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 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
BUY
|
- |
19+ 0.04% |
$2.18K - $2.72K
|
43.8K
$11.3M
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
16+ 0.75% |
$1.84K - $2.29K
|
2.15K
$556K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
15+ 3.36% |
$1.72K - $2.15K
|
461
$119K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
15New |
$1.72K - $2.15K
|
15
$3.88K
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.46% |
$1.38K - $1.72K
|
2.64K
$683K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11+ 0.49% |
$1.26K - $1.58K
|
2.24K
$579K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
11+ 4.06% |
$1.26K - $1.58K
|
282
$73K
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
11New |
$1.26K - $1.58K
|
11
$2.85K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
10+ 0.05% |
$1.15K - $1.43K
|
18.5K
$4.78M
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10+ 0.53% |
$1.15K - $1.43K
|
1.91K
$494K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 11.11% |
$1.15K - $1.43K
|
100
$25.9K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
10+ 14.71% |
$1.15K - $1.43K
|
78
$20.2K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9New |
$1.03K - $1.29K
|
9
$2.33K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 2.57% |
$1.03K - $1.29K
|
359
$92.9K
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9+ 0.37% |
$1.03K - $1.29K
|
2.44K
$631K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8+ 88.89% |
$918 - $1.15K
|
17
$4.4K
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
8+ 0.35% |
$918 - $1.15K
|
2.32K
$599K
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
8+ 0.16% |
$918 - $1.15K
|
5.12K
$1.33M
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7+ 0.02% |
$803 - $1K
|
28.5K
$7.36M
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 5.34% |
$803 - $1K
|
138
$35.7K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
7+ 1.66% |
$803 - $1K
|
428
$111K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
6New |
$689 - $860
|
6
$1.55K
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$459 - $573
|
5.13K
$1.33M
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.07% |
$459 - $573
|
5.35K
$1.38M
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4+ 57.14% |
$459 - $573
|
11
$2.85K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$459 - $573
|
5.44K
$1.41M
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 2.12% |
$459 - $573
|
193
$49.9K
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3+ 0.07% |
$344 - $430
|
4.41K
$1.14M
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
3+ 0.02% |
$344 - $430
|
13.1K
$3.39M
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2+ 33.33% |
$230 - $287
|
8
$2.07K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.01% |
$230 - $287
|
200
$51.8K
|
|
Oct 30, 2023
Q3 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2+ 0.11% |
$230 - $287
|
1.84K
$475K
|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
2+ 0.1% |
$230 - $287
|
1.98K
$513K
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.03% |
$115 - $143
|
3.26K
$844K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.47% |
$115 - $143
|
216
$55.9K
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1- 0.04% |
$115 - $143
|
2.67K
$691K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 0.77% |
$115 - $143
|
129
$33.4K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 0.89% |
$115 - $143
|
111
$28.7K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 0.15% |
$115 - $143
|
688
$178K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2- 0.48% |
$230 - $287
|
418
$108K
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-2- 0.06% |
$230 - $287
|
3.13K
$809K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 2.46% |
$344 - $430
|
119
$30.8K
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-4- 0.21% |
$459 - $573
|
1.89K
$489K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-4- 22.22% |
$459 - $573
|
14
$3.62K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-5- 1.14% |
$574 - $716
|
433
$112K
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-6- 0.12% |
$689 - $860
|
4.8K
$1.24M
|
|
Nov 13, 2023
Q3 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-8- 0.01% |
$918 - $1.15K
|
82.7K
$21.4M
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-11- 0.33% |
$1.26K - $1.58K
|
3.36K
$869K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-11- 0.9% |
$1.26K - $1.58K
|
1.22K
$315K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-11- 16.67% |
$1.26K - $1.58K
|
55
$14.2K
|