Purchases and Sales Made in Q2 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 Q2 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 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
838K+ 8338.83% |
$56.1M - $59.9M
|
849K
$68.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
209KNew |
$14M - $14.9M
|
209K
$16.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
147K+ 7.74% |
$9.81M - $10.5M
|
2.04M
$165M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
81.4K+ 25.25% |
$5.44M - $5.81M
|
404K
$32.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
54KNew |
$3.61M - $3.86M
|
54K
$4.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.6K+ 7.15% |
$3.32M - $3.54M
|
744K
$60.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
28.6KNew |
$1.91M - $2.04M
|
28.6K
$2.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.1K+ 6.31% |
$1.74M - $1.86M
|
439K
$35.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
22.7K+ 6.24% |
$1.51M - $1.62M
|
386K
$31.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
20.6K+ 203.39% |
$1.38M - $1.47M
|
30.7K
$2.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
16.1K+ 47.45% |
$1.07M - $1.15M
|
49.9K
$4.04M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.6K+ 111.92% |
$977K - $1.04M
|
27.7K
$2.24M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.5K+ 82.27% |
$905K - $967K
|
30K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.5K+ 82.27% |
$905K - $967K
|
30K
$2.43M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.3K+ 0.97% |
$756K - $808K
|
1.18M
$95.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.2K+ 21.66% |
$751K - $802K
|
63.1K
$5.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.9K+ 9.7% |
$732K - $781K
|
124K
$10M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.9KNew |
$662K - $707K
|
9.9K
$801K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
8.39KNew |
$561K - $599K
|
8.39K
$679K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8K+ 26.46% |
$535K - $571K
|
38.3K
$3.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.2K+ 1.38% |
$482K - $514K
|
528K
$42.7M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.86K+ 557.71% |
$392K - $418K
|
6.91K
$559K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.33K+ 2.48% |
$356K - $380K
|
220K
$17.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
5.27K+ 25.26% |
$352K - $376K
|
26.1K
$2.11M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.04KNew |
$337K - $359K
|
5.04K
$407K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
4.94KNew |
$330K - $353K
|
4.94K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.8K+ 11.01% |
$321K - $342K
|
48.4K
$3.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.72K+ 1.72% |
$315K - $337K
|
279K
$22.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
4.59K+ 85.76% |
$307K - $328K
|
9.94K
$804K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.5K+ 41.65% |
$301K - $321K
|
15.3K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
4.22K+ 533.25% |
$282K - $301K
|
5.01K
$405K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.81K+ 12.93% |
$188K - $201K
|
24.6K
$1.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.65K+ 6.5% |
$177K - $189K
|
43.3K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.33K+ 45.28% |
$156K - $166K
|
7.48K
$605K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.23K+ 4.1% |
$149K - $159K
|
56.8K
$4.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
2.22K+ 4.92% |
$148K - $159K
|
47.4K
$3.83M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.16K+ 4.75% |
$144K - $154K
|
47.6K
$3.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.12K+ 6.02% |
$142K - $152K
|
37.4K
$3.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.04K+ 1.04% |
$136K - $146K
|
198K
$16.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.78KNew |
$119K - $127K
|
1.78K
$144K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.74K+ 59.12% |
$117K - $124K
|
4.69K
$380K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.7K+ 3.8% |
$114K - $121K
|
46.4K
$3.75M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.54K+ 3.73% |
$103K - $110K
|
42.8K
$3.46M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 4.47% |
$102K - $109K
|
35.6K
$2.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.39K+ 2.13% |
$92.9K - $99.2K
|
66.5K
$5.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.27K+ 246.12% |
$84.9K - $90.7K
|
1.79K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.08K+ 1.58% |
$72.3K - $77.3K
|
69.4K
$5.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.08K+ 5.21% |
$71.9K - $76.8K
|
21.7K
$1.76M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 18.3% |
$69.3K - $74K
|
6.7K
$542K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
952+ 55.8% |
$63.7K - $68K
|
2.66K
$215K
|