Purchases and Sales Made in Q1 2022 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q1 2022. The information is specifically focused on institutions that hold shares of PROSHARES LARGE CAP CORE PLUS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
682K+ 103.85% |
$33.9M - $38.1M
|
1.34M
$91.4M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
419K+ 100.09% |
$20.8M - $23.4M
|
837K
$57.1M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
280K+ 10193.6% |
$13.9M - $15.7M
|
283K
$19.3M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
152K+ 121.28% |
$7.53M - $8.48M
|
277K
$18.9M
|
|
|
May 03, 2022
Q1 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
149K+ 98.48% |
$7.42M - $8.35M
|
301K
$20.5M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 100.91% |
$6.29M - $7.08M
|
252K
$17.2M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
125K+ 721.25% |
$6.23M - $7.01M
|
143K
$9.74M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
94.7K+ 163.67% |
$4.7M - $5.29M
|
153K
$10.4M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
80.8K+ 84.6% |
$4.02M - $4.52M
|
176K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.6K+ 125.19% |
$3.46M - $3.89M
|
125K
$8.55M
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
58.3K+ 96.93% |
$2.9M - $3.26M
|
118K
$8.09M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.6K+ 81.94% |
$2.56M - $2.88M
|
114K
$7.82M
|
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
51.3K+ 93.81% |
$2.55M - $2.87M
|
106K
$7.24M
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
48.4K+ 92.25% |
$2.41M - $2.71M
|
101K
$6.89M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
45.1K+ 55.34% |
$2.24M - $2.52M
|
127K
$8.64M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
43.1KNew |
$2.14M - $2.41M
|
43.1K
$2.94M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.6K+ 57.98% |
$1.92M - $2.16M
|
105K
$7.19M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.3K+ 117.99% |
$1.55M - $1.75M
|
57.7K
$3.94M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
30.1K+ 167.71% |
$1.5M - $1.68M
|
48K
$3.28M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
27.5K+ 85.12% |
$1.36M - $1.54M
|
59.7K
$4.08M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.7K+ 96.74% |
$1.13M - $1.27M
|
46.2K
$3.16M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19K+ 136.14% |
$945K - $1.06M
|
33K
$2.25M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
16.7K+ 106.91% |
$828K - $931K
|
32.2K
$2.2M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.1K+ 163.5% |
$801K - $901K
|
26K
$1.77M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.3K+ 106.74% |
$758K - $853K
|
29.6K
$2.02M
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
15.2K+ 100.0% |
$755K - $849K
|
30.4K
$2.07M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.5K+ 102.08% |
$720K - $810K
|
28.7K
$1.96M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.7K+ 125.69% |
$682K - $767K
|
24.6K
$1.68M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.3K+ 100.01% |
$659K - $741K
|
26.5K
$1.81M
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
12.8K+ 94.13% |
$637K - $717K
|
26.5K
$1.81M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
12.6K+ 65.65% |
$628K - $707K
|
31.9K
$2.18M
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
12.4K+ 97.64% |
$618K - $695K
|
25.2K
$1.72M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.6KNew |
$575K - $647K
|
11.6K
$790K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11.4K+ 80.93% |
$564K - $635K
|
25.4K
$1.73M
|
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
BUY
|
- |
9.78K+ 100.0% |
$486K - $547K
|
19.6K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
8.7K+ 93.17% |
$432K - $487K
|
18K
$1.23M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
8.65K+ 100.0% |
$430K - $483K
|
17.3K
$1.18M
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.62K+ 96.03% |
$378K - $426K
|
15.5K
$1.06M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.1K+ 113.71% |
$353K - $397K
|
13.3K
$911K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.78K+ 100.0% |
$337K - $379K
|
13.6K
$925K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.64K+ 82.58% |
$330K - $371K
|
14.7K
$1M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
6.39K+ 130.28% |
$318K - $358K
|
11.3K
$772K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.23KNew |
$309K - $348K
|
6.23K
$425K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.21K+ 99.98% |
$308K - $347K
|
12.4K
$848K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.38K+ 125.75% |
$267K - $301K
|
9.65K
$659K
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.95KNew |
$246K - $277K
|
4.95K
$338K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.83K+ 94.61% |
$240K - $270K
|
9.93K
$678K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.62K+ 100.0% |
$230K - $258K
|
9.24K
$631K
|
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
BUY
|
- |
4.51K+ 96.84% |
$224K - $252K
|
9.17K
$626K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.48KNew |
$223K - $250K
|
4.48K
$306K
|