Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
387+ 11.88% |
$25.4K - $29.1K
|
3.65K
$298K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
386+ 2.35% |
$25.3K - $29K
|
16.8K
$1.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
381+ 5.91% |
$25K - $28.6K
|
6.83K
$559K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
375+ 2.08% |
$24.6K - $28.2K
|
18.4K
$1.51M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
364New |
$23.9K - $27.4K
|
364
$29.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
357+ 5.56% |
$23.4K - $26.8K
|
6.77K
$554K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
255+ 6.28% |
$16.7K - $19.2K
|
4.32K
$353K
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
236+ 4.74% |
$15.5K - $17.7K
|
5.22K
$427K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
200+ 1.59% |
$13.1K - $15K
|
12.8K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$9.83K - $11.3K
|
150
$12.3K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
150New |
$9.83K - $11.3K
|
150
$12.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
148New |
$9.7K - $11.1K
|
148
$12.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
141+ 2.51% |
$9.24K - $10.6K
|
5.76K
$471K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
132New |
$8.65K - $9.92K
|
132
$10.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
124+ 1.77% |
$8.13K - $9.32K
|
7.14K
$585K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
121New |
$7.93K - $9.09K
|
121
$9.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
108+ 2.01% |
$7.08K - $8.12K
|
5.49K
$449K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
98+ 2.24% |
$6.42K - $7.36K
|
4.47K
$366K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
85+ 0.19% |
$5.57K - $6.39K
|
44.3K
$3.62M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
67+ 1.09% |
$4.39K - $5.04K
|
6.24K
$510K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
61+ 1.63% |
$4K - $4.58K
|
3.8K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34+ 0.73% |
$2.23K - $2.56K
|
4.66K
$382K
|
|
|
Jan 31, 2023
Q4 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
31+ 0.32% |
$2.03K - $2.33K
|
9.74K
$797K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
27New |
$1.77K - $2.03K
|
27
$2.21K
|
|
|
Feb 14, 2023
Q4 2022
|
Forefront Wealth Management Inc.
|
BUY
|
- |
27+ 0.34% |
$1.77K - $2.03K
|
8.07K
$660K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
26+ 0.25% |
$1.7K - $1.95K
|
10.4K
$854K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
13+ 0.08% |
$852 - $977
|
16.9K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.72% |
$459 - $526
|
977
$80K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
6+ 0.15% |
$393 - $451
|
4.03K
$330K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
4+ 0.78% |
$262 - $301
|
519
$42.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$131 - $150
|
6.16K
$504K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2New |
$131 - $150
|
2
$164
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10- 0.15% |
$655 - $752
|
6.76K
$553K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10- 0.08% |
$655 - $752
|
13.2K
$1.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-19- 0.23% |
$1.25K - $1.43K
|
8.22K
$673K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-21- 0.09% |
$1.38K - $1.58K
|
23.2K
$1.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28- 0.7% |
$1.83K - $2.1K
|
3.97K
$325K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-37- 1.01% |
$2.42K - $2.78K
|
3.64K
$298K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-50- 0.26% |
$3.28K - $3.76K
|
19.1K
$1.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-66- 1.44% |
$4.32K - $4.96K
|
4.51K
$369K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-68- 68.0% |
$4.46K - $5.11K
|
32
$2.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-107- 0.63% |
$7.01K - $8.04K
|
16.7K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-130- 1.4% |
$8.52K - $9.77K
|
9.17K
$751K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-245- 4.23% |
$16.1K - $18.4K
|
5.54K
$454K
|
|
|
Jan 30, 2023
Q4 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-286- 1.69% |
$18.7K - $21.5K
|
16.6K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-300- 8.57% |
$19.7K - $22.5K
|
3.2K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-347- 8.66% |
$22.7K - $26.1K
|
3.66K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-425- 0.94% |
$27.9K - $31.9K
|
44.8K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-493- 9.05% |
$32.3K - $37K
|
4.95K
$405K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-500- 0.68% |
$32.8K - $37.6K
|
72.7K
$5.95M
|