Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
130KNew |
$9.39M - $10.7M
|
130K
$10.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
92.9K+ 94.81% |
$6.74M - $7.65M
|
191K
$15.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
59K+ 2.58% |
$4.28M - $4.86M
|
2.35M
$190M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
52.3KNew |
$3.79M - $4.3M
|
52.3K
$4.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47.2KNew |
$3.42M - $3.89M
|
47.2K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.9K+ 5.71% |
$1.66M - $1.88M
|
423K
$34.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.4K+ 269.05% |
$1.48M - $1.68M
|
28K
$2.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.9K+ 11.38% |
$1.45M - $1.64M
|
195K
$15.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
19.1KNew |
$1.39M - $1.57M
|
19.1K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.7K+ 2.78% |
$1.14M - $1.29M
|
582K
$47.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.6K+ 133.33% |
$841K - $955K
|
20.3K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8.25K+ 11.87% |
$598K - $679K
|
77.7K
$6.29M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
6.93K+ 101.15% |
$503K - $571K
|
13.8K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6.19KNew |
$449K - $509K
|
6.19K
$501K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.8K+ 16.76% |
$420K - $477K
|
40.4K
$3.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
5.64KNew |
$409K - $464K
|
5.64K
$456K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
5.07K+ 12.84% |
$367K - $417K
|
44.5K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.93KNew |
$357K - $406K
|
4.93K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.47K+ 9.28% |
$324K - $368K
|
52.7K
$4.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.45KNew |
$322K - $366K
|
4.45K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.18KNew |
$303K - $344K
|
4.18K
$338K
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
3.99K+ 4.11% |
$289K - $328K
|
101K
$8.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.94K+ 10.29% |
$286K - $324K
|
42.2K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.43KNew |
$249K - $283K
|
3.43K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.9K+ 6.74% |
$210K - $239K
|
46K
$3.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.76KNew |
$200K - $227K
|
2.76K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.7KNew |
$196K - $222K
|
2.7K
$219K
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
2.7KNew |
$196K - $222K
|
2.7K
$218K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.6KNew |
$189K - $214K
|
2.6K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
2.56KNew |
$185K - $210K
|
2.56K
$207K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.55K+ 35.4% |
$185K - $210K
|
9.73K
$788K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
2.52KNew |
$183K - $208K
|
2.52K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.28K+ 1.7% |
$165K - $188K
|
136K
$11M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.22K+ 20.19% |
$161K - $183K
|
13.2K
$1.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.09K+ 222.04% |
$151K - $172K
|
3.02K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.03K+ 7.89% |
$147K - $167K
|
27.7K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.98K+ 2.68% |
$144K - $163K
|
76.1K
$6.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.76K+ 12.26% |
$127K - $145K
|
16.1K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
1.55K+ 24.97% |
$113K - $128K
|
7.78K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.39KNew |
$101K - $114K
|
1.39K
$112K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.37K+ 5.11% |
$99.4K - $113K
|
28.2K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
809+ 17.45% |
$58.7K - $66.6K
|
5.45K
$441K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
720+ 7.59% |
$52.2K - $59.3K
|
10.2K
$826K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
699+ 14.9% |
$50.7K - $57.6K
|
5.39K
$436K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
587+ 1.06% |
$42.6K - $48.3K
|
55.9K
$4.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
540+ 8.15% |
$39.2K - $44.5K
|
7.17K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
536+ 5.43% |
$38.9K - $44.1K
|
10.4K
$842K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
508+ 10.21% |
$36.8K - $41.8K
|
5.48K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
454+ 0.84% |
$32.9K - $37.4K
|
54.7K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
377+ 1.79% |
$27.3K - $31K
|
21.5K
$1.74M
|