Purchases and Sales Made in Q4 2022 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$11.6K - $13.2K
|
100
$26.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
100+ 3.62% |
$11.6K - $13.2K
|
2.87K
$753K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100+ 370.37% |
$11.6K - $13.2K
|
127
$33.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
92+ 1.68% |
$10.7K - $12.2K
|
5.57K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
90+ 692.31% |
$10.4K - $11.9K
|
103
$27K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
90+ 4.56% |
$10.4K - $11.9K
|
2.07K
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
90+ 93.75% |
$10.4K - $11.9K
|
186
$48.8K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
90New |
$10.4K - $11.9K
|
90
$23.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
89+ 29.67% |
$10.3K - $11.8K
|
389
$102K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
88New |
$10.2K - $11.7K
|
88
$23.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
88+ 0.28% |
$10.2K - $11.7K
|
31.1K
$8.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
85+ 2.79% |
$9.85K - $11.3K
|
3.13K
$822K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
85+ 944.44% |
$9.85K - $11.3K
|
94
$24.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
82+ 2.05% |
$9.5K - $10.9K
|
4.08K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
82+ 3.57% |
$9.5K - $10.9K
|
2.38K
$625K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
79+ 3.22% |
$9.16K - $10.5K
|
2.54K
$666K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
76+ 0.24% |
$8.81K - $10.1K
|
31.7K
$8.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
75New |
$8.69K - $9.94K
|
75
$19.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
69+ 1.14% |
$8K - $9.14K
|
6.1K
$1.6M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65+ 9.34% |
$7.53K - $8.61K
|
761
$200K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
63New |
$7.3K - $8.35K
|
63
$16.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
61+ 5.38% |
$7.07K - $8.08K
|
1.19K
$314K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
61+ 12.08% |
$7.07K - $8.08K
|
566
$149K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
61New |
$7.07K - $8.08K
|
61
$16K
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
60New |
$6.95K - $7.95K
|
60
$15.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
57+ 0.87% |
$6.61K - $7.55K
|
6.64K
$1.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
56+ 124.44% |
$6.49K - $7.42K
|
101
$26.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
56New |
$6.49K - $7.42K
|
56
$14.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
54New |
$6.26K - $7.15K
|
54
$14.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
50+ 1.25% |
$5.79K - $6.62K
|
4.05K
$1.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
47New |
$5.45K - $6.23K
|
47
$12.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
46+ 0.19% |
$5.33K - $6.09K
|
24.8K
$6.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
46+ 10.41% |
$5.33K - $6.09K
|
488
$128K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46+ 153.33% |
$5.33K - $6.09K
|
76
$20K
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
43+ 1.97% |
$4.98K - $5.7K
|
2.23K
$585K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43+ 1.87% |
$4.98K - $5.7K
|
2.34K
$615K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
42+ 3.13% |
$4.87K - $5.56K
|
1.39K
$364K
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
40+ 0.36% |
$4.64K - $5.3K
|
11.2K
$2.95M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
39+ 34.82% |
$4.52K - $5.17K
|
151
$39.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
38+ 0.72% |
$4.4K - $5.03K
|
5.31K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
37+ 2.34% |
$4.29K - $4.9K
|
1.62K
$426K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
36New |
$4.17K - $4.77K
|
36
$9.45K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
35New |
$4.06K - $4.64K
|
35
$9.19K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 6.42% |
$4.06K - $4.64K
|
580
$152K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
33+ 1.51% |
$3.82K - $4.37K
|
2.22K
$582K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
32+ 1.77% |
$3.71K - $4.24K
|
1.84K
$483K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31New |
$3.59K - $4.11K
|
31
$8.14K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31+ 0.8% |
$3.59K - $4.11K
|
3.91K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
30+ 0.16% |
$3.48K - $3.97K
|
18.7K
$4.9M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
29New |
$3.36K - $3.84K
|
29
$7.62K
|