Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-42- 25.93% |
$3.05K - $3.46K
|
120
$10.6K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-49- 3.02% |
$3.55K - $4.04K
|
1.57K
$138K
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-53- 1.41% |
$3.84K - $4.36K
|
3.69K
$325K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-89- 20.79% |
$6.45K - $7.33K
|
339
$29.8K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-95- 1.31% |
$6.89K - $7.82K
|
7.14K
$629K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-116- 5.6% |
$8.41K - $9.55K
|
1.96K
$172K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-120- 3.42% |
$8.7K - $9.88K
|
3.38K
$298K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-121- 0.54% |
$8.77K - $9.96K
|
22.4K
$1.98M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-132- 4.53% |
$9.57K - $10.9K
|
2.79K
$245K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-161- 7.35% |
$11.7K - $13.3K
|
2.03K
$179K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-182- 2.66% |
$13.2K - $15K
|
6.66K
$587K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-191- 3.32% |
$13.9K - $15.7K
|
5.57K
$490K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-220- 4.67% |
$16K - $18.1K
|
4.49K
$395K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-221- 0.83% |
$16K - $18.2K
|
26.5K
$2.33M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-284- 1.24% |
$20.6K - $23.4K
|
22.7K
$2M
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-309- 8.37% |
$22.4K - $25.4K
|
3.38K
$298K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-313- 5.94% |
$22.7K - $25.8K
|
4.96K
$436K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-321- 0.4% |
$23.3K - $26.4K
|
80.9K
$7.12M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-343- 6.89% |
$24.9K - $28.2K
|
4.63K
$408K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-377- 6.61% |
$27.3K - $31K
|
5.33K
$469K
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-377- 3.1% |
$27.3K - $31K
|
11.8K
$1.04M
|
|
Oct 21, 2024
Q3 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-391- 11.63% |
$28.4K - $32.2K
|
2.97K
$262K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-437- 14.95% |
$31.7K - $36K
|
2.49K
$219K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-450- 14.29% |
$32.6K - $37.1K
|
2.7K
$238K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-580- 2.55% |
$42.1K - $47.8K
|
22.2K
$1.95M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-595- 5.29% |
$43.1K - $49K
|
10.7K
$939K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-707- 0.24% |
$51.3K - $58.2K
|
296K
$26.1M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-719- 4.39% |
$52.1K - $59.2K
|
15.7K
$1.38M
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-899- 1.78% |
$65.2K - $74K
|
49.6K
$4.37M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08K- 5.32% |
$78.5K - $89.1K
|
19.3K
$1.7M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.21K- 11.8% |
$87.5K - $99.4K
|
9.02K
$794K
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.3K- 11.17% |
$94.1K - $107K
|
10.3K
$908K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.31K- 17.25% |
$94.8K - $108K
|
6.27K
$552K
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.32K- 10.96% |
$95.7K - $109K
|
10.7K
$944K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.35K- 11.53% |
$98.2K - $112K
|
10.4K
$914K
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-1.39K- 7.7% |
$101K - $114K
|
16.7K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.72K- 33.04% |
$125K - $142K
|
3.48K
$307K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.8K- 37.65% |
$130K - $148K
|
2.98K
$262K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.16K- 33.82% |
$157K - $178K
|
4.24K
$373K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.55K- 5.12% |
$185K - $210K
|
47.3K
$4.17M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.42K- 14.45% |
$248K - $282K
|
20.3K
$1.78M
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-3.69K- 38.97% |
$268K - $304K
|
5.79K
$509K
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-3.74K- 1.84% |
$272K - $308K
|
199K
$17.5M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.68K- 0.2% |
$339K - $385K
|
2.31M
$204M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.76K- 60.78% |
$345K - $392K
|
3.07K
$271K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.69K- 20.23% |
$412K - $468K
|
22.4K
$1.97M
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.75K- 5.25% |
$417K - $473K
|
104K
$9.14M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.84K- 8.6% |
$423K - $481K
|
62.1K
$5.46M
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.17K- 12.41% |
$520K - $591K
|
50.6K
$4.46M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.72K- 64.13% |
$559K - $635K
|
4.32K
$380K
|