Purchases and Sales Made in Q4 2023 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
225+ 182.93% |
$31.3K - $37.2K
|
348
$90K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
224+ 7.11% |
$31.1K - $37K
|
3.37K
$873K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
219+ 14.93% |
$30.4K - $36.2K
|
1.69K
$436K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
218+ 10.59% |
$30.3K - $36K
|
2.28K
$589K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
218+ 10.59% |
$30.3K - $36K
|
2.28K
$589K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
210+ 6.63% |
$29.2K - $34.7K
|
3.38K
$874K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
207+ 2.43% |
$28.8K - $34.2K
|
8.74K
$2.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
207+ 3.09% |
$28.8K - $34.2K
|
6.91K
$1.79M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
205+ 0.98% |
$28.5K - $33.9K
|
21.1K
$5.45M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
205+ 0.98% |
$28.5K - $33.9K
|
21.1K
$5.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
196+ 1.31% |
$27.2K - $32.4K
|
15.2K
$3.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
195+ 5.33% |
$27.1K - $32.2K
|
3.85K
$997K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
190+ 0.54% |
$26.4K - $31.4K
|
35.2K
$9.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
186+ 1.59% |
$25.8K - $30.7K
|
11.9K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
181+ 16.98% |
$25.2K - $29.9K
|
1.25K
$323K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
179+ 0.17% |
$24.9K - $29.6K
|
102K
$26.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
179+ 0.39% |
$24.9K - $29.6K
|
46.6K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
173+ 4.9% |
$24K - $28.6K
|
3.71K
$959K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
172+ 2.35% |
$23.9K - $28.4K
|
7.49K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
172+ 7.91% |
$23.9K - $28.4K
|
2.35K
$607K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
171+ 11.24% |
$23.8K - $28.2K
|
1.69K
$438K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
167+ 0.15% |
$23.2K - $27.6K
|
115K
$29.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
160+ 0.98% |
$22.2K - $26.4K
|
16.4K
$4.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
160+ 0.21% |
$22.2K - $26.4K
|
75K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
156New |
$21.7K - $25.8K
|
156
$40.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
152+ 3.11% |
$21.1K - $25.1K
|
5.04K
$1.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
149New |
$20.7K - $24.6K
|
149
$38.6K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
143New |
$19.9K - $23.6K
|
143
$37K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
141New |
$19.6K - $23.3K
|
141
$36.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
138+ 0.92% |
$19.2K - $22.8K
|
15.1K
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
135+ 1.21% |
$18.8K - $22.3K
|
11.3K
$2.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
130+ 6.05% |
$18.1K - $21.5K
|
2.28K
$590K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
129+ 1.9% |
$17.9K - $21.3K
|
6.93K
$1.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
121+ 1.29% |
$16.8K - $20K
|
9.48K
$2.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
121New |
$16.8K - $20K
|
121
$31.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
120+ 0.67% |
$16.7K - $19.8K
|
18.1K
$4.67M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
117+ 22.24% |
$16.3K - $19.3K
|
643
$166K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
117+ 7.91% |
$16.3K - $19.3K
|
1.6K
$413K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
112+ 143.59% |
$15.6K - $18.5K
|
190
$49.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
112+ 6.15% |
$15.6K - $18.5K
|
1.93K
$500K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
100+ 5.29% |
$13.9K - $16.5K
|
1.99K
$515K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
97+ 1.46% |
$13.5K - $16K
|
6.72K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
97+ 1.04% |
$13.5K - $16K
|
9.39K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
97+ 6.85% |
$13.5K - $16K
|
1.51K
$391K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
91New |
$12.6K - $15K
|
91
$23.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
84+ 1.33% |
$11.7K - $13.9K
|
6.42K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
83New |
$11.5K - $13.7K
|
83
$21.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
82New |
$11.4K - $13.5K
|
82
$21.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
80+ 3.32% |
$11.1K - $13.2K
|
2.49K
$644K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
78+ 17.49% |
$10.8K - $12.9K
|
524
$136K
|