Purchases and Sales Made in Q2 2023 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
68+ 3.72% |
$8.5K - $10.1K
|
1.89K
$490K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
68+ 4.69% |
$8.5K - $10.1K
|
1.52K
$393K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68+ 3.96% |
$8.5K - $10.1K
|
1.79K
$462K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
65+ 7.68% |
$8.13K - $9.69K
|
911
$236K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
63+ 103.28% |
$7.88K - $9.39K
|
124
$32.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
59+ 8.65% |
$7.38K - $8.79K
|
741
$192K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
57+ 3.85% |
$7.13K - $8.49K
|
1.54K
$398K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
55+ 0.01% |
$6.88K - $8.2K
|
432K
$112M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
BUY
|
- |
50+ 0.55% |
$6.25K - $7.45K
|
9.2K
$2.38M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
46+ 32.17% |
$5.75K - $6.85K
|
189
$48.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
44New |
$5.5K - $6.56K
|
44
$11.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
44+ 0.99% |
$5.5K - $6.56K
|
4.49K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
43New |
$5.38K - $6.41K
|
43
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
42+ 10.4% |
$5.25K - $6.26K
|
446
$115K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 6.19% |
$5.25K - $6.26K
|
721
$187K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42+ 6.19% |
$5.25K - $6.26K
|
721
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
40New |
$5K - $5.96K
|
40
$10.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
39+ 0.83% |
$4.88K - $5.81K
|
4.74K
$1.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
38+ 0.08% |
$4.75K - $5.66K
|
47.8K
$12.4M
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
38+ 45.24% |
$4.75K - $5.66K
|
122
$31.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
37+ 2.39% |
$4.63K - $5.51K
|
1.59K
$411K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
35New |
$4.38K - $5.22K
|
35
$9.06K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32+ 0.88% |
$4K - $4.77K
|
3.67K
$949K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
32+ 1.31% |
$4K - $4.77K
|
2.48K
$642K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
30+ 1.76% |
$3.75K - $4.47K
|
1.74K
$449K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
27New |
$3.38K - $4.02K
|
27
$6.99K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
27+ 0.06% |
$3.38K - $4.02K
|
43.8K
$11.3M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27+ 0.67% |
$3.38K - $4.02K
|
4.03K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
27+ 0.29% |
$3.38K - $4.02K
|
9.3K
$2.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
25+ 24.75% |
$3.13K - $3.73K
|
126
$32.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
25New |
$3.13K - $3.73K
|
25
$6.47K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
24+ 0.61% |
$3K - $3.58K
|
3.97K
$1.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24+ 27.27% |
$3K - $3.58K
|
112
$29K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
20+ 11.11% |
$2.5K - $2.98K
|
200
$51.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20+ 0.2% |
$2.5K - $2.98K
|
10.1K
$2.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20New |
$2.5K - $2.98K
|
20
$5.18K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
19+ 633.33% |
$2.38K - $2.83K
|
22
$5.69K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
19+ 146.15% |
$2.38K - $2.83K
|
32
$8.28K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
19+ 0.4% |
$2.38K - $2.83K
|
4.8K
$1.24M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
18+ 1.42% |
$2.25K - $2.68K
|
1.28K
$332K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
17+ 0.24% |
$2.13K - $2.53K
|
7.17K
$1.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 9.29% |
$2.13K - $2.53K
|
200
$51.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.02% |
$2.13K - $2.53K
|
76.5K
$19.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$1.88K - $2.24K
|
15
$3.88K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14+ 0.09% |
$1.75K - $2.09K
|
15K
$3.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
13New |
$1.63K - $1.94K
|
13
$3.36K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 17.24% |
$1.25K - $1.49K
|
68
$17.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10+ 1.77% |
$1.25K - $1.49K
|
575
$149K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10+ 1.77% |
$1.25K - $1.49K
|
575
$149K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
9New |
$1.13K - $1.34K
|
9
$2.33K
|