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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
101+ 1.82% |
$6.81K - $7.72K
|
5.65K
$457K
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
100+ 1.48% |
$6.74K - $7.64K
|
6.88K
$556K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
89+ 0.54% |
$6K - $6.8K
|
16.5K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
85New |
$5.73K - $6.5K
|
85
$6.88K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
82+ 1.21% |
$5.53K - $6.27K
|
6.86K
$555K
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
54+ 1.15% |
$3.64K - $4.13K
|
4.73K
$383K
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
44+ 0.08% |
$2.97K - $3.36K
|
56K
$4.53M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40+ 0.58% |
$2.7K - $3.06K
|
6.98K
$565K
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
32+ 0.86% |
$2.16K - $2.45K
|
3.76K
$304K
|
|
May 04, 2023
Q1 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
30+ 0.31% |
$2.02K - $2.29K
|
9.77K
$791K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
28+ 0.61% |
$1.89K - $2.14K
|
4.61K
$373K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
26+ 0.25% |
$1.75K - $1.99K
|
10.5K
$847K
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
20+ 4.76% |
$1.35K - $1.53K
|
440
$35.6K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
9+ 0.05% |
$607 - $688
|
16.9K
$1.37M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.51% |
$337 - $382
|
982
$79.5K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3+ 0.58% |
$202 - $229
|
522
$42.2K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2+ 0.06% |
$135 - $153
|
3.23K
$261K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.52% |
$67.4 - $76.4
|
67
$5.42K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8- 0.04% |
$539 - $611
|
20.9K
$1.7M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-17- 0.36% |
$1.15K - $1.3K
|
4.75K
$384K
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-20- 0.3% |
$1.35K - $1.53K
|
6.74K
$546K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-43- 0.49% |
$2.9K - $3.29K
|
8.71K
$704K
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-45- 0.56% |
$3.03K - $3.44K
|
8.02K
$649K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-47- 0.41% |
$3.17K - $3.59K
|
11.4K
$922K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-72- 0.44% |
$4.85K - $5.5K
|
16.4K
$1.32M
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-98- 2.19% |
$6.61K - $7.49K
|
4.38K
$354K
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-134- 2.57% |
$9.03K - $10.2K
|
5.09K
$412K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-147- 2.62% |
$9.91K - $11.2K
|
5.47K
$442K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-149- 4.07% |
$10K - $11.4K
|
3.51K
$284K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-177- 1.34% |
$11.9K - $13.5K
|
13.1K
$1.06M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-195- 3.13% |
$13.1K - $14.9K
|
6.04K
$489K
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-220- 1.31% |
$14.8K - $16.8K
|
16.5K
$1.34M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-255- 5.91% |
$17.2K - $19.5K
|
4.06K
$329K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-268- 6.26% |
$18.1K - $20.5K
|
4.02K
$325K
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-295- 1.6% |
$19.9K - $22.5K
|
18.1K
$1.46M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-449- 6.22% |
$30.3K - $34.3K
|
6.76K
$547K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-454- 1.48% |
$30.6K - $34.7K
|
30.3K
$2.45M
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-565- 6.36% |
$38.1K - $43.2K
|
8.31K
$673K
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-583- 3.05% |
$39.3K - $44.6K
|
18.5K
$1.5M
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-750- 16.04% |
$50.6K - $57.3K
|
3.93K
$318K
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-770- 1.69% |
$51.9K - $58.8K
|
44.7K
$3.62M
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-868- 2.98% |
$58.5K - $66.3K
|
28.2K
$2.29M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.04K- 5.94% |
$70.1K - $79.5K
|
16.5K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.14K- 3.24% |
$76.5K - $86.7K
|
33.9K
$2.74M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.2K- 16.09% |
$80.9K - $91.7K
|
6.26K
$506K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.23K- 20.28% |
$82.6K - $93.6K
|
4.81K
$390K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.29K- 45.96% |
$87.1K - $98.7K
|
1.52K
$123K
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.33K- 14.44% |
$89.3K - $101K
|
7.85K
$635K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.45K- 12.57% |
$97.5K - $111K
|
10.1K
$814K
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.85K- 16.88% |
$125K - $141K
|
9.11K
$737K
|