Purchases and Sales Made in Q4 2023 in Progressive Corp (PGR)
This table provides information about the institutional ownership of Progressive Corp (PGR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
82New |
$11.4K - $13.5K
|
82
$20.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
80+ 3.32% |
$11.1K - $13.2K
|
2.49K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
78+ 17.49% |
$10.8K - $12.9K
|
524
$130K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
75+ 2.57% |
$10.4K - $12.4K
|
2.99K
$741K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
75+ 0.96% |
$10.4K - $12.4K
|
7.91K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
73+ 17.72% |
$10.1K - $12.1K
|
485
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
73New |
$10.1K - $12.1K
|
73
$18.1K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
73New |
$10.1K - $12.1K
|
73
$18.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
70+ 2.21% |
$9.73K - $11.6K
|
3.23K
$800K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
70+ 2.02% |
$9.73K - $11.6K
|
3.54K
$876K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
69+ 19.27% |
$9.59K - $11.4K
|
427
$106K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
69+ 4.16% |
$9.59K - $11.4K
|
1.73K
$427K
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
BUY
|
- |
69+ 0.24% |
$9.59K - $11.4K
|
28.6K
$7.07M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
69+ 19.27% |
$9.59K - $11.4K
|
427
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
68+ 0.72% |
$9.45K - $11.2K
|
9.48K
$2.35M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
67+ 0.79% |
$9.31K - $11.1K
|
8.58K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
64+ 1.9% |
$8.89K - $10.6K
|
3.44K
$851K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
63+ 0.22% |
$8.76K - $10.4K
|
29.1K
$7.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 30.43% |
$8.76K - $10.4K
|
270
$66.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
62+ 1.74% |
$8.62K - $10.2K
|
3.62K
$896K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
59+ 0.8% |
$8.2K - $9.74K
|
7.44K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
58+ 0.26% |
$8.06K - $9.58K
|
22.2K
$5.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
57+ 2.95% |
$7.92K - $9.41K
|
1.99K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
56New |
$7.78K - $9.25K
|
56
$13.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
55+ 1.89% |
$7.64K - $9.08K
|
2.97K
$735K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
54New |
$7.5K - $8.92K
|
54
$13.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
53+ 0.21% |
$7.37K - $8.75K
|
25.4K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
53+ 12.59% |
$7.37K - $8.75K
|
474
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
52+ 3.45% |
$7.23K - $8.59K
|
1.56K
$386K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
52+ 14.48% |
$7.23K - $8.59K
|
411
$102K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
50New |
$6.95K - $8.26K
|
50
$12.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
50+ 1.08% |
$6.95K - $8.26K
|
4.67K
$1.16M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
46New |
$6.39K - $7.6K
|
46
$11.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
46New |
$6.39K - $7.6K
|
46
$11.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
43New |
$5.98K - $7.1K
|
43
$10.6K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
42New |
$5.84K - $6.94K
|
42
$10.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
41+ 5.94% |
$5.7K - $6.77K
|
731
$181K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
41+ 0.22% |
$5.7K - $6.77K
|
18.5K
$4.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
40+ 2.62% |
$5.56K - $6.61K
|
1.57K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
40+ 3.29% |
$5.56K - $6.61K
|
1.26K
$311K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39+ 0.8% |
$5.42K - $6.44K
|
4.9K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
38New |
$5.28K - $6.27K
|
38
$9.41K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
37+ 0.95% |
$5.14K - $6.11K
|
3.94K
$974K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
37New |
$5.14K - $6.11K
|
37
$9.16K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
36New |
$5K - $5.94K
|
36
$8.91K
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
36+ 1.47% |
$5K - $5.94K
|
2.49K
$617K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
35+ 50.0% |
$4.86K - $5.78K
|
105
$26K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
33+ 10.34% |
$4.59K - $5.45K
|
352
$87.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
32+ 1.72% |
$4.45K - $5.28K
|
1.89K
$469K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
31+ 10.92% |
$4.31K - $5.12K
|
315
$78K
|