Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
78KNew |
$6.1M - $6.53M
|
78K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
73K+ 100.0% |
$5.7M - $6.11M
|
146K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
64.1K+ 2.63% |
$5.01M - $5.37M
|
2.51M
$203M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
60.5K+ 411.91% |
$4.72M - $5.06M
|
75.2K
$6.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
56KNew |
$4.38M - $4.69M
|
56K
$4.54M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
46.9K+ 6697.86% |
$3.66M - $3.92M
|
47.6K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
43.9KNew |
$3.43M - $3.67M
|
43.9K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.3K+ 477.61% |
$2.44M - $2.62M
|
37.8K
$3.07M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23.8K+ 3863.8% |
$1.86M - $1.99M
|
24.4K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.6K+ 4.69% |
$1.84M - $1.97M
|
526K
$42.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
20.6KNew |
$1.61M - $1.72M
|
20.6K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
13.9K+ 8.36% |
$1.08M - $1.16M
|
180K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.14K+ 2.17% |
$636K - $681K
|
383K
$31M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.97K+ 16.96% |
$623K - $667K
|
55K
$4.46M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.8K+ 5.34% |
$610K - $653K
|
154K
$12.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.28KNew |
$491K - $526K
|
6.28K
$509K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.62KNew |
$439K - $470K
|
5.62K
$456K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
5.4KNew |
$422K - $452K
|
5.4K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.68K+ 0.73% |
$365K - $391K
|
648K
$52.5M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
4.54KNew |
$355K - $380K
|
4.54K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.31KNew |
$336K - $360K
|
4.31K
$349K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.04KNew |
$316K - $338K
|
4.04K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.7KNew |
$289K - $310K
|
3.7K
$300K
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
3.34K+ 95.07% |
$261K - $279K
|
6.84K
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.33K+ 1.63% |
$260K - $279K
|
208K
$16.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.32K+ 34.12% |
$259K - $278K
|
13.1K
$1.06M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3KNew |
$235K - $251K
|
3K
$243K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.95KNew |
$230K - $247K
|
2.95K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.95KNew |
$230K - $247K
|
2.95K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.65KNew |
$207K - $222K
|
2.65K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
2.61KNew |
$204K - $218K
|
2.61K
$211K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.55K+ 70.83% |
$199K - $213K
|
6.15K
$498K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$195K - $209K
|
2.5K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 5.32% |
$187K - $200K
|
47.3K
$3.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
2.27K+ 3.76% |
$177K - $190K
|
62.7K
$5.08M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.27K+ 31.24% |
$177K - $190K
|
9.52K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.97K+ 22.5% |
$154K - $164K
|
10.7K
$867K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.93K+ 2.37% |
$150K - $161K
|
83.3K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.79K+ 9.04% |
$140K - $150K
|
21.6K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.65K+ 20.32% |
$129K - $138K
|
9.75K
$790K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.6KNew |
$125K - $134K
|
1.6K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.47K+ 2.65% |
$115K - $123K
|
57.1K
$4.63M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.41K+ 2.61% |
$110K - $118K
|
55.5K
$4.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.26K+ 4.37% |
$98.6K - $106K
|
30.2K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.21K+ 31.92% |
$94.4K - $101K
|
5K
$405K
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
995+ 11.2% |
$77.7K - $83.3K
|
9.88K
$801K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
793+ 21.88% |
$61.9K - $66.4K
|
4.42K
$358K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
729+ 35.86% |
$56.9K - $61K
|
2.76K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
673+ 6.27% |
$52.6K - $56.3K
|
11.4K
$925K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
650+ 22.73% |
$50.8K - $54.4K
|
3.51K
$284K
|