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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
28New |
$3.89K - $4.62K
|
28
$7.25K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
26+ 1.42% |
$3.61K - $4.29K
|
1.86K
$482K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
26+ 13.47% |
$3.61K - $4.29K
|
219
$56.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24+ 15.09% |
$3.34K - $3.96K
|
183
$47.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
23+ 164.29% |
$3.2K - $3.8K
|
37
$9.57K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
22+ 0.14% |
$3.06K - $3.63K
|
16.1K
$4.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22+ 7.69% |
$3.06K - $3.63K
|
308
$79.7K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22+ 1.47% |
$3.06K - $3.63K
|
1.52K
$393K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
21New |
$2.92K - $3.47K
|
21
$5.43K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
21+ 11.48% |
$2.92K - $3.47K
|
204
$52.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
19+ 2.56% |
$2.64K - $3.14K
|
760
$197K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
18+ 0.85% |
$2.5K - $2.97K
|
2.13K
$551K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
18+ 2.8% |
$2.5K - $2.97K
|
662
$171K
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
18+ 0.12% |
$2.5K - $2.97K
|
14.8K
$3.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
18New |
$2.5K - $2.97K
|
18
$4.66K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
17New |
$2.36K - $2.81K
|
17
$4.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
16New |
$2.22K - $2.64K
|
16
$4.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
16+ 0.37% |
$2.22K - $2.64K
|
4.32K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
15+ 0.58% |
$2.08K - $2.48K
|
2.59K
$669K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
14+ 0.29% |
$1.95K - $2.31K
|
4.89K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
14+ 0.13% |
$1.95K - $2.31K
|
10.6K
$2.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
13New |
$1.81K - $2.15K
|
13
$3.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
13+ 0.65% |
$1.81K - $2.15K
|
2.01K
$521K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
12+ 1.2% |
$1.67K - $1.98K
|
1.01K
$262K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
11New |
$1.53K - $1.82K
|
11
$2.85K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11+ 0.2% |
$1.53K - $1.82K
|
5.47K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
11+ 1.22% |
$1.53K - $1.82K
|
911
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
10+ 0.3% |
$1.39K - $1.65K
|
3.35K
$867K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
9+ 12.0% |
$1.25K - $1.49K
|
84
$21.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
9+ 0.05% |
$1.25K - $1.49K
|
16.7K
$4.32M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9New |
$1.25K - $1.49K
|
9
$2.33K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
8+ 0.03% |
$1.11K - $1.32K
|
28.5K
$7.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.24% |
$1.11K - $1.32K
|
3.4K
$879K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
7+ 1.62% |
$973 - $1.16K
|
440
$114K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 4.35% |
$834 - $991
|
144
$37.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 21.43% |
$834 - $991
|
34
$8.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6+ 0.34% |
$834 - $991
|
1.78K
$460K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6New |
$834 - $991
|
6
$1.55K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 0.23% |
$695 - $826
|
2.15K
$557K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$556 - $661
|
5.44K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$556 - $661
|
5.13K
$1.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3New |
$417 - $495
|
3
$776
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3+ 0.17% |
$417 - $495
|
1.74K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 0.15% |
$417 - $495
|
2.05K
$531K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 5.41% |
$278 - $330
|
39
$10.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
2+ 0.08% |
$278 - $330
|
2.38K
$616K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.0% |
$278 - $330
|
202
$52.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.16% |
$278 - $330
|
175
$45.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Carroll Investors, Inc
|
BUY
|
- |
2+ 0.02% |
$278 - $330
|
9.16K
$2.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.06% |
$139 - $165
|
1.55K
$400K
|