Institutional Owners for PG
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
COASTAL BRIDGE ADVISORS LLC COM 2351 $1,559,779 10,644 0.00 0.00 23 0.22 12-31-2023
BCS WEALTH MANAGEMENT COM 2352 $1,726,000 10,638 0.55 0.34 4,247 66.45 03-31-2024
ABERDEEN WEALTH MANAGEMENT LLC COM 2353 $1,549,137 10,621 0.00 0.00 -58 -0.54 09-30-2023
ISTHMUS PARTNERS LLC COM 2354 $1,554,057 10,605 0.00 0.00 1,251 13.37 12-31-2023
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