Purchases and Sales Made in Q3 2023 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-11- 16.67% |
$1.26K - $1.58K
|
55
$14.5K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-13- 37.14% |
$1.49K - $1.86K
|
22
$5.8K
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-14- 8.75% |
$1.61K - $2.01K
|
146
$38.5K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-14- 0.31% |
$1.61K - $2.01K
|
4.57K
$1.2M
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-15- 0.38% |
$1.72K - $2.15K
|
3.89K
$1.02M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 28.85% |
$1.72K - $2.15K
|
37
$9.75K
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-16- 72.73% |
$1.84K - $2.29K
|
6
$1.58K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-16- 0.87% |
$1.84K - $2.29K
|
1.82K
$480K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-17- 8.5% |
$1.95K - $2.44K
|
183
$48.2K
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-18- 2.8% |
$2.07K - $2.58K
|
624
$164K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-19- 0.1% |
$2.18K - $2.72K
|
18.9K
$4.97M
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-19- 63.33% |
$2.18K - $2.72K
|
11
$2.9K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20- 1.04% |
$2.3K - $2.87K
|
1.9K
$499K
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-21- 0.21% |
$2.41K - $3.01K
|
9.75K
$2.57M
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-22- 0.33% |
$2.53K - $3.15K
|
6.73K
$1.77M
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-22- 6.4% |
$2.53K - $3.15K
|
322
$84.8K
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
SELL
|
- |
-25- 0.34% |
$2.87K - $3.58K
|
7.3K
$1.92M
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-26- 0.34% |
$2.98K - $3.72K
|
7.68K
$2.02M
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-26- 0.2% |
$2.98K - $3.72K
|
13.1K
$3.45M
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-30- 1.73% |
$3.44K - $4.3K
|
1.71K
$449K
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-30- 0.46% |
$3.44K - $4.3K
|
6.44K
$1.7M
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-30- 0.32% |
$3.44K - $4.3K
|
9.46K
$2.49M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-32- 0.33% |
$3.67K - $4.58K
|
9.57K
$2.52M
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-33- 1.04% |
$3.79K - $4.73K
|
3.15K
$829K
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-35- 1.75% |
$4.02K - $5.01K
|
1.96K
$517K
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-36- 2.03% |
$4.13K - $5.16K
|
1.74K
$458K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-37- 0.39% |
$4.25K - $5.3K
|
9.34K
$2.46M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-37- 15.55% |
$4.25K - $5.3K
|
201
$53K
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-39- 0.26% |
$4.48K - $5.59K
|
14.8K
$3.9M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-39- 19.7% |
$4.48K - $5.59K
|
159
$41.9K
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-40- 0.28% |
$4.59K - $5.73K
|
14.1K
$3.73M
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-43- 2.32% |
$4.94K - $6.16K
|
1.81K
$477K
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-43- 0.09% |
$4.94K - $6.16K
|
47.8K
$12.6M
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-44- 0.29% |
$5.05K - $6.3K
|
15K
$3.95M
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-44- 20.28% |
$5.05K - $6.3K
|
173
$45.6K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-44- 1.28% |
$5.05K - $6.3K
|
3.4K
$895K
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-44- 0.98% |
$5.05K - $6.3K
|
4.45K
$1.17M
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-45- 6.07% |
$5.17K - $6.45K
|
696
$183K
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-45- 0.57% |
$5.17K - $6.45K
|
7.85K
$2.07M
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-49- 1.04% |
$5.62K - $7.02K
|
4.68K
$1.23M
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-50- 0.47% |
$5.74K - $7.16K
|
10.6K
$2.79M
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-50- 0.33% |
$5.74K - $7.16K
|
15.3K
$4.02M
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-50- 3.0% |
$5.74K - $7.16K
|
1.62K
$425K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-51- 10.63% |
$5.85K - $7.31K
|
429
$113K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-52- 2.24% |
$5.97K - $7.45K
|
2.27K
$597K
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-52- 2.14% |
$5.97K - $7.45K
|
2.38K
$627K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-55- 3.1% |
$6.31K - $7.88K
|
1.72K
$453K
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-55- 3.58% |
$6.31K - $7.88K
|
1.48K
$391K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-58- 0.07% |
$6.66K - $8.31K
|
78.3K
$20.6M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-61- 16.05% |
$7K - $8.74K
|
319
$84K
|