Latest Institutional Purchases of Proshares Tr S&P 500 Ex Energy (SPXE)
This list provides information on the latest institutional transactions involving Proshares Tr S&P 500 Ex Energy (SPXE) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
139KNew |
$7.72M - $8.61M
|
139K
$8.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.4K+ 27.78% |
$801K - $893K
|
66.4K
$4.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.75KNew |
$319K - $355K
|
5.75K
$368K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.1K+ 100.0% |
$283K - $315K
|
10.2K
$653K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
225+ 6.23% |
$12.5K - $13.9K
|
3.84K
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
132+ 2.99% |
$7.32K - $8.17K
|
4.55K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15+ 0.32% |
$832 - $928
|
4.66K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10+ 0.34% |
$555 - $619
|
2.95K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8+ 0.09% |
$444 - $495
|
8.6K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$55.5 - $61.9
|
2
$128
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
70K+ 100.0% |
$3.7M - $7.84M
|
140K
$8.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.26K+ 100.0% |
$490K - $1.04M
|
18.5K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.78KNew |
$306K - $647K
|
5.78K
$370K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.83K+ 100.0% |
$202K - $428K
|
7.65K
$490K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.64K+ 100.0% |
$192K - $407K
|
7.27K
$466K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
3.57K+ 102.0% |
$189K - $400K
|
7.07K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
2.9K+ 100.0% |
$153K - $325K
|
5.8K
$371K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.36K+ 100.0% |
$125K - $264K
|
4.72K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.15KNew |
$114K - $241K
|
2.15K
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2K+ 100.0% |
$106K - $224K
|
4K
$256K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.88K+ 100.0% |
$99.5K - $210K
|
3.76K
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
225+ 100.0% |
$11.9K - $25.2K
|
450
$28.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 100.0% |
$212 - $448
|
8
$512
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
251+ 26.28% |
$25.1K - $28.2K
|
1.21K
$77.2K
|
|
| Q3 2023 | |||||||
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$362 - $391
|
4
$256
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
152New |
$13.1K - $14.4K
|
152
$9.73K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
31New |
$2.49K - $2.74K
|
31
$1.99K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.06KNew |
$77.8K - $178K
|
2.06K
$132K
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
BUY
|
- |
133+ 6.84% |
$5.17K - $6.52K
|
2.08K
$133K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.1KNew |
$1.12M - $1.3M
|
25.1K
$1.61M
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
400+ 2.14% |
$18.5K - $19.7K
|
19.1K
$1.22M
|
|
| Q4 2020 | |||||||
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
62New |
$2.21K - $2.53K
|
62
$3.97K
|
|