Purchases and Sales Made in Q3 2024 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
78+ 10.12% |
$16.3K - $20.2K
|
849
$220K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
75New |
$15.7K - $19.4K
|
75
$19.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
75New |
$15.7K - $19.4K
|
75
$19.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
74+ 4.84% |
$15.5K - $19.2K
|
1.6K
$415K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
74+ 2.85% |
$15.5K - $19.2K
|
2.67K
$691K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
73+ 114.06% |
$15.3K - $18.9K
|
137
$35.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
72+ 1.1% |
$15.1K - $18.7K
|
6.61K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
72+ 3.26% |
$15.1K - $18.7K
|
2.28K
$590K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
68+ 1.91% |
$14.2K - $17.6K
|
3.64K
$941K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
65+ 0.5% |
$13.6K - $16.9K
|
13.2K
$3.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
61+ 0.18% |
$12.8K - $15.8K
|
34.1K
$8.83M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
61New |
$12.8K - $15.8K
|
61
$15.8K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
61+ 4.2% |
$12.8K - $15.8K
|
1.51K
$391K
|
|
|
Oct 18, 2024
Q3 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
60+ 1.09% |
$12.6K - $15.6K
|
5.58K
$1.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
60+ 5.07% |
$12.6K - $15.6K
|
1.24K
$322K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
60+ 5.53% |
$12.6K - $15.6K
|
1.15K
$296K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
60+ 1.96% |
$12.6K - $15.6K
|
3.12K
$808K
|
|
|
Nov 06, 2024
Q3 2024
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
59+ 2.42% |
$12.4K - $15.3K
|
2.49K
$645K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
58New |
$12.1K - $15K
|
58
$15K
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
55+ 4.45% |
$11.5K - $14.3K
|
1.29K
$334K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
55+ 3.81% |
$11.5K - $14.3K
|
1.5K
$388K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
52+ 0.25% |
$10.9K - $13.5K
|
21.1K
$5.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
50New |
$10.5K - $13K
|
50
$12.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.9% |
$10.5K - $13K
|
2.68K
$694K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
49+ 0.26% |
$10.3K - $12.7K
|
18.6K
$4.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
48+ 3.27% |
$10.1K - $12.4K
|
1.52K
$393K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
45+ 4.6% |
$9.43K - $11.7K
|
1.02K
$265K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
45+ 2.7% |
$9.43K - $11.7K
|
1.71K
$443K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
41+ 0.51% |
$8.59K - $10.6K
|
8.04K
$2.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
41+ 3.88% |
$8.59K - $10.6K
|
1.1K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
41+ 20.92% |
$8.59K - $10.6K
|
237
$61.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 7.45% |
$8.38K - $10.4K
|
577
$149K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
39New |
$8.17K - $10.1K
|
39
$10.1K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
39+ 3.47% |
$8.17K - $10.1K
|
1.16K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 2.78% |
$8.17K - $10.1K
|
1.44K
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
38+ 0.95% |
$7.96K - $9.85K
|
4.03K
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
36+ 2.34% |
$7.54K - $9.33K
|
1.58K
$408K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
36+ 1.92% |
$7.54K - $9.33K
|
1.91K
$495K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35+ 47.95% |
$7.33K - $9.07K
|
108
$27.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
35New |
$7.33K - $9.07K
|
35
$9.06K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34+ 2.73% |
$7.12K - $8.81K
|
1.28K
$331K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
32New |
$6.7K - $8.3K
|
32
$8.28K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
32+ 0.07% |
$6.7K - $8.3K
|
47K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
32+ 2.69% |
$6.7K - $8.3K
|
1.22K
$316K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
31New |
$6.49K - $8.04K
|
31
$8.02K
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
BUY
|
- |
31+ 2.07% |
$6.49K - $8.04K
|
1.53K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
31+ 1033.33% |
$6.49K - $8.04K
|
34
$8.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
30+ 7.81% |
$6.28K - $7.78K
|
414
$107K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
29+ 1.18% |
$6.07K - $7.52K
|
2.49K
$644K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
28+ 3.07% |
$5.86K - $7.26K
|
939
$243K
|