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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-360- 7.58% |
$20.3K - $25.4K
|
4.39K
$326K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-52.4K- 20.84% |
$2.95M - $3.69M
|
199K
$14.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-40- 1.14% |
$2.25K - $2.82K
|
3.46K
$256K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.67K- 0.94% |
$432K - $540K
|
811K
$60.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.8K+ 25.91% |
$1.4M - $1.75M
|
120K
$8.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.57K- 97.14% |
$201K - $251K
|
105
$7.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-269- 4.59% |
$15.2K - $19K
|
5.59K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.81K- 2.7% |
$102K - $127K
|
65.1K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.53K- 4.1% |
$199K - $249K
|
82.5K
$6.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.3K+ 87.14% |
$1.09M - $1.36M
|
41.5K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.91K- 34.81% |
$502K - $628K
|
16.7K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.11% |
$282 - $352
|
4.54K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.54K- 3.13% |
$86.7K - $109K
|
47.6K
$3.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
38+ 0.11% |
$2.14K - $2.68K
|
35.4K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-44- 0.36% |
$2.48K - $3.1K
|
12.3K
$914K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
296+ 1.0% |
$16.7K - $20.9K
|
30K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8- 0.1% |
$451 - $564
|
7.66K
$568K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.42K- 5.72% |
$193K - $241K
|
56.4K
$4.18M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.18KNew |
$292K - $365K
|
5.18K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
2.85KNew |
$160K - $200K
|
2.85K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.4K- 50.0% |
$248K - $310K
|
4.4K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.26% |
$563 - $705
|
3.93K
$291K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-379K- 48.76% |
$21.3M - $26.7M
|
398K
$29.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.92K- 9.65% |
$221K - $276K
|
36.7K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
190New |
$10.7K - $13.4K
|
190
$14.1K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
255+ 4.1% |
$14.4K - $18K
|
6.47K
$480K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58K- 16.71% |
$3.27M - $4.09M
|
289K
$21.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-285- 3.15% |
$16.1K - $20.1K
|
8.76K
$649K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.85K+ 184.8% |
$104K - $130K
|
2.85K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1+ 0.71% |
$56.3 - $70.5
|
141
$10.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.51K- 10.38% |
$85.1K - $106K
|
13.1K
$967K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.56K- 26.65% |
$257K - $321K
|
12.5K
$930K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$56.3 - $70.5
|
14.1K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
498+ 5.71% |
$28.1K - $35.1K
|
9.22K
$683K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.84K- 38.31% |
$441K - $552K
|
12.6K
$935K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.96K- 10.9% |
$111K - $138K
|
16.1K
$1.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
218+ 0.22% |
$12.3K - $15.4K
|
101K
$7.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.38K+ 142.96% |
$303K - $379K
|
9.15K
$678K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.82K+ 17.53% |
$384K - $481K
|
45.7K
$3.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-53K- 34.69% |
$2.99M - $3.74M
|
99.9K
$7.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.18K- 2.77% |
$66.4K - $83.1K
|
41.4K
$3.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-103- 0.79% |
$5.8K - $7.26K
|
12.9K
$953K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-4.48K- 3.71% |
$252K - $315K
|
116K
$8.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-679- 5.89% |
$38.2K - $47.8K
|
10.9K
$805K
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.28K- 10.36% |
$354K - $443K
|
54.4K
$4.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
4.56K+ 49.92% |
$257K - $321K
|
13.7K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2K- 42.19% |
$113K - $141K
|
2.75K
$204K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 0.02% |
$56.3 - $70.5
|
6.13K
$454K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-702- 1.32% |
$39.5K - $49.5K
|
52.4K
$3.89M
|