Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.4K- 30.44% |
$1.9M - $2.12M
|
74.1K
$5.04M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-24.8K- 19.02% |
$1.46M - $1.62M
|
106K
$7.2M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-22.2K- 8.41% |
$1.3M - $1.45M
|
242K
$16.5M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-20.3K- 16.47% |
$1.19M - $1.33M
|
103K
$7.03M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.8K- 11.86% |
$1.16M - $1.3M
|
147K
$10M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.5K- 22.88% |
$851K - $949K
|
48.9K
$3.33M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 66.81% |
$815K - $909K
|
6.9K
$470K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.41K- 23.15% |
$258K - $288K
|
14.6K
$996K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.56K- 7.08% |
$209K - $233K
|
46.7K
$3.18M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.66K- 12.2% |
$156K - $174K
|
19.2K
$1.31M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.15K- 4.78% |
$126K - $140K
|
42.7K
$2.91M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.53K- 3.6% |
$89.6K - $100K
|
41K
$2.79M
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.29K- 1.3% |
$75.6K - $84.3K
|
97.8K
$6.66M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.18K- 0.95% |
$68.9K - $76.8K
|
123K
$8.37M
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-937- 1.33% |
$54.9K - $61.3K
|
69.3K
$4.72M
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-607- 5.34% |
$35.6K - $39.7K
|
10.8K
$733K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-433- 5.34% |
$25.4K - $28.3K
|
7.67K
$523K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-389- 3.21% |
$22.8K - $25.4K
|
11.7K
$799K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-357- 2.04% |
$20.9K - $23.3K
|
17.2K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-355- 0.96% |
$20.8K - $23.2K
|
36.5K
$2.48M
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-310- 63.27% |
$18.2K - $20.3K
|
180
$12.3K
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-204- 0.03% |
$12K - $13.3K
|
780K
$53.2M
|
|
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 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-155- 3.52% |
$9.09K - $10.1K
|
4.25K
$289K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-130- 2.86% |
$7.62K - $8.5K
|
4.41K
$300K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-122- 2.9% |
$7.15K - $7.98K
|
4.09K
$279K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-66- 1.42% |
$3.87K - $4.31K
|
4.59K
$312K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-33- 0.56% |
$1.93K - $2.16K
|
5.82K
$396K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 2.22% |
$1.17K - $1.31K
|
881
$60K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$58.6 - $65.4
|
13.9K
$945K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.02K- 16.69% |
$58.5K - $63.6K
|
5.11K
$348K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-556- 12.78% |
$31.8K - $34.6K
|
3.8K
$259K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.92% |
$22.9K - $24.9K
|
20.4K
$1.39M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-360- 9.23% |
$20.6K - $22.4K
|
3.54K
$241K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-62- 1.63% |
$3.54K - $3.85K
|
3.75K
$255K
|
|
Q1 2024 | |||||||
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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-365- 6.74% |
$19.7K - $22.2K
|
5.05K
$344K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-172- 3.93% |
$9.27K - $10.4K
|
4.2K
$286K
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.15K- 8.42% |
$53.7K - $63K
|
12.5K
$849K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.03K- 19.36% |
$48.3K - $56.7K
|
4.3K
$293K
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-965- 18.35% |
$45.2K - $53K
|
4.3K
$293K
|
|
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
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-470- 5.14% |
$22.8K - $24.9K
|
8.67K
$591K
|
|
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
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-13- 0.23% |
$631 - $687
|
5.62K
$382K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.1K- 75.73% |
$745K - $820K
|
5.15K
$351K
|
|
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
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-5.78K- 2.01% |
$258K - $286K
|
282K
$19.2M
|