Purchases and Sales Made in Q4 2022 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.21K- 10.43% |
$51.2K - $58.4K
|
10.4K
$703K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.61K- 0.19% |
$68.1K - $77.7K
|
835K
$56.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.32K- 8.3% |
$98.6K - $112K
|
25.6K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-2.92K- 27.09% |
$124K - $141K
|
7.86K
$533K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-3.36K- 10.57% |
$142K - $162K
|
28.4K
$1.93M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.82K- 3.76% |
$162K - $185K
|
97.9K
$6.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-3.86K- 1.32% |
$164K - $187K
|
288K
$19.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.99K- 4.21% |
$212K - $242K
|
114K
$7.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.41K- 2.38% |
$230K - $262K
|
222K
$15M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.89K- 2.71% |
$335K - $382K
|
283K
$19.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-11K- 7.34% |
$467K - $533K
|
139K
$9.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.4K- 12.24% |
$526K - $600K
|
88.8K
$6.03M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-18.5KClosed |
$786K - $897K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.3K- 83.72% |
$1.29M - $1.47M
|
5.9K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-33.4K- 2.64% |
$1.42M - $1.62M
|
1.23M
$83.7M
|