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 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.44K- 21.35% |
$96.5K - $103K
|
5.32K
$431K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.67K- 1.75% |
$112K - $119K
|
94K
$7.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.95K- 9.26% |
$131K - $139K
|
19.1K
$1.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.96K- 6.06% |
$131K - $140K
|
30.4K
$2.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-2.49K- 14.56% |
$167K - $178K
|
14.6K
$1.18M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.63K- 3.56% |
$176K - $188K
|
71.2K
$5.77M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.07K- 31.26% |
$272K - $291K
|
8.95K
$725K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.25K- 20.3% |
$284K - $304K
|
16.7K
$1.35M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5.37KClosed |
$359K - $383K
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-7.35K- 28.01% |
$492K - $525K
|
18.9K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.5K- 1.11% |
$502K - $536K
|
668K
$54.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.4K- 61.36% |
$695K - $742K
|
6.55K
$530K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.6K- 27.75% |
$908K - $970K
|
35.4K
$2.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14K- 30.32% |
$938K - $1M
|
32.3K
$2.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.5K- 10.35% |
$971K - $1.04M
|
126K
$10.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.6K- 18.35% |
$1.18M - $1.26M
|
78.2K
$6.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.7K- 8.49% |
$2.58M - $2.76M
|
417K
$33.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-56.4K- 10.97% |
$3.77M - $4.03M
|
458K
$37.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-74.5K- 16.59% |
$4.98M - $5.32M
|
375K
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99.4K- 4.19% |
$6.64M - $7.1M
|
2.27M
$184M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-349K- 46.78% |
$23.3M - $24.9M
|
397K
$32.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-844K- 99.46% |
$56.4M - $60.3M
|
4.56K
$369K
|