Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.06K+ 145.53% |
$70.5K - $77.7K
|
1.79K
$146K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.01K+ 0.86% |
$66.9K - $73.8K
|
118K
$9.62M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
939New |
$62.5K - $69K
|
939
$76.9K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
818+ 44.87% |
$54.5K - $60.1K
|
2.64K
$216K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
798New |
$53.1K - $58.6K
|
798
$65.3K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
795+ 44.51% |
$52.9K - $58.4K
|
2.58K
$211K
|
|
Nov 09, 2023
Q3 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
790+ 4.38% |
$52.6K - $58K
|
18.8K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
789+ 4.26% |
$52.5K - $58K
|
19.3K
$1.58M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
787+ 2.84% |
$52.4K - $57.8K
|
28.5K
$2.33M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
782+ 283.33% |
$52.1K - $57.4K
|
1.06K
$86.6K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
727New |
$48.4K - $53.4K
|
727
$59.5K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
662+ 8.85% |
$44.1K - $48.6K
|
8.14K
$666K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
565+ 7.45% |
$37.6K - $41.5K
|
8.15K
$667K
|
|
Oct 25, 2023
Q3 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
537+ 5.54% |
$35.8K - $39.4K
|
10.2K
$838K
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
492+ 10.14% |
$32.8K - $36.1K
|
5.35K
$437K
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
443+ 0.94% |
$29.5K - $32.5K
|
47.5K
$3.89M
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
376+ 37.41% |
$25K - $27.6K
|
1.38K
$113K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
343+ 5.0% |
$22.8K - $25.2K
|
7.2K
$589K
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
326+ 2.23% |
$21.7K - $23.9K
|
15K
$1.23M
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
291+ 10.86% |
$19.4K - $21.4K
|
2.97K
$243K
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
286+ 1.27% |
$19K - $21K
|
22.9K
$1.87M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
259+ 49.43% |
$17.2K - $19K
|
783
$64.1K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
236+ 1.22% |
$15.7K - $17.3K
|
19.6K
$1.6M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
236+ 2.39% |
$15.7K - $17.3K
|
10.1K
$828K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
220+ 7.14% |
$14.6K - $16.2K
|
3.3K
$270K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
219+ 3.27% |
$14.6K - $16.1K
|
6.92K
$566K
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
206+ 0.85% |
$13.7K - $15.1K
|
24.4K
$2M
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
193+ 1.26% |
$12.9K - $14.2K
|
15.5K
$1.27M
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
163+ 2.89% |
$10.9K - $12K
|
5.81K
$475K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
158+ 0.53% |
$10.5K - $11.6K
|
30.2K
$2.47M
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
157+ 1.81% |
$10.5K - $11.5K
|
8.81K
$721K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
149New |
$9.92K - $10.9K
|
149
$12.2K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
122+ 3.63% |
$8.12K - $8.96K
|
3.48K
$285K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100New |
$6.66K - $7.35K
|
100
$8.18K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
99+ 0.6% |
$6.59K - $7.27K
|
16.7K
$1.36M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
80New |
$5.33K - $5.88K
|
80
$6.55K
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
73+ 0.91% |
$4.86K - $5.36K
|
8.07K
$660K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
38+ 0.95% |
$2.53K - $2.79K
|
4.06K
$332K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
34+ 0.58% |
$2.26K - $2.5K
|
5.85K
$479K
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
29+ 0.29% |
$1.93K - $2.13K
|
10.1K
$828K
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
25+ 0.66% |
$1.66K - $1.84K
|
3.82K
$313K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24+ 0.61% |
$1.6K - $1.76K
|
3.97K
$325K
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
24+ 0.59% |
$1.6K - $1.76K
|
4.07K
$333K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
24+ 0.16% |
$1.6K - $1.76K
|
15.2K
$1.24M
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
23+ 7.47% |
$1.53K - $1.69K
|
331
$27.1K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
21+ 0.34% |
$1.4K - $1.54K
|
6.19K
$507K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18+ 0.2% |
$1.2K - $1.32K
|
8.97K
$734K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.61% |
$400 - $441
|
993
$81.3K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6+ 0.1% |
$400 - $441
|
5.77K
$472K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 1.71% |
$266 - $294
|
238
$19.5K
|