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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Hst Ventures, LLC
|
SELL
|
- |
-29.5K- 60.18% |
$3.69M - $4.4M
|
19.5K
$4.75M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
5New |
$625 - $745
|
5
$1.22K
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 4.76% |
$12.5K - $14.9K
|
2.2K
$535K
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.37K- 49.3% |
$171K - $204K
|
1.41K
$343K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-4- 3.74% |
$500 - $596
|
103
$25K
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-4.9K- 4.23% |
$613K - $730K
|
111K
$27M
|
|
Aug 02, 2023
Q2 2023
|
Factorial Partners, LLC
|
SELL
|
- |
-1.7K- 45.95% |
$213K - $253K
|
2K
$486K
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.17K+ 56.62% |
$146K - $174K
|
3.24K
$787K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
65+ 7.68% |
$8.13K - $9.69K
|
911
$221K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
25+ 24.75% |
$3.13K - $3.73K
|
126
$30.6K
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.83KNew |
$228K - $272K
|
1.83K
$444K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.75KNew |
$219K - $261K
|
1.75K
$425K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
420+ 7.98% |
$52.5K - $62.6K
|
5.68K
$1.38M
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-18K- 75.67% |
$2.25M - $2.68M
|
5.78K
$1.4M
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
168New |
$21K - $25K
|
168
$40.8K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
10.5KNew |
$1.32M - $1.57M
|
10.5K
$2.56M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-71- 29.46% |
$8.88K - $10.6K
|
170
$41.3K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
24.1KNew |
$3.01M - $3.59M
|
24.1K
$5.85M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-71- 84.52% |
$8.88K - $10.6K
|
13
$3.16K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-45- 1.36% |
$5.63K - $6.71K
|
3.26K
$792K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
3.87K+ 37.72% |
$484K - $577K
|
14.1K
$3.43M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
93New |
$11.6K - $13.9K
|
93
$22.6K
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
156New |
$19.5K - $23.2K
|
156
$37.9K
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-2- 0.12% |
$250 - $298
|
1.66K
$403K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
43New |
$5.38K - $6.41K
|
43
$10.5K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
81+ 3.6% |
$10.1K - $12.1K
|
2.33K
$567K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-457- 16.67% |
$57.1K - $68.1K
|
2.29K
$555K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 44.44% |
$500 - $596
|
13
$3.16K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 8.33% |
$500 - $596
|
44
$10.7K
|
|
Q1 2023 | |||||||
Sep 20, 2023
Q1 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
1.89KNew |
$237K - $275K
|
1.89K
$458K
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-1K- 17.09% |
$126K - $146K
|
4.85K
$1.18M
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
67+ 3.26% |
$8.44K - $9.76K
|
2.12K
$515K
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
100New |
$12.6K - $14.6K
|
100
$24.3K
|
|
May 15, 2023
Q1 2023
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
25.7K+ 9.16% |
$3.24M - $3.75M
|
307K
$74.6M
|
|
May 15, 2023
Q1 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-138K- 97.52% |
$17.3M - $20.1M
|
3.5K
$851K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
2.21KNew |
$279K - $322K
|
2.21K
$538K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
71+ 887.5% |
$8.94K - $10.3K
|
79
$19.2K
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
107KNew |
$13.5M - $15.6M
|
107K
$26M
|
|
May 15, 2023
Q1 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
119KNew |
$15M - $17.4M
|
119K
$29M
|
|
May 15, 2023
Q1 2023
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
15K+ 17.65% |
$1.89M - $2.18M
|
100K
$24.3M
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-90- 0.93% |
$11.3K - $13.1K
|
9.63K
$2.34M
|
|
May 15, 2023
Q1 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
63.5KNew |
$8M - $9.25M
|
63.5K
$15.4M
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
3.1KNew |
$390K - $451K
|
3.1K
$753K
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
15.2KNew |
$1.92M - $2.22M
|
15.2K
$3.7M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-49- 13.28% |
$6.17K - $7.14K
|
320
$77.8K
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.46KNew |
$184K - $213K
|
1.46K
$355K
|
|
May 12, 2023
Q1 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
21.9KNew |
$2.75M - $3.18M
|
21.9K
$5.31M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
CALL |
-30K- 75.0% |
$3.78M - $4.37M
|
10K
$2.43M
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
1.41KNew |
$177K - $205K
|
1.41K
$341K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.22K+ 1.06% |
$154K - $178K
|
117K
$28.3M
|