Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
643KNew |
$51.6M - $57.1M
|
643K
$52.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
48KNew |
$3.85M - $4.26M
|
48K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.3K+ 6.99% |
$3.63M - $4.02M
|
694K
$56.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.9K+ 187.61% |
$2.87M - $3.18M
|
55K
$4.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.3K+ 144.48% |
$2.59M - $2.87M
|
54.7K
$4.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16.8K+ 39.74% |
$1.34M - $1.49M
|
59K
$4.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 43.02% |
$965K - $1.07M
|
40K
$3.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
11.6K+ 461.87% |
$933K - $1.03M
|
14.2K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$828K - $916K
|
10.3K
$841K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.3K+ 31.1% |
$505K - $559K
|
26.6K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.98K+ 2.5% |
$399K - $442K
|
204K
$16.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.93KNew |
$395K - $437K
|
4.93K
$401K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.73K+ 23.21% |
$299K - $331K
|
19.8K
$1.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3KNew |
$240K - $266K
|
3K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.62KNew |
$210K - $232K
|
2.62K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.49K+ 5.59% |
$199K - $221K
|
47K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.82KNew |
$146K - $161K
|
1.82K
$148K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.8K+ 8.0% |
$144K - $159K
|
24.2K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.69K+ 3.95% |
$136K - $150K
|
44.6K
$3.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.6K+ 2.1% |
$128K - $142K
|
77.7K
$6.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.39K+ 2.63% |
$111K - $123K
|
54.1K
$4.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.23K+ 10.94% |
$98.6K - $109K
|
12.5K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.19K+ 2.52% |
$95.7K - $106K
|
48.5K
$3.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.14K+ 4.12% |
$91.6K - $101K
|
28.9K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
984+ 4.44% |
$78.9K - $87.4K
|
23.2K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
973+ 0.17% |
$78K - $86.4K
|
583K
$47.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
913+ 1.67% |
$73.2K - $81.1K
|
55.6K
$4.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
857+ 15.74% |
$68.7K - $76.1K
|
6.3K
$513K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
703+ 2.49% |
$56.4K - $62.4K
|
28.9K
$2.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
703+ 5.76% |
$56.4K - $62.4K
|
12.9K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
671+ 559.17% |
$53.8K - $59.6K
|
791
$64.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
669+ 13.58% |
$53.6K - $59.4K
|
5.59K
$456K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
580+ 19.18% |
$46.5K - $51.5K
|
3.6K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
555+ 10.3% |
$44.5K - $49.3K
|
5.95K
$484K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
416+ 5.41% |
$33.4K - $36.9K
|
8.11K
$660K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
415+ 269.48% |
$33.3K - $36.8K
|
569
$46.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
390New |
$31.3K - $34.6K
|
390
$31.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
385+ 0.94% |
$30.9K - $34.2K
|
41.3K
$3.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
352+ 2707.69% |
$28.2K - $31.3K
|
365
$29.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
344+ 2.49% |
$27.6K - $30.5K
|
14.1K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
343+ 1.64% |
$27.5K - $30.5K
|
21.2K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
268New |
$21.5K - $23.8K
|
268
$21.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
263+ 10.29% |
$21.1K - $23.4K
|
2.82K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
211+ 1.24% |
$16.9K - $18.7K
|
17.2K
$1.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
196+ 7.1% |
$15.7K - $17.4K
|
2.96K
$241K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
189+ 1.21% |
$15.2K - $16.8K
|
15.9K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
138+ 1.07% |
$11.1K - $12.3K
|
13K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
124+ 3.66% |
$9.94K - $11K
|
3.51K
$286K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
115+ 1.61% |
$9.22K - $10.2K
|
7.26K
$591K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
110New |
$8.82K - $9.77K
|
110
$8.96K
|