Purchases and Sales Made in Q1 2023 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q1 2023. The information is specifically focused on institutions that hold shares of PROGRESSIVE CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
67+ 0.88% |
$8.44K - $9.76K
|
7.66K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
67+ 5.61% |
$8.44K - $9.76K
|
1.26K
$326K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
67+ 3.34% |
$8.44K - $9.76K
|
2.07K
$536K
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
67+ 3.26% |
$8.44K - $9.76K
|
2.12K
$549K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
66+ 1.4% |
$8.31K - $9.61K
|
4.78K
$1.24M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
65+ 3.0% |
$8.18K - $9.47K
|
2.23K
$578K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
63+ 2.83% |
$7.93K - $9.18K
|
2.29K
$593K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
62+ 19.5% |
$7.81K - $9.03K
|
380
$98.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
61+ 0.08% |
$7.68K - $8.88K
|
74.1K
$19.2M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
61New |
$7.68K - $8.88K
|
61
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
61New |
$7.68K - $8.88K
|
61
$15.8K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
58+ 12.26% |
$7.3K - $8.45K
|
531
$137K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
57+ 16.01% |
$7.18K - $8.3K
|
413
$107K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
57+ 63.33% |
$7.18K - $8.3K
|
147
$38K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 0.28% |
$6.8K - $7.86K
|
19.7K
$5.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
53+ 0.95% |
$6.67K - $7.72K
|
5.62K
$1.45M
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
51+ 0.21% |
$6.42K - $7.43K
|
24.6K
$6.36M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
49+ 1.05% |
$6.17K - $7.14K
|
4.73K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
48+ 0.26% |
$6.04K - $6.99K
|
18.4K
$4.76M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
40+ 0.75% |
$5.04K - $5.83K
|
5.36K
$1.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
39+ 10.26% |
$4.91K - $5.68K
|
419
$108K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
38+ 4.17% |
$4.78K - $5.53K
|
949
$246K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
38+ 1.37% |
$4.78K - $5.53K
|
2.81K
$727K
|
|
|
May 12, 2023
Q1 2023
|
Trust Investment Advisors
|
BUY
|
- |
38+ 2.11% |
$4.78K - $5.53K
|
1.84K
$475K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37+ 0.63% |
$4.66K - $5.39K
|
5.93K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
36+ 3.23% |
$4.53K - $5.24K
|
1.15K
$297K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
35+ 30.43% |
$4.41K - $5.1K
|
150
$38.8K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
34+ 0.9% |
$4.28K - $4.95K
|
3.8K
$982K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
33+ 0.1% |
$4.16K - $4.81K
|
34.3K
$8.88M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
32New |
$4.03K - $4.66K
|
32
$8.28K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
32New |
$4.03K - $4.66K
|
32
$8.28K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
31+ 1.99% |
$3.9K - $4.51K
|
1.59K
$412K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
31+ 1.93% |
$3.9K - $4.51K
|
1.64K
$424K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
30+ 9.35% |
$3.78K - $4.37K
|
351
$90.8K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
29+ 1.59% |
$3.65K - $4.22K
|
1.85K
$479K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
28+ 4.26% |
$3.53K - $4.08K
|
685
$177K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
26+ 3.47% |
$3.27K - $3.79K
|
775
$201K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
25+ 0.23% |
$3.15K - $3.64K
|
10.8K
$2.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
25+ 0.61% |
$3.15K - $3.64K
|
4.12K
$1.07M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
22+ 51.16% |
$2.77K - $3.2K
|
65
$16.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
21+ 13.91% |
$2.64K - $3.06K
|
172
$44.5K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20+ 3.12% |
$2.52K - $2.91K
|
661
$171K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
18+ 0.36% |
$2.27K - $2.62K
|
4.95K
$1.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
18New |
$2.27K - $2.62K
|
18
$4.66K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
16New |
$2.01K - $2.33K
|
16
$4.14K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 0.09% |
$2.01K - $2.33K
|
18.7K
$4.83M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16New |
$2.01K - $2.33K
|
16
$4.14K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
16+ 0.05% |
$2.01K - $2.33K
|
29.2K
$7.56M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16+ 0.77% |
$2.01K - $2.33K
|
2.08K
$538K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
13+ 4.04% |
$1.64K - $1.89K
|
335
$86.7K
|