Purchases and Sales Made in Q2 2024 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
117+ 11.09% |
$23.7K - $25.3K
|
1.17K
$303K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
115+ 0.59% |
$23.3K - $24.8K
|
19.6K
$5.08M
|
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
113+ 3.59% |
$22.9K - $24.4K
|
3.26K
$844K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
111New |
$22.5K - $24K
|
111
$28.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
110+ 4.88% |
$22.2K - $23.7K
|
2.36K
$611K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
109+ 3.69% |
$22K - $23.5K
|
3.06K
$792K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
108+ 122.73% |
$21.8K - $23.3K
|
196
$50.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
106+ 7.74% |
$21.4K - $22.9K
|
1.48K
$382K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
105+ 2.5% |
$21.2K - $22.7K
|
4.3K
$1.11M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
104+ 2.27% |
$21K - $22.5K
|
4.69K
$1.21M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
98+ 22.69% |
$19.8K - $21.2K
|
530
$137K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
96+ 5.96% |
$19.4K - $20.7K
|
1.71K
$442K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
94+ 4.31% |
$19K - $20.3K
|
2.27K
$588K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
94+ 4.96% |
$19K - $20.3K
|
1.99K
$515K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
92+ 126.03% |
$18.6K - $19.9K
|
165
$42.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
92+ 1.35% |
$18.6K - $19.9K
|
6.9K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
91New |
$18.4K - $19.6K
|
91
$23.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
88+ 977.78% |
$17.8K - $19K
|
97
$25.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
88+ 5.06% |
$17.8K - $19K
|
1.83K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
88+ 2.7% |
$17.8K - $19K
|
3.35K
$866K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
87+ 2.43% |
$17.6K - $18.8K
|
3.66K
$948K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
BUY
|
- |
83+ 8.29% |
$16.8K - $17.9K
|
1.08K
$280K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
83+ 2.31% |
$16.8K - $17.9K
|
3.68K
$953K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
82+ 47.67% |
$16.6K - $17.7K
|
254
$65.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
80+ 4.45% |
$16.2K - $17.3K
|
1.88K
$486K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
80+ 0.46% |
$16.2K - $17.3K
|
17.6K
$4.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
78+ 4.32% |
$15.8K - $16.8K
|
1.89K
$488K
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
76+ 0.27% |
$15.4K - $16.4K
|
28.7K
$7.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
74New |
$15K - $16K
|
74
$19.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
73+ 4.66% |
$14.8K - $15.8K
|
1.64K
$424K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
73New |
$14.8K - $15.8K
|
73
$18.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
71+ 5.29% |
$14.4K - $15.3K
|
1.41K
$366K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
69+ 3.41% |
$14K - $14.9K
|
2.09K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
68New |
$13.8K - $14.7K
|
68
$17.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
68+ 0.37% |
$13.8K - $14.7K
|
18.6K
$4.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
67+ 3.26% |
$13.6K - $14.5K
|
2.12K
$549K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
67+ 119.64% |
$13.6K - $14.5K
|
123
$31.8K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
66+ 6.65% |
$13.3K - $14.2K
|
1.06K
$274K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
66+ 6.65% |
$13.3K - $14.2K
|
1.06K
$274K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
63+ 0.01% |
$12.7K - $13.6K
|
433K
$112M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
62+ 17.46% |
$12.5K - $13.4K
|
417
$108K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
62+ 0.92% |
$12.5K - $13.4K
|
6.81K
$1.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
60New |
$12.1K - $13K
|
60
$15.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
60+ 0.61% |
$12.1K - $13K
|
9.97K
$2.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
60+ 0.21% |
$12.1K - $13K
|
28.8K
$7.45M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
59+ 134.09% |
$11.9K - $12.7K
|
103
$26.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
56New |
$11.3K - $12.1K
|
56
$14.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
56+ 29.95% |
$11.3K - $12.1K
|
243
$62.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
55+ 0.16% |
$11.1K - $11.9K
|
35.1K
$9.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
54+ 0.56% |
$10.9K - $11.7K
|
9.64K
$2.49M
|