Purchases and Sales Made in Q3 2024 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
29.9KNew |
$1.76M - $1.96M
|
29.9K
$1.99M
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
20.7K+ 414.28% |
$1.21M - $1.35M
|
25.7K
$1.71M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.59K+ 75.29% |
$445K - $496K
|
17.7K
$1.18M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.94K+ 55.59% |
$172K - $192K
|
8.23K
$548K
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
30+ 0.14% |
$1.76K - $1.96K
|
20.9K
$1.39M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 2.22% |
$1.17K - $1.31K
|
881
$58.7K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-122- 2.9% |
$7.15K - $7.98K
|
4.09K
$272K
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-155- 3.52% |
$9.09K - $10.1K
|
4.25K
$283K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-389- 3.21% |
$22.8K - $25.4K
|
11.7K
$781K
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-937- 1.33% |
$54.9K - $61.3K
|
69.3K
$4.61M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.18K- 0.95% |
$68.9K - $76.8K
|
123K
$8.18M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.29K- 1.3% |
$75.6K - $84.3K
|
97.8K
$6.51M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-20.3K- 16.47% |
$1.19M - $1.33M
|
103K
$6.87M
|