Institutional Owners for PG
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
BEAUMONT FINANCIAL ADVISORS LLC COM Liquidated $0 0 0.00 0.00 303 1.58 03-31-2024
SPIDERROCK ADVISORS LLC Ordinary Shares 1852 $2,568,000 19,500 0.22 0.14 6,200 46.62 12-31-2023
PORTSIDE WEALTH GROUP LLC COM 1853 $3,163,243 19,496 0.00 0.00 -974 -4.76 03-31-2024
PATRON PARTNERS LLC Stock 1854 $3,161,279 19,484 0.00 0.00 -4,036 -17.16 03-31-2024
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