Purchases and Sales Made in Q4 2024 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.77KNew |
$244K - $260K
|
3.77K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.76K+ 5.87% |
$113K - $121K
|
31.7K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
640+ 6.03% |
$41.3K - $44.2K
|
11.3K
$769K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
558New |
$36K - $38.5K
|
558
$38.1K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9+ 0.17% |
$581 - $621
|
5.26K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.64% |
$258 - $276
|
632
$43.2K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.49% |
$64.6 - $69
|
206
$14.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3- 0.02% |
$194 - $207
|
17.7K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-5- 0.09% |
$323 - $345
|
5.81K
$397K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-55- 0.47% |
$3.55K - $3.8K
|
11.7K
$797K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-68- 1.48% |
$4.39K - $4.69K
|
4.52K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-107- 2.62% |
$6.91K - $7.39K
|
3.98K
$272K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-183- 0.88% |
$11.8K - $12.6K
|
20.7K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-215- 0.17% |
$13.9K - $14.8K
|
123K
$8.38M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-318- 0.33% |
$20.5K - $21.9K
|
97.5K
$6.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-589- 14.32% |
$38K - $40.7K
|
3.53K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-688- 1.24% |
$44.4K - $47.5K
|
54.7K
$3.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.11K- 15.36% |
$71.8K - $76.8K
|
6.13K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.34K- 3.38% |
$151K - $161K
|
66.9K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-6.19K- 6.0% |
$400K - $427K
|
97K
$6.62M
|