Purchases and Sales Made in Q1 2023 in Proshares Large Cap Core Plus (CSM)

CSM Quotes by TradingView

This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q1 2023. 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 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
117K
+ 52.78%
$5.22M - $5.79M
338K $23.1M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
45.1K
+ 132.58%
$2.01M - $2.23M
79.1K $5.38M
Jul 18, 2023 Q1 2023
Regis Acquisition Inc.

Denver, CO
BUY
 -
19.6K
New
$873K - $968K
19.6K $1.33M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
13.6K
New
$605K - $671K
13.6K $923K
May 11, 2023 Q1 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
8.39K
New
$374K - $415K
8.39K $571K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.83K
+ 132.64%
$349K - $388K
13.7K $935K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
5.38K
New
$240K - $266K
5.38K $366K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
4.75K
+ 9.37%
$212K - $235K
55.4K $3.77M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.5K
+ 11.33%
$201K - $223K
44.2K $3.01M
Apr 10, 2023 Q1 2023
Soundmark Wealth Management, LLC

BUY
 -
4.4K
New
$196K - $218K
4.4K $299K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
626
+ 18.04%
$27.9K - $31K
4.1K $279K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
510
+ 4.92%
$22.8K - $25.3K
10.9K $740K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
235
+ 4.21%
$10.5K - $11.6K
5.82K $396K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
100
+ 0.67%
$4.46K - $4.95K
15K $1.02M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
58
+ 1.03%
$2.59K - $2.87K
5.7K $388K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
5
+ 0.09%
$223 - $248
5.53K $376K
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
4
+ 0.39%
$179 - $198
1.04K $70.7K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
3
+ 0.05%
$134 - $149
5.62K $382K
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
2
+ 0.01%
$89.3 - $99
17.5K $1.19M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2
+ 0.02%
$89.3 - $99
8.18K $557K
May 09, 2023 Q1 2023
Silicon Valley Capital Partners

BUY
 -
2
+ 0.32%
$89.3 - $99
619 $42.2K
Apr 20, 2023 Q1 2023
West Branch Capital LLC

BUY
 -
1
+ 0.31%
$44.6 - $49.5
322 $21.9K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-50
- 0.18%
$2.23K - $2.48K
28.3K $1.93M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

SELL
 -
-55
- 0.25%
$2.46K - $2.72K
22K $1.5M
May 09, 2023 Q1 2023
Us Bancorp \De\

SELL
 -
-87
- 50.29%
$3.88K - $4.31K
86 $5.86K
Apr 12, 2023 Q1 2023
Rda Financial Network

SELL
 -
-101
- 2.01%
$4.51K - $5K
4.91K $335K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-275
Closed
$12.3K - $13.6K
0 $0
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-300
- 2.18%
$13.4K - $14.9K
13.5K $918K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-400
- 8.62%
$17.9K - $19.8K
4.24K $289K
May 12, 2023 Q1 2023
Capital Market Strategies LLC

SELL
 -
-616
- 2.51%
$27.5K - $30.5K
23.9K $1.63M
Apr 12, 2023 Q1 2023
Private Trust CO Na

SELL
 -
-813
- 14.06%
$36.3K - $40.3K
4.97K $339K
Apr 21, 2023 Q1 2023
Asset Dedication, LLC

SELL
 -
-864
- 44.4%
$38.6K - $42.8K
1.08K $73.7K
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

SELL
 -
-900
- 0.92%
$40.2K - $44.6K
97K $6.6M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-1.05K
- 21.57%
$46.7K - $51.8K
3.81K $259K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-1.31K
- 4.66%
$58.6K - $65K
26.9K $1.83M
Sep 12, 2023 Q1 2023
Prosperity Wealth Management, Inc.

San Ramon, CA
SELL
 -
-1.38K
- 18.24%
$61.4K - $68.1K
6.16K $420K
Apr 06, 2023 Q1 2023
Patten Group, Inc.

SELL
 -
-1.4K
- 17.78%
$62.4K - $69.2K
6.47K $440K
May 16, 2023 Q1 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-1.92K
- 0.23%
$85.8K - $95.2K
833K $56.8M
Apr 12, 2023 Q1 2023
Legacy Private Trust Co.

SELL
 -
-1.95K
- 1.83%
$87K - $96.5K
104K $7.11M
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

SELL
 -
-2.31K
- 11.72%
$103K - $114K
17.4K $1.19M
Sep 12, 2023 Q1 2023
Prosperity Financial Group, Inc.

San Ramon, CA
SELL
 -
-2.33K
- 15.79%
$104K - $116K
12.4K $847K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-2.67K
- 83.42%
$119K - $132K
531 $36.2K
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-3.48K
- 6.84%
$155K - $172K
47.3K $3.22M
Apr 26, 2023 Q1 2023
Gill Capital Partners, LLC

Denver, CO
SELL
 -
-3.89K
- 4.03%
$174K - $192K
92.6K $6.31M
May 12, 2023 Q1 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-3.91K
- 38.9%
$175K - $194K
6.15K $419K
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-4.43K
- 17.27%
$198K - $219K
21.2K $1.45M
May 05, 2023 Q1 2023
Portfolio Strategies, Inc.

SELL
 -
-5.78K
- 2.01%
$258K - $286K
282K $19.2M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-7.29K
- 23.89%
$326K - $361K
23.2K $1.58M

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