Purchases and Sales Made in Q1 2025 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q1 2025. The information is specifically focused on institutions that hold shares of PROSHARES LARGE CAP CORE PLUS .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50K+ 16.82% |
$3.15M - $3.46M
|
347K
$24.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.1KNew |
$1.08M - $1.18M
|
17.1K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
16.4KNew |
$1.03M - $1.13M
|
16.4K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.6KNew |
$666K - $731K
|
10.6K
$740K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
10.3KNew |
$649K - $713K
|
10.3K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.3K+ 57.06% |
$586K - $643K
|
25.6K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.61KNew |
$353K - $388K
|
5.61K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Manchester Financial Inc
|
BUY
|
- |
5.36K+ 142.18% |
$338K - $371K
|
9.14K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.32KNew |
$335K - $368K
|
5.32K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
4.42K+ 51.77% |
$279K - $306K
|
13K
$908K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.37K+ 1135.69% |
$212K - $233K
|
3.67K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.21K+ 87.23% |
$139K - $153K
|
4.75K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.69K+ 23.05% |
$107K - $117K
|
9.04K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.42K+ 1.5% |
$89.1K - $97.8K
|
95.7K
$6.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.2K+ 6.21% |
$75.3K - $82.6K
|
20.5K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.12K+ 9.95% |
$70.6K - $77.4K
|
12.4K
$867K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
959+ 18.24% |
$60.4K - $66.3K
|
6.22K
$435K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
448+ 1.06% |
$28.2K - $31K
|
42.6K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
352New |
$22.2K - $24.3K
|
352
$24.7K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
284+ 3.37% |
$17.9K - $19.6K
|
8.72K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
217+ 0.36% |
$13.7K - $15K
|
59.8K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
92New |
$5.8K - $6.36K
|
92
$6.44K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
74+ 0.53% |
$4.66K - $5.12K
|
14K
$984K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
72+ 0.4% |
$4.54K - $4.98K
|
18K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
61+ 10.93% |
$3.84K - $4.22K
|
619
$43.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8+ 0.05% |
$504 - $553
|
14.6K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10- 0.03% |
$630 - $691
|
31.7K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-12- 0.3% |
$756 - $830
|
3.97K
$278K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-15- 0.13% |
$945 - $1.04K
|
11.5K
$808K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-25- 0.43% |
$1.58K - $1.73K
|
5.79K
$405K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-30- 0.79% |
$1.89K - $2.07K
|
3.77K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-35- 0.99% |
$2.21K - $2.42K
|
3.49K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-40- 0.91% |
$2.52K - $2.77K
|
4.34K
$304K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-45- 1.0% |
$2.84K - $3.11K
|
4.48K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-111- 2.52% |
$6.99K - $7.67K
|
4.3K
$301K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-117- 0.66% |
$7.37K - $8.09K
|
17.5K
$1.23M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-152- 0.73% |
$9.58K - $10.5K
|
20.6K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-170- 14.53% |
$10.7K - $11.8K
|
1K
$70K
|
|
|
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 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-299- 7.09% |
$18.8K - $20.7K
|
3.92K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-316- 5.12% |
$19.9K - $21.8K
|
5.86K
$410K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 1.96% |
$25.2K - $27.7K
|
20K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-666- 5.71% |
$42K - $46K
|
11K
$771K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-955- 0.62% |
$60.2K - $66K
|
153K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-1.05K- 1.08% |
$66K - $72.4K
|
95.9K
$6.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.32K- 3.28% |
$83.2K - $91.3K
|
38.9K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.58K- 2.9% |
$99.8K - $110K
|
53.1K
$3.72M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.59K- 4.29% |
$99.9K - $110K
|
35.4K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.85K- 3.62% |
$116K - $128K
|
49.2K
$3.44M
|