Institutional Owners for PG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EVERHART FINANCIAL GROUP INC | COM | 1751 | $3,118,859 | 21,283 | 0.00 | 0.00 | 150 | 0.71 | 12-31-2023 |
| DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS INC | COM | 1752 | $3,449,672 | 21,261 | 0.00 | 0.00 | 267 | 1.27 | 03-31-2024 |
| SUMMIT GLOBAL INVESTMENTS | COM | 1753 | $3,449,000 | 21,259 | 0.26 | 0.22 | -1,655 | -7.22 | 03-31-2024 |
| KJ HARRISON & PARTNERS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 5,000 | 30.91 | 12-31-2023 |
