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 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-310Closed |
$14.3K - $15.4K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-552Closed |
$25.5K - $27.4K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.4KClosed |
$517K - $566K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.89KClosed |
$288K - $314K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.25KClosed |
$219K - $240K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Palladiem, LLC
|
SELL
|
- |
-4.11KClosed |
$172K - $188K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-131Closed |
$4.66K - $5.33K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-501Closed |
$17.8K - $20.4K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-103Closed |
$3.66K - $4.19K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-48Closed |
$1.71K - $1.95K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.08KClosed |
$38.4K - $44K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-3.05KClosed |
$109K - $124K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-84Closed |
$2.99K - $3.42K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Nepsis Inc.
|
SELL
|
- |
-2.89KClosed |
$103K - $118K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-202- 1.94% |
$5.7K - $7.56K
|
10.2K
$694K
|
|
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-11.1KClosed |
$313K - $415K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-783Closed |
$22.1K - $29.3K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-725Closed |
$20.5K - $27.1K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-64Closed |
$1.81K - $2.39K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.03KClosed |
$142K - $188K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-29.6KClosed |
$760K - $1.19M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Maple Capital Management, Inc.
|
SELL
|
- |
-3.42KClosed |
$87.9K - $138K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.57KClosed |
$169K - $264K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.95KClosed |
$153K - $239K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.52KClosed |
$142K - $222K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-47Closed |
$1.21K - $1.89K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-3.64KClosed |
$93.6K - $147K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11KClosed |
$282K - $442K
|
0
$0
|
|
|
Apr 07, 2020
Q1 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-29Closed |
$745 - $1.17K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
340New |
$11.7K - $13.1K
|
340
$23.2K
|
|
|
Feb 14, 2020
Q4 2019
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.02KClosed |
$69.5K - $78.1K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-7.73KClosed |
$266K - $299K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 06, 2019
Q3 2019
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.9KClosed |
$137K - $140K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-30Closed |
$1.06K - $1.08K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-200Closed |
$7.05K - $7.2K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.58KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.78KClosed |
N/A
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Gradient Investments LLC
|
SELL
|
- |
-82Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-338Closed |
N/A
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Spinnaker Trust
|
SELL
|
- |
-13.5KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-436Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Covington Capital Management
|
SELL
|
- |
-765Closed |
N/A
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Burt Wealth Advisors
|
SELL
|
- |
-1.03KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.54KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-2.8KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.9KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Lincoln National Corp
|
SELL
|
- |
-4.97KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-63KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Trilogy Capital Inc.
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.1KClosed |
N/A
|
0
$0
|
|