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 4,080 institutions that hold shares in the stock, with a total of 1.53 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 |
|---|---|---|---|---|---|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
14,670
shares
|
$2.38 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
14,668
shares
|
$2.38 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
14,659
shares
|
$2.38 Million
0.27% of portfolio
|
Q2 2024
Added 39.6%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
14,653
shares
|
$2.38 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
May 08, 2024 Q1 2024 |
14,626
shares
|
$2.37 Million
3.19% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,624
shares
|
$2.37 Million
0.44% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
14,606
shares
|
$2.37 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
14,562
shares
|
$2.36 Million
1.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
14,559
shares
|
$2.36 Million
0.61% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
14,549
shares
|
$2.36 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
14,546
shares
|
$2.36 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
Nov 12, 2024 Q3 2024 |
14,545
shares
|
$2.36 Million
0.03% of portfolio
|
Q3 2024
Reduced 90.6%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
14,535
shares
|
$2.36 Million
0.35% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
14,531
shares
|
$2.36 Million
0.34% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
14,513
shares
|
$2.35 Million
0.29% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
14,510
shares
|
$2.35 Million
0.46% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
14,500
shares
|
$2.35 Million
0.8% of portfolio
|
Q3 2024
Added 26.85%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
14,464
shares
|
$2.34 Million
0.24% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
14,439
shares
|
$2.34 Million
0.9% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
14,337
shares
|
$2.32 Million
1.18% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
14,323
shares
|
$2.32 Million
0.56% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
14,276
shares
|
$2.31 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
14,217
shares
|
$2.3 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Grand Jean Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,212
shares
|
$2.3 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
14,185
shares
|
$2.3 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.09%
|