Purchases and Sales Made in Q3 2022 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
837KNew |
$35.4M - $42.7M
|
837K
$57M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
341K+ 719.36% |
$14.4M - $17.4M
|
388K
$26.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
244K+ 514.17% |
$10.3M - $12.4M
|
291K
$19.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
189K+ 57.67% |
$7.98M - $9.62M
|
516K
$35.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
158K+ 1722.42% |
$6.67M - $8.05M
|
167K
$11.4M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
17.1KNew |
$723K - $872K
|
17.1K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
12.3K+ 8.92% |
$519K - $626K
|
150K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.65K+ 3.02% |
$281K - $339K
|
227K
$15.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.66K+ 10.83% |
$197K - $237K
|
47.6K
$3.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.34K+ 14.94% |
$183K - $221K
|
33.4K
$2.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
1.71K+ 23.01% |
$72.2K - $87.2K
|
9.14K
$622K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.28K+ 9.75% |
$54K - $65.1K
|
14.4K
$978K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
876+ 6.28% |
$37K - $44.7K
|
14.8K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
844+ 2.41% |
$35.7K - $43K
|
35.9K
$2.44M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
298+ 1.05% |
$12.6K - $15.2K
|
28.6K
$1.95M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
274New |
$11.6K - $14K
|
274
$18.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
166+ 2.98% |
$7.01K - $8.46K
|
5.74K
$391K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13+ 0.13% |
$549 - $663
|
10K
$683K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5+ 0.09% |
$211 - $255
|
5.52K
$376K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.39% |
$169 - $204
|
1.03K
$70.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.05% |
$127 - $153
|
5.68K
$386K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.01% |
$84.5 - $102
|
31.7K
$2.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.14% |
$42.3 - $51
|
698
$47.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-40- 0.75% |
$1.69K - $2.04K
|
5.3K
$361K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-154- 3.15% |
$6.51K - $7.85K
|
4.73K
$322K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-196- 46.67% |
$8.28K - $9.99K
|
224
$15.2K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-285- 1.6% |
$12K - $14.5K
|
17.5K
$1.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-435- 2.8% |
$18.4K - $22.2K
|
15.1K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-478- 5.52% |
$20.2K - $24.4K
|
8.18K
$557K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-488- 2.22% |
$20.6K - $24.9K
|
21.5K
$1.46M
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-555- 4.89% |
$23.4K - $28.3K
|
10.8K
$734K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-566- 9.73% |
$23.9K - $28.9K
|
5.25K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-654- 12.11% |
$27.6K - $33.3K
|
4.75K
$323K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.22K- 10.55% |
$51.6K - $62.2K
|
10.3K
$704K
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.28K- 4.28% |
$96.2K - $116K
|
50.9K
$3.47M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.23K- 34.98% |
$137K - $165K
|
6.01K
$409K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.27K- 11.89% |
$138K - $167K
|
24.2K
$1.65M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.08K- 3.87% |
$172K - $208K
|
101K
$6.89M
|
|
|
Oct 19, 2022
Q3 2022
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.15K- 4.11% |
$175K - $212K
|
96.8K
$6.59M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.3K- 4.06% |
$182K - $219K
|
102K
$6.92M
|
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-6.08K- 2.04% |
$257K - $310K
|
292K
$19.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.23K- 4.99% |
$263K - $318K
|
119K
$8.07M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.22K- 6.35% |
$305K - $368K
|
106K
$7.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.4K- 5.76% |
$440K - $531K
|
170K
$11.6M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-11.1K- 28.46% |
$470K - $567K
|
28K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.5K- 10.3% |
$485K - $586K
|
100K
$6.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.8K- 16.25% |
$795K - $959K
|
96.9K
$6.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.5K- 38.27% |
$949K - $1.15M
|
36.2K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75.1K- 5.59% |
$3.17M - $3.83M
|
1.27M
$86.3M
|