Purchases and Sales Made in Q1 2024 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q1 2024. 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 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
175+ 56.82% |
$28.3K - $36.2K
|
483
$125K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
172+ 0.31% |
$27.8K - $35.6K
|
55.6K
$14.4M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
171+ 2.97% |
$27.6K - $35.4K
|
5.92K
$1.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
168New |
$27.2K - $34.7K
|
168
$43.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
167+ 6.09% |
$27K - $34.5K
|
2.91K
$753K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
166+ 11.22% |
$26.8K - $34.3K
|
1.65K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
166+ 1.76% |
$26.8K - $34.3K
|
9.6K
$2.48M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
163+ 138.14% |
$26.3K - $33.7K
|
281
$72.7K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
161+ 10.38% |
$26K - $33.3K
|
1.71K
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
159+ 3.01% |
$25.7K - $32.9K
|
5.44K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
157+ 5.25% |
$25.4K - $32.5K
|
3.15K
$815K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
153New |
$24.7K - $31.6K
|
153
$39.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
152+ 2.73% |
$24.6K - $31.4K
|
5.73K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
152+ 1.11% |
$24.6K - $31.4K
|
13.9K
$3.58M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
150New |
$24.2K - $31K
|
150
$38.8K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
149+ 5.99% |
$24.1K - $30.8K
|
2.64K
$683K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
148+ 3.32% |
$23.9K - $30.6K
|
4.6K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
142+ 70.65% |
$23K - $29.4K
|
343
$88.8K
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
138+ 4.34% |
$22.3K - $28.5K
|
3.32K
$859K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
132+ 0.88% |
$21.3K - $27.3K
|
15.1K
$3.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
132+ 7.79% |
$21.3K - $27.3K
|
1.83K
$472K
|
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
132+ 6.96% |
$21.3K - $27.3K
|
2.03K
$525K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
131+ 3.28% |
$21.2K - $27.1K
|
4.13K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
128+ 7.58% |
$20.7K - $26.5K
|
1.82K
$470K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
124+ 1.29% |
$20K - $25.6K
|
9.75K
$2.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
121+ 1.53% |
$19.6K - $25K
|
8.05K
$2.08M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
118+ 2.81% |
$19.1K - $24.4K
|
4.32K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
James Hambro & Partners
|
BUY
|
- |
116+ 0.02% |
$18.7K - $24K
|
535K
$138M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
114New |
$18.4K - $23.6K
|
114
$29.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
110+ 1.71% |
$17.8K - $22.8K
|
6.53K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
109New |
$17.6K - $22.5K
|
109
$28.2K
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
107+ 0.35% |
$17.3K - $22.1K
|
30.7K
$7.96M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
106+ 1.86% |
$17.1K - $21.9K
|
5.81K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
105+ 4.66% |
$17K - $21.7K
|
2.36K
$610K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
105+ 1.08% |
$17K - $21.7K
|
9.84K
$2.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
104+ 3.19% |
$16.8K - $21.5K
|
3.36K
$870K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
98+ 3.1% |
$15.8K - $20.3K
|
3.26K
$844K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
97+ 3.27% |
$15.7K - $20.1K
|
3.06K
$793K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
97+ 1.44% |
$15.7K - $20.1K
|
6.84K
$1.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
95+ 69.85% |
$15.4K - $19.6K
|
231
$59.8K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
95+ 1.74% |
$15.4K - $19.6K
|
5.54K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
94+ 1.92% |
$15.2K - $19.4K
|
4.99K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
90+ 4.36% |
$14.5K - $18.6K
|
2.16K
$558K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
86+ 2.19% |
$13.9K - $17.8K
|
4.01K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
86+ 3.76% |
$13.9K - $17.8K
|
2.37K
$614K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
84+ 0.1% |
$13.6K - $17.4K
|
87K
$22.5M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
83+ 395.24% |
$13.4K - $17.2K
|
104
$26.9K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
81+ 4.37% |
$13.1K - $16.8K
|
1.94K
$501K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
80+ 4.42% |
$12.9K - $16.5K
|
1.89K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
80New |
$12.9K - $16.5K
|
80
$20.7K
|