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 |
|---|---|---|---|---|---|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
7,498
shares
|
$1.19 Million
1.01% of portfolio
|
Q1 2024
Reduced 2.91%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
7,494
shares
|
$1.19 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
7,490
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
7,489
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
7,487
shares
|
$1.19 Million
0.24% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
7,481
shares
|
$1.19 Million
0.18% of portfolio
|
Q3 2024
Reduced 24.1%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
7,471
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2023
Reduced 41.61%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
7,448
shares
|
$1.18 Million
0.75% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
7,439
shares
|
$1.18 Million
0.87% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
7,427
shares
|
$1.18 Million
0.24% of portfolio
|
Q4 2022
Reduced 8.78%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
7,427
shares
|
$1.18 Million
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
7,423
shares
|
$1.18 Million
0.45% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
7,402
shares
|
$1.17 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
7,402
shares
|
$1.17 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
7,395
shares
|
$1.17 Million
0.59% of portfolio
|
Q3 2024
Reduced 30.96%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
7,382
shares
|
$1.17 Million
0.66% of portfolio
|
Q3 2024
Added 36.7%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
7,378
shares
|
$1.17 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
7,373
shares
|
$1.17 Million
0.96% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,359
shares
|
$1.17 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,359
shares
|
$1.17 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
7,336
shares
|
$1.16 Million
0.66% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
7,332
shares
|
$1.16 Million
0.65% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
7,327
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
7,307
shares
|
$1.16 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 23, 2024 Q3 2024 |
7,303
shares
|
$1.16 Million
0.91% of portfolio
|
Q3 2024
Added 2.99%
|