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 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.32K- 23.96% |
$236K - $261K
|
10.5K
$852K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.43K- 1.15% |
$245K - $270K
|
295K
$23.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.63K- 4.14% |
$258K - $285K
|
84K
$6.8M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.93K- 7.27% |
$280K - $309K
|
50.1K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.27K- 9.78% |
$375K - $414K
|
48.6K
$3.94M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.56K- 50.95% |
$396K - $437K
|
5.36K
$433K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.57K- 22.37% |
$468K - $516K
|
22.8K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.34K- 69.77% |
$523K - $577K
|
3.18K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-8.86K- 39.94% |
$631K - $696K
|
13.3K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.97K- 35.47% |
$639K - $705K
|
16.3K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.34K- 21.35% |
$665K - $733K
|
34.4K
$2.78M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9.35K- 13.44% |
$666K - $734K
|
60.2K
$4.87M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-9.45K- 19.87% |
$673K - $742K
|
38.1K
$3.08M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-10K- 10.51% |
$714K - $787K
|
85.3K
$6.91M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.3K- 31.29% |
$736K - $812K
|
22.7K
$1.84M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.8K- 20.22% |
$769K - $848K
|
42.6K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.6K- 51.26% |
$901K - $994K
|
12K
$973K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.8K- 11.69% |
$982K - $1.08M
|
104K
$8.43M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.7K- 2.12% |
$1.05M - $1.15M
|
679K
$55M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.4K- 17.38% |
$1.39M - $1.53M
|
92.5K
$7.48M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-21.3K- 10.07% |
$1.52M - $1.68M
|
191K
$15.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-71.5K- 95.59% |
$5.09M - $5.61M
|
3.3K
$267K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-90.9K- 47.62% |
$6.48M - $7.14M
|
100K
$8.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-107K- 20.43% |
$7.6M - $8.38M
|
415K
$33.6M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-164K- 15.77% |
$11.7M - $12.9M
|
878K
$71.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-408K- 96.45% |
$29.1M - $32.1M
|
15K
$1.22M
|