Latest Institutional Transactions on Progressive Corp (PGR)
This table provides information on the latest institutional transactions involving Progressive Corp (PGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
903+ 8.57% |
$189K - $234K
|
11.4K
$3.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13+ 0.23% |
$2.72K - $3.37K
|
5.76K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
3.21KNew |
$673K - $833K
|
3.21K
$858K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
31New |
$6.49K - $8.04K
|
31
$8.27K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
386+ 27.59% |
$80.9K - $100K
|
1.79K
$476K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-27- 2.26% |
$5.66K - $7K
|
1.17K
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-50- 2.94% |
$10.5K - $13K
|
1.65K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
952New |
$199K - $247K
|
952
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
609+ 4.65% |
$128K - $158K
|
13.7K
$3.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
PUT |
-6K- 86.96% |
$1.26M - $1.56M
|
900
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1- 0.09% |
$209 - $259
|
1.18K
$314K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
530+ 12.61% |
$111K - $137K
|
4.73K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
1.28K+ 1.7% |
$268K - $331K
|
76.3K
$20.4M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
55+ 4.45% |
$11.5K - $14.3K
|
1.29K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.99K- 3.44% |
$625K - $774K
|
83.9K
$22.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-218- 0.72% |
$45.7K - $56.5K
|
30K
$8.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
8.22K+ 27.19% |
$1.72M - $2.13M
|
38.5K
$10.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
4.45K+ 3.0% |
$933K - $1.15M
|
153K
$40.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-13.3K- 13.49% |
$2.79M - $3.46M
|
85.6K
$22.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.29K+ 3.95% |
$479K - $593K
|
60.3K
$16.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-100- 4.92% |
$20.9K - $25.9K
|
1.93K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
12.8KNew |
$2.69M - $3.33M
|
12.8K
$3.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
532New |
$111K - $138K
|
532
$142K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
13+ 0.37% |
$2.72K - $3.37K
|
3.52K
$939K
|
|
|
Oct 31, 2024
Q3 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-142K- 11.96% |
$29.7M - $36.8M
|
1.04M
$278M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
45+ 4.6% |
$9.43K - $11.7K
|
1.02K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-3.18K- 1.96% |
$665K - $823K
|
159K
$42.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
819New |
$172K - $212K
|
819
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-74- 4.27% |
$15.5K - $19.2K
|
1.66K
$442K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-70- 2.04% |
$14.7K - $18.1K
|
3.35K
$895K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-785K- 12.76% |
$165M - $204M
|
5.37M
$1.43B
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.92% |
$6.91K - $8.55K
|
3.55K
$947K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
28+ 3.07% |
$5.86K - $7.26K
|
939
$251K
|
|
|
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
$609K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.98K+ 1.62% |
$833K - $1.03M
|
249K
$66.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.91K- 4.0% |
$400K - $496K
|
45.9K
$12.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-10- 2.68% |
$2.09K - $2.59K
|
363
$96.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
585+ 7.03% |
$123K - $152K
|
8.91K
$2.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
75New |
$15.7K - $19.4K
|
75
$20K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
74+ 4.84% |
$15.5K - $19.2K
|
1.6K
$428K
|
|
|
Oct 30, 2024
Q3 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-2.08K- 5.95% |
$437K - $540K
|
32.9K
$8.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5K- 2.16% |
$1.05M - $1.3M
|
226K
$60.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-459- 7.62% |
$96.1K - $119K
|
5.57K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
398+ 21.92% |
$83.4K - $103K
|
2.21K
$591K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-663- 0.84% |
$139K - $172K
|
78K
$20.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 2.78% |
$8.17K - $10.1K
|
1.44K
$385K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
20+ 54.05% |
$4.19K - $5.18K
|
57
$15.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2.06K+ 6.39% |
$432K - $534K
|
34.3K
$9.16M
|
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-76.9K- 41.05% |
$16.1M - $19.9M
|
110K
$29.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.18K- 53.78% |
$665K - $823K
|
2.73K
$729K
|