Purchases and Sales Made in Q4 2023 in Proshares Ultra Technology (ROM)
This table provides information about the institutional ownership of Proshares Ultra Technology (ROM) during Q4 2023. The information is specifically focused on institutions that hold shares of PROSHARES ULTRA TECHNOLOGY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
81.7KNew |
$3.03M - $4.35M
|
81.7K
$5.78M
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
51.2KNew |
$1.9M - $2.73M
|
51.2K
$3.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
22.9KNew |
$851K - $1.22M
|
22.9K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.42KNew |
$350K - $502K
|
9.42K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.01KNew |
$223K - $321K
|
6.01K
$426K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.8KNew |
$178K - $256K
|
4.8K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4.23KNew |
$157K - $225K
|
4.23K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
4.18KNew |
$155K - $223K
|
4.18K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.09KNew |
$152K - $218K
|
4.09K
$290K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.81KNew |
$141K - $203K
|
3.81K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.85K+ 41.91% |
$106K - $152K
|
9.65K
$684K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.37KNew |
$88K - $126K
|
2.37K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.13K+ 1488.16% |
$42K - $60.3K
|
1.21K
$85.5K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.1KNew |
$40.7K - $58.4K
|
1.1K
$77.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03KNew |
$38.3K - $54.9K
|
1.03K
$72.9K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.02K+ 552.43% |
$38K - $54.5K
|
1.21K
$85.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
337+ 1.76% |
$12.5K - $18K
|
19.5K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
280New |
$10.4K - $14.9K
|
280
$19.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
173New |
$6.43K - $9.23K
|
173
$12.3K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$37.1 - $53.3
|
10.9K
$771K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 0.05% |
$223 - $320
|
12K
$848K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-49- 42.61% |
$1.82K - $2.61K
|
66
$4.67K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-238- 18.22% |
$8.84K - $12.7K
|
1.07K
$75.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-470- 45.54% |
$17.5K - $25.1K
|
562
$39.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-736- 2.6% |
$27.3K - $39.3K
|
27.5K
$1.95M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.41K- 89.97% |
$89.3K - $128K
|
268
$19K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.59K- 16.45% |
$171K - $245K
|
23.3K
$1.65M
|
|
|
Nov 14, 2024
Q4 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-4.84K- 4.57% |
$180K - $258K
|
101K
$7.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.85K- 51.82% |
$180K - $258K
|
4.51K
$319K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6.62K- 6.22% |
$246K - $353K
|
99.8K
$7.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
SELL
|
- |
-8.36K- 65.94% |
$311K - $446K
|
4.32K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-22K- 79.85% |
$817K - $1.17M
|
5.56K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.4K- 49.65% |
$906K - $1.3M
|
24.7K
$1.75M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
SELL
|
- |
-187K- 97.09% |
$6.96M - $10M
|
5.61K
$397K
|