Maple Capital Management, Inc. Proshares Large Cap Core Plus Transaction History

Maple Capital Management, Inc.

$1.46 Billion
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$25.69 - $40.21 $87,859 - $137,518	-3,420 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$34.39 - $38.64 $4,298 - $4,830	125 Added 3.79%	3,420 $264,000
Q3 2019 Nov 14, 2019	SELL	$35.23 - $35.99 $10,568 - $10,797	-300 Reduced 8.34%	3,295 $234,000
Q2 2019 Aug 14, 2019	SELL	N/A	-465 Reduced 11.45%	3,595 $253,000
Q1 2019 May 15, 2019	SELL	N/A	-125 Reduced 2.99%	4,060 $278,000
Q4 2018 Feb 14, 2019	BUY	N/A	475 Added 12.8%	4,185 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-150 Reduced 3.89%	3,710 $0
Q2 2018 Aug 08, 2018	SELL	N/A	-2,255 Reduced 36.88%	3,860 $0
Q1 2018 May 11, 2018	BUY	N/A	145 Added 2.43%	6,115 $0
Q4 2017 Feb 15, 2018	BUY	N/A	855 Added 16.72%	5,970 $399,000
Q3 2017 Nov 03, 2017	BUY	N/A	5,115	5,115 $320,000

Others Institutions Holding CSM

# of Institutions

105

Shares Held

3.98M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

819K
Shares

$59.4 Million
0.0% of portfolio
Kayne Anderson Rudnick Investment Management LLC Los Angeles, CA

777K
Shares

$56.4 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

347K
Shares

$25.2 Million
0.01% of portfolio
National Asset Management, Inc. Boca Raton, FL

251K
Shares

$18.2 Million
0.56% of portfolio
Onyx Bridge Wealth Group LLC

116K
Shares

$8.44 Million
1.2% of portfolio

About PROSHARES LARGE CAP CORE PLUS

Ticker CSM
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Maple Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Maple Capital Management, Inc. with notifications on news.