Purchases and Sales Made in Q1 2024 in Proshares Tr S&P Midcap 400 Di (REGL)
This table provides information about the institutional ownership of Proshares Tr S&P Midcap 400 Di (REGL) during Q1 2024. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P MIDCAP 400 DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5K+ 0.75% |
$107K - $118K
|
202K
$16.4M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.23K+ 25.78% |
$87.3K - $96.3K
|
5.98K
$487K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.2K+ 35.81% |
$85.6K - $94.4K
|
4.56K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.19K+ 6.15% |
$84.6K - $93.3K
|
20.5K
$1.67M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.18K+ 9.38% |
$84.2K - $92.9K
|
13.8K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.1K+ 26.09% |
$78.1K - $86.1K
|
5.3K
$432K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.02K+ 5.08% |
$72.9K - $80.4K
|
21.2K
$1.73M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
947+ 6.25% |
$67.5K - $74.4K
|
16.1K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
744New |
$53K - $58.4K
|
744
$60.6K
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
723+ 6.69% |
$51.5K - $56.8K
|
11.5K
$940K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
612+ 14.46% |
$43.6K - $48.1K
|
4.85K
$395K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
593+ 5.11% |
$42.2K - $46.6K
|
12.2K
$994K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
553New |
$39.4K - $43.4K
|
553
$45.1K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
520New |
$37K - $40.9K
|
520
$42.4K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
422+ 0.15% |
$30.1K - $33.2K
|
289K
$23.6M
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
420+ 2.17% |
$29.9K - $33K
|
19.8K
$1.61M
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
404+ 6.89% |
$28.8K - $31.7K
|
6.27K
$511K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
388New |
$27.6K - $30.5K
|
388
$31.6K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
365+ 6.54% |
$26K - $28.7K
|
5.94K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
351+ 4.07% |
$25K - $27.6K
|
8.98K
$732K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
351New |
$25K - $27.6K
|
351
$28.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
325+ 6.53% |
$23.2K - $25.5K
|
5.3K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
325+ 10.67% |
$23.2K - $25.5K
|
3.37K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
309+ 11.22% |
$22K - $24.3K
|
3.06K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
303+ 1.32% |
$21.6K - $23.8K
|
23.3K
$1.9M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
292+ 8.96% |
$20.8K - $22.9K
|
3.55K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
275+ 0.49% |
$19.6K - $21.6K
|
56.1K
$4.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
260+ 0.52% |
$18.5K - $20.4K
|
50.3K
$4.1M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
259+ 3.71% |
$18.5K - $20.3K
|
7.24K
$590K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
242+ 6.17% |
$17.2K - $19K
|
4.17K
$339K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
234New |
$16.7K - $18.4K
|
234
$19.1K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
222+ 3.68% |
$15.8K - $17.4K
|
6.25K
$509K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
209+ 10.89% |
$14.9K - $16.4K
|
2.13K
$173K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
168+ 5.16% |
$12K - $13.2K
|
3.42K
$279K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
152+ 1.34% |
$10.8K - $11.9K
|
11.5K
$938K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
146+ 3.04% |
$10.4K - $11.5K
|
4.94K
$403K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
146+ 1.32% |
$10.4K - $11.5K
|
11.2K
$916K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
133+ 51.15% |
$9.47K - $10.4K
|
393
$32K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
127+ 0.64% |
$9.05K - $9.98K
|
19.9K
$1.62M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
121New |
$8.62K - $9.51K
|
121
$9.86K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 2.86% |
$7.12K - $7.86K
|
3.6K
$293K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
68+ 0.4% |
$4.84K - $5.34K
|
16.9K
$1.37M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
66+ 0.98% |
$4.7K - $5.18K
|
6.8K
$554K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
57+ 2.16% |
$4.06K - $4.48K
|
2.7K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
40+ 0.65% |
$2.85K - $3.14K
|
6.21K
$506K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 0.89% |
$2.85K - $3.14K
|
4.53K
$369K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
23+ 0.19% |
$1.64K - $1.81K
|
12.1K
$985K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
20+ 0.2% |
$1.42K - $1.57K
|
9.96K
$811K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
18+ 0.31% |
$1.28K - $1.41K
|
5.91K
$481K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15+ 0.38% |
$1.07K - $1.18K
|
4.01K
$327K
|