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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
2.39K+ 18.76% |
$161K - $183K
|
15.2K
$1.23M
|
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.99K+ 4.43% |
$134K - $152K
|
46.8K
$3.78M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.91K+ 4.31% |
$129K - $146K
|
46.3K
$3.75M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.86K+ 3.72% |
$126K - $142K
|
51.9K
$4.2M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.81KNew |
$122K - $139K
|
1.81K
$147K
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.64K+ 9.88% |
$111K - $125K
|
18.3K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.55K+ 0.57% |
$105K - $119K
|
275K
$22.2M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.44K+ 36.72% |
$97.1K - $110K
|
5.37K
$434K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.38KNew |
$92.8K - $105K
|
1.38K
$111K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.29K+ 16.79% |
$87.2K - $98.8K
|
8.99K
$728K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
1.23K+ 13.88% |
$82.7K - $93.8K
|
10.1K
$815K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.22K+ 7.06% |
$82K - $93K
|
18.5K
$1.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.17K+ 2.91% |
$78.7K - $89.2K
|
41.2K
$3.34M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.14K+ 2.57% |
$76.8K - $87.1K
|
45.4K
$3.68M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.07K+ 4.25% |
$72.1K - $81.7K
|
26.2K
$2.12M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
999+ 21.42% |
$67.3K - $76.3K
|
5.66K
$458K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
911+ 114.59% |
$61.4K - $69.6K
|
1.71K
$138K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
884+ 242.86% |
$59.6K - $67.6K
|
1.25K
$101K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
843+ 21.05% |
$56.8K - $64.4K
|
4.85K
$392K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
806+ 16.27% |
$54.3K - $61.6K
|
5.76K
$466K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
794+ 14.47% |
$53.5K - $60.7K
|
6.28K
$508K
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
791New |
$53.3K - $60.4K
|
791
$64K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
713+ 1.16% |
$48.1K - $54.5K
|
62K
$5.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
679+ 15.17% |
$45.8K - $51.9K
|
5.16K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
672+ 2.87% |
$45.3K - $51.4K
|
24.1K
$1.95M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
660+ 4.76% |
$44.5K - $50.4K
|
14.5K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
644+ 7.83% |
$43.4K - $49.2K
|
8.87K
$718K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
588+ 12.89% |
$39.6K - $44.9K
|
5.15K
$417K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
516New |
$34.8K - $39.4K
|
516
$41.8K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
508+ 69.88% |
$34.2K - $38.8K
|
1.24K
$99.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
475+ 34.6% |
$32K - $36.3K
|
1.85K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
446+ 7.25% |
$30.1K - $34.1K
|
6.6K
$534K
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
BUY
|
- |
397+ 10.45% |
$26.8K - $30.3K
|
4.2K
$340K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
389+ 10.7% |
$26.2K - $29.7K
|
4.03K
$326K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
345+ 2.05% |
$23.3K - $26.4K
|
17.1K
$1.39M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
326+ 8.22% |
$22K - $24.9K
|
4.29K
$348K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
313+ 1.03% |
$21.1K - $23.9K
|
30.6K
$2.47M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
272+ 2.88% |
$18.3K - $20.8K
|
9.73K
$787K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
271+ 2.78% |
$18.3K - $20.7K
|
10K
$812K
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
225New |
$15.2K - $17.2K
|
225
$18.2K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
225New |
$15.2K - $17.2K
|
225
$18.2K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
208New |
$14K - $15.9K
|
208
$16.8K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
206+ 8.58% |
$13.9K - $15.7K
|
2.61K
$211K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
190+ 9.13% |
$12.8K - $14.5K
|
2.27K
$184K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
184New |
$12.4K - $14.1K
|
184
$14.9K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
170+ 29.57% |
$11.5K - $13K
|
745
$60.3K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
149+ 4.09% |
$10K - $11.4K
|
3.79K
$307K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
138New |
$9.3K - $10.5K
|
138
$11.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
127+ 3.15% |
$8.56K - $9.71K
|
4.16K
$337K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
120+ 0.37% |
$8.09K - $9.17K
|
32.3K
$2.62M
|