Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
149K+ 3970.38% |
$10.6M - $11.7M
|
153K
$12.3M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.6K+ 2445.69% |
$5.74M - $6.33M
|
83.9K
$6.79M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
80.1K+ 3.85% |
$5.71M - $6.29M
|
2.16M
$175M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
68.2K+ 1834.38% |
$4.86M - $5.36M
|
71.9K
$5.82M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.6K+ 19.93% |
$4.25M - $4.68M
|
359K
$29M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.9K+ 2.45% |
$4.05M - $4.47M
|
2.37M
$192M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
30KNew |
$2.14M - $2.36M
|
30K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
25.8KNew |
$1.84M - $2.02M
|
25.8K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.9K+ 142.49% |
$1.78M - $1.96M
|
42.4K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.69M - $1.87M
|
23.7K
$1.92M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
21.6KNew |
$1.54M - $1.7M
|
21.6K
$1.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.3KNew |
$1.52M - $1.68M
|
21.3K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19.9K+ 3.78% |
$1.42M - $1.57M
|
547K
$44.3M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
19.6K+ 435.36% |
$1.4M - $1.54M
|
24.1K
$1.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.2K+ 5.07% |
$1.37M - $1.51M
|
398K
$32.2M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
14.9K+ 18.38% |
$1.06M - $1.17M
|
96.2K
$7.79M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13K+ 346.06% |
$928K - $1.02M
|
16.8K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.2K+ 3.21% |
$794K - $876K
|
359K
$29M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 2.55% |
$738K - $814K
|
417K
$33.8M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.3KNew |
$663K - $731K
|
9.3K
$753K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.65K+ 31.38% |
$616K - $679K
|
36.2K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.36KNew |
$595K - $656K
|
8.36K
$676K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.01K+ 4.09% |
$571K - $629K
|
204K
$16.5M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.25KNew |
$445K - $491K
|
6.25K
$506K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.99K+ 30.73% |
$427K - $471K
|
25.5K
$2.06M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5.79KNew |
$412K - $455K
|
5.79K
$469K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.64K+ 202.88% |
$402K - $443K
|
8.43K
$682K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.83K+ 10.91% |
$344K - $379K
|
49.1K
$3.97M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.51K+ 0.19% |
$321K - $354K
|
2.37M
$192M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.51K+ 0.19% |
$321K - $354K
|
2.37M
$192M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
4.5KNew |
$321K - $354K
|
4.5K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.5KNew |
$320K - $353K
|
4.5K
$364K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.45KNew |
$317K - $350K
|
4.45K
$360K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.41KNew |
$314K - $346K
|
4.41K
$357K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
3.8KNew |
$271K - $298K
|
3.8K
$307K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.63KNew |
$258K - $285K
|
3.63K
$293K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.9KNew |
$207K - $228K
|
2.9K
$235K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.7KNew |
$192K - $212K
|
2.7K
$219K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.68KNew |
$191K - $210K
|
2.68K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.64KNew |
$188K - $208K
|
2.64K
$214K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.58KNew |
$184K - $203K
|
2.58K
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.56KNew |
$183K - $201K
|
2.56K
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.56K+ 29.86% |
$182K - $201K
|
11.1K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.36K+ 0.39% |
$168K - $185K
|
601K
$48.7M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.19K+ 3.13% |
$156K - $172K
|
72.2K
$5.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.15K+ 39.84% |
$153K - $169K
|
7.55K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.14KNew |
$153K - $168K
|
2.14K
$173K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
1.85K+ 92.48% |
$131K - $145K
|
3.84K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.58K+ 3.41% |
$113K - $124K
|
47.9K
$3.88M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.5K+ 0.75% |
$107K - $118K
|
202K
$16.3M
|