Purchases and Sales Made in Q3 2023 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
99+ 0.7% |
$11.4K - $14.2K
|
14.2K
$3.56M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
98+ 1.47% |
$11.2K - $14K
|
6.79K
$1.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
98+ 3.2% |
$11.2K - $14K
|
3.16K
$792K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
91+ 1.11% |
$10.4K - $13K
|
8.28K
$2.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
88+ 1.48% |
$10.1K - $12.6K
|
6.05K
$1.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
88New |
$10.1K - $12.6K
|
88
$22.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
87+ 1.91% |
$9.99K - $12.5K
|
4.64K
$1.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
87+ 1.3% |
$9.99K - $12.5K
|
6.81K
$1.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
87+ 1.93% |
$9.99K - $12.5K
|
4.59K
$1.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
85+ 1.77% |
$9.76K - $12.2K
|
4.9K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
81+ 53.29% |
$9.3K - $11.6K
|
233
$58.4K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
79+ 2.19% |
$9.07K - $11.3K
|
3.69K
$925K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
76+ 1.16% |
$8.72K - $10.9K
|
6.62K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
BUY
|
- |
75New |
$8.61K - $10.7K
|
75
$18.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
75+ 0.4% |
$8.61K - $10.7K
|
19K
$4.75M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
71+ 20.29% |
$8.15K - $10.2K
|
421
$106K
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
71+ 1.32% |
$8.15K - $10.2K
|
5.43K
$1.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
71+ 1.23% |
$8.15K - $10.2K
|
5.86K
$1.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
70New |
$8.03K - $10K
|
70
$17.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
65+ 10.4% |
$7.46K - $9.31K
|
690
$173K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
63+ 252.0% |
$7.23K - $9.03K
|
88
$22.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
63+ 1.72% |
$7.23K - $9.03K
|
3.73K
$935K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
62+ 0.31% |
$7.12K - $8.88K
|
19.9K
$4.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
62+ 1.29% |
$7.12K - $8.88K
|
4.87K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
62+ 10.2% |
$7.12K - $8.88K
|
670
$168K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
61+ 3.6% |
$7K - $8.74K
|
1.76K
$440K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
60+ 0.1% |
$6.89K - $8.6K
|
60.5K
$15.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 1.0% |
$6.89K - $8.6K
|
6.04K
$1.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
60New |
$6.89K - $8.6K
|
60
$15K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
59+ 0.4% |
$6.77K - $8.45K
|
15K
$3.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
57+ 1.18% |
$6.54K - $8.17K
|
4.89K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 1.12% |
$6.2K - $7.74K
|
4.86K
$1.22M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
52+ 0.47% |
$5.97K - $7.45K
|
11.2K
$2.79M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
52+ 1.9% |
$5.97K - $7.45K
|
2.78K
$698K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
51+ 0.5% |
$5.85K - $7.31K
|
10.2K
$2.55M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
47New |
$5.39K - $6.73K
|
47
$11.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
43+ 24.57% |
$4.94K - $6.16K
|
218
$54.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
42+ 3.47% |
$4.82K - $6.02K
|
1.25K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
41+ 128.13% |
$4.71K - $5.87K
|
73
$18.3K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
41+ 12.93% |
$4.71K - $5.87K
|
358
$89.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
41+ 12.93% |
$4.71K - $5.87K
|
358
$89.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
38+ 2.32% |
$4.36K - $5.44K
|
1.68K
$421K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
36+ 24.66% |
$4.13K - $5.16K
|
182
$45.6K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
36+ 2.11% |
$4.13K - $5.16K
|
1.74K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
34+ 1.12% |
$3.9K - $4.87K
|
3.06K
$768K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
33New |
$3.79K - $4.73K
|
33
$8.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 0.53% |
$3.44K - $4.3K
|
5.73K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
30+ 1.09% |
$3.44K - $4.3K
|
2.78K
$696K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26+ 0.07% |
$2.98K - $3.72K
|
35K
$8.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
25+ 0.68% |
$2.87K - $3.58K
|
3.68K
$923K
|