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 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
9+ 0.53% |
$1.13K - $1.34K
|
1.72K
$445K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9+ 0.18% |
$1.13K - $1.34K
|
5.12K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9+ 0.17% |
$1.13K - $1.34K
|
5.4K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9+ 1.4% |
$1.13K - $1.34K
|
653
$169K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8+ 0.3% |
$1K - $1.19K
|
2.67K
$691K
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
7+ 0.3% |
$875 - $1.04K
|
2.31K
$597K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
7New |
$875 - $1.04K
|
7
$1.81K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 0.33% |
$875 - $1.04K
|
2.13K
$552K
|
|
|
Aug 09, 2023
Q2 2023
|
Carroll Investors, Inc
|
BUY
|
- |
6+ 0.05% |
$750 - $894
|
13.2K
$3.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 6.45% |
$750 - $894
|
99
$25.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5New |
$625 - $745
|
5
$1.29K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 44.44% |
$500 - $596
|
13
$3.36K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$500 - $596
|
5.12K
$1.33M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4+ 0.06% |
$500 - $596
|
6.5K
$1.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.07% |
$500 - $596
|
5.34K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3+ 2.01% |
$375 - $447
|
152
$39.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 12.5% |
$250 - $298
|
18
$4.66K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$250 - $298
|
5.43K
$1.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.11% |
$250 - $298
|
1.83K
$475K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
2+ 0.48% |
$250 - $298
|
421
$109K
|
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$250 - $298
|
3.61K
$935K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$125 - $149
|
238
$61.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Scharf Investments, LLC
|
BUY
|
- |
1+ 0.03% |
$125 - $149
|
3.83K
$990K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 8.33% |
$125 - $149
|
13
$3.36K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.12% |
$125 - $149
|
810
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.04% |
$125 - $149
|
2.74K
$710K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1- 0.05% |
$125 - $149
|
1.85K
$479K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.28% |
$125 - $149
|
350
$90.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2- 0.12% |
$250 - $298
|
1.66K
$429K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-3- 0.17% |
$375 - $447
|
1.76K
$456K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 5.45% |
$375 - $447
|
52
$13.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 8.33% |
$500 - $596
|
44
$11.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-4- 2.67% |
$500 - $596
|
146
$37.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-4- 3.74% |
$500 - $596
|
103
$26.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 1.98% |
$500 - $596
|
198
$51.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-4- 1.45% |
$500 - $596
|
271
$70.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-5- 0.04% |
$625 - $745
|
11.3K
$2.93M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5- 0.11% |
$625 - $745
|
4.38K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-5- 0.04% |
$625 - $745
|
11.5K
$2.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-6- 1.35% |
$750 - $894
|
438
$113K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9- 0.45% |
$1.13K - $1.34K
|
2.01K
$520K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-9- 28.13% |
$1.13K - $1.34K
|
23
$5.95K
|
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-10- 0.34% |
$1.25K - $1.49K
|
2.96K
$767K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-10- 0.05% |
$1.25K - $1.49K
|
18.9K
$4.89M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-11- 0.75% |
$1.38K - $1.64K
|
1.46K
$376K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-12- 0.61% |
$1.5K - $1.79K
|
1.95K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-14- 6.06% |
$1.75K - $2.09K
|
217
$56.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-19- 0.89% |
$2.38K - $2.83K
|
2.12K
$547K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-19- 22.35% |
$2.38K - $2.83K
|
66
$17.1K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-20- 3.03% |
$2.5K - $2.98K
|
641
$166K
|