Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
63KNew |
$4.32M - $4.66M
|
63K
$5.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
46.9KNew |
$3.21M - $3.47M
|
46.9K
$3.95M
|
|
|
May 16, 2022
Q4 2021
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
43.4KNew |
$2.97M - $3.21M
|
43.4K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.5K+ 2.21% |
$2.64M - $2.85M
|
1.78M
$150M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
27.6K+ 5.21% |
$1.89M - $2.04M
|
556K
$46.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
19.1KNew |
$1.31M - $1.42M
|
19.1K
$1.61M
|
|
|
Feb 16, 2022
Q4 2021
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
17.4KNew |
$1.19M - $1.29M
|
17.4K
$1.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
14.5K+ 40.16% |
$992K - $1.07M
|
50.5K
$4.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.4KNew |
$711K - $768K
|
10.4K
$876K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.2K+ 1.66% |
$699K - $755K
|
626K
$52.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
9.34KNew |
$640K - $691K
|
9.34K
$788K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.65K+ 1.62% |
$524K - $566K
|
481K
$40.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
7.39K+ 4.86% |
$506K - $546K
|
159K
$13.4M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
7.34KNew |
$503K - $543K
|
7.34K
$619K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.36K+ 1.48% |
$436K - $471K
|
435K
$36.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.07K+ 9.35% |
$416K - $449K
|
71K
$5.99M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.9KNew |
$404K - $436K
|
5.9K
$497K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.44KNew |
$373K - $403K
|
5.44K
$459K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.3KNew |
$295K - $318K
|
4.3K
$363K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
4.11KNew |
$282K - $304K
|
4.11K
$347K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.79K+ 3.15% |
$260K - $280K
|
124K
$10.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$249K - $269K
|
3.63K
$306K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.63KNew |
$249K - $269K
|
3.63K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.34K+ 39.96% |
$229K - $247K
|
11.7K
$987K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.27K+ 0.4% |
$224K - $242K
|
829K
$69.9M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.26KNew |
$224K - $242K
|
3.26K
$275K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.84K+ 17.42% |
$194K - $210K
|
19.1K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.81KNew |
$192K - $208K
|
2.81K
$237K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.79KNew |
$191K - $206K
|
2.79K
$235K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
2.51KNew |
$172K - $185K
|
2.51K
$211K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.62KNew |
$111K - $119K
|
1.62K
$136K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.52K+ 23.41% |
$104K - $113K
|
8.03K
$677K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.45K+ 3.25% |
$99.4K - $107K
|
46.1K
$3.89M
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.4K+ 1.59% |
$96K - $104K
|
89.7K
$7.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.21K+ 9.0% |
$83.1K - $89.7K
|
14.7K
$1.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.2K+ 5.92% |
$82.5K - $89.1K
|
21.5K
$1.82M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.1K+ 5.28% |
$75.6K - $81.6K
|
22K
$1.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.07K+ 66.85% |
$73.1K - $78.9K
|
2.66K
$225K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 1.75% |
$69.9K - $75.5K
|
59.4K
$5.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
990+ 1.46% |
$67.8K - $73.3K
|
68.7K
$5.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
970+ 1.61% |
$66.4K - $71.8K
|
61.3K
$5.17M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
948+ 3.05% |
$64.9K - $70.1K
|
32.1K
$2.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
884+ 1.43% |
$60.6K - $65.4K
|
62.9K
$5.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
737+ 1.61% |
$50.5K - $54.5K
|
46.5K
$3.92M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
734+ 6.29% |
$50.3K - $54.3K
|
12.4K
$1.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
718+ 0.6% |
$49.2K - $53.1K
|
120K
$10.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
647+ 6.4% |
$44.3K - $47.9K
|
10.8K
$907K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
600+ 9.62% |
$41.1K - $44.4K
|
6.83K
$576K
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
523+ 2.0% |
$35.8K - $38.7K
|
26.7K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
511+ 3.78% |
$35K - $37.8K
|
14K
$1.18M
|