portfolio
|
Q2 2022
Added 11.37%
|