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 |
---|---|---|---|---|---|---|---|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-135K- 33.76% |
$7.69M - $8.37M
|
264K
$16.5M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.2K- 21.37% |
$985K - $1.07M
|
63.4K
$3.95M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-17.2K- 2.15% |
$981K - $1.07M
|
781K
$48.6M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.25K- 4.7% |
$472K - $513K
|
167K
$10.4M
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-7.37K- 6.93% |
$421K - $458K
|
98.9K
$6.16M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.85K- 6.04% |
$391K - $426K
|
106K
$6.63M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.42K- 10.77% |
$310K - $337K
|
44.9K
$2.8M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.55K- 19.28% |
$260K - $283K
|
19K
$1.19M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.33K- 2.99% |
$248K - $269K
|
140K
$8.74M
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
SELL
|
- |
-3.82K- 3.0% |
$218K - $237K
|
124K
$7.69M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.38K- 19.07% |
$136K - $148K
|
10.1K
$628K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.59K- 25.99% |
$91.1K - $99.1K
|
4.54K
$283K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.55K- 1.54% |
$88.5K - $96.3K
|
99.1K
$6.17M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.46K- 10.39% |
$83.4K - $90.8K
|
12.6K
$784K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.32K- 2.55% |
$75.2K - $81.8K
|
50.3K
$3.13M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.24K- 4.18% |
$71K - $77.2K
|
28.5K
$1.77M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.02K- 16.69% |
$58.5K - $63.6K
|
5.11K
$318K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-940- 5.09% |
$53.7K - $58.4K
|
17.5K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-680- 0.71% |
$38.9K - $42.3K
|
95.1K
$5.92M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-653- 1.22% |
$37.3K - $40.6K
|
52.9K
$3.29M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-600- 7.65% |
$34.3K - $37.3K
|
7.24K
$451K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-556- 12.78% |
$31.8K - $34.6K
|
3.8K
$236K
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-534- 1.24% |
$30.5K - $33.2K
|
42.5K
$2.65M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-417- 3.5% |
$23.8K - $25.9K
|
11.5K
$716K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.92% |
$22.9K - $24.9K
|
20.4K
$1.27M
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-360- 9.23% |
$20.6K - $22.4K
|
3.54K
$220K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-207- 0.94% |
$11.8K - $12.9K
|
21.8K
$1.36M
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-150- 1.76% |
$8.57K - $9.32K
|
8.4K
$523K
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-103- 1.73% |
$5.89K - $6.4K
|
5.85K
$364K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-62- 1.63% |
$3.54K - $3.85K
|
3.75K
$233K
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-54- 0.08% |
$3.09K - $3.36K
|
70.2K
$4.37M
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-35- 0.03% |
$2K - $2.18K
|
124K
$7.72M
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-25- 0.59% |
$1.43K - $1.55K
|
4.21K
$262K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-15- 0.07% |
$857 - $932
|
20.9K
$1.3M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.91K- 0.57% |
$265K - $298K
|
856K
$53.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.31K- 15.99% |
$70.8K - $79.8K
|
6.91K
$430K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-365- 6.74% |
$19.7K - $22.2K
|
5.05K
$315K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-240- 1.57% |
$12.9K - $14.6K
|
15.1K
$939K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-181- 16.73% |
$9.76K - $11K
|
901
$56.1K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-172- 3.93% |
$9.27K - $10.4K
|
4.2K
$262K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-119- 36.84% |
$6.41K - $7.23K
|
204
$12.7K
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.15K- 8.42% |
$53.7K - $63K
|
12.5K
$776K
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.03K- 19.36% |
$48.3K - $56.7K
|
4.3K
$267K
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-965- 18.35% |
$45.2K - $53K
|
4.3K
$267K
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-700- 12.1% |
$32.8K - $38.5K
|
5.09K
$317K
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-200- 5.67% |
$9.37K - $11K
|
3.33K
$207K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-470- 5.14% |
$22.8K - $24.9K
|
8.67K
$540K
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-100- 2.23% |
$4.85K - $5.29K
|
4.38K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-13- 0.23% |
$631 - $687
|
5.62K
$350K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.1K- 75.73% |
$745K - $820K
|
5.15K
$321K
|