Purchases and Sales Made in Q3 2023 in Proshares Tr S&P Tech Divid Ar (TDV)
This table provides information about the institutional ownership of Proshares Tr S&P Tech Divid Ar (TDV) during Q3 2023. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P TECH DIVID AR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.5K+ 47.09% |
$2.8M - $3.09M
|
142K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.7K+ 73.41% |
$2.44M - $2.69M
|
93.7K
$7.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
31.2K+ 96.2% |
$1.92M - $2.11M
|
63.5K
$4.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
18.3K+ 46.58% |
$1.13M - $1.24M
|
57.5K
$4.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
16.5K+ 302.65% |
$1.01M - $1.12M
|
21.9K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.1KNew |
$870K - $958K
|
14.1K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.4K+ 21.62% |
$766K - $844K
|
70K
$5.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.8K+ 4.55% |
$727K - $801K
|
271K
$20.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.38K+ 7.95% |
$516K - $569K
|
114K
$8.77M
|
|
|
Oct 27, 2023
Q3 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
8.05KNew |
$496K - $546K
|
8.05K
$620K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.94K+ 16.0% |
$489K - $539K
|
57.5K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.85K+ 78.05% |
$422K - $465K
|
15.6K
$1.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.38K+ 1064.0% |
$393K - $433K
|
6.98K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.84K+ 122.22% |
$359K - $396K
|
10.6K
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.18KNew |
$319K - $352K
|
5.18K
$399K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnolia Capital Management LTD
|
BUY
|
- |
4.99KNew |
$307K - $339K
|
4.99K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.78K+ 5.09% |
$233K - $257K
|
78.1K
$6.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.73K+ 16.31% |
$230K - $253K
|
26.6K
$2.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.38KNew |
$208K - $230K
|
3.38K
$261K
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
3.22KNew |
$199K - $219K
|
3.22K
$248K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.86K+ 100.42% |
$176K - $194K
|
5.7K
$439K
|
|
|
Oct 19, 2023
Q3 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
2.76K+ 9.46% |
$170K - $187K
|
31.9K
$2.46M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.76K+ 7.09% |
$170K - $187K
|
41.6K
$3.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.59K+ 3.23% |
$159K - $175K
|
82.6K
$6.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.57K+ 15.52% |
$96.6K - $106K
|
11.7K
$899K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.35KNew |
$83K - $91.5K
|
1.35K
$104K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.2K+ 3.02% |
$74K - $81.6K
|
41K
$3.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
796New |
$49K - $54K
|
796
$61.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
753New |
$46.4K - $51.1K
|
753
$58K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
733+ 86.85% |
$45.1K - $49.8K
|
1.58K
$122K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
697+ 8.5% |
$42.9K - $47.3K
|
8.9K
$686K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
676+ 10.26% |
$41.6K - $45.9K
|
7.27K
$560K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
480+ 11.24% |
$29.6K - $32.6K
|
4.75K
$366K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
134+ 0.31% |
$8.25K - $9.1K
|
43.5K
$3.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
108+ 1.09% |
$6.65K - $7.33K
|
9.99K
$770K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42+ 0.92% |
$2.59K - $2.85K
|
4.61K
$355K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13+ 0.36% |
$801 - $882
|
3.61K
$278K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
7+ 0.1% |
$431 - $475
|
6.94K
$535K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 0.24% |
$61.6 - $67.9
|
422
$32.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.26% |
$61.6 - $67.9
|
391
$30.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 0.18% |
$185 - $204
|
1.66K
$128K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-49- 17.56% |
$3.02K - $3.33K
|
230
$17.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-363- 2.48% |
$22.4K - $24.6K
|
14.3K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-438- 10.67% |
$27K - $29.7K
|
3.67K
$283K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.72K- 2.27% |
$229K - $253K
|
161K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.63K- 4.26% |
$346K - $382K
|
126K
$9.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-6.58K- 5.89% |
$405K - $446K
|
105K
$8.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.5K- 9.0% |
$585K - $645K
|
96K
$7.4M
|