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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-19K- 24.34% |
$1.07M - $1.33M
|
59.1K
$4.14M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-3.29K- 16.0% |
$185K - $231K
|
17.3K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-282- 2.56% |
$15.9K - $19.8K
|
10.7K
$751K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-69- 1.74% |
$3.89K - $4.83K
|
3.9K
$273K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1- 0.03% |
$56.3 - $70
|
3.49K
$244K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.4K- 5.36% |
$2.92M - $3.21M
|
819K
$57.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.3K- 11.63% |
$713K - $783K
|
86K
$6.03M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.35K- 12.27% |
$589K - $646K
|
66.9K
$4.68M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.28K- 9.39% |
$396K - $434K
|
60.6K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.07K- 7.02% |
$193K - $212K
|
40.6K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.87K- 0.37% |
$181K - $198K
|
777K
$54.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.53K- 2.44% |
$159K - $175K
|
101K
$7.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.91K- 1.55% |
$120K - $132K
|
121K
$8.46M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.85K- 3.62% |
$116K - $128K
|
49.2K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.59K- 4.29% |
$99.9K - $110K
|
35.4K
$2.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 2.9% |
$99.8K - $110K
|
53.1K
$3.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.32K- 3.28% |
$83.2K - $91.3K
|
38.9K
$2.73M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-1.05K- 1.08% |
$66K - $72.4K
|
95.9K
$6.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-955- 0.62% |
$60.2K - $66K
|
153K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.96% |
$25.2K - $27.7K
|
20K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-316- 5.12% |
$19.9K - $21.8K
|
5.86K
$410K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-299- 7.09% |
$18.8K - $20.7K
|
3.92K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-201- 2.24% |
$12.7K - $13.9K
|
8.79K
$616K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-170- 14.53% |
$10.7K - $11.8K
|
1K
$70K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-117- 0.66% |
$7.37K - $8.09K
|
17.5K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-111- 2.52% |
$6.99K - $7.67K
|
4.3K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-45- 1.0% |
$2.84K - $3.11K
|
4.48K
$313K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 0.91% |
$2.52K - $2.77K
|
4.34K
$304K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.79% |
$1.89K - $2.07K
|
3.77K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-25- 0.43% |
$1.58K - $1.73K
|
5.79K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-15- 0.13% |
$945 - $1.04K
|
11.5K
$808K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10- 0.03% |
$630 - $691
|
31.7K
$2.22M
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.11K- 15.36% |
$71.8K - $76.8K
|
6.13K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-715- 13.63% |
$46.2K - $49.3K
|
4.53K
$317K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-523- 13.0% |
$33.8K - $36.1K
|
3.5K
$245K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-512- 0.86% |
$33.1K - $35.3K
|
59.3K
$4.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-300- 2.79% |
$19.4K - $20.7K
|
10.5K
$733K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-433- 5.34% |
$25.4K - $28.3K
|
7.67K
$537K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-310- 63.27% |
$18.2K - $20.3K
|
180
$12.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-178- 0.63% |
$10.4K - $11.6K
|
28.3K
$1.98M
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-155- 3.52% |
$9.09K - $10.1K
|
4.25K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-20- 2.22% |
$1.17K - $1.31K
|
881
$61.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$58.6 - $65.4
|
13.9K
$972K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.02K- 16.69% |
$58.5K - $63.6K
|
5.11K
$358K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-360- 9.23% |
$20.6K - $22.4K
|
3.54K
$248K
|
|
| 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
$484K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-365- 6.74% |
$19.7K - $22.2K
|
5.05K
$354K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.15K- 8.42% |
$53.7K - $63K
|
12.5K
$873K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.03K- 19.36% |
$48.3K - $56.7K
|
4.3K
$301K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-965- 18.35% |
$45.2K - $53K
|
4.3K
$301K
|
|