Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
35.9K+ 187.61% |
$2.87M - $3.18M
|
55K
$4.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32.3K+ 144.48% |
$2.59M - $2.87M
|
54.7K
$4.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.3K+ 31.1% |
$505K - $559K
|
26.6K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4.98K+ 2.5% |
$399K - $442K
|
204K
$16.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.93KNew |
$395K - $437K
|
4.93K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.62KNew |
$210K - $232K
|
2.62K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.8K+ 8.0% |
$144K - $159K
|
24.2K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.14K+ 4.12% |
$91.6K - $101K
|
28.9K
$2.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
703+ 2.49% |
$56.4K - $62.4K
|
28.9K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
416+ 5.41% |
$33.4K - $36.9K
|
8.11K
$667K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
390New |
$31.3K - $34.6K
|
390
$32.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
385+ 0.94% |
$30.9K - $34.2K
|
41.3K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
263+ 10.29% |
$21.1K - $23.4K
|
2.82K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
196+ 7.1% |
$15.7K - $17.4K
|
2.96K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
189+ 1.21% |
$15.2K - $16.8K
|
15.9K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
124+ 3.66% |
$9.94K - $11K
|
3.51K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
90+ 1.68% |
$7.22K - $7.99K
|
5.44K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
67+ 0.57% |
$5.37K - $5.95K
|
11.8K
$974K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60+ 1.98% |
$4.81K - $5.33K
|
3.09K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 0.6% |
$4.81K - $5.33K
|
10.1K
$827K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 1.25% |
$1.12K - $1.24K
|
1.13K
$93.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
14+ 0.13% |
$1.12K - $1.24K
|
10.8K
$890K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.08% |
$160 - $178
|
2.49K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5- 0.07% |
$401 - $444
|
7.63K
$628K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 0.71% |
$1.6K - $1.78K
|
2.78K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23- 0.09% |
$1.84K - $2.04K
|
26.4K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-27- 0.57% |
$2.16K - $2.4K
|
4.71K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-31- 0.73% |
$2.49K - $2.75K
|
4.19K
$345K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-69- 1.87% |
$5.53K - $6.13K
|
3.62K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-95- 1.53% |
$7.62K - $8.44K
|
6.11K
$503K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-107- 0.87% |
$8.58K - $9.5K
|
12.1K
$998K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-172- 2.79% |
$13.8K - $15.3K
|
6K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-215- 3.23% |
$17.2K - $19.1K
|
6.45K
$531K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-290- 4.08% |
$23.3K - $25.7K
|
6.81K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-322- 6.04% |
$25.8K - $28.6K
|
5.01K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-367- 6.69% |
$29.4K - $32.6K
|
5.12K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-873- 5.57% |
$70K - $77.5K
|
14.8K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.5K- 3.03% |
$121K - $134K
|
48.1K
$3.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.05K- 4.04% |
$164K - $182K
|
48.6K
$4M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.67K- 51.61% |
$214K - $237K
|
2.5K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-6.17K- 9.94% |
$494K - $547K
|
55.9K
$4.6M
|