Purchases and Sales Made in Q4 2021 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
19.3KNew |
$967K - $1.08M
|
19.3K
$1.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17.4KNew |
$872K - $972K
|
17.4K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.9K+ 11.5% |
$648K - $721K
|
125K
$8.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
12.7KNew |
$640K - $713K
|
12.7K
$868K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.59K+ 7.41% |
$331K - $368K
|
95.5K
$6.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.62KNew |
$232K - $258K
|
4.62K
$315K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.38K+ 100.0% |
$220K - $245K
|
8.76K
$597K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.75KNew |
$138K - $154K
|
2.75K
$187K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.68K+ 23.11% |
$135K - $150K
|
14.3K
$973K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.51K+ 4.54% |
$126K - $141K
|
57.9K
$3.94M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
2.1KNew |
$106K - $118K
|
2.1K
$143K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.02K+ 2.55% |
$102K - $113K
|
81.4K
$5.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.96KNew |
$98.6K - $110K
|
1.96K
$134K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.87K+ 11.62% |
$93.8K - $105K
|
17.9K
$1.22M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.85K+ 42.22% |
$93.1K - $104K
|
6.24K
$425K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
BUY
|
- |
1.78K+ 65.3% |
$89.4K - $99.6K
|
4.51K
$307K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.67K+ 6.71% |
$83.6K - $93.2K
|
26.5K
$1.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.54K+ 99.94% |
$77.5K - $86.3K
|
3.09K
$210K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
1.26K+ 34.54% |
$63.3K - $70.5K
|
4.91K
$334K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
746New |
$37.5K - $41.7K
|
746
$50.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
744+ 7.31% |
$37.4K - $41.6K
|
10.9K
$743K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
574+ 1.04% |
$28.8K - $32.1K
|
55.6K
$3.79M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
522+ 3.47% |
$26.2K - $29.2K
|
15.6K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
482+ 20.5% |
$24.2K - $27K
|
2.83K
$193K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
417+ 706.78% |
$20.9K - $23.3K
|
476
$32.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
389New |
$19.5K - $21.8K
|
389
$26.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
372+ 0.09% |
$18.7K - $20.8K
|
418K
$28.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
273+ 0.5% |
$13.7K - $15.3K
|
54.7K
$3.72M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103+ 5.05% |
$5.17K - $5.76K
|
2.14K
$146K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
52New |
$2.61K - $2.91K
|
52
$3.54K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 0.02% |
$50.2 - $56
|
4.28K
$291K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.2% |
$50.2 - $56
|
510
$34.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$50.2 - $56
|
3.6K
$245K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-36- 1.24% |
$1.81K - $2.01K
|
2.88K
$196K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-67- 1.34% |
$3.36K - $3.75K
|
4.94K
$337K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-86Closed |
$4.32K - $4.81K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-95Closed |
$4.77K - $5.32K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-99- 2.98% |
$4.97K - $5.54K
|
3.23K
$220K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-125- 3.81% |
$6.28K - $6.99K
|
3.16K
$215K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-202- 66.89% |
$10.1K - $11.3K
|
100
$6.81K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-223- 4.19% |
$11.2K - $12.5K
|
5.1K
$348K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-225- 0.37% |
$11.3K - $12.6K
|
60.2K
$4.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-229- 1.7% |
$11.5K - $12.8K
|
13.3K
$903K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-300- 3.64% |
$15.1K - $16.8K
|
7.93K
$540K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-471- 1.96% |
$23.7K - $26.4K
|
23.5K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-598- 1.82% |
$30K - $33.5K
|
32.3K
$2.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-671- 21.2% |
$33.7K - $37.5K
|
2.49K
$170K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-798- 5.32% |
$40.1K - $44.6K
|
14.2K
$967K
|
|
|
Jan 25, 2022
Q4 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-925- 0.61% |
$46.5K - $51.8K
|
152K
$10.3M
|