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 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4+ 0.07% |
$285 - $314
|
5.78K
$471K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.4% |
$285 - $314
|
1.01K
$82K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$285 - $314
|
4.98K
$405K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.25% |
$142 - $157
|
790
$64.4K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2+ 0.28% |
$142 - $157
|
718
$58.5K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1+ 0.02% |
$71.2 - $78.6
|
5.69K
$463K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1+ 0.3% |
$71.2 - $78.6
|
335
$27.3K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.53% |
$71.2 - $78.6
|
188
$15.3K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3- 0.05% |
$214 - $236
|
5.57K
$454K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-6- 0.08% |
$427 - $471
|
7.36K
$600K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-14- 3.24% |
$997 - $1.1K
|
418
$34.1K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-30- 0.34% |
$2.14K - $2.36K
|
8.84K
$720K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-32- 0.33% |
$2.28K - $2.51K
|
9.69K
$789K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42- 1.22% |
$2.99K - $3.3K
|
3.4K
$277K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 10.59% |
$3.56K - $3.93K
|
422
$34.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-50- 1.44% |
$3.56K - $3.93K
|
3.42K
$279K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-60- 0.9% |
$4.27K - $4.71K
|
6.59K
$537K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-74- 0.64% |
$5.27K - $5.81K
|
11.5K
$940K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 15.79% |
$5.34K - $5.89K
|
400
$32.6K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-89- 6.05% |
$6.34K - $6.99K
|
1.38K
$113K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-108- 2.88% |
$7.69K - $8.48K
|
3.64K
$297K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-121- 3.96% |
$8.62K - $9.51K
|
2.94K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-135- 10.0% |
$9.62K - $10.6K
|
1.22K
$99K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-136- 0.97% |
$9.69K - $10.7K
|
14K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-149- 4.32% |
$10.6K - $11.7K
|
3.3K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 2.38% |
$12.5K - $13.7K
|
7.18K
$585K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-185- 4.73% |
$13.2K - $14.5K
|
3.72K
$303K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-195- 1.65% |
$13.9K - $15.3K
|
11.6K
$948K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-211- 7.06% |
$15K - $16.6K
|
2.78K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-222- 2.75% |
$15.8K - $17.4K
|
7.84K
$639K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-287- 5.74% |
$20.4K - $22.5K
|
4.71K
$384K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-341- 70.75% |
$24.3K - $26.8K
|
141
$11.5K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-370- 5.98% |
$26.4K - $29.1K
|
5.82K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-458- 5.0% |
$32.6K - $36K
|
8.71K
$710K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-461- 0.27% |
$32.8K - $36.2K
|
169K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-487- 3.53% |
$34.7K - $38.3K
|
13.3K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-501- 14.51% |
$35.7K - $39.4K
|
2.95K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-644- 1.14% |
$45.9K - $50.6K
|
56K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-658- 6.54% |
$46.9K - $51.7K
|
9.4K
$766K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-676- 18.5% |
$48.2K - $53.1K
|
2.98K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-829- 5.58% |
$59.1K - $65.1K
|
14K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-963- 24.69% |
$68.6K - $75.7K
|
2.94K
$239K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.07K- 2.03% |
$76.1K - $83.9K
|
51.6K
$4.21M
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-1.13K- 18.3% |
$80.6K - $88.9K
|
5.06K
$412K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-1.15K- 5.97% |
$81.6K - $90K
|
18K
$1.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.39K- 10.27% |
$99.3K - $110K
|
12.2K
$992K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.64K- 8.96% |
$117K - $129K
|
16.7K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.74K- 3.0% |
$124K - $137K
|
56.3K
$4.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.77K- 5.99% |
$126K - $139K
|
27.7K
$2.26M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.79K- 12.48% |
$127K - $140K
|
12.5K
$1.02M
|