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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.91K- 1.55% |
$120K - $132K
|
121K
$8.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-2.53K- 2.44% |
$159K - $175K
|
101K
$7.07M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.87K- 0.37% |
$181K - $198K
|
777K
$54.4M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.07K- 7.02% |
$193K - $212K
|
40.6K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.28K- 9.39% |
$396K - $434K
|
60.6K
$4.25M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.35K- 12.27% |
$589K - $646K
|
66.9K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.3K- 11.63% |
$713K - $783K
|
86K
$6.03M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-19.4K- 19.86% |
$1.22M - $1.34M
|
78.1K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.4K- 5.36% |
$2.92M - $3.21M
|
819K
$57.3M
|