Latest Institutional Transactions on Progressive Corp (PGR)
This table provides information on the latest institutional transactions involving Progressive Corp (PGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
803New |
$168K - $208K
|
803
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-34- 11.15% |
$7.12K - $8.81K
|
271
$67.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-339- 63.36% |
$71K - $87.9K
|
196
$48.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Bretton Capital Management, LLC
San Francisco, CA |
BUY
|
- |
33.4KNew |
$7M - $8.66M
|
33.4K
$8.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11+ 0.15% |
$2.3K - $2.85K
|
7.47K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 13.33% |
$838 - $1.04K
|
34
$8.49K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.33KNew |
$278K - $344K
|
1.33K
$331K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
957New |
$200K - $248K
|
957
$239K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
883New |
$185K - $229K
|
883
$220K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
54.3K+ 3.23% |
$11.4M - $14.1M
|
1.73M
$433M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
15.6K+ 30.18% |
$3.26M - $4.03M
|
67.1K
$16.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-165- 8.65% |
$34.6K - $42.8K
|
1.74K
$435K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
93+ 1.7% |
$19.5K - $24.1K
|
5.58K
$1.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.34KNew |
$490K - $606K
|
2.34K
$584K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
29+ 1.18% |
$6.07K - $7.52K
|
2.49K
$621K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-78- 6.17% |
$16.3K - $20.2K
|
1.19K
$296K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 11.22% |
$2.3K - $2.85K
|
87
$21.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
351+ 6.22% |
$73.5K - $91K
|
5.99K
$1.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
17.8K+ 12.56% |
$3.72M - $4.6M
|
159K
$39.7M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
79+ 3.63% |
$16.5K - $20.5K
|
2.25K
$563K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.62K+ 100.04% |
$549K - $680K
|
5.25K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
90+ 10.96% |
$18.9K - $23.3K
|
911
$227K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.26% |
$209 - $259
|
390
$97.4K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.85K- 17.61% |
$387K - $479K
|
8.64K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$209 - $259
|
2.23K
$557K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-515- 14.79% |
$108K - $134K
|
2.97K
$741K
|
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
16.6KNew |
$3.48M - $4.31M
|
16.6K
$4.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.77KNew |
$371K - $460K
|
1.77K
$443K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
22New |
$4.61K - $5.7K
|
22
$5.49K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
340New |
$71.2K - $88.1K
|
340
$84.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
4.85K+ 1.1% |
$1.02M - $1.26M
|
447K
$112M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
123K+ 1187.71% |
$25.8M - $32M
|
134K
$33.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
40.5K+ 1557.69% |
$8.48M - $10.5M
|
43.1K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
53.7K+ 3.19% |
$11.2M - $13.9M
|
1.74M
$433M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.32K+ 15.68% |
$275K - $341K
|
9.7K
$2.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
158+ 30.8% |
$33.1K - $41K
|
671
$168K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3+ 0.27% |
$628 - $778
|
1.1K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
911New |
$191K - $236K
|
911
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-530- 14.39% |
$111K - $137K
|
3.15K
$787K
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5+ 0.3% |
$1.05K - $1.3K
|
1.69K
$423K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
903+ 8.57% |
$189K - $234K
|
11.4K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.21KNew |
$673K - $833K
|
3.21K
$803K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
31New |
$6.49K - $8.04K
|
31
$7.74K
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-50- 2.94% |
$10.5K - $13K
|
1.65K
$412K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
952New |
$199K - $247K
|
952
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-6K- 86.96% |
$1.26M - $1.56M
|
900
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.45K+ 3.0% |
$933K - $1.15M
|
153K
$38.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-13.3K- 13.49% |
$2.79M - $3.46M
|
85.6K
$21.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 4.92% |
$20.9K - $25.9K
|
1.93K
$482K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
532New |
$111K - $138K
|
532
$133K
|