Purchases and Sales Made in Q1 2023 in Proshares Tr S&P Midcap 400 Di (REGL)
This table provides information about the institutional ownership of Proshares Tr S&P Midcap 400 Di (REGL) during Q1 2023. The information is specifically focused on institutions that hold shares of PROSHARES TR S&P MIDCAP 400 DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
194K+ 11.42% |
$13.1M - $14.8M
|
1.9M
$153M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
127K+ 22.37% |
$8.56M - $9.7M
|
694K
$56.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
118KNew |
$7.92M - $8.98M
|
118K
$9.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
111K+ 36.9% |
$7.51M - $8.51M
|
413K
$33.4M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
80.6K+ 7.42% |
$5.43M - $6.16M
|
1.17M
$94.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.2K+ 8.55% |
$3.59M - $4.07M
|
676K
$54.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.2K+ 10.92% |
$2.98M - $3.38M
|
449K
$36.3M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
38.3K+ 1585.95% |
$2.58M - $2.92M
|
40.7K
$3.29M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
36.3K+ 5.12% |
$2.45M - $2.77M
|
745K
$60.3M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29.5K+ 6.0% |
$1.99M - $2.25M
|
521K
$42.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.6K+ 1.13% |
$1.79M - $2.03M
|
2.37M
$192M
|
|
|
May 01, 2023
Q1 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
24.9KNew |
$1.68M - $1.9M
|
24.9K
$2.02M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
23.2K+ 58.27% |
$1.56M - $1.77M
|
63K
$5.09M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22.8K+ 14.39% |
$1.54M - $1.75M
|
182K
$14.7M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.5KNew |
$1.11M - $1.26M
|
16.5K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.8K+ 9.04% |
$1.06M - $1.21M
|
191K
$15.4M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.8K+ 47.54% |
$1.06M - $1.21M
|
49K
$3.96M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
14.7K+ 24.86% |
$992K - $1.12M
|
73.9K
$5.98M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.3K+ 14.55% |
$966K - $1.1M
|
113K
$9.13M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.2K+ 11.23% |
$955K - $1.08M
|
140K
$11.4M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
13.8K+ 34.04% |
$933K - $1.06M
|
54.5K
$4.41M
|
|
|
May 02, 2023
Q1 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
11K+ 112.04% |
$743K - $842K
|
20.9K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
10.2K+ 29.23% |
$688K - $780K
|
45.1K
$3.65M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.1KNew |
$683K - $774K
|
10.1K
$820K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.66KNew |
$651K - $738K
|
9.66K
$782K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.85K+ 15.72% |
$597K - $676K
|
65.2K
$5.27M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
8.77K+ 44.57% |
$591K - $670K
|
28.4K
$2.3M
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
7.96K+ 2.24% |
$536K - $608K
|
363K
$29.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.93K+ 57.31% |
$534K - $606K
|
21.8K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.16K+ 158.7% |
$483K - $547K
|
11.7K
$945K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.04KNew |
$475K - $538K
|
7.04K
$570K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
5.73K+ 3.01% |
$386K - $438K
|
196K
$15.9M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.35KNew |
$361K - $409K
|
5.35K
$433K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.7KNew |
$317K - $359K
|
4.7K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
4.34K+ 6.78% |
$292K - $331K
|
68.3K
$5.53M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.29KNew |
$289K - $327K
|
4.29K
$347K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.87KNew |
$261K - $296K
|
3.87K
$313K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.86KNew |
$260K - $295K
|
3.86K
$312K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.6KNew |
$243K - $275K
|
3.6K
$291K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.59K+ 8.98% |
$242K - $274K
|
43.6K
$3.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.5K+ 47.96% |
$236K - $268K
|
10.8K
$874K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.42K+ 4.82% |
$230K - $261K
|
74.2K
$6.01M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.99KNew |
$202K - $229K
|
2.99K
$242K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.98KNew |
$201K - $228K
|
2.98K
$241K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.95KNew |
$199K - $225K
|
2.95K
$239K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.87KNew |
$193K - $219K
|
2.87K
$232K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
2.82K+ 2371.43% |
$190K - $216K
|
2.94K
$238K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.81K+ 14.39% |
$189K - $215K
|
22.3K
$1.81M
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.78K+ 56.78% |
$187K - $212K
|
7.66K
$620K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.46KNew |
$166K - $188K
|
2.46K
$199K
|