Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.45M+ 576.48% |
$95M - $109M
|
1.7M
$143M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
709KNew |
$46.5M - $53.3M
|
709K
$59.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
408K+ 21.07% |
$26.7M - $30.7M
|
2.34M
$198M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
355KNew |
$23.3M - $26.7M
|
355K
$30M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
251K+ 30.06% |
$16.4M - $18.9M
|
1.09M
$91.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
195K+ 148.72% |
$12.8M - $14.7M
|
327K
$27.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
158K+ 64.35% |
$10.4M - $11.9M
|
405K
$34.1M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
148K+ 1378.68% |
$9.7M - $11.1M
|
159K
$13.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
98.2K+ 48.21% |
$6.43M - $7.38M
|
302K
$25.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
95.7KNew |
$6.27M - $7.19M
|
95.7K
$8.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
72.7KNew |
$4.77M - $5.47M
|
72.7K
$6.13M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
55.9KNew |
$3.66M - $4.2M
|
55.9K
$4.72M
|
|
|
Feb 02, 2023
Q4 2022
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
52K+ 1209.37% |
$3.41M - $3.91M
|
56.3K
$4.75M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
45.4KNew |
$2.98M - $3.42M
|
45.4K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
44.4KNew |
$2.91M - $3.34M
|
44.4K
$3.74M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
39.8KNew |
$2.61M - $2.99M
|
39.8K
$3.35M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
38.5K+ 21.41% |
$2.52M - $2.89M
|
218K
$18.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
34.5K+ 51.97% |
$2.26M - $2.59M
|
101K
$8.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.3K+ 5.83% |
$2.05M - $2.35M
|
567K
$47.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.7KNew |
$2.01M - $2.31M
|
30.7K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.4K+ 794.84% |
$1.93M - $2.21M
|
33.1K
$2.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
29.1KNew |
$1.91M - $2.19M
|
29.1K
$2.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.3K+ 14.44% |
$1.85M - $2.13M
|
224K
$18.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
25.2KNew |
$1.65M - $1.89M
|
25.2K
$2.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.9K+ 33.79% |
$1.63M - $1.87M
|
98.5K
$8.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.2K+ 4.72% |
$1.58M - $1.82M
|
537K
$45.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
22KNew |
$1.44M - $1.66M
|
22K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.3K+ 103.33% |
$1.33M - $1.53M
|
40K
$3.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
20.2K+ 99.12% |
$1.33M - $1.52M
|
40.7K
$3.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
19.7KNew |
$1.29M - $1.48M
|
19.7K
$1.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.6K+ 116.28% |
$1.29M - $1.48M
|
36.5K
$3.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.3K+ 3.66% |
$1.14M - $1.3M
|
491K
$41.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
16.4KNew |
$1.07M - $1.23M
|
16.4K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.7K+ 14.25% |
$1.03M - $1.18M
|
126K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
14.6K+ 297.92% |
$958K - $1.1M
|
19.5K
$1.65M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.8KNew |
$907K - $1.04M
|
13.8K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
12.9KNew |
$848K - $973K
|
12.9K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.6K+ 46.07% |
$828K - $950K
|
40.1K
$3.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
11.4K+ 6.38% |
$749K - $859K
|
191K
$16.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.7K+ 6.54% |
$704K - $807K
|
175K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
9.84KNew |
$645K - $739K
|
9.84K
$830K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
9.43KNew |
$618K - $708K
|
9.43K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.94K+ 36.85% |
$586K - $671K
|
33.2K
$2.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
8.84KNew |
$579K - $665K
|
8.84K
$746K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.48KNew |
$490K - $562K
|
7.48K
$631K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.38KNew |
$483K - $554K
|
7.38K
$622K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.37KNew |
$483K - $554K
|
7.37K
$622K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
6.97K+ 6.28% |
$457K - $524K
|
118K
$9.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
6.87KNew |
$450K - $516K
|
6.87K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 135.91% |
$358K - $411K
|
9.49K
$800K
|