Latest Institutional Transactions on Progressive Corp (PGR)
This table provides information on the latest institutional transactions involving Progressive Corp (PGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-97- 2.48% |
$23.2K - $26.1K
|
3.82K
$1.04M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
12+ 0.66% |
$2.88K - $3.23K
|
1.82K
$496K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.15K+ 11.45% |
$274K - $308K
|
11.1K
$3.04M
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
936+ 31.16% |
$224K - $252K
|
3.94K
$1.08M
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
68.6K+ 40.43% |
$16.4M - $18.4M
|
238K
$65M
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-246- 1.98% |
$58.9K - $66.1K
|
12.2K
$3.33M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.02K- 1.77% |
$483K - $542K
|
112K
$30.5M
|
|
Jan 21, 2025
Q4 2024
|
Fenimore Asset Management Inc
|
SELL
|
- |
-3.81K- 0.66% |
$912K - $1.02M
|
570K
$156M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-11- 28.95% |
$2.64K - $2.96K
|
27
$7.37K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21+ 0.62% |
$5.03K - $5.65K
|
3.4K
$927K
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
6+ 0.37% |
$1.44K - $1.61K
|
1.64K
$448K
|
|
Jan 21, 2025
Q4 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-632- 1.26% |
$151K - $170K
|
49.5K
$13.5M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
293+ 14.39% |
$70.2K - $78.8K
|
2.33K
$635K
|
|
Jan 21, 2025
Q4 2024
|
Pb Investment Partners, L.P.
Burlingame, CA |
SELL
|
- |
-12K- 15.17% |
$2.87M - $3.22M
|
66.9K
$18.2M
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
186+ 16.86% |
$44.6K - $50K
|
1.29K
$352K
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-524- 10.86% |
$126K - $141K
|
4.3K
$1.17M
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
2.65KNew |
$636K - $713K
|
2.65K
$724K
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
281New |
$67.3K - $75.6K
|
281
$76.7K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-735- 32.21% |
$176K - $198K
|
1.55K
$422K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
79+ 3.67% |
$18.9K - $21.2K
|
2.23K
$609K
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-198- 13.23% |
$47.4K - $53.2K
|
1.3K
$354K
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-37K- 9.65% |
$8.87M - $9.95M
|
346K
$94.5M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-9- 0.79% |
$2.16K - $2.42K
|
1.14K
$310K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
182+ 4.79% |
$43.6K - $48.9K
|
3.98K
$1.09M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
1.31KNew |
$313K - $351K
|
1.31K
$356K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.05% |
$240 - $269
|
2.08K
$567K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
7+ 0.22% |
$1.68K - $1.88K
|
3.13K
$854K
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
31.4K+ 16.32% |
$7.52M - $8.44M
|
224K
$61M
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-342- 4.37% |
$81.9K - $92K
|
7.48K
$2.04M
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
57+ 5.28% |
$13.7K - $15.3K
|
1.14K
$310K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.77K+ 3.08% |
$904K - $1.01M
|
126K
$34.5M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.2K- 1.25% |
$527K - $591K
|
174K
$47.5M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
112+ 13.59% |
$26.8K - $30.1K
|
936
$255K
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
131+ 3.22% |
$31.4K - $35.2K
|
4.2K
$1.15M
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
45+ 4.74% |
$10.8K - $12.1K
|
995
$271K
|
|
Jan 17, 2025
Q4 2024
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
188+ 3.2% |
$45K - $50.5K
|
6.06K
$1.65M
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
22+ 0.96% |
$5.27K - $5.92K
|
2.32K
$632K
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.11K+ 23.52% |
$265K - $298K
|
5.81K
$1.59M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.33K+ 4.32% |
$797K - $894K
|
80.2K
$21.9M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-27- 1.74% |
$6.47K - $7.26K
|
1.52K
$415K
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.11KNew |
$1.23M - $1.38M
|
5.11K
$1.4M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-819K- 93.55% |
$196M - $220M
|
56.5K
$15.4M
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
194+ 23.66% |
$46.5K - $52.2K
|
1.01K
$277K
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-118- 0.78% |
$28.3K - $31.7K
|
15.1K
$4.12M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1+ 0.08% |
$240 - $269
|
1.29K
$353K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-45- 1.34% |
$10.8K - $12.1K
|
3.31K
$904K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 12.66% |
$7.19K - $8.07K
|
207
$56.5K
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$240 - $269
|
2.35K
$640K
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
507+ 1.57% |
$121K - $136K
|
32.8K
$8.96M
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.73K- 3.01% |
$415K - $466K
|
55.9K
$15.3M
|