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 |
---|---|---|---|---|---|---|---|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.7KNew |
$355K - $439K
|
1.7K
$452K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
1.08KNew |
$226K - $280K
|
1.08K
$288K
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
60+ 1.96% |
$12.6K - $15.6K
|
3.12K
$833K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
22+ 1.11% |
$4.61K - $5.7K
|
2.01K
$536K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
36+ 2.34% |
$7.54K - $9.33K
|
1.58K
$420K
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-108- 1.17% |
$22.6K - $28K
|
9.1K
$2.43M
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
954New |
$200K - $247K
|
954
$255K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-11.9K- 86.98% |
$2.5M - $3.09M
|
1.78K
$476K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-27- 35.06% |
$5.66K - $7K
|
50
$13.3K
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
55+ 3.81% |
$11.5K - $14.3K
|
1.5K
$400K
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
27.3K+ 18.6% |
$5.72M - $7.08M
|
174K
$46.5M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-352- 1.84% |
$73.7K - $91.3K
|
18.7K
$5M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
205+ 4.45% |
$42.9K - $53.1K
|
4.82K
$1.28M
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.14K+ 32.12% |
$240K - $297K
|
4.71K
$1.26M
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
860New |
$180K - $223K
|
860
$229K
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-146- 2.78% |
$30.6K - $37.8K
|
5.11K
$1.36M
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-82- 12.09% |
$17.2K - $21.3K
|
596
$159K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
551+ 8.05% |
$115K - $143K
|
7.4K
$1.97M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-26- 0.05% |
$5.45K - $6.74K
|
47.5K
$12.7M
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.64K+ 16.99% |
$554K - $685K
|
18.2K
$4.86M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
150+ 16.57% |
$31.4K - $38.9K
|
1.06K
$282K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-68.3K- 67.67% |
$14.3M - $17.7M
|
32.6K
$8.7M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 200.0% |
$4.19K - $5.18K
|
30
$8.01K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.51K+ 2.03% |
$736K - $910K
|
176K
$47M
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
39+ 3.47% |
$8.17K - $10.1K
|
1.16K
$311K
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1K+ 7.14% |
$209K - $259K
|
15K
$4M
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-8- 14.81% |
$1.68K - $2.07K
|
46
$12.3K
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
BUY
|
- |
820New |
$172K - $213K
|
820
$219K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
627+ 13.36% |
$131K - $163K
|
5.32K
$1.42M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-963- 0.22% |
$202K - $250K
|
432K
$115M
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-78- 0.59% |
$16.3K - $20.2K
|
13.1K
$3.49M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
10+ 0.69% |
$2.09K - $2.59K
|
1.45K
$387K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
11.8K+ 84.26% |
$2.47M - $3.05M
|
25.7K
$6.87M
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-593- 20.06% |
$124K - $154K
|
2.36K
$631K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-68- 2.43% |
$14.2K - $17.6K
|
2.73K
$729K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
156+ 1.93% |
$32.7K - $40.4K
|
8.24K
$2.2M
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
14+ 24.14% |
$2.93K - $3.63K
|
72
$19.2K
|
|
Oct 07, 2024
Q3 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
390+ 7.11% |
$81.7K - $101K
|
5.87K
$1.57M
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
345+ 2.78% |
$72.3K - $89.4K
|
12.7K
$3.4M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.56K+ 188.94% |
$537K - $664K
|
3.92K
$1.05M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-271- 4.65% |
$56.8K - $70.3K
|
5.56K
$1.48M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
11+ 14.67% |
$2.3K - $2.85K
|
86
$22.9K
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-64- 0.39% |
$13.4K - $16.6K
|
16.4K
$4.38M
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
98+ 32.67% |
$20.5K - $25.4K
|
398
$106K
|
|
Oct 07, 2024
Q3 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
21KNew |
$4.39M - $5.43M
|
21K
$5.59M
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-4.27K- 14.27% |
$893K - $1.11M
|
25.6K
$6.84M
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
50New |
$10.5K - $13K
|
50
$13.3K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.02K- 47.86% |
$1.05M - $1.3M
|
5.47K
$1.46M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
58New |
$12.1K - $15K
|
58
$15.5K
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
60+ 5.07% |
$12.6K - $15.6K
|
1.24K
$332K
|