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 |
|---|---|---|---|---|---|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
24,487
shares
|
$3.95 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
24,472
shares
|
$3.95 Million
0.28% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Jupiter Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
24,458
shares
|
$3.95 Million
0.04% of portfolio
|
Q3 2024
Reduced 61.94%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
24,434
shares
|
$3.94 Million
0.28% of portfolio
|
Q3 2024
Added 854.83%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
24,300
shares
|
$3.92 Million
0.74% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
24,240
shares
|
$3.91 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
24,204
shares
|
$3.9 Million
1.43% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 09, 2024 Q3 2024 |
24,198
shares
|
$3.9 Million
2.63% of portfolio
|
Q3 2024
Added 26.71%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
24,193
shares
|
$3.9 Million
2.12% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
24,185
shares
|
$3.9 Million
0.92% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
24,117
shares
|
$3.89 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
24,083
shares
|
$3.88 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Dempze Nancy E
|
Nov 12, 2024 Q3 2024 |
24,078
shares
|
$3.88 Million
2.57% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
23,942
shares
|
$3.86 Million
0.36% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
23,913
shares
|
$3.86 Million
2.57% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
23,855
shares
|
$3.85 Million
0.31% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Poplar Forest Capital LLC
|
Oct 31, 2024 Q3 2024 |
23,849
shares
|
$3.85 Million
0.57% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
23,737
shares
|
$3.83 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
23,714
shares
|
$3.83 Million
0.54% of portfolio
|
Q3 2024
Added 759.51%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
23,702
shares
|
$3.82 Million
0.98% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
23,691
shares
|
$3.82 Million
0.48% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
23,631
shares
|
$3.81 Million
0.5% of portfolio
|
Q3 2024
Added 47.73%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
23,611
shares
|
$3.81 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
23,562
shares
|
$3.8 Million
2.04% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
23,561
shares
|
$3.8 Million
0.45% of portfolio
|
Q3 2024
Reduced 4.68%
|