Purchases and Sales Made in Q1 2025 in Proshares S&P 500 Dividend Ari (NOBL)
This table provides information about the institutional ownership of Proshares S&P 500 Dividend Ari (NOBL) during Q1 2025. The information is specifically focused on institutions that hold shares of PROSHARES S&P 500 DIVIDEND ARI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
847+ 21.64% |
$82.5K - $88.5K
|
4.76K
$478K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
834+ 3.09% |
$81.2K - $87.2K
|
27.9K
$2.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
813+ 1.46% |
$79.2K - $85K
|
56.6K
$5.68M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
810+ 11.35% |
$78.9K - $84.7K
|
7.95K
$798K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
810+ 10.49% |
$78.9K - $84.7K
|
8.53K
$857K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
806+ 4030.0% |
$78.5K - $84.2K
|
826
$82.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
796+ 1.72% |
$77.5K - $83.2K
|
47K
$4.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
700+ 15.44% |
$68.2K - $73.2K
|
5.24K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
697+ 0.64% |
$67.9K - $72.9K
|
110K
$11M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
682+ 668.63% |
$66.4K - $71.3K
|
784
$78.7K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
681+ 1.4% |
$66.3K - $71.2K
|
49.2K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
675+ 21.26% |
$65.7K - $70.6K
|
3.85K
$386K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
665+ 15.02% |
$64.8K - $69.5K
|
5.09K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
659New |
$64.2K - $68.9K
|
659
$66.1K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
644+ 5.13% |
$62.7K - $67.3K
|
13.2K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
639+ 8.81% |
$62.2K - $66.8K
|
7.89K
$792K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
605+ 7.29% |
$58.9K - $63.2K
|
8.9K
$893K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
588+ 10.82% |
$57.3K - $61.5K
|
6.02K
$604K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
586+ 0.86% |
$57.1K - $61.2K
|
68.7K
$6.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
554+ 3.55% |
$53.9K - $57.9K
|
16.2K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
550+ 12.18% |
$53.6K - $57.5K
|
5.07K
$508K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
544+ 6.05% |
$53K - $56.9K
|
9.53K
$957K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
542+ 29.65% |
$52.8K - $56.6K
|
2.37K
$238K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
541+ 95.08% |
$52.7K - $56.5K
|
1.11K
$111K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
525+ 91.46% |
$51.1K - $54.9K
|
1.1K
$110K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
522New |
$50.8K - $54.6K
|
522
$52.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
498+ 15.4% |
$48.5K - $52.1K
|
3.73K
$374K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
486+ 9.19% |
$47.3K - $50.8K
|
5.78K
$580K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
485+ 23.92% |
$47.2K - $50.7K
|
2.51K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
464+ 10.45% |
$45.2K - $48.5K
|
4.91K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
457+ 21.04% |
$44.5K - $47.8K
|
2.63K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
444+ 2.99% |
$43.2K - $46.4K
|
15.3K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
442+ 4.8% |
$43K - $46.2K
|
9.66K
$969K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
442+ 21.6% |
$43K - $46.2K
|
2.49K
$250K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
412+ 1.61% |
$40.1K - $43.1K
|
26K
$2.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
408+ 3.13% |
$39.7K - $42.6K
|
13.5K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
404+ 577.14% |
$39.3K - $42.2K
|
474
$47.6K
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
404+ 2.6% |
$39.3K - $42.2K
|
15.9K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
390+ 1.13% |
$38K - $40.8K
|
34.8K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
376+ 2.63% |
$36.6K - $39.3K
|
14.7K
$1.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
356+ 29.08% |
$34.7K - $37.2K
|
1.58K
$159K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
349New |
$34K - $36.5K
|
349
$35K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
337+ 4.4% |
$32.8K - $35.2K
|
7.99K
$802K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
333New |
$32.4K - $34.8K
|
333
$33.4K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
313New |
$30.5K - $32.7K
|
313
$31.4K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
307+ 1.14% |
$29.9K - $32.1K
|
27.3K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
304+ 3.08% |
$29.6K - $31.8K
|
10.2K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
267+ 11.29% |
$26K - $27.9K
|
2.63K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
259+ 0.17% |
$25.2K - $27.1K
|
154K
$15.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
250New |
$24.3K - $26.1K
|
250
$25.1K
|