Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.22% |
$66.6 - $73.5
|
447
$37.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 1.49% |
$66.6 - $73.5
|
68
$5.73K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1+ 0.44% |
$66.6 - $73.5
|
226
$19.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.54% |
$66.6 - $73.5
|
185
$15.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11- 0.17% |
$732 - $808
|
6.31K
$532K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-74- 11.09% |
$4.93K - $5.44K
|
593
$50K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-78- 1.36% |
$5.19K - $5.73K
|
5.66K
$477K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-110- 0.91% |
$7.32K - $8.08K
|
11.9K
$1.01M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-126- 38.07% |
$8.39K - $9.25K
|
205
$17.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-149- 0.92% |
$9.92K - $10.9K
|
16K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-149- 4.52% |
$9.92K - $10.9K
|
3.15K
$265K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 71.77% |
$9.99K - $11K
|
59
$4.98K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-155- 1.9% |
$10.3K - $11.4K
|
7.99K
$674K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-208- 2.48% |
$13.9K - $15.3K
|
8.19K
$690K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-230- 4.32% |
$15.3K - $16.9K
|
5.09K
$429K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-246- 3.1% |
$16.4K - $18.1K
|
7.7K
$649K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-265- 5.53% |
$17.6K - $19.5K
|
4.53K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-283- 7.16% |
$18.8K - $20.8K
|
3.67K
$309K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-345- 6.9% |
$23K - $25.3K
|
4.66K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-348- 3.75% |
$23.2K - $25.6K
|
8.94K
$754K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-351- 7.37% |
$23.4K - $25.8K
|
4.41K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-385- 5.57% |
$25.6K - $28.3K
|
6.52K
$550K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-497- 2.02% |
$33.1K - $36.5K
|
24.1K
$2.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-498- 12.67% |
$33.2K - $36.6K
|
3.43K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-500- 12.74% |
$33.3K - $36.7K
|
3.43K
$289K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-504- 15.47% |
$33.6K - $37K
|
2.75K
$232K
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-567- 1.2% |
$37.8K - $41.6K
|
46.8K
$3.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-600- 8.89% |
$40K - $44.1K
|
6.15K
$519K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-626- 0.22% |
$41.7K - $46K
|
279K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-665- 10.16% |
$44.3K - $48.8K
|
5.88K
$496K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-669- 4.13% |
$44.5K - $49.1K
|
15.5K
$1.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-672- 3.1% |
$44.7K - $49.4K
|
21K
$1.77M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-724- 2.38% |
$48.2K - $53.2K
|
29.7K
$2.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-737- 3.9% |
$49.1K - $54.1K
|
18.2K
$1.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-806- 0.41% |
$53.7K - $59.2K
|
198K
$16.7M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-825- 15.37% |
$54.9K - $60.6K
|
4.54K
$383K
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-851- 21.19% |
$56.7K - $62.5K
|
3.17K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-855- 17.07% |
$56.9K - $62.8K
|
4.15K
$350K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-950- 1.67% |
$63.3K - $69.8K
|
55.8K
$4.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-979- 19.81% |
$65.2K - $71.9K
|
3.96K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.18K- 1.57% |
$78.5K - $86.6K
|
74K
$6.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.19K- 1.94% |
$79.5K - $87.7K
|
60.4K
$5.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.24K- 15.05% |
$82.7K - $91.2K
|
7.01K
$591K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.32K- 28.15% |
$88.2K - $97.2K
|
3.38K
$285K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.46K- 0.37% |
$96.9K - $107K
|
395K
$33.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.77K- 24.72% |
$118K - $130K
|
5.38K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.83K- 12.09% |
$122K - $134K
|
13.3K
$1.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.03K- 24.65% |
$135K - $149K
|
6.19K
$522K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.07K- 12.39% |
$138K - $152K
|
14.6K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.22K- 31.83% |
$148K - $163K
|
4.76K
$401K
|