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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
952+ 1.28% |
$63.7K - $68K
|
75.2K
$6.08M
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
948+ 75.96% |
$63.4K - $67.7K
|
2.2K
$178K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
893+ 2.92% |
$59.7K - $63.8K
|
31.5K
$2.55M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
870+ 4.71% |
$58.2K - $62.1K
|
19.3K
$1.56M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
860New |
$57.5K - $61.4K
|
860
$69.6K
|
|
Aug 02, 2023
Q2 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
840+ 3.37% |
$56.2K - $60K
|
25.8K
$2.08M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
832+ 16.19% |
$55.6K - $59.4K
|
5.97K
$483K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
706+ 16.44% |
$47.2K - $50.4K
|
5K
$405K
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
661+ 5.8% |
$44.2K - $47.2K
|
12.1K
$976K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
605+ 4.16% |
$40.5K - $43.2K
|
15.1K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
511+ 14.56% |
$34.2K - $36.5K
|
4.02K
$325K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
500+ 0.69% |
$33.4K - $35.7K
|
73.2K
$5.93M
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
500New |
$33.4K - $35.7K
|
500
$40.5K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
461New |
$30.8K - $32.9K
|
461
$37.3K
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
451+ 2.47% |
$30.2K - $32.2K
|
18.7K
$1.51M
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
417+ 4.7% |
$27.9K - $29.8K
|
9.29K
$751K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
402+ 0.22% |
$26.9K - $28.7K
|
182K
$14.7M
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
344+ 0.74% |
$23K - $24.6K
|
47.1K
$3.81M
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
341+ 4.1% |
$22.8K - $24.3K
|
8.65K
$700K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
BUY
|
- |
331New |
$22.1K - $23.6K
|
331
$26.8K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
317+ 10.78% |
$21.2K - $22.6K
|
3.26K
$264K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
286New |
$19.1K - $20.4K
|
286
$23.1K
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
285+ 2.93% |
$19.1K - $20.3K
|
10K
$810K
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
224+ 1.0% |
$15K - $16K
|
22.6K
$1.83M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
222+ 9.04% |
$14.8K - $15.9K
|
2.68K
$217K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
163+ 354.35% |
$10.9K - $11.6K
|
209
$16.9K
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
150+ 3.12% |
$10K - $10.7K
|
4.96K
$402K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
130+ 4.03% |
$8.69K - $9.28K
|
3.36K
$272K
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
118+ 2.94% |
$7.89K - $8.43K
|
4.13K
$334K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
117+ 2.84% |
$7.82K - $8.35K
|
4.23K
$342K
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
115+ 0.48% |
$7.69K - $8.21K
|
24.2K
$1.96M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
100+ 48.08% |
$6.69K - $7.14K
|
308
$24.9K
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
97+ 1.24% |
$6.49K - $6.93K
|
7.95K
$643K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
92+ 3.08% |
$6.15K - $6.57K
|
3.08K
$250K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
81+ 0.49% |
$5.42K - $5.78K
|
16.6K
$1.34M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
72+ 3.9% |
$4.81K - $5.14K
|
1.92K
$155K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
70New |
$4.68K - $5K
|
70
$5.67K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
65+ 1.49% |
$4.35K - $4.64K
|
4.44K
$359K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
58+ 1.01% |
$3.88K - $4.14K
|
5.81K
$470K
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
36+ 0.96% |
$2.41K - $2.57K
|
3.8K
$307K
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
25+ 0.16% |
$1.67K - $1.79K
|
15.2K
$1.23M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16+ 0.34% |
$1.07K - $1.14K
|
4.76K
$385K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.55% |
$669 - $714
|
1.82K
$148K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 4.0% |
$602 - $643
|
234
$18.9K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
9New |
$602 - $643
|
9
$728
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
8+ 0.05% |
$535 - $571
|
16.9K
$1.37M
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7New |
$468 - $500
|
7
$567
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
6+ 0.03% |
$401 - $428
|
18.5K
$1.5M
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
6+ 1.36% |
$401 - $428
|
446
$36.1K
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5+ 0.1% |
$334 - $357
|
4.85K
$393K
|