Latest Institutional Purchases of Proshares Large Cap Core Plus (CSM)
This list provides information on the latest institutional transactions involving Proshares Large Cap Core Plus (CSM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.8KNew |
$1.19M - $1.29M
|
20.8K
$1.3M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.31K+ 60.42% |
$417K - $454K
|
19.4K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.09K+ 5.74% |
$405K - $441K
|
131K
$8.13M
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5KNew |
$286K - $311K
|
5K
$311K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.4KNew |
$251K - $273K
|
4.4K
$274K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.69KNew |
$211K - $229K
|
3.69K
$230K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.36KNew |
$192K - $209K
|
3.36K
$209K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.4K+ 24.71% |
$137K - $149K
|
12.1K
$754K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.06K+ 29.6% |
$60.7K - $66.1K
|
4.65K
$290K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
401+ 2.97% |
$22.9K - $24.9K
|
13.9K
$864K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
380+ 1.04% |
$21.7K - $23.6K
|
36.8K
$2.29M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
260+ 0.88% |
$14.9K - $16.2K
|
29.7K
$1.85M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
217+ 2.75% |
$12.4K - $13.5K
|
8.11K
$505K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 2.16% |
$4.69K - $5.1K
|
3.88K
$242K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$57.1 - $62.2
|
5.25K
$327K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.14KNew |
$385K - $434K
|
7.14K
$445K
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
4.8KNew |
$259K - $292K
|
4.8K
$299K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.07KNew |
$219K - $247K
|
4.07K
$253K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.52KNew |
$189K - $214K
|
3.52K
$219K
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3.46KNew |
$187K - $210K
|
3.46K
$216K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.05K+ 76.07% |
$110K - $125K
|
4.75K
$295K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$67.3K - $75.8K
|
1.25K
$77.7K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
159+ 1.42% |
$8.57K - $9.66K
|
11.4K
$708K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
139New |
$7.49K - $8.44K
|
139
$8.66K
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
124New |
$6.68K - $7.53K
|
124
$7.72K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
66New |
$3.56K - $4.01K
|
66
$4.11K
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
43+ 0.82% |
$2.32K - $2.61K
|
5.29K
$330K
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.32% |
$108 - $121
|
627
$39K
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2+ 0.19% |
$108 - $121
|
1.05K
$65.4K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 16.53% |
$516K - $605K
|
77.6K
$4.83M
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.4KNew |
$206K - $242K
|
4.4K
$274K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.14KNew |
$194K - $227K
|
4.14K
$258K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.02KNew |
$188K - $221K
|
4.02K
$251K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4KNew |
$187K - $220K
|
4K
$249K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
2.33KNew |
$109K - $128K
|
2.33K
$145K
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
2+ 0.44% |
$93.7 - $110
|
456
$28.4K
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.3KNew |
$499K - $544K
|
10.3K
$640K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
285New |
$13.8K - $15.1K
|
285
$17.7K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$194 - $212
|
4
$249
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7.03KNew |
$326K - $359K
|
7.03K
$438K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
175+ 203.49% |
$8.11K - $8.93K
|
261
$16.3K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$46.3 - $51
|
1
$62.3
|
|
Q1 2023 | |||||||
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
19.6KNew |
$873K - $968K
|
19.6K
$1.22M
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$196K - $218K
|
4.4K
$274K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
626+ 18.04% |
$27.9K - $31K
|
4.1K
$255K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
175KNew |
$7.74M - $8.47M
|
175K
$10.9M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.75KNew |
$122K - $133K
|
2.75K
$171K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
502New |
$22.2K - $24.3K
|
502
$31.3K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.14% |
$44.3 - $48.4
|
699
$43.5K
|