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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.13% |
$80.2 - $88.8
|
801
$65.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.71% |
$80.2 - $88.8
|
142
$11.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1New |
$80.2 - $88.8
|
1
$81.6
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2- 0.03% |
$160 - $178
|
5.78K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5- 0.07% |
$401 - $444
|
7.63K
$622K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-19- 0.29% |
$1.52K - $1.69K
|
6.62K
$540K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 0.71% |
$1.6K - $1.78K
|
2.78K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-23- 0.09% |
$1.84K - $2.04K
|
26.4K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-27- 0.57% |
$2.16K - $2.4K
|
4.71K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-31- 0.73% |
$2.49K - $2.75K
|
4.19K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-34- 0.2% |
$2.73K - $3.02K
|
16.6K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-46- 0.51% |
$3.69K - $4.08K
|
8.97K
$732K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-55- 2.12% |
$4.41K - $4.88K
|
2.54K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-56- 3.56% |
$4.49K - $4.97K
|
1.52K
$124K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-64- 0.46% |
$5.13K - $5.68K
|
13.8K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-69- 1.87% |
$5.53K - $6.13K
|
3.62K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-76- 2.47% |
$6.09K - $6.75K
|
3K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-95- 1.53% |
$7.62K - $8.44K
|
6.11K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-101- 2.93% |
$8.1K - $8.97K
|
3.35K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-104- 0.22% |
$8.34K - $9.23K
|
47.4K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-105- 1.01% |
$8.42K - $9.32K
|
10.3K
$840K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-107- 0.87% |
$8.58K - $9.5K
|
12.1K
$990K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-120- 4.45% |
$9.62K - $10.7K
|
2.58K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-140- 2.31% |
$11.2K - $12.4K
|
5.92K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-150- 2.69% |
$12K - $13.3K
|
5.42K
$442K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-172- 2.79% |
$13.8K - $15.3K
|
6K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-179- 1.89% |
$14.4K - $15.9K
|
9.29K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-214- 5.95% |
$17.2K - $19K
|
3.38K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-215- 3.23% |
$17.2K - $19.1K
|
6.45K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-242- 1.83% |
$19.4K - $21.5K
|
13K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-246- 12.58% |
$19.7K - $21.8K
|
1.71K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-283- 6.11% |
$22.7K - $25.1K
|
4.35K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-290- 4.08% |
$23.3K - $25.7K
|
6.81K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-322- 6.04% |
$25.8K - $28.6K
|
5.01K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-367- 6.69% |
$29.4K - $32.6K
|
5.12K
$417K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-391- 2.59% |
$31.4K - $34.7K
|
14.7K
$1.2M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-439- 6.13% |
$35.2K - $39K
|
6.73K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-524- 6.01% |
$42K - $46.5K
|
8.19K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-585- 18.03% |
$46.9K - $51.9K
|
2.66K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-666- 3.46% |
$53.4K - $59.1K
|
18.6K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-703- 15.65% |
$56.4K - $62.4K
|
3.79K
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-873- 5.57% |
$70K - $77.5K
|
14.8K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.43K- 13.86% |
$115K - $127K
|
8.88K
$725K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.5K- 3.03% |
$121K - $134K
|
48.1K
$3.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.86K- 17.91% |
$149K - $165K
|
8.53K
$696K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.05K- 4.04% |
$164K - $182K
|
48.6K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.4K- 5.09% |
$193K - $213K
|
44.8K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.67K- 51.61% |
$214K - $237K
|
2.5K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.44K- 0.15% |
$275K - $305K
|
2.31M
$188M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.6K- 16.04% |
$288K - $319K
|
18.8K
$1.54M
|