Purchases and Sales Made in Q3 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 Q3 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
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
99.2K
+ 33.09%
$4.81M - $5.24M
399K $27.2M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
50.5K
+ 49.14%
$2.45M - $2.67M
153K $10.4M
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
30.4K
New
$1.47M - $1.61M
30.4K $2.07M
Nov 09, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
10.3K
New
$499K - $544K
10.3K $700K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
7.49K
+ 12.67%
$363K - $396K
66.6K $4.53M
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
6.84K
+ 6.72%
$332K - $362K
109K $7.4M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
6.5K
+ 1625.0%
$315K - $344K
6.9K $470K
Nov 13, 2023 Q3 2023
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
6.35K
New
$308K - $336K
6.35K $432K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
6.2K
New
$301K - $328K
6.2K $422K
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
5.33K
New
$258K - $282K
5.33K $363K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
1.75K
+ 1.01%
$85K - $92.6K
176K $12M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
1.19K
+ 10.38%
$57.5K - $62.7K
12.6K $858K
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
306
+ 2.83%
$14.9K - $16.2K
11.1K $758K
Oct 30, 2023 Q3 2023
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
287
+ 3.47%
$13.9K - $15.2K
8.55K $582K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
285
New
$13.8K - $15.1K
285 $19.4K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
174
+ 1.11%
$8.44K - $9.2K
15.9K $1.08M
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
27
+ 0.2%
$1.31K - $1.43K
13.6K $927K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
7
+ 0.14%
$340 - $370
5.01K $341K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
4
New
$194 - $212
4 $272
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
4
+ 0.08%
$194 - $212
5.24K $356K
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3
+ 0.04%
$146 - $159
7.86K $535K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
3
+ 0.29%
$146 - $159
1.04K $71.1K
Nov 03, 2023 Q3 2023
Silicon Valley Capital Partners

BUY
 -
2
+ 0.32%
$97.1 - $106
623 $42.4K
Oct 20, 2023 Q3 2023
West Branch Capital LLC

BUY
 -
1
+ 0.31%
$48.5 - $52.9
323 $22K
Oct 23, 2023 Q3 2023
First Pacific Financial

BUY
 -
1
+ 0.22%
$48.5 - $52.9
454 $30.9K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-13
- 0.23%
$631 - $687
5.62K $382K
Oct 26, 2023 Q3 2023
Mainstay Capital Management LLC

SELL
 -
-15
- 0.26%
$728 - $793
5.79K $394K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-35
- 0.13%
$1.7K - $1.85K
27K $1.84M
Nov 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
SELL
 -
-36
- 0.3%
$1.75K - $1.9K
12.2K $828K
Oct 16, 2023 Q3 2023
Onyx Bridge Wealth Group LLC

SELL
 -
-66
- 0.05%
$3.2K - $3.49K
127K $8.63M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-72
- 1.71%
$3.49K - $3.81K
4.13K $281K
Oct 18, 2023 Q3 2023
Rda Financial Network

SELL
 -
-76
- 1.71%
$3.69K - $4.02K
4.37K $298K
Nov 13, 2023 Q3 2023
Evermay Wealth Management LLC

Arlington, VA
SELL
 -
-100
- 2.23%
$4.85K - $5.29K
4.38K $298K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-230
- 4.99%
$11.2K - $12.2K
4.38K $298K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-254
- 8.61%
$12.3K - $13.4K
2.7K $184K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-359
- 6.78%
$17.4K - $19K
4.94K $336K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-380
- 2.67%
$18.4K - $20.1K
13.9K $943K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

SELL
 -
-388
- 1.73%
$18.8K - $20.5K
22K $1.5M
Oct 18, 2023 Q3 2023
Capital Market Strategies LLC

SELL
 -
-400
- 1.72%
$19.4K - $21.2K
22.9K $1.56M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-407
- 8.19%
$19.8K - $21.5K
4.56K $311K
Oct 18, 2023 Q3 2023
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-427
- 7.51%
$20.7K - $22.6K
5.26K $358K
Nov 14, 2023 Q3 2023
Mai Capital Management

SELL
 -
-470
- 5.14%
$22.8K - $24.9K
8.67K $590K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-474
- 4.41%
$23K - $25.1K
10.3K $700K
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-477
- 3.33%
$23.1K - $25.2K
13.9K $943K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-520
- 5.06%
$25.2K - $27.5K
9.76K $664K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-800
- 15.17%
$38.8K - $42.3K
4.47K $305K
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

SELL
 -
-812
- 3.12%
$39.4K - $42.9K
25.2K $1.72M

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