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 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 1.16% |
$278 - $330
|
175
$43.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Carroll Investors, Inc
|
BUY
|
- |
2+ 0.02% |
$278 - $330
|
9.16K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.06% |
$139 - $165
|
1.55K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$139 - $165
|
4.45K
$1.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$139 - $165
|
8.87K
$2.19M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1+ 0.04% |
$139 - $165
|
2.67K
$661K
|
|
|
Jan 12, 2024
Q4 2023
|
Scharf Investments, LLC
|
SELL
|
- |
-1- 0.03% |
$139 - $165
|
3.54K
$877K
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-1- 0.02% |
$139 - $165
|
4.8K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-1- 0.02% |
$139 - $165
|
5.73K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2- 4.26% |
$278 - $330
|
45
$11.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3- 1.81% |
$417 - $495
|
163
$40.3K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-4- 0.04% |
$556 - $661
|
11.1K
$2.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-5- 0.2% |
$695 - $826
|
2.48K
$614K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-5- 0.13% |
$695 - $826
|
3.8K
$941K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5- 0.77% |
$695 - $826
|
648
$160K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-7- 1.84% |
$973 - $1.16K
|
374
$92.6K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 2.42% |
$973 - $1.16K
|
282
$69.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-8- 0.04% |
$1.11K - $1.32K
|
18.3K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-8- 47.06% |
$1.11K - $1.32K
|
9
$2.23K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10- 0.52% |
$1.39K - $1.65K
|
1.9K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-10- 0.54% |
$1.39K - $1.65K
|
1.83K
$453K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-11- 2.63% |
$1.53K - $1.82K
|
407
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-11- 0.66% |
$1.53K - $1.82K
|
1.66K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-11- 9.91% |
$1.53K - $1.82K
|
100
$24.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-11- 0.06% |
$1.53K - $1.82K
|
19.4K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-11- 13.1% |
$1.53K - $1.82K
|
73
$18.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-12- 0.25% |
$1.67K - $1.98K
|
4.74K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-12- 0.66% |
$1.67K - $1.98K
|
1.8K
$445K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-12- 0.3% |
$1.67K - $1.98K
|
4K
$989K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13- 0.57% |
$1.81K - $2.15K
|
2.29K
$566K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-13- 2.08% |
$1.81K - $2.15K
|
611
$151K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-13- 0.21% |
$1.81K - $2.15K
|
6.25K
$1.55M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-15- 0.31% |
$2.08K - $2.48K
|
4.78K
$1.18M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-17- 0.33% |
$2.36K - $2.81K
|
5.11K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-17- 0.04% |
$2.36K - $2.81K
|
43.4K
$10.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-20- 0.26% |
$2.78K - $3.3K
|
7.66K
$1.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 10.0% |
$2.78K - $3.3K
|
180
$44.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-20- 0.26% |
$2.78K - $3.3K
|
7.62K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.03% |
$2.78K - $3.3K
|
68.6K
$17M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-23- 0.45% |
$3.2K - $3.8K
|
5.04K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-23- 5.37% |
$3.2K - $3.8K
|
405
$100K
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-29- 0.26% |
$4.03K - $4.79K
|
11.3K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-32- 11.35% |
$4.45K - $5.28K
|
250
$61.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-33- 0.22% |
$4.59K - $5.45K
|
15K
$3.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-33- 1.71% |
$4.59K - $5.45K
|
1.9K
$469K
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-33- 2.57% |
$4.59K - $5.45K
|
1.25K
$310K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-35- 8.16% |
$4.86K - $5.78K
|
394
$97.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-35- 0.12% |
$4.86K - $5.78K
|
28.5K
$7.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-36- 1.48% |
$5K - $5.94K
|
2.4K
$595K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-36- 1.3% |
$5K - $5.94K
|
2.74K
$677K
|