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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
5.42K+ 134.47% |
$355K - $408K
|
9.46K
$797K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.39K+ 9.2% |
$353K - $405K
|
64K
$5.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.27K+ 29.03% |
$346K - $396K
|
23.4K
$1.98M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.89KNew |
$320K - $367K
|
4.89K
$412K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
4.81K+ 8.84% |
$315K - $361K
|
59.2K
$4.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.76KNew |
$312K - $358K
|
4.76K
$402K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
4.58KNew |
$300K - $344K
|
4.58K
$386K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.58K+ 44.04% |
$300K - $344K
|
15K
$1.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
4.48KNew |
$293K - $336K
|
4.48K
$377K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.92KNew |
$257K - $295K
|
3.92K
$331K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
3.73KNew |
$244K - $280K
|
3.73K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.6KNew |
$236K - $271K
|
3.6K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.31KNew |
$217K - $249K
|
3.31K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.23KNew |
$211K - $242K
|
3.23K
$272K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.81KNew |
$184K - $211K
|
2.81K
$237K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.79K+ 62.93% |
$183K - $209K
|
7.21K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2.41KNew |
$158K - $181K
|
2.41K
$203K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.27K+ 41.71% |
$148K - $170K
|
7.7K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.63K+ 4.24% |
$107K - $122K
|
40K
$3.38M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.63K+ 1.53% |
$107K - $122K
|
108K
$9.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.56K+ 26.37% |
$102K - $117K
|
7.46K
$629K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55K+ 11.29% |
$101K - $116K
|
15.2K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.46K+ 0.72% |
$95.9K - $110K
|
204K
$17.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.42K+ 4.61% |
$93.1K - $107K
|
32.2K
$2.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.33K+ 28.11% |
$86.8K - $99.6K
|
6.04K
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.3KNew |
$85.2K - $97.7K
|
1.3K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.26K+ 7.85% |
$82.2K - $94.3K
|
17.2K
$1.45M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.2K+ 11.6% |
$78.6K - $90.1K
|
11.5K
$973K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.15K+ 3.39% |
$75.1K - $86.1K
|
35K
$2.95M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.12K+ 10.76% |
$73.2K - $83.9K
|
11.5K
$970K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.11K+ 31.13% |
$72.8K - $83.5K
|
4.68K
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.01KNew |
$65.9K - $75.5K
|
1.01K
$84.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1K+ 29.66% |
$65.5K - $75.2K
|
4.37K
$369K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
939+ 3.68% |
$61.5K - $70.6K
|
26.5K
$2.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
918+ 27.28% |
$60.2K - $69K
|
4.28K
$361K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
825+ 17.23% |
$54.1K - $62K
|
5.61K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
795New |
$52.1K - $59.7K
|
795
$67K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
671+ 10.12% |
$44K - $50.4K
|
7.3K
$616K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
653+ 5023.08% |
$42.8K - $49.1K
|
666
$56.2K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
575New |
$37.7K - $43.2K
|
575
$48.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
534+ 6.5% |
$35K - $40.1K
|
8.75K
$738K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
503+ 14.36% |
$33K - $37.8K
|
4.01K
$338K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
500New |
$32.8K - $37.6K
|
500
$42.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
489+ 12.01% |
$32K - $36.7K
|
4.56K
$385K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
489+ 15.0% |
$32K - $36.7K
|
3.75K
$316K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
452+ 5.36% |
$29.6K - $34K
|
8.88K
$749K
|
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
437+ 5.61% |
$28.6K - $32.8K
|
8.22K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
420New |
$27.5K - $31.6K
|
420
$35.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400New |
$26.2K - $30.1K
|
400
$33.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
391+ 2.9% |
$25.6K - $29.4K
|
13.9K
$1.17M
|