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 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
669+ 13.58% |
$53.6K - $59.4K
|
5.59K
$434K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
580+ 19.18% |
$46.5K - $51.5K
|
3.6K
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
555+ 10.3% |
$44.5K - $49.3K
|
5.95K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
438New |
$35.1K - $38.9K
|
438
$34K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
416+ 5.41% |
$33.4K - $36.9K
|
8.11K
$629K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
415+ 269.48% |
$33.3K - $36.8K
|
569
$44.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
390New |
$31.3K - $34.6K
|
390
$30.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
385+ 0.94% |
$30.9K - $34.2K
|
41.3K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
371+ 11.6% |
$29.7K - $32.9K
|
3.57K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
356+ 1.66% |
$28.5K - $31.6K
|
21.8K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
352+ 2707.69% |
$28.2K - $31.3K
|
365
$28.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
344+ 2.49% |
$27.6K - $30.5K
|
14.1K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
343+ 1.64% |
$27.5K - $30.5K
|
21.2K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
317+ 7.49% |
$25.4K - $28.1K
|
4.55K
$353K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
276+ 4.4% |
$22.1K - $24.5K
|
6.55K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
268New |
$21.5K - $23.8K
|
268
$20.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
263+ 10.29% |
$21.1K - $23.4K
|
2.82K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
211+ 1.24% |
$16.9K - $18.7K
|
17.2K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
196+ 7.1% |
$15.7K - $17.4K
|
2.96K
$230K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
189+ 1.21% |
$15.2K - $16.8K
|
15.9K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
188+ 0.2% |
$15.1K - $16.7K
|
93.9K
$7.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
138+ 1.07% |
$11.1K - $12.3K
|
13K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
124+ 3.66% |
$9.94K - $11K
|
3.51K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
115+ 1.61% |
$9.22K - $10.2K
|
7.26K
$563K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
110New |
$8.82K - $9.77K
|
110
$8.54K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
104New |
$8.34K - $9.23K
|
104
$8.08K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
100+ 0.98% |
$8.02K - $8.88K
|
10.3K
$800K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
98+ 3.52% |
$7.86K - $8.7K
|
2.88K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
90+ 1.68% |
$7.22K - $7.99K
|
5.44K
$422K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
90+ 4.23% |
$7.22K - $7.99K
|
2.22K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
78+ 0.73% |
$6.25K - $6.93K
|
10.7K
$834K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
77+ 1.24% |
$6.17K - $6.84K
|
6.26K
$486K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
76New |
$6.09K - $6.75K
|
76
$5.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
67+ 0.57% |
$5.37K - $5.95K
|
11.8K
$919K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 0.6% |
$4.81K - $5.33K
|
10.1K
$780K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60+ 1.98% |
$4.81K - $5.33K
|
3.09K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
53+ 1.07% |
$4.25K - $4.71K
|
5.01K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 1.25% |
$4.01K - $4.44K
|
4.06K
$315K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
45New |
$3.61K - $4K
|
45
$3.49K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
38+ 2.74% |
$3.05K - $3.37K
|
1.43K
$111K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
33+ 0.59% |
$2.65K - $2.93K
|
5.67K
$440K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
28+ 0.26% |
$2.25K - $2.49K
|
10.8K
$835K
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
26+ 0.77% |
$2.08K - $2.31K
|
3.41K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
BUY
|
- |
25+ 0.38% |
$2K - $2.22K
|
6.65K
$516K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 0.03% |
$1.28K - $1.42K
|
55.9K
$4.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 1.25% |
$1.12K - $1.24K
|
1.13K
$87.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.13% |
$1.12K - $1.24K
|
10.8K
$839K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11+ 0.34% |
$882 - $977
|
3.24K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 1.77% |
$481 - $533
|
345
$26.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5+ 1.11% |
$401 - $444
|
457
$35.5K
|