Latest Institutional Transactions on Proshares Ultra Midcap400 (MVV)
This table provides information on the latest institutional transactions involving Proshares Ultra Midcap400 (MVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.73KClosed |
$232K - $278K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-254Closed |
$14.8K - $17.2K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-105Closed |
$6.12K - $7.11K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1K- 7.6% |
$58.3K - $67.7K
|
12.2K
$835K
|
|
| Q2 2021 | |||||||
|
Aug 03, 2021
Q2 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.1KClosed |
$488K - $551K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-900Closed |
$54.1K - $61.2K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.5KClosed |
$90.2K - $102K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
234New |
$10.8K - $15K
|
234
$16.1K
|
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-21Closed |
$969 - $1.34K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-346Closed |
$16K - $22.1K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-71Closed |
$3.27K - $4.54K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-94Closed |
$4.34K - $6.01K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 11, 2021
Q4 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-76Closed |
$2.44K - $3.65K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-150Closed |
$4.16K - $5.25K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.56KNew |
$182K - $230K
|
6.56K
$451K
|
|
|
Oct 27, 2020
Q3 2020
|
Parallel Advisors, LLC
|
SELL
|
- |
-351Closed |
$9.74K - $12.3K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.6KClosed |
$44.5K - $56.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7Closed |
$101 - $329
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
1.08KNew |
$15.6K - $50.5K
|
1.08K
$73.9K
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.45KClosed |
$78.8K - $256K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Allworth Financial LP
|
SELL
|
- |
-27Closed |
$391 - $1.27K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Mar 28, 2023
Q4 2019
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.78KNew |
$176K - $217K
|
4.78K
$328K
|
|
|
Feb 13, 2020
Q4 2019
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.68KClosed |
$210K - $257K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.43KClosed |
$200K - $246K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-17.4KClosed |
$642K - $788K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.34KClosed |
$271K - $333K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3Closed |
$111 - $136
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-172Closed |
$6.78K - $7.1K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.01KClosed |
$39.7K - $41.6K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.05KClosed |
$199K - $209K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-4.35KClosed |
N/A
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.21KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 09, 2019
Q1 2019
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.4KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Fifth Third Bancorp
|
SELL
|
- |
-147Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Us Bancorp \De\
|
SELL
|
- |
-161Closed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-605Closed |
N/A
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Cx Institutional
|
SELL
|
- |
-915Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
880+ 200.0% |
N/A
|
1.32K
$90.7K
|
|
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2+ 200.0% |
N/A
|
3
$206
|
|
|
Aug 08, 2018
Q2 2018
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.72KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2018
Q2 2018
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.4K+ 199.88% |
N/A
|
5.1K
$350K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.31KClosed |
N/A
|
0
$0
|
|
| Q1 2017 | |||||||
|
May 02, 2018
Q1 2017
|
Creative Financial Designs Inc
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|