Latest Institutional Transactions on Proshares Large Cap Core Plus (CSM)
This table provides information on the latest institutional transactions involving Proshares Large Cap Core Plus (CSM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-282- 2.56% |
$15.9K - $19.8K
|
10.7K
$751K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9KNew |
$163K - $203K
|
2.9K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1- 0.03% |
$56.3 - $70
|
3.49K
$244K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-19K- 24.34% |
$1.07M - $1.33M
|
59.1K
$4.14M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-69- 1.74% |
$3.89K - $4.83K
|
3.9K
$273K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.29K- 16.0% |
$185K - $231K
|
17.3K
$1.21M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.07K- 7.02% |
$193K - $212K
|
40.6K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
284+ 3.37% |
$17.9K - $19.6K
|
8.72K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
352New |
$22.2K - $24.3K
|
352
$24.7K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
16.4KNew |
$1.03M - $1.13M
|
16.4K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.3K- 11.63% |
$713K - $783K
|
86K
$6.03M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.4K- 5.36% |
$2.92M - $3.21M
|
819K
$57.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.3K+ 57.06% |
$586K - $643K
|
25.6K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.6KNew |
$666K - $731K
|
10.6K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-15- 0.13% |
$945 - $1.04K
|
11.5K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.87K- 0.37% |
$181K - $198K
|
777K
$54.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-316- 5.12% |
$19.9K - $21.8K
|
5.86K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-1.05K- 1.08% |
$66K - $72.4K
|
95.9K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.1KNew |
$1.08M - $1.18M
|
17.1K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.59K- 4.29% |
$99.9K - $110K
|
35.4K
$2.48M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.42K+ 51.77% |
$279K - $306K
|
13K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.32KNew |
$335K - $368K
|
5.32K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
448+ 1.06% |
$28.2K - $31K
|
42.6K
$2.98M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.42K+ 1.5% |
$89.1K - $97.8K
|
95.7K
$6.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.69K+ 23.05% |
$107K - $117K
|
9.04K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.37K+ 1135.69% |
$212K - $233K
|
3.67K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.85K- 3.62% |
$116K - $128K
|
49.2K
$3.44M
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
5.36K+ 142.18% |
$338K - $371K
|
9.14K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.35K- 12.27% |
$589K - $646K
|
66.9K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-299- 7.09% |
$18.8K - $20.7K
|
3.92K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-201- 2.24% |
$12.7K - $13.9K
|
8.79K
$616K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
10.3KNew |
$649K - $713K
|
10.3K
$722K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.28K- 9.39% |
$396K - $434K
|
60.6K
$4.25M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-25- 0.43% |
$1.58K - $1.73K
|
5.79K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.61KNew |
$353K - $388K
|
5.61K
$393K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
74+ 0.53% |
$4.66K - $5.12K
|
14K
$984K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 6.21% |
$75.3K - $82.6K
|
20.5K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-170- 14.53% |
$10.7K - $11.8K
|
1K
$70K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 0.91% |
$2.52K - $2.77K
|
4.34K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50K+ 16.82% |
$3.15M - $3.46M
|
347K
$24.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8+ 0.05% |
$504 - $553
|
14.6K
$1.02M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
72+ 0.4% |
$4.54K - $4.98K
|
18K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
959+ 18.24% |
$60.4K - $66.3K
|
6.22K
$435K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-111- 2.52% |
$6.99K - $7.67K
|
4.3K
$301K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.96% |
$25.2K - $27.7K
|
20K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-955- 0.62% |
$60.2K - $66K
|
153K
$10.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
92New |
$5.8K - $6.36K
|
92
$6.44K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.91K- 1.55% |
$120K - $132K
|
121K
$8.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.21K+ 87.23% |
$139K - $153K
|
4.75K
$333K
|
|