Institutional Ownership Progress Software Corp (PRGS)
This table provides information about the institutional ownership of Progress Software Corp (PRGS). We have compiled data on the 346 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
69
shares
|
$4,291
0.0% of portfolio
|
Q3 2024
Added 30.19%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
62
shares
|
$3,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
61
shares
|
$3,794
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
60
shares
|
$3,732
0.0% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
60
shares
|
$3,732
0.0% of portfolio
|
Q2 2024
Added 81.82%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
54
shares
|
$3,358
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
49
shares
|
$3,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
45
shares
|
$2,799
0.0% of portfolio
|
Q3 2024
Added 350.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
44
shares
|
$2,736
0.0% of portfolio
|
Q2 2023
Reduced 10.2%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
44
shares
|
$2,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
42
shares
|
$2,612
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
42
shares
|
$2,612
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
35
shares
|
$2,177
0.0% of portfolio
|
Q2 2022
Reduced 70.83%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
33
shares
|
$2,052
0.0% of portfolio
|
Q4 2022
Added 13.79%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
32
shares
|
$1,990
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
31
shares
|
$1,928
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
30
shares
|
$1,866
0.0% of portfolio
|
Q1 2021
Reduced 83.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
27
shares
|
$1,679
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
24
shares
|
$1,492
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
24
shares
|
$1,492
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
19
shares
|
$1,181
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
12
shares
|
$746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9
shares
|
$559
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
9
shares
|
$559
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
7
shares
|
$435
0.0% of portfolio
|
Q2 2024
Reduced 12.5%
|