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 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
647+ 3.05% |
$50.5K - $54.2K
|
21.9K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
614+ 23.74% |
$48K - $51.4K
|
3.2K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
605+ 11.16% |
$47.3K - $50.6K
|
6.03K
$488K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
550+ 141.03% |
$43K - $46K
|
940
$76.2K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
500+ 18.52% |
$39.1K - $41.9K
|
3.2K
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
495+ 1.86% |
$38.7K - $41.4K
|
27.1K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
476+ 3.67% |
$37.2K - $39.8K
|
13.5K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
471+ 15.93% |
$36.8K - $39.4K
|
3.43K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
433+ 0.91% |
$33.8K - $36.2K
|
47.9K
$3.88M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
411+ 3.18% |
$32.1K - $34.4K
|
13.3K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
402+ 0.9% |
$31.4K - $33.6K
|
45K
$3.64M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
397+ 4.85% |
$31K - $33.2K
|
8.59K
$696K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
390+ 6.19% |
$30.5K - $32.6K
|
6.69K
$542K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
379+ 141.42% |
$29.6K - $31.7K
|
647
$52.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
348+ 7.39% |
$27.2K - $29.1K
|
5.06K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
337+ 7.75% |
$26.3K - $28.2K
|
4.69K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
330+ 9.24% |
$25.8K - $27.6K
|
3.9K
$316K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
329+ 9.13% |
$25.7K - $27.5K
|
3.93K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
325+ 19.02% |
$25.4K - $27.2K
|
2.03K
$165K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
300New |
$23.4K - $25.1K
|
300
$24.3K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
274+ 5.04% |
$21.4K - $22.9K
|
5.71K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
263+ 2.55% |
$20.5K - $22K
|
10.6K
$858K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
236+ 3.55% |
$18.4K - $19.8K
|
6.89K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
227+ 0.29% |
$17.7K - $19K
|
77.9K
$6.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
218New |
$17K - $18.2K
|
218
$17.7K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
197+ 0.33% |
$15.4K - $16.5K
|
59.1K
$4.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
195+ 4.65% |
$15.2K - $16.3K
|
4.39K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
150+ 2.23% |
$11.7K - $12.6K
|
6.88K
$557K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
150+ 10.51% |
$11.7K - $12.6K
|
1.58K
$128K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
144+ 1.05% |
$11.2K - $12.1K
|
13.9K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
142+ 1.14% |
$11.1K - $11.9K
|
12.6K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
140New |
$10.9K - $11.7K
|
140
$11.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
122+ 0.93% |
$9.53K - $10.2K
|
13.2K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
120New |
$9.37K - $10K
|
120
$9.73K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
118+ 1.97% |
$9.22K - $9.88K
|
6.12K
$496K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
111+ 0.46% |
$8.67K - $9.29K
|
24.3K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
80+ 0.78% |
$6.25K - $6.7K
|
10.4K
$841K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
63+ 0.51% |
$4.92K - $5.27K
|
12.3K
$999K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60+ 1.01% |
$4.69K - $5.02K
|
5.98K
$485K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
50New |
$3.91K - $4.19K
|
50
$4.05K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
48+ 1.73% |
$3.75K - $4.02K
|
2.83K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
48New |
$3.75K - $4.02K
|
48
$3.89K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
43+ 12.76% |
$3.36K - $3.6K
|
380
$30.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
33+ 4.12% |
$2.58K - $2.76K
|
834
$67.6K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
31+ 0.31% |
$2.42K - $2.59K
|
10.1K
$817K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
25+ 0.16% |
$1.95K - $2.09K
|
15.9K
$1.29M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
16+ 1.06% |
$1.25K - $1.34K
|
1.53K
$124K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
16+ 0.38% |
$1.25K - $1.34K
|
4.24K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 0.25% |
$1.17K - $1.26K
|
5.99K
$486K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
15New |
$1.17K - $1.26K
|
15
$1.22K
|