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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-310- 63.27% |
$18.2K - $20.3K
|
180
$12.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-178- 0.63% |
$10.4K - $11.6K
|
28.3K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 14.24% |
$162K - $181K
|
22.2K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.66K- 12.2% |
$156K - $174K
|
19.2K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 2.22% |
$1.17K - $1.31K
|
881
$60K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-155- 3.52% |
$9.09K - $10.1K
|
4.25K
$289K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
20.7K+ 414.28% |
$1.21M - $1.35M
|
25.7K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
2.94K+ 55.59% |
$172K - $192K
|
8.23K
$561K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.02K- 16.69% |
$58.5K - $63.6K
|
5.11K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-62- 1.63% |
$3.54K - $3.85K
|
3.75K
$255K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.4KNew |
$251K - $273K
|
4.4K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.36KNew |
$192K - $209K
|
3.36K
$229K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
260+ 0.88% |
$14.9K - $16.2K
|
29.7K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.69KNew |
$211K - $229K
|
3.69K
$251K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-556- 12.78% |
$31.8K - $34.6K
|
3.8K
$259K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-360- 9.23% |
$20.6K - $22.4K
|
3.54K
$241K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.92% |
$22.9K - $24.9K
|
20.4K
$1.39M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-172- 3.93% |
$9.27K - $10.4K
|
4.2K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-365- 6.74% |
$19.7K - $22.2K
|
5.05K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.05K+ 76.07% |
$110K - $125K
|
4.75K
$323K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.31K- 15.99% |
$70.8K - $79.8K
|
6.91K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.14KNew |
$385K - $434K
|
7.14K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$67.3K - $75.8K
|
1.25K
$85K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52KNew |
$189K - $214K
|
3.52K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
66New |
$3.56K - $4.01K
|
66
$4.49K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.07KNew |
$219K - $247K
|
4.07K
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.46KNew |
$187K - $210K
|
3.46K
$236K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.19% |
$108 - $121
|
1.05K
$71.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
4.8KNew |
$259K - $292K
|
4.8K
$327K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
124New |
$6.68K - $7.53K
|
124
$8.44K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 16.53% |
$516K - $605K
|
77.6K
$5.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.02KNew |
$188K - $221K
|
4.02K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$187K - $220K
|
4K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.14KNew |
$194K - $227K
|
4.14K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.03K- 19.36% |
$48.3K - $56.7K
|
4.3K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.33KNew |
$109K - $128K
|
2.33K
$159K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.15K- 8.42% |
$53.7K - $63K
|
12.5K
$849K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-700- 12.1% |
$32.8K - $38.5K
|
5.09K
$346K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-200- 5.67% |
$9.37K - $11K
|
3.33K
$227K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
2+ 0.44% |
$93.7 - $110
|
456
$31.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-965- 18.35% |
$45.2K - $53K
|
4.3K
$292K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-470- 5.14% |
$22.8K - $24.9K
|
8.67K
$590K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 2.23% |
$4.85K - $5.29K
|
4.38K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
285New |
$13.8K - $15.1K
|
285
$19.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-13- 0.23% |
$631 - $687
|
5.62K
$382K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$499K - $544K
|
10.3K
$700K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$194 - $212
|
4
$272
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-6.16KClosed |
$286K - $314K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-202- 3.6% |
$9.36K - $10.3K
|
5.41K
$369K
|
|