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 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-376- 6.5% |
$21.2K - $26.5K
|
5.41K
$401K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.16KNew |
$178K - $223K
|
3.16K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-880- 0.92% |
$49.6K - $62K
|
95.1K
$7.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30- 0.67% |
$1.69K - $2.11K
|
4.45K
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
31.7KNew |
$1.78M - $2.23M
|
31.7K
$2.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-235- 1.34% |
$13.2K - $16.6K
|
17.3K
$1.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-15- 0.15% |
$845 - $1.06K
|
10.3K
$763K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
181New |
$10.2K - $12.8K
|
181
$13.4K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.32% |
$113 - $141
|
621
$46K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-282- 2.56% |
$15.9K - $19.9K
|
10.7K
$795K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.9KNew |
$163K - $204K
|
2.9K
$215K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1- 0.03% |
$56.3 - $70.5
|
3.49K
$259K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-19K- 24.34% |
$1.07M - $1.34M
|
59.1K
$4.38M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-69- 1.74% |
$3.89K - $4.86K
|
3.9K
$289K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.29K- 16.0% |
$185K - $232K
|
17.3K
$1.28M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.6KNew |
$666K - $731K
|
10.6K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
16.4KNew |
$1.03M - $1.13M
|
16.4K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
352New |
$22.2K - $24.3K
|
352
$26.1K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.32KNew |
$335K - $368K
|
5.32K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.61KNew |
$353K - $388K
|
5.61K
$416K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 0.91% |
$2.52K - $2.77K
|
4.34K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-111- 2.52% |
$6.99K - $7.67K
|
4.3K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.96% |
$25.2K - $27.7K
|
20K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
92New |
$5.8K - $6.36K
|
92
$6.82K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-300- 2.79% |
$19.4K - $20.7K
|
10.5K
$776K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.69KNew |
$238K - $254K
|
3.69K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
8.67KNew |
$560K - $598K
|
8.67K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34New |
$2.2K - $2.35K
|
34
$2.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
800New |
$51.7K - $55.2K
|
800
$59.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
520New |
$33.6K - $35.9K
|
520
$38.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
800New |
$51.7K - $55.2K
|
800
$59.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.64% |
$258 - $276
|
632
$46.9K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.49% |
$64.6 - $69
|
206
$15.3K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$58.6 - $65.4
|
13.9K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
63.1KNew |
$3.7M - $4.12M
|
63.1K
$4.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
3.2KNew |
$188K - $209K
|
3.2K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-310- 63.27% |
$18.2K - $20.3K
|
180
$13.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 14.24% |
$162K - $181K
|
22.2K
$1.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-178- 0.63% |
$10.4K - $11.6K
|
28.3K
$2.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 2.22% |
$1.17K - $1.31K
|
881
$65.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
20.7K+ 414.28% |
$1.21M - $1.35M
|
25.7K
$1.91M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.02K- 16.69% |
$58.5K - $63.6K
|
5.11K
$379K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-360- 9.23% |
$20.6K - $22.4K
|
3.54K
$262K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-365- 6.74% |
$19.7K - $22.2K
|
5.05K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.05K+ 76.07% |
$110K - $125K
|
4.75K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.31K- 15.99% |
$70.8K - $79.8K
|
6.91K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.14KNew |
$385K - $434K
|
7.14K
$530K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$67.3K - $75.8K
|
1.25K
$92.5K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52KNew |
$189K - $214K
|
3.52K
$261K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
66New |
$3.56K - $4.01K
|
66
$4.89K
|
|