Purchases and Sales Made in Q3 2024 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q3 2024. 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 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
52+ 0.25% |
$10.9K - $13.5K
|
21.1K
$5.57M
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
50New |
$10.5K - $13K
|
50
$13.2K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.9% |
$10.5K - $13K
|
2.68K
$707K
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
49+ 0.26% |
$10.3K - $12.7K
|
18.6K
$4.89M
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
49+ 3.22% |
$10.3K - $12.7K
|
1.57K
$414K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
48+ 3.27% |
$10.1K - $12.4K
|
1.52K
$400K
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
48+ 3.69% |
$10.1K - $12.4K
|
1.35K
$356K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
47+ 1.31% |
$9.84K - $12.2K
|
3.63K
$957K
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
46+ 3.03% |
$9.64K - $11.9K
|
1.56K
$411K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
45+ 2.7% |
$9.43K - $11.7K
|
1.71K
$451K
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
45+ 4.6% |
$9.43K - $11.7K
|
1.02K
$270K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
42+ 16.54% |
$8.8K - $10.9K
|
296
$78K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
41+ 20.92% |
$8.59K - $10.6K
|
237
$62.4K
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
41+ 3.88% |
$8.59K - $10.6K
|
1.1K
$290K
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
41+ 0.51% |
$8.59K - $10.6K
|
8.04K
$2.12M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 7.45% |
$8.38K - $10.4K
|
577
$152K
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
40+ 14.98% |
$8.38K - $10.4K
|
307
$80.9K
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
39+ 3.47% |
$8.17K - $10.1K
|
1.16K
$307K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
39New |
$8.17K - $10.1K
|
39
$10.3K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
39+ 2.78% |
$8.17K - $10.1K
|
1.44K
$380K
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
39+ 3.25% |
$8.17K - $10.1K
|
1.24K
$327K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
38+ 0.95% |
$7.96K - $9.85K
|
4.03K
$1.06M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
36+ 2.34% |
$7.54K - $9.33K
|
1.58K
$415K
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
36+ 1.92% |
$7.54K - $9.33K
|
1.91K
$504K
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
35New |
$7.33K - $9.07K
|
35
$9.22K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35+ 47.95% |
$7.33K - $9.07K
|
108
$28.5K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
34+ 2.73% |
$7.12K - $8.81K
|
1.28K
$337K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
33+ 0.48% |
$6.91K - $8.55K
|
6.86K
$1.81M
|
|
Oct 17, 2024
Q3 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
32+ 2.69% |
$6.7K - $8.3K
|
1.22K
$322K
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
32+ 0.07% |
$6.7K - $8.3K
|
47K
$12.4M
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
32New |
$6.7K - $8.3K
|
32
$8.43K
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
BUY
|
- |
31+ 2.07% |
$6.49K - $8.04K
|
1.53K
$404K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
31+ 1033.33% |
$6.49K - $8.04K
|
34
$8.96K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
31New |
$6.49K - $8.04K
|
31
$8.17K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
31+ 2.61% |
$6.49K - $8.04K
|
1.22K
$321K
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
31+ 0.16% |
$6.49K - $8.04K
|
19K
$5M
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
30+ 7.81% |
$6.28K - $7.78K
|
414
$109K
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
29+ 1.18% |
$6.07K - $7.52K
|
2.49K
$655K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
28+ 3.07% |
$5.86K - $7.26K
|
939
$247K
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
27+ 0.92% |
$5.66K - $7K
|
2.95K
$776K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 3.32% |
$5.45K - $6.74K
|
810
$213K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
25+ 1.37% |
$5.24K - $6.48K
|
1.85K
$488K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
25+ 21.19% |
$5.24K - $6.48K
|
143
$37.7K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
25+ 2.43% |
$5.24K - $6.48K
|
1.05K
$277K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25New |
$5.24K - $6.48K
|
25
$6.59K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
24+ 2.01% |
$5.03K - $6.22K
|
1.22K
$320K
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
24+ 0.32% |
$5.03K - $6.22K
|
7.57K
$1.99M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
24+ 1.16% |
$5.03K - $6.22K
|
2.1K
$553K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
24+ 70.59% |
$5.03K - $6.22K
|
58
$15.3K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
23+ 34.85% |
$4.82K - $5.96K
|
89
$23.4K
|