Purchases and Sales Made in Q2 2023 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
127KNew |
$5.88M - $6.47M
|
127K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
31.3K+ 21.2% |
$1.45M - $1.6M
|
179K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.3K+ 198.84% |
$1.26M - $1.39M
|
41K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
10.8KNew |
$502K - $552K
|
10.8K
$737K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.51K+ 40.93% |
$441K - $485K
|
32.7K
$2.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.03KNew |
$326K - $359K
|
7.03K
$479K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.25K+ 6.48% |
$289K - $319K
|
103K
$6.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.97KNew |
$230K - $254K
|
4.97K
$339K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.95K+ 5.1% |
$229K - $252K
|
102K
$6.94M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$185K - $204K
|
4K
$272K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.69K+ 6.67% |
$171K - $188K
|
59.1K
$4.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
3.53KNew |
$164K - $180K
|
3.53K
$240K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.61K+ 2.04% |
$74.7K - $82.3K
|
80.7K
$5.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 31.31% |
$55.2K - $60.8K
|
5K
$340K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
453New |
$21K - $23.1K
|
453
$30.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
449+ 2.05% |
$20.8K - $22.9K
|
22.4K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
427+ 3.09% |
$19.8K - $21.8K
|
14.2K
$970K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
400New |
$18.5K - $20.4K
|
400
$27.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
195+ 0.73% |
$9.04K - $9.95K
|
27K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
193+ 3.42% |
$8.94K - $9.85K
|
5.84K
$397K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
175+ 203.49% |
$8.11K - $8.93K
|
261
$17.8K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
86+ 2.09% |
$3.99K - $4.39K
|
4.2K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
27+ 0.2% |
$1.25K - $1.38K
|
13.6K
$925K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.29% |
$139 - $153
|
1.04K
$70.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.32% |
$92.7 - $102
|
621
$42.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$46.3 - $51
|
1
$68.1
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-32- 0.07% |
$1.48K - $1.63K
|
44.2K
$3.01M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-75- 1.32% |
$3.48K - $3.83K
|
5.63K
$383K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-82- 1.52% |
$3.8K - $4.18K
|
5.3K
$361K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-116- 1.07% |
$5.38K - $5.92K
|
10.8K
$733K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-129- 1.54% |
$5.98K - $6.58K
|
8.26K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-202- 3.6% |
$9.36K - $10.3K
|
5.41K
$369K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-215- 5.07% |
$9.96K - $11K
|
4.02K
$274K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-240- 1.93% |
$11.1K - $12.2K
|
12.2K
$831K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-250- 5.28% |
$11.6K - $12.8K
|
4.48K
$305K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-296- 5.36% |
$13.7K - $15.1K
|
5.23K
$356K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-324- 3.96% |
$15K - $16.5K
|
7.86K
$535K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-342- 41.11% |
$15.8K - $17.4K
|
490
$33.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.51% |
$18.5K - $20.4K
|
26.1K
$1.77M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-458- 7.45% |
$21.2K - $23.4K
|
5.69K
$387K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-464- 9.44% |
$21.5K - $23.7K
|
4.45K
$303K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-544- 9.35% |
$25.2K - $27.8K
|
5.27K
$359K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-584- 3.92% |
$27.1K - $29.8K
|
14.3K
$976K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-600- 2.51% |
$27.8K - $30.6K
|
23.3K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-605- 0.48% |
$28K - $30.9K
|
125K
$8.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 1.19% |
$54.5K - $60.1K
|
97.4K
$6.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.22K- 2.59% |
$56.7K - $62.4K
|
46.1K
$3.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.25K- 1.2% |
$57.9K - $63.7K
|
103K
$7.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.41K- 8.03% |
$65.2K - $71.7K
|
16.1K
$1.1M
|