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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-589- 14.32% |
$38K - $40.7K
|
3.53K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.64% |
$258 - $276
|
632
$43.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-215- 0.17% |
$13.9K - $14.8K
|
123K
$8.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-5- 0.09% |
$323 - $345
|
5.81K
$398K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
558New |
$36K - $38.5K
|
558
$38.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-6.19K- 6.0% |
$400K - $427K
|
97K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
640+ 6.03% |
$41.3K - $44.2K
|
11.3K
$772K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.76K+ 5.87% |
$113K - $121K
|
31.7K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-688- 1.24% |
$44.4K - $47.5K
|
54.7K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.49% |
$64.6 - $69
|
206
$14.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2.34K- 3.38% |
$151K - $161K
|
66.9K
$4.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3- 0.02% |
$194 - $207
|
17.7K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-68- 1.48% |
$4.39K - $4.69K
|
4.52K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-107- 2.62% |
$6.91K - $7.39K
|
3.98K
$273K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-55- 0.47% |
$3.55K - $3.8K
|
11.7K
$800K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-318- 0.33% |
$20.5K - $21.9K
|
97.5K
$6.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-183- 0.88% |
$11.8K - $12.6K
|
20.7K
$1.42M
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.2K- 8.41% |
$1.3M - $1.45M
|
242K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.52K+ 39.22% |
$89.3K - $99.6K
|
5.41K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.51K+ 1.58% |
$88.2K - $98.4K
|
96.6K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.8K- 19.02% |
$1.46M - $1.62M
|
106K
$7.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.3K+ 3.39% |
$1.72M - $1.91M
|
894K
$61.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.41K- 23.15% |
$258K - $288K
|
14.6K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 66.81% |
$815K - $909K
|
6.9K
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.95KNew |
$114K - $127K
|
1.95K
$134K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-355- 0.96% |
$20.8K - $23.2K
|
36.5K
$2.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.4K- 30.44% |
$1.9M - $2.12M
|
74.1K
$5.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.56K- 7.08% |
$209K - $233K
|
46.7K
$3.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-204- 0.03% |
$12K - $13.3K
|
780K
$53.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.25KNew |
$307K - $343K
|
5.25K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.15K- 4.78% |
$126K - $140K
|
42.7K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
983+ 7.81% |
$57.6K - $64.3K
|
13.6K
$930K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.53K- 3.6% |
$89.6K - $100K
|
41K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-433- 5.34% |
$25.4K - $28.3K
|
7.67K
$526K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
152+ 1.32% |
$8.91K - $9.94K
|
11.6K
$798K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
247K+ 175.85% |
$14.5M - $16.1M
|
387K
$26.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-357- 2.04% |
$20.9K - $23.3K
|
17.2K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$58.6 - $65.4
|
15.1K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.8K- 11.86% |
$1.16M - $1.3M
|
147K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.01% |
$58.6 - $65.4
|
7.24K
$496K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-607- 5.34% |
$35.6K - $39.7K
|
10.8K
$738K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$58.6 - $65.4
|
13.9K
$951K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
4.66K+ 4.71% |
$273K - $304K
|
104K
$7.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
63.1KNew |
$3.7M - $4.12M
|
63.1K
$4.32M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.5K- 22.88% |
$851K - $949K
|
48.9K
$3.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-130- 2.86% |
$7.62K - $8.5K
|
4.41K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.72% |
$58.6 - $65.4
|
140
$9.59K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4+ 0.08% |
$234 - $261
|
5.25K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
3.2KNew |
$188K - $209K
|
3.2K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-310- 63.27% |
$18.2K - $20.3K
|
180
$12.3K
|
|