Purchases and Sales Made in Q4 2023 in Proshares Large Cap Core Plus (CSM)
This table provides information about the institutional ownership of Proshares Large Cap Core Plus (CSM) during Q4 2023. 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 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.68K- 12.02% |
$125K - $147K
|
19.6K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.74K- 21.78% |
$129K - $151K
|
9.85K
$671K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.72K- 0.43% |
$174K - $204K
|
861K
$58.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.21K- 60.94% |
$197K - $231K
|
2.7K
$184K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-6.65K- 7.89% |
$311K - $365K
|
77.6K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.36K- 17.46% |
$345K - $404K
|
34.8K
$2.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.1K- 17.46% |
$1.41M - $1.65M
|
142K
$9.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33K- 37.46% |
$1.54M - $1.81M
|
55.1K
$3.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-37K- 21.77% |
$1.73M - $2.03M
|
133K
$9.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-40.2K- 71.58% |
$1.88M - $2.21M
|
16K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-89K- 58.11% |
$4.17M - $4.89M
|
64.1K
$4.37M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-126K- 31.47% |
$5.88M - $6.9M
|
273K
$18.6M
|