Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
429+ 5.27% |
$27.3K - $31.8K
|
8.57K
$698K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
343+ 5.91% |
$21.9K - $25.5K
|
6.15K
$501K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
340New |
$21.7K - $25.2K
|
340
$27.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
319+ 7.64% |
$20.3K - $23.7K
|
4.49K
$366K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
272+ 7.11% |
$17.3K - $20.2K
|
4.1K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
238+ 6.84% |
$15.2K - $17.7K
|
3.72K
$303K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
200+ 4.96% |
$12.7K - $14.8K
|
4.23K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
187+ 1.25% |
$11.9K - $13.9K
|
15.2K
$1.23M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
178+ 0.4% |
$11.3K - $13.2K
|
44.3K
$3.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
175+ 5.03% |
$11.2K - $13K
|
3.66K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
154New |
$9.81K - $11.4K
|
154
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
143+ 0.86% |
$9.11K - $10.6K
|
16.8K
$1.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
115+ 15.82% |
$7.33K - $8.54K
|
842
$68.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
101+ 2.17% |
$6.44K - $7.5K
|
4.76K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
96New |
$6.12K - $7.13K
|
96
$7.82K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
95+ 161.02% |
$6.05K - $7.05K
|
154
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
75+ 18.75% |
$4.78K - $5.57K
|
475
$38.7K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
60+ 0.68% |
$3.82K - $4.45K
|
8.87K
$722K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
59+ 0.85% |
$3.76K - $4.38K
|
6.98K
$568K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
58+ 2.25% |
$3.7K - $4.3K
|
2.64K
$215K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
50+ 2.57% |
$3.19K - $3.71K
|
2K
$162K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
50+ 0.25% |
$3.19K - $3.71K
|
20.1K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
47+ 1.13% |
$2.99K - $3.49K
|
4.2K
$342K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
40+ 0.68% |
$2.55K - $2.97K
|
5.89K
$479K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
39+ 1.21% |
$2.49K - $2.89K
|
3.25K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34+ 0.86% |
$2.17K - $2.52K
|
4K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
22+ 9.24% |
$1.4K - $1.63K
|
260
$21.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17+ 1.28% |
$1.08K - $1.26K
|
1.35K
$110K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
15+ 0.3% |
$956 - $1.11K
|
4.98K
$405K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
14+ 0.41% |
$892 - $1.04K
|
3.45K
$281K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.91% |
$573 - $668
|
1K
$81.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8+ 0.14% |
$510 - $594
|
5.78K
$470K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 0.64% |
$319 - $371
|
788
$64.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3+ 0.91% |
$191 - $223
|
334
$27.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 1.08% |
$127 - $148
|
187
$15.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1New |
$63.7 - $74.2
|
1
$81.4
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15- 3.36% |
$956 - $1.11K
|
432
$35.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-48- 0.09% |
$3.06K - $3.56K
|
53.4K
$4.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-51- 0.5% |
$3.25K - $3.79K
|
10.1K
$819K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-60- 0.89% |
$3.82K - $4.45K
|
6.65K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-100- 3.18% |
$6.37K - $7.42K
|
3.05K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-100- 1.63% |
$6.37K - $7.42K
|
6.05K
$493K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-111- 18.72% |
$7.07K - $8.24K
|
482
$39.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-126- 1.54% |
$8.03K - $9.35K
|
8.06K
$656K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-139- 0.72% |
$8.86K - $10.3K
|
19.2K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-162- 3.98% |
$10.3K - $12K
|
3.91K
$318K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-176- 5.56% |
$11.2K - $13.1K
|
2.99K
$243K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-178- 1.76% |
$11.3K - $13.2K
|
9.94K
$809K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-198- 0.67% |
$12.6K - $14.7K
|
29.5K
$2.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-215- 7.24% |
$13.7K - $16K
|
2.76K
$224K
|