Purchases and Sales Made in Q4 2022 in Proshares Tr Russell 2000 Divi (SMDV)
This table provides information about the institutional ownership of Proshares Tr Russell 2000 Divi (SMDV) during Q4 2022. The information is specifically focused on institutions that hold shares of PROSHARES TR RUSSELL 2000 DIVI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
128K+ 8.0% |
$7.18M - $8.36M
|
1.73M
$119M
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
124K+ 9.23% |
$7M - $8.15M
|
1.47M
$101M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.8K+ 30.38% |
$4.21M - $4.9M
|
321K
$22.1M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
73.1K+ 46.23% |
$4.11M - $4.78M
|
231K
$15.9M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.5K+ 7.68% |
$2.5M - $2.92M
|
624K
$42.9M
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
20.4KNew |
$1.15M - $1.34M
|
20.4K
$1.4M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.5KNew |
$1.04M - $1.21M
|
18.5K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18.5K+ 34.99% |
$1.04M - $1.21M
|
71.3K
$4.9M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17KNew |
$954K - $1.11M
|
17K
$1.17M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.7K+ 8.73% |
$824K - $960K
|
183K
$12.6M
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
13.6K+ 8.83% |
$762K - $887K
|
167K
$11.5M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.5KNew |
$700K - $816K
|
12.5K
$856K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4K+ 27.38% |
$696K - $810K
|
57.6K
$3.96M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.7KNew |
$655K - $763K
|
11.7K
$801K
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
11.3KNew |
$637K - $742K
|
11.3K
$779K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1KNew |
$624K - $727K
|
11.1K
$763K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.68K+ 8.27% |
$488K - $568K
|
114K
$7.81M
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.28KNew |
$465K - $542K
|
8.28K
$569K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
8.21K+ 20.35% |
$461K - $537K
|
48.5K
$3.34M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.84K+ 2.12% |
$441K - $513K
|
377K
$25.9M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.59K+ 6.59% |
$427K - $497K
|
123K
$8.44M
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
7.37KNew |
$414K - $482K
|
7.37K
$506K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.21K+ 41.08% |
$405K - $472K
|
24.7K
$1.7M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.05K+ 37.56% |
$396K - $462K
|
25.8K
$1.77M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.02K+ 65.76% |
$338K - $394K
|
15.2K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
5.62KNew |
$316K - $368K
|
5.62K
$386K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.61K+ 2.13% |
$259K - $302K
|
222K
$15.2M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.99KNew |
$224K - $261K
|
3.99K
$274K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.89K+ 20.54% |
$219K - $255K
|
22.8K
$1.57M
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.88KNew |
$218K - $254K
|
3.88K
$267K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.76KNew |
$155K - $181K
|
2.76K
$190K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.38K+ 1.98% |
$134K - $156K
|
123K
$8.43M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.36K+ 5.85% |
$133K - $154K
|
42.7K
$2.93M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.99K+ 9.99% |
$112K - $130K
|
21.9K
$1.5M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.97K+ 8.35% |
$111K - $129K
|
25.6K
$1.76M
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
1.7K+ 2.68% |
$95.6K - $111K
|
65.2K
$4.48M
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.25K+ 2.3% |
$70.5K - $82.1K
|
55.7K
$3.83M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 29.37% |
$69.4K - $80.9K
|
5.44K
$374K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.08K+ 21.97% |
$60.8K - $70.8K
|
6K
$412K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.04K+ 16.86% |
$58.2K - $67.8K
|
7.18K
$493K
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
970+ 2.24% |
$54.5K - $63.5K
|
44.3K
$3.04M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
846+ 14.7% |
$47.6K - $55.4K
|
6.6K
$454K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
690+ 175.57% |
$38.8K - $45.2K
|
1.08K
$74.4K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
682+ 3.83% |
$38.3K - $44.7K
|
18.5K
$1.27M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
661+ 7.05% |
$37.2K - $43.3K
|
10K
$689K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
569+ 9.06% |
$32K - $37.3K
|
6.85K
$471K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
530+ 8.38% |
$29.8K - $34.7K
|
6.85K
$471K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
378+ 4.74% |
$21.2K - $24.7K
|
8.36K
$574K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
378New |
$21.2K - $24.7K
|
378
$26K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
314+ 8.71% |
$17.6K - $20.6K
|
3.92K
$269K
|